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 |
|---|---|---|---|---|---|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
29,219
shares
|
$256,835
0.04% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
28,752
shares
|
$252,730
0.01% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 12, 2024 Q3 2024 |
28,690
shares
|
$252,185
0.22% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
27,279
shares
|
$239,782
0.04% of portfolio
|
Q3 2024
Reduced 5.5%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
26,633
shares
|
$234,104
0.0% of portfolio
|
Q3 2024
Reduced 35.63%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
26,070
shares
|
$229,155
0.0% of portfolio
|
Q4 2024
Added 79.86%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
25,571
shares
|
$224,769
0.1% of portfolio
|
Q3 2024
Reduced 22.01%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
25,437
shares
|
$223,591
0.0% of portfolio
|
Q3 2024
Reduced 24.3%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
25,174
shares
|
$221,279
0.0% of portfolio
|
Q3 2024
Reduced 14.17%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
23,639
shares
|
$207,786
0.06% of portfolio
|
Q3 2024
Reduced 7.08%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
23,390
shares
|
$205,598
0.0% of portfolio
|
Q1 2024
Reduced 13.23%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
23,300
shares
|
$204,806
0.0% of portfolio
|
Q1 2024
Added 75.19%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
23,052
shares
|
$202,627
0.01% of portfolio
|
Q4 2024
Reduced 6.11%
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2024 Q3 2024 |
22,749
shares
|
$199,963
0.15% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
21,521
shares
|
$189,169
0.0% of portfolio
|
Q4 2024
Reduced 54.13%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
21,513
shares
|
$189,099
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
21,479
shares
|
$188,800
0.01% of portfolio
|
Q3 2024
Reduced 10.16%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
21,344
shares
|
$187,613
0.02% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
21,134
shares
|
$185,767
0.02% of portfolio
|
Q3 2024
Added 7.31%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
20,853
shares
|
$183,297
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Masso Torrence Wealth Management Inc.
|
Jan 23, 2025 Q4 2024 |
20,413
shares
|
$179,430
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
20,372
shares
|
$179,069
0.02% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
20,000
shares
|
$175,799
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
19,760
shares
|
$173,690
0.0% of portfolio
|
Q3 2024
Reduced 20.66%
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
19,130
shares
|
$168,152
0.12% of portfolio
|
Q4 2024
Reduced 8.7%
|