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BlackRock Enhanced Govern (XEGFX)

Q3 2024 vs Q4 2024

Comparing institutional holders between quarters

Quarters

Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
SIT Investment Associates Inc
DECREASED
Shares1,839,198 from 1,846,031
Change-6,833 (0%)
Value$17.9K (-$601)
Filed 2025-02-13
1607 Capital Partners, LLC
DECREASED
Shares220,343 from 381,747
Change-161,404 (-42%)
Value$2.1M (-$1.7M)
Filed 2025-02-13
Fiera Capital Corp
DECREASED
Shares115,087 from 118,486
Change-3,399 (-3%)
Value$1.1M (-$67.4K)
Filed 2025-01-29
Private Advisor Group, LLC
NEW
Shares59,263
Change+59,263
Value$575.4K
Filed 2025-02-03
Chicago Partners Investment Group LLC
UNCHANGED
Shares56,277 from 56,277
Change0 (0%)
Value$542.5K (-$5.1K)
Filed 2025-01-24
Quadcap Wealth Management, LLC
DECREASED
Shares36,281 from 36,351
Change-70 (0%)
Value$352.3K (-$11.2K)
Filed 2025-02-14
Shulman DeMeo Asset Management LLC
DECREASED
Shares30,769 from 30,875
Change-106 (0%)
Value$298.8K (-$10.0K)
Filed 2025-01-15
Melfa Wealth Management, Inc.
UNCHANGED
Shares17,822 from 17,822
Change0 (0%)
Value$173.1K (-$5.2K)
Filed 2025-01-17
Carnick & Kubik Group, LLC
NEW
Shares10,657
Change+10,657
Value$103.5K
Filed 2025-01-17
UBS Group AG
NEW
Shares8,170
Change+8,170
Value$79.3K
Filed 2025-02-14
Morgan Stanley
DECREASED
Shares7,906 from 10,525
Change-2,619 (-25%)
Value$76.8K (-$28.5K)
Filed 2025-05-15
Osaic Holdings, Inc.
DECREASED
Shares4,070 from 4,120
Change-50 (-1%)
Value$39.5K (-$1.7K)
Filed 2025-06-06
Wells Fargo & Company
INCREASED
Shares1 from 0
Change+1
Value$6 (+$3)
Filed 2025-02-13
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2025-02-13
Status
SIT Investment Associates Inc
DECREASED1,839,1981,846,031-6,8330%$18.5K$17.9K-$6012025-02-13
1607 Capital Partners, LLC
DECREASED220,343381,747-161,404-42%$3.8M$2.1M-$1.7M2025-02-13
Fiera Capital Corp
DECREASED115,087118,486-3,399-3%$1.2M$1.1M-$67.4K2025-01-29
Private Advisor Group, LLC
NEW59,263—+59,263——$575.4K—2025-02-03
Chicago Partners Investment Group LLC
UNCHANGED56,27756,27700%$547.6K$542.5K-$5.1K2025-01-24
Quadcap Wealth Management, LLC
DECREASED36,28136,351-700%$363.5K$352.3K-$11.2K2025-02-14
Shulman DeMeo Asset Management LLC
DECREASED30,76930,875-1060%$308.8K$298.8K-$10.0K2025-01-15
Melfa Wealth Management, Inc.
UNCHANGED17,82217,82200%$178.2K$173.1K-$5.2K2025-01-17
Carnick & Kubik Group, LLC
NEW10,657—+10,657——$103.5K—2025-01-17
UBS Group AG
NEW8,170—+8,170——$79.3K—2025-02-14
Morgan Stanley
DECREASED7,90610,525-2,619-25%$105.3K$76.8K-$28.5K2025-05-15
Osaic Holdings, Inc.
DECREASED4,0704,120-50-1%$41.2K$39.5K-$1.7K2025-06-06
Wells Fargo & Company
INCREASED10+1—$3$6+$32025-02-13
Proequities, Inc.
UNCHANGED000—$0$0$02025-02-13
Showing 14 of 14 institutions