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 216 institutions that hold shares in the stock, with a total of 37.8 Million shares, which have been reported (via 13F filing form) to have a value of $308 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Fifth Third Bancorp
|
Apr 23, 2024 Q1 2024 |
10,000
shares
|
$81,700
0.0% of portfolio
|
Q4 2023
Reduced 5.28%
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 15, 2024 Q4 2023 |
10,000
shares
|
$81,700
0.0% of portfolio
|
Q4 2023
New holding
|
|
Hexagon Capital Partners LLC
|
Apr 18, 2024 Q1 2024 |
7,763
shares
|
$63,423
0.01% of portfolio
|
Q4 2023
Reduced 0.7%
|
|
Cullen/Frost Bankers, Inc.
|
May 10, 2024 Q1 2024 |
7,415
shares
|
$60,580
0.0% of portfolio
|
Q1 2024
New holding
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 30, 2024 Q1 2024 |
7,266
shares
|
$59,363
0.0% of portfolio
|
Q4 2022
Reduced 0.25%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
6,268
shares
|
$51,209
0.0% of portfolio
|
Q1 2024
Reduced 4.35%
|
|
City Holding CO
|
Apr 11, 2024 Q1 2024 |
5,512
shares
|
$45,033
0.01% of portfolio
|
Q4 2020
Reduced 42.34%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
5,000
shares
|
$40,850
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
Creekmur Asset Management LLC
Morton, IL |
May 15, 2024 Q1 2024 |
4,467
shares
|
$36,495
0.01% of portfolio
|
Q1 2024
Added 0.81%
|
|
Northwest Capital Management Inc
|
Apr 09, 2024 Q1 2024 |
4,375
shares
|
$35,743
0.01% of portfolio
|
Q2 2023
New holding
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4,081
shares
|
$33,341
0.0% of portfolio
|
Q3 2022
Reduced 6.12%
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
3,567
shares
|
$29,142
0.02% of portfolio
|
Q3 2017
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,256
shares
|
$26,601
0.0% of portfolio
|
Q2 2020
Reduced 50.56%
|
|
Gps Wealth Strategies Group, LLC
|
Apr 30, 2024 Q1 2024 |
3,200
shares
|
$26,144
0.0% of portfolio
|
Q1 2024
Reduced 8.57%
|
|
Transcendent Capital Group LLC
Edmond, OK |
Apr 22, 2024 Q1 2024 |
2,685
shares
|
$21,936
0.01% of portfolio
|
Q4 2023
New holding
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,350
shares
|
$19,199
0.01% of portfolio
|
Q4 2022
Reduced 26.56%
|
|
Capital Advisors, Ltd. LLC
|
Apr 18, 2024 Q1 2024 |
2,230
shares
|
$18,219
0.0% of portfolio
|
Q3 2020
New holding
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 02, 2024 Q1 2024 |
2,200
shares
|
$17,974
0.0% of portfolio
|
Q4 2023
New holding
|
|
Advisor Net Financial, Inc
|
Apr 12, 2024 Q1 2024 |
2,199
shares
|
$17,965
0.0% of portfolio
|
Q3 2023
Added 46.6%
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
2,100
shares
|
$17,157
0.0% of portfolio
|
Q1 2024
Added 2000.0%
|
|
Fin Trust Capital Advisors, LLC
|
May 02, 2024 Q1 2024 |
2,024
shares
|
$16,536
0.0% of portfolio
|
Q3 2023
Reduced 66.4%
|
|
Optimum Investment Advisors
|
Apr 11, 2024 Q1 2024 |
2,000
shares
|
$16,340
0.01% of portfolio
|
Q4 2020
Added 12.99%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
1,973
shares
|
$16,119
0.0% of portfolio
|
Q4 2023
Reduced 20.6%
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
1,852
shares
|
$15,130
0.0% of portfolio
|
Q1 2024
Added 54.08%
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
1,756
shares
|
$14,346
0.01% of portfolio
|
Q2 2023
Added 2.03%
|