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 223 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 $317 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
88,503
shares
|
$777,941
0.0% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
74,904
shares
|
$658,406
0.12% of portfolio
|
Q2 2024
Reduced 9.28%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
74,876
shares
|
$658,160
0.13% of portfolio
|
Q3 2024
Added 7.16%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 04, 2024 Q3 2024 |
68,156
shares
|
$599,091
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Jan 28, 2025 Q4 2024 |
67,880
shares
|
$596,665
0.24% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
66,028
shares
|
$580,386
0.01% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
65,732
shares
|
$577,784
0.24% of portfolio
|
Q4 2022
Reduced 88.9%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
63,474
shares
|
$557,936
0.11% of portfolio
|
Q3 2024
Added 93.88%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
61,452
shares
|
$540,163
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Stolper CO
|
Jan 14, 2025 Q4 2024 |
61,201
shares
|
$537,956
0.17% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
59,863
shares
|
$526,195
0.0% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
59,205
shares
|
$520,411
0.0% of portfolio
|
Q3 2024
Reduced 6.97%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 13, 2024 Q3 2024 |
57,000
shares
|
$501,029
0.2% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
49,635
shares
|
$436,291
0.02% of portfolio
|
Q2 2024
Added 1.38%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
48,787
shares
|
$428,837
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 29, 2025 Q4 2024 |
48,215
shares
|
$423,809
0.31% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
47,869
shares
|
$420,768
0.12% of portfolio
|
Q3 2024
Reduced 7.11%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
47,845
shares
|
$420,557
0.15% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
45,903
shares
|
$403,487
0.0% of portfolio
|
Q3 2024
Reduced 29.59%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
45,878
shares
|
$403,267
0.01% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jan 16, 2025 Q4 2024 |
45,237
shares
|
$397,633
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Nov 14, 2024 Q3 2024 |
44,839
shares
|
$394,134
0.17% of portfolio
|
Q3 2024
Reduced 11.1%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
44,656
shares
|
$392,526
0.0% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
44,309
shares
|
$389,476
0.32% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Mezzasalma Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
43,833
shares
|
$385,292
0.12% of portfolio
|
Q4 2024
New holding
|