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 |
|---|---|---|---|---|---|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
66,084
shares
|
$590,130
0.11% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
65,732
shares
|
$586,986
0.24% of portfolio
|
Q4 2022
Reduced 88.9%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
63,734
shares
|
$569,144
0.01% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Stolper CO
|
Jul 10, 2025 Q2 2025 |
63,671
shares
|
$568,582
0.19% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
63,168
shares
|
$564,090
0.01% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
62,322
shares
|
$556,535
0.0% of portfolio
|
Q1 2025
Reduced 9.99%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
60,159
shares
|
$537,219
0.03% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
May 16, 2025 Q1 2025 |
57,000
shares
|
$509,010
0.22% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
56,857
shares
|
$507,733
0.0% of portfolio
|
Q1 2025
Reduced 5.02%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
50,793
shares
|
$453,581
0.0% of portfolio
|
Q1 2025
Added 39.28%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
49,635
shares
|
$443,240
0.02% of portfolio
|
Q2 2024
Added 1.38%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
48,787
shares
|
$435,667
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 06, 2025 Q1 2025 |
48,561
shares
|
$433,649
0.16% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
48,404
shares
|
$432,247
0.23% of portfolio
|
Q1 2025
Added 36.3%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
47,782
shares
|
$426,693
0.02% of portfolio
|
Q1 2025
Added 234.02%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Apr 15, 2025 Q1 2025 |
46,265
shares
|
$413,146
0.31% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
46,143
shares
|
$412,056
0.0% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
45,809
shares
|
$409,074
0.36% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
45,800
shares
|
$408,994
0.0% of portfolio
|
Q1 2025
Added 37.54%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
May 12, 2025 Q1 2025 |
45,237
shares
|
$403,966
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Apr 30, 2025 Q1 2025 |
44,631
shares
|
$398,554
0.18% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
44,598
shares
|
$398,260
0.14% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
44,324
shares
|
$395,813
0.0% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
44,218
shares
|
$394,866
0.0% of portfolio
|
Q1 2025
Added 69.61%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
42,662
shares
|
$380,971
0.03% of portfolio
|
Q1 2025
Added 25.99%
|