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 |
|---|---|---|---|---|---|
|
Live Oak Private Wealth LLC
|
Aug 04, 2025 Q2 2025 |
10,525
shares
|
$94,514
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
10,521
shares
|
$94,478
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
10,330
shares
|
$92,763
0.0% of portfolio
|
Q3 2024
Reduced 20.31%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
10,301
shares
|
$92,502
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
10,200
shares
|
$91,596
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
9,293
shares
|
$83,451
0.03% of portfolio
|
Q4 2024
Reduced 10.26%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
7,619
shares
|
$68,418
0.02% of portfolio
|
Q2 2025
Added 318.86%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
7,433
shares
|
$66,748
0.0% of portfolio
|
Q4 2024
Reduced 10.8%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
7,415
shares
|
$66,586
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
7,266
shares
|
$65,248
0.0% of portfolio
|
Q4 2022
Reduced 0.25%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
7,147
shares
|
$64,180
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
5,000
shares
|
$44,900
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
4,656
shares
|
$41,810
0.0% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4,081
shares
|
$36,647
0.0% of portfolio
|
Q3 2022
Reduced 6.12%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
3,607
shares
|
$32,390
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
3,567
shares
|
$32,031
0.02% of portfolio
|
Q3 2017
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
3,552
shares
|
$31,896
0.03% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
3,400
shares
|
$30,532
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,256
shares
|
$29,238
0.0% of portfolio
|
Q2 2020
Reduced 50.56%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
3,200
shares
|
$28,736
0.0% of portfolio
|
Q1 2024
Reduced 8.57%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
3,010
shares
|
$27,029
0.0% of portfolio
|
Q2 2025
Added 49.75%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,350
shares
|
$21,103
0.01% of portfolio
|
Q4 2022
Reduced 26.56%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
2,279
shares
|
$20,465
0.0% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
2,200
shares
|
$19,756
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
1,756
shares
|
$15,768
0.01% of portfolio
|
Q2 2023
Added 2.03%
|