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 |
|---|---|---|---|---|---|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 07, 2025 Q3 2025 |
27,161
shares
|
$243,362
0.12% of portfolio
|
Q3 2025
Added 8.81%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
26,773
shares
|
$239,886
0.0% of portfolio
|
Q3 2025
Reduced 25.24%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 03, 2025 Q3 2025 |
26,446
shares
|
$236,956
0.1% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
26,008
shares
|
$233,031
0.01% of portfolio
|
Q3 2025
Added 45.89%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
25,129
shares
|
$225,155
0.02% of portfolio
|
Q3 2025
Added 40.61%
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
25,125
shares
|
$225,120
0.04% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
24,762
shares
|
$221,867
0.03% of portfolio
|
Q3 2025
Reduced 9.22%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Oct 29, 2025 Q3 2025 |
23,756
shares
|
$212,853
0.1% of portfolio
|
Q2 2025
Added 37.25%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
23,663
shares
|
$212,020
0.11% of portfolio
|
Q3 2025
Reduced 14.46%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2025 Q3 2025 |
23,439
shares
|
$210,013
0.09% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2025 Q3 2025 |
22,773
shares
|
$204,046
0.13% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
22,561
shares
|
$202,146
0.0% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
22,192
shares
|
$198,840
0.02% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
22,000
shares
|
$197,120
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
22,000
shares
|
$197,120
0.01% of portfolio
|
Q4 2024
Added 57.14%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
21,910
shares
|
$196,313
0.0% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 17, 2025 Q3 2025 |
21,513
shares
|
$192,756
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
21,139
shares
|
$189,405
0.05% of portfolio
|
Q1 2025
Reduced 10.58%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
20,853
shares
|
$186,842
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
20,818
shares
|
$186,529
0.0% of portfolio
|
Q2 2025
Reduced 67.34%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 20, 2025 Q3 2025 |
20,413
shares
|
$182,900
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
19,846
shares
|
$177,820
0.0% of portfolio
|
Q3 2025
Added 8.39%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
19,657
shares
|
$176,126
0.13% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2025 Q3 2025 |
19,004
shares
|
$170,275
0.01% of portfolio
|
Q3 2021
Reduced 9.52%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
18,946
shares
|
$169,756
0.01% of portfolio
|
Q2 2025
Reduced 17.81%
|
|