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 |
|---|---|---|---|---|---|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2024 Q3 2024 |
13,211
shares
|
$116,653
0.02% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
13,104
shares
|
$115,708
0.0% of portfolio
|
Q3 2023
Reduced 54.18%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
12,988
shares
|
$114,684
0.01% of portfolio
|
Q4 2023
Reduced 38.8%
|
|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
12,350
shares
|
$109,050
0.02% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
12,116
shares
|
$106,984
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
11,767
shares
|
$103,902
0.0% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
11,761
shares
|
$103,849
0.06% of portfolio
|
Q3 2024
Added 7.79%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 16, 2024 Q3 2024 |
11,611
shares
|
$102,525
0.05% of portfolio
|
Q3 2024
Added 3.87%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
11,600
shares
|
$102,428
0.0% of portfolio
|
Q2 2024
Reduced 34.09%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
11,594
shares
|
$102,375
0.01% of portfolio
|
Q3 2024
Reduced 5.22%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
11,303
shares
|
$99,805
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
11,295
shares
|
$99,734
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Nov 05, 2024 Q3 2024 |
11,278
shares
|
$99,584
0.01% of portfolio
|
Q3 2024
Added 6.87%
|
|
|
Css LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
11,055
shares
|
$97,615
0.01% of portfolio
|
Q3 2024
Reduced 19.54%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
11,001
shares
|
$97,138
0.01% of portfolio
|
Q3 2023
Reduced 14.06%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
10,997
shares
|
$97,103
0.0% of portfolio
|
Q3 2024
Added 9.97%
|
|
|
Live Oak Private Wealth LLC
|
Oct 22, 2024 Q3 2024 |
10,525
shares
|
$92,935
0.02% of portfolio
|
Q2 2020
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
10,355
shares
|
$91,434
0.04% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
10,330
shares
|
$91,213
0.0% of portfolio
|
Q3 2024
Reduced 20.31%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
10,301
shares
|
$90,957
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
10,066
shares
|
$88,882
0.0% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
8,333
shares
|
$73,580
0.0% of portfolio
|
Q2 2024
Added 32.95%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
7,763
shares
|
$68,547
0.01% of portfolio
|
Q4 2023
Reduced 0.7%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
7,415
shares
|
$65,474
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
7,266
shares
|
$64,158
0.0% of portfolio
|
Q4 2022
Reduced 0.25%
|