STOCK TITAN

Morgan Stanley and Parametric (BOE) disclose shared 6.1% holdings

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

BlackRock Enhanced Global Dividend Trust ownership disclosure: an amended Schedule 13G/A reports that Morgan Stanley (through MS Reporting Units) and Parametric Portfolio Associates LLC each report beneficial ownership representing 6.1% of the Trust's common shares. The filing lists shared voting power of 426,166 and shared dispositive power of 3,382,447.

Positive

  • None.

Negative

  • None.

Insights

Large passive positions disclosed by institutional holders.

The amendment records institutional beneficial ownership interests in the Trust, showing shared voting power of 426,166 and shared dispositive power of 3,382,447, and a reported 6.1% stake. The filing attributes holdings to MS reporting units and Parametric Portfolio Associates LLC.

These filings are routine regulatory disclosures; subsequent filings or proxy materials would show any changes in voting alignment or coordinated activity.

Reported ownership % 6.1% Beneficial ownership percentage reported on Schedule 13G/A
Shared voting power 426,166 shares Shared power to vote reported for the filing entities
Shared dispositive power 3,382,447 shares Shared power to direct disposition reported for the filing entities
CUSIP 092501105 Identifier for Common Shares of Beneficial Interest
Signatures dated 05/11/2026 Filing signed by authorized signatories
Schedule 13G/A regulatory
"Amendment No. 1 ) BlackRock Enhanced Global Dividend Trust"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
beneficially owned regulatory
"securities beneficially owned, or that may be deemed to be beneficially owned"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
shared dispositive power financial
"Shared Dispositive Power 3,382,447.00"
MS Reporting Units regulatory
"the securities beneficially owned by certain operating units (collectively, the "MS Reporting Units")"





092501105

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Morgan Stanley
Signature:Claire Gordon
Name/Title:Authorized Signatory, Morgan Stanley
Date:05/11/2026
Parametric Portfolio Associates LLC
Signature:Cindy Kim
Name/Title:Authorized Signatory, Parametric Portfolio Associates LLC
Date:05/11/2026
Exhibit Information

EXHIBIT NO. EXHIBITS ------------------ ------------------------------------ 99.1 Joint Filing Agreement 99.2 Item 7 Information * Attention. Intentional misstatements or omissions of fact constitute federal criminal violations (see 18 U.S.C. 1001).

FAQ

What stake does Morgan Stanley report in BOE?

Morgan Stanley (MS Reporting Units) reports beneficial ownership equal to 6.1% of common shares. The filing shows shared voting power of 426,166 and shared dispositive power of 3,382,447 attributed to MS Reporting Units in the Schedule 13G/A amendment.

What does the 6.1% percent in BOE Schedule 13G/A mean?

The 6.1% figure represents the filer’s reported percentage of the Trust's outstanding common shares. It is a beneficial ownership percentage stated on the Schedule 13G/A and reflects holdings attributed to the named reporting entities as disclosed in the amendment.

Who signed the amended Schedule 13G/A for BOE?

The amendment is signed by authorized signatories: Claire Gordon for Morgan Stanley and Cindy Kim for Parametric Portfolio Associates LLC, each dated 05/11/2026. Signatures appear on the Schedule 13G/A cover and exhibit list.

Does the filing show sole voting or dispositive power for BOE shares?

No sole powers are reported in the excerpt; the filing lists 0 sole voting and sole dispositive power entries and discloses shared voting power of 426,166 and shared dispositive power of 3,382,447 for the reporting entities.