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 230 institutions that hold shares in the stock, with a total of 35.9 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 |
|---|---|---|---|---|---|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
74,426
shares
|
$666,856
0.09% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
68,125
shares
|
$610,400
0.1% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Oct 21, 2025 Q3 2025 |
66,980
shares
|
$600,140
0.23% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
65,732
shares
|
$588,958
0.24% of portfolio
|
Q4 2022
Reduced 88.9%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
64,801
shares
|
$580,616
0.01% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Stolper CO
|
Oct 10, 2025 Q3 2025 |
63,734
shares
|
$571,056
0.18% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
59,523
shares
|
$533,326
0.0% of portfolio
|
Q3 2025
Added 96.32%
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
57,905
shares
|
$518,828
0.24% of portfolio
|
Q3 2025
Added 19.63%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
57,000
shares
|
$510,720
0.21% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
56,869
shares
|
$509,546
0.15% of portfolio
|
Q3 2025
Added 12.9%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
56,041
shares
|
$502,127
0.0% of portfolio
|
Q3 2025
Reduced 13.71%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
55,089
shares
|
$493,597
0.03% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
55,085
shares
|
$493,561
0.02% of portfolio
|
Q3 2025
Reduced 5.77%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
54,859
shares
|
$491,536
0.0% of portfolio
|
Q3 2025
Added 6.04%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
52,057
shares
|
$466,430
0.0% of portfolio
|
Q3 2025
Added 6.7%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
50,096
shares
|
$448,860
0.01% of portfolio
|
Q3 2025
Reduced 18.16%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
50,042
shares
|
$448,376
0.15% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
49,635
shares
|
$444,729
0.01% of portfolio
|
Q2 2024
Added 1.38%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
49,229
shares
|
$441,091
0.0% of portfolio
|
Q3 2025
Reduced 15.03%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
48,358
shares
|
$433,287
0.0% of portfolio
|
Q3 2025
Added 3.98%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
48,281
shares
|
$432,597
0.01% of portfolio
|
Q3 2025
Added 35.19%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 20, 2025 Q3 2025 |
47,879
shares
|
$428,995
0.29% of portfolio
|
Q3 2025
Added 3.91%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
47,228
shares
|
$423,162
0.07% of portfolio
|
Q3 2025
Reduced 3.64%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
46,762
shares
|
$418,987
0.0% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
45,696
shares
|
$409,436
0.0% of portfolio
|
Q3 2025
Added 11.67%
|
|