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 232 institutions that hold shares in the stock, with a total of 35.7 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 |
|---|---|---|---|---|---|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
14,521
shares
|
$130,398
0.01% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Aug 07, 2025 Q2 2025 |
14,015
shares
|
$125,854
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
14,000
shares
|
$125,720
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
13,846
shares
|
$124,337
0.0% of portfolio
|
Q4 2023
Reduced 5.37%
|
|
|
Sterling Financial Planning, Inc.
|
Jul 28, 2025 Q2 2025 |
13,831
shares
|
$124,202
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
13,538
shares
|
$121,571
0.0% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
13,458
shares
|
$120,852
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jul 08, 2025 Q2 2025 |
13,419
shares
|
$120,502
0.02% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
13,099
shares
|
$117,629
0.0% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
13,044
shares
|
$117,135
0.0% of portfolio
|
Q2 2025
Reduced 6.07%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
12,502
shares
|
$112,267
0.02% of portfolio
|
Q2 2025
Added 66.47%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
12,493
shares
|
$112,187
0.0% of portfolio
|
Q2 2025
Added 11.43%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
12,236
shares
|
$109,879
0.01% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jul 24, 2025 Q2 2025 |
12,210
shares
|
$109,645
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
11,931
shares
|
$107,140
0.03% of portfolio
|
Q2 2025
Reduced 15.9%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
11,883
shares
|
$106,709
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
11,768
shares
|
$105,676
0.0% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
11,767
shares
|
$105,667
0.0% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
11,600
shares
|
$104,168
0.0% of portfolio
|
Q2 2024
Reduced 34.09%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
11,473
shares
|
$103,027
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
11,295
shares
|
$101,429
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
11,001
shares
|
$98,788
0.01% of portfolio
|
Q3 2023
Reduced 14.06%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
11,000
shares
|
$98,780
0.0% of portfolio
|
Q1 2025
Reduced 16.06%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jul 16, 2025 Q2 2025 |
10,939
shares
|
$98,232
0.01% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
10,694
shares
|
$96,032
0.0% of portfolio
|
Q2 2025
Reduced 21.15%
|