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 $323 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
29,245
shares
|
$258,233
0.0% of portfolio
|
Q3 2024
Reduced 38.36%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
29,219
shares
|
$258,003
0.04% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
28,752
shares
|
$253,880
0.01% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 12, 2024 Q3 2024 |
28,690
shares
|
$253,332
0.22% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
27,494
shares
|
$242,772
0.01% of portfolio
|
Q2 2024
Reduced 11.68%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
27,279
shares
|
$240,873
0.04% of portfolio
|
Q3 2024
Reduced 5.5%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
26,633
shares
|
$235,169
0.0% of portfolio
|
Q3 2024
Reduced 35.63%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 04, 2024 Q3 2024 |
25,571
shares
|
$225,791
0.11% of portfolio
|
Q3 2024
Reduced 22.01%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
25,437
shares
|
$224,608
0.0% of portfolio
|
Q3 2024
Reduced 24.3%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
25,174
shares
|
$222,286
0.0% of portfolio
|
Q3 2024
Reduced 14.17%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
24,552
shares
|
$216,794
0.02% of portfolio
|
Q2 2024
Reduced 10.89%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
23,639
shares
|
$208,732
0.06% of portfolio
|
Q3 2024
Reduced 7.08%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
23,390
shares
|
$206,533
0.0% of portfolio
|
Q1 2024
Reduced 13.23%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
23,300
shares
|
$205,739
0.0% of portfolio
|
Q1 2024
Added 75.19%
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2024 Q3 2024 |
22,749
shares
|
$200,873
0.15% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 16, 2024 Q3 2024 |
21,513
shares
|
$189,959
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
21,479
shares
|
$189,659
0.01% of portfolio
|
Q3 2024
Reduced 10.16%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
21,134
shares
|
$186,613
0.02% of portfolio
|
Q3 2024
Added 7.31%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
21,086
shares
|
$186,189
0.02% of portfolio
|
Q3 2024
Reduced 25.82%
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
20,952
shares
|
$185,006
0.14% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
20,853
shares
|
$184,131
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
20,571
shares
|
$181,641
0.02% of portfolio
|
Q3 2024
Added 30.74%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 23, 2024 Q3 2024 |
20,413
shares
|
$180,246
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
20,000
shares
|
$176,600
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
19,760
shares
|
$174,480
0.0% of portfolio
|
Q3 2024
Reduced 20.66%
|