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 |
|---|---|---|---|---|---|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
13,312
shares
|
$117,012
0.0% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jan 14, 2025 Q4 2024 |
13,276
shares
|
$116,696
0.02% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
13,104
shares
|
$115,184
0.0% of portfolio
|
Q3 2023
Reduced 54.18%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
12,988
shares
|
$114,164
0.01% of portfolio
|
Q4 2023
Reduced 38.8%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
12,116
shares
|
$106,499
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
11,821
shares
|
$103,906
0.05% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
11,767
shares
|
$103,431
0.0% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
11,761
shares
|
$103,379
0.06% of portfolio
|
Q3 2024
Added 7.79%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
11,600
shares
|
$101,963
0.0% of portfolio
|
Q2 2024
Reduced 34.09%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
11,448
shares
|
$100,627
0.01% of portfolio
|
Q4 2024
Reduced 7.3%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
11,303
shares
|
$99,353
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
11,295
shares
|
$99,283
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Css LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
11,055
shares
|
$97,173
0.01% of portfolio
|
Q3 2024
Reduced 19.54%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
11,042
shares
|
$97,059
0.0% of portfolio
|
Q3 2024
Reduced 59.84%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
11,001
shares
|
$96,698
0.01% of portfolio
|
Q3 2023
Reduced 14.06%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jan 27, 2025 Q4 2024 |
10,939
shares
|
$96,153
0.01% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
10,525
shares
|
$92,514
0.02% of portfolio
|
Q2 2020
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
10,355
shares
|
$91,020
0.04% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
10,330
shares
|
$90,800
0.0% of portfolio
|
Q3 2024
Reduced 20.31%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
10,301
shares
|
$90,545
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
10,066
shares
|
$88,480
0.0% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
10,000
shares
|
$87,899
0.0% of portfolio
|
Q4 2024
Reduced 9.07%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
8,333
shares
|
$73,247
0.0% of portfolio
|
Q2 2024
Added 32.95%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
7,763
shares
|
$68,236
0.01% of portfolio
|
Q4 2023
Reduced 0.7%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
7,415
shares
|
$65,177
0.0% of portfolio
|
Q1 2024
New holding
|