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 221 institutions that hold shares in the stock, with a total of 36.5 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 |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
88,503
shares
|
$769,091
0.0% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
87,086
shares
|
$756,777
0.06% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
74,904
shares
|
$650,915
0.12% of portfolio
|
Q2 2024
Reduced 9.28%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
74,876
shares
|
$650,672
0.13% of portfolio
|
Q3 2024
Added 7.16%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Oct 28, 2024 Q3 2024 |
68,880
shares
|
$598,567
0.27% of portfolio
|
Q2 2024
Reduced 1.15%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 04, 2024 Q3 2024 |
68,156
shares
|
$592,275
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
65,732
shares
|
$571,211
0.24% of portfolio
|
Q4 2022
Reduced 88.9%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
65,054
shares
|
$565,319
0.01% of portfolio
|
Q3 2024
Reduced 34.07%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
63,636
shares
|
$552,996
0.08% of portfolio
|
Q3 2024
Reduced 19.66%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
63,474
shares
|
$551,589
0.11% of portfolio
|
Q3 2024
Added 93.88%
|
|
|
Stolper CO
|
Oct 09, 2024 Q3 2024 |
62,097
shares
|
$539,622
0.18% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
61,452
shares
|
$534,017
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
59,205
shares
|
$514,491
0.0% of portfolio
|
Q3 2024
Reduced 6.97%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
59,102
shares
|
$513,596
0.0% of portfolio
|
Q3 2024
Added 203.93%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 13, 2024 Q3 2024 |
57,000
shares
|
$495,330
0.2% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
50,911
shares
|
$442,416
0.36% of portfolio
|
Q3 2024
Reduced 8.53%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
49,635
shares
|
$431,328
0.02% of portfolio
|
Q2 2024
Added 1.38%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
48,787
shares
|
$423,959
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
47,869
shares
|
$415,981
0.15% of portfolio
|
Q3 2024
Reduced 7.11%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
47,802
shares
|
$415,399
0.16% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
46,913
shares
|
$407,673
0.01% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 22, 2024 Q3 2024 |
46,115
shares
|
$400,739
0.37% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Calamos Advisors LLC
|
Nov 07, 2024 Q3 2024 |
45,971
shares
|
$399,487
0.0% of portfolio
|
Q3 2024
Reduced 11.69%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
45,903
shares
|
$398,897
0.0% of portfolio
|
Q3 2024
Reduced 29.59%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
45,878
shares
|
$398,679
0.01% of portfolio
|
Q2 2024
Reduced 0.28%
|