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 |
|---|---|---|---|---|---|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
13,831
shares
|
$123,510
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
13,562
shares
|
$121,108
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
13,459
shares
|
$120,188
0.01% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
13,458
shares
|
$120,179
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jul 08, 2025 Q2 2025 |
13,419
shares
|
$119,831
0.02% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
13,251
shares
|
$118,331
0.0% of portfolio
|
Q1 2025
Added 9.42%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
12,817
shares
|
$114,455
0.0% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
12,236
shares
|
$109,267
0.01% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
May 08, 2025 Q1 2025 |
12,210
shares
|
$109,035
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
11,767
shares
|
$105,079
0.0% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
11,717
shares
|
$104,632
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
11,600
shares
|
$103,588
0.0% of portfolio
|
Q2 2024
Reduced 34.09%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
11,295
shares
|
$100,864
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
11,212
shares
|
$100,123
0.0% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
11,088
shares
|
$99,015
0.0% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
11,001
shares
|
$98,238
0.01% of portfolio
|
Q3 2023
Reduced 14.06%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
11,000
shares
|
$98,230
0.0% of portfolio
|
Q1 2025
Reduced 16.06%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Apr 22, 2025 Q1 2025 |
10,939
shares
|
$97,685
0.01% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
10,929
shares
|
$97,595
0.0% of portfolio
|
Q1 2025
Reduced 52.11%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
10,525
shares
|
$93,988
0.02% of portfolio
|
Q2 2020
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
10,330
shares
|
$92,246
0.0% of portfolio
|
Q3 2024
Reduced 20.31%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
10,301
shares
|
$91,987
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
10,164
shares
|
$90,764
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
10,050
shares
|
$89,746
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
10,000
shares
|
$89,300
0.0% of portfolio
|
Q4 2024
Reduced 9.07%
|