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 $322 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
1,594
shares
|
$13,851
0.01% of portfolio
|
Q3 2024
Reduced 20.3%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,573
shares
|
$13,669
0.0% of portfolio
|
Q3 2024
Reduced 20.27%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,539
shares
|
$13,373
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
1,416
shares
|
$12,305
0.0% of portfolio
|
Q3 2022
Reduced 49.96%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
1,227
shares
|
$10,662
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
1,185
shares
|
$10,297
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
1,013
shares
|
$8,802
0.0% of portfolio
|
Q3 2024
Reduced 20.3%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,000
shares
|
$8,690
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
979
shares
|
$8,507
0.0% of portfolio
|
Q3 2024
Reduced 90.81%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
958
shares
|
$8,325
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
950
shares
|
$8,255
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
800
shares
|
$6,952
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
750
shares
|
$6,517
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
714
shares
|
$6,204
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
665
shares
|
$5,778
0.0% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2024 Q3 2024 |
606
shares
|
$5,266
0.0% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
579
shares
|
$5,031
0.0% of portfolio
|
Q3 2024
Reduced 10.92%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
466
shares
|
$4,049
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
457
shares
|
$3,971
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
400
shares
|
$3,476
0.0% of portfolio
|
Q3 2024
Reduced 46.67%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
333
shares
|
$2,893
0.0% of portfolio
|
Q3 2024
New holding
|