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 |
|---|---|---|---|---|---|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,700
shares
|
$15,266
0.01% of portfolio
|
Q4 2023
Added 240.0%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,629
shares
|
$14,628
0.0% of portfolio
|
Q1 2025
Added 103.62%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,539
shares
|
$13,820
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
1,520
shares
|
$13,649
0.01% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,497
shares
|
$13,443
0.0% of portfolio
|
Q2 2025
Reduced 88.7%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,466
shares
|
$13,164
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
1,462
shares
|
$13,128
0.0% of portfolio
|
Q2 2025
Reduced 73.48%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,416
shares
|
$12,715
0.0% of portfolio
|
Q3 2022
Reduced 49.96%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
1,208
shares
|
$10,847
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
1,200
shares
|
$10,776
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
1,198
shares
|
$10,758
0.0% of portfolio
|
Q4 2024
Reduced 24.84%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
1,167
shares
|
$10,479
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
1,087
shares
|
$9,761
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
1,013
shares
|
$9,096
0.0% of portfolio
|
Q3 2024
Reduced 20.3%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,000
shares
|
$8,980
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
1,000
shares
|
$8,980
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
906
shares
|
$8,135
0.0% of portfolio
|
Q2 2025
Reduced 52.47%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
750
shares
|
$6,735
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
714
shares
|
$6,411
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Aug 13, 2025 Q2 2025 |
664
shares
|
$5,962
0.0% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
600
shares
|
$5,388
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
559
shares
|
$5,019
0.01% of portfolio
|
Q1 2025
Reduced 11.13%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
555
shares
|
$4,983
0.0% of portfolio
|
Q1 2025
Reduced 30.19%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
466
shares
|
$4,184
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
346
shares
|
$3,107
0.0% of portfolio
|
Q2 2025
Added 14.95%
|