Institutional Ownership Black Rock Enhanced Equity Dividend Trust (BDJ)
This table provides information about the institutional ownership of Black Rock Enhanced Equity Dividend Trust (BDJ). We have compiled data on the 232 institutions that hold shares in the stock, with a total of 35.7 Million shares, which have been reported (via 13F filing form) to have a value of $323 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
265,090
shares
|
$2.38 Million
0.0% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
202,400
shares
|
$1.82 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
163,153
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2025
Reduced 42.31%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Aug 14, 2025 Q2 2025 |
161,257
shares
|
$1.45 Million
0.32% of portfolio
|
Q2 2025
Added 8.2%
|
|
|
Shulman De Meo Asset Management LLC
|
Jul 15, 2025 Q2 2025 |
137,062
shares
|
$1.23 Million
0.3% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
127,615
shares
|
$1.15 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Aug 14, 2025 Q2 2025 |
125,304
shares
|
$1.13 Million
0.05% of portfolio
|
Q2 2025
Reduced 79.48%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
124,285
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2025
Reduced 29.71%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
117,925
shares
|
$1.06 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
117,791
shares
|
$1.06 Million
0.08% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
113,615
shares
|
$1.02 Million
0.29% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
110,799
shares
|
$994,975
0.01% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
107,525
shares
|
$965,574
0.14% of portfolio
|
Q3 2024
Reduced 5.99%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
104,528
shares
|
$938,661
0.0% of portfolio
|
Q2 2025
Reduced 9.46%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
104,303
shares
|
$936,640
0.02% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2025 Q2 2025 |
97,206
shares
|
$872,909
0.26% of portfolio
|
Q2 2025
Reduced 7.31%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
94,515
shares
|
$848,744
0.0% of portfolio
|
Q2 2025
Added 6.37%
|
|
|
David J Yvars Group
|
Jul 09, 2025 Q2 2025 |
93,601
shares
|
$840,536
0.48% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
90,157
shares
|
$809,609
0.01% of portfolio
|
Q2 2025
Added 170.51%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
76,025
shares
|
$682,704
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
74,426
shares
|
$668,345
0.16% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
68,125
shares
|
$611,762
0.1% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Jul 30, 2025 Q2 2025 |
66,980
shares
|
$601,480
0.25% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
66,764
shares
|
$599,540
0.0% of portfolio
|
Q2 2025
Added 564.32%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
65,732
shares
|
$590,273
0.24% of portfolio
|
Q4 2022
Reduced 88.9%
|