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 36.7 Million shares, which have been reported (via 13F filing form) to have a value of $330 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
7,266
shares
|
$64,885
0.0% of portfolio
|
Q4 2022
Reduced 0.25%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
5,539
shares
|
$49,463
0.0% of portfolio
|
Q3 2024
Added 1203.29%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
5,512
shares
|
$49,222
0.01% of portfolio
|
Q4 2020
Reduced 42.34%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
5,101
shares
|
$45,551
0.01% of portfolio
|
Q3 2024
Added 12.33%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
5,000
shares
|
$44,650
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
5,000
shares
|
$44,650
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
4,375
shares
|
$39,068
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
4,200
shares
|
$37,506
0.03% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4,081
shares
|
$36,443
0.0% of portfolio
|
Q3 2022
Reduced 6.12%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,718
shares
|
$33,201
0.03% of portfolio
|
Q3 2024
Reduced 90.32%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
3,567
shares
|
$31,853
0.02% of portfolio
|
Q3 2017
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,256
shares
|
$29,076
0.0% of portfolio
|
Q2 2020
Reduced 50.56%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
3,200
shares
|
$28,576
0.0% of portfolio
|
Q1 2024
Reduced 8.57%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
3,082
shares
|
$27,522
0.0% of portfolio
|
Q3 2024
Added 66.41%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
2,685
shares
|
$23,977
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
2,661
shares
|
$23,762
0.0% of portfolio
|
Q3 2024
Added 412.78%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
2,425
shares
|
$21,655
0.0% of portfolio
|
Q2 2024
Added 15.48%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,350
shares
|
$20,985
0.01% of portfolio
|
Q4 2022
Reduced 26.56%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
2,250
shares
|
$20,092
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
2,230
shares
|
$19,913
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
2,200
shares
|
$19,646
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
2,199
shares
|
$19,637
0.0% of portfolio
|
Q3 2023
Added 46.6%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,906
shares
|
$17,020
0.0% of portfolio
|
Q2 2024
Reduced 97.72%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
1,819
shares
|
$16,243
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
1,756
shares
|
$15,681
0.01% of portfolio
|
Q2 2023
Added 2.03%
|