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 231 institutions that hold shares in the stock, with a total of 36 Million shares, which have been reported (via 13F filing form) to have a value of $322 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shaker Financial Services, LLC
|
May 09, 2025 Q1 2025 |
275,312
shares
|
$2.46 Million
0.96% of portfolio
|
Q1 2025
Reduced 43.58%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
264,473
shares
|
$2.36 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
254,094
shares
|
$2.27 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
203,383
shares
|
$1.82 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.35%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
176,809
shares
|
$1.58 Million
0.01% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Aqr Arbitrage LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
154,530
shares
|
$1.38 Million
0.09% of portfolio
|
Q1 2025
Reduced 72.81%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
149,039
shares
|
$1.33 Million
0.34% of portfolio
|
Q1 2025
Added 19.79%
|
|
|
Shulman De Meo Asset Management LLC
|
Apr 09, 2025 Q1 2025 |
141,593
shares
|
$1.26 Million
0.34% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
129,182
shares
|
$1.15 Million
0.04% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
117,925
shares
|
$1.05 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
117,791
shares
|
$1.05 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
113,615
shares
|
$1.01 Million
0.29% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
113,091
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
111,606
shares
|
$996,641
0.04% of portfolio
|
Q1 2025
Reduced 32.03%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
107,525
shares
|
$960,198
0.14% of portfolio
|
Q3 2024
Reduced 5.99%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
104,875
shares
|
$936,533
0.28% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
104,528
shares
|
$933,435
0.0% of portfolio
|
Q2 2025
Reduced 9.46%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
104,303
shares
|
$931,425
0.02% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
103,634
shares
|
$925,451
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
95,738
shares
|
$854,940
0.29% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
David J Yvars Group
|
Jul 09, 2025 Q2 2025 |
93,601
shares
|
$835,856
0.48% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
88,856
shares
|
$793,484
0.0% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
77,175
shares
|
$689,172
0.05% of portfolio
|
Q1 2025
Reduced 20.48%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
May 15, 2025 Q1 2025 |
76,026
shares
|
$678,912
0.18% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Apr 30, 2025 Q1 2025 |
67,880
shares
|
$606,168
0.26% of portfolio
|
Q4 2024
Reduced 1.45%
|