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 |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
10,000
shares
|
$89,300
0.0% of portfolio
|
Q1 2025
Reduced 96.55%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
9,728
shares
|
$86,871
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
9,293
shares
|
$82,986
0.03% of portfolio
|
Q4 2024
Reduced 10.26%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
8,740
shares
|
$78,048
0.01% of portfolio
|
Q1 2025
Reduced 60.51%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
7,763
shares
|
$69,323
0.01% of portfolio
|
Q4 2023
Reduced 0.7%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
7,510
shares
|
$67,064
0.01% of portfolio
|
Q1 2025
Added 44.31%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
7,433
shares
|
$66,376
0.0% of portfolio
|
Q4 2024
Reduced 10.8%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
7,415
shares
|
$66,215
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
7,266
shares
|
$64,885
0.0% of portfolio
|
Q4 2022
Reduced 0.25%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
5,512
shares
|
$49,222
0.01% of portfolio
|
Q4 2020
Reduced 42.34%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
5,000
shares
|
$44,650
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
4,656
shares
|
$41,578
0.0% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
4,410
shares
|
$39,381
0.02% of portfolio
|
Q1 2025
Reduced 47.41%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
4,375
shares
|
$39,068
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
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%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
3,567
shares
|
$31,853
0.02% of portfolio
|
Q3 2017
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
3,552
shares
|
$31,719
0.03% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
3,400
shares
|
$30,362
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
3,321
shares
|
$29,656
0.0% of portfolio
|
Q1 2025
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
|
Apr 15, 2025 Q1 2025 |
3,200
shares
|
$28,576
0.0% of portfolio
|
Q1 2024
Reduced 8.57%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
2,700
shares
|
$24,111
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
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%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
2,230
shares
|
$19,913
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,200
shares
|
$19,646
0.0% of portfolio
|
Q4 2023
New holding
|