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 |
|---|---|---|---|---|---|
|
Iowa State Bank
|
Oct 03, 2025 Q3 2025 |
14,696
shares
|
$131,676
0.03% of portfolio
|
Q3 2025
Reduced 13.28%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
14,178
shares
|
$127,034
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Oct 31, 2025 Q3 2025 |
14,005
shares
|
$125,484
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
14,000
shares
|
$125,440
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
13,846
shares
|
$124,060
0.0% of portfolio
|
Q4 2023
Reduced 5.37%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
13,831
shares
|
$123,925
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
13,628
shares
|
$122,106
0.0% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2025 Q3 2025 |
13,490
shares
|
$120,870
0.02% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
13,458
shares
|
$120,583
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
13,372
shares
|
$119,813
0.0% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
13,170
shares
|
$118,003
0.01% of portfolio
|
Q3 2025
Added 14.79%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
13,044
shares
|
$116,874
0.0% of portfolio
|
Q2 2025
Reduced 6.07%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
12,236
shares
|
$109,634
0.01% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
12,089
shares
|
$108,317
0.01% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
12,081
shares
|
$108,245
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
11,999
shares
|
$107,511
0.03% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
11,804
shares
|
$105,763
0.0% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
11,767
shares
|
$105,432
0.0% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
11,701
shares
|
$104,840
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
11,600
shares
|
$103,936
0.0% of portfolio
|
Q2 2024
Reduced 34.09%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
11,295
shares
|
$101,203
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
11,092
shares
|
$99,384
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
11,001
shares
|
$98,568
0.01% of portfolio
|
Q3 2023
Reduced 14.06%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
11,000
shares
|
$98,560
0.0% of portfolio
|
Q1 2025
Reduced 16.06%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
10,861
shares
|
$97,314
0.0% of portfolio
|
Q3 2025
New holding
|
|