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 |
|---|---|---|---|---|---|
|
Live Oak Private Wealth LLC
|
Oct 17, 2025 Q3 2025 |
10,525
shares
|
$94,304
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
10,369
shares
|
$92,906
0.01% of portfolio
|
Q3 2025
Reduced 5.21%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
10,330
shares
|
$92,556
0.0% of portfolio
|
Q3 2024
Reduced 20.31%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
10,301
shares
|
$92,296
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
10,131
shares
|
$90,773
0.0% of portfolio
|
Q3 2025
Reduced 69.08%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
8,740
shares
|
$78,310
0.01% of portfolio
|
Q3 2025
Reduced 60.51%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
7,433
shares
|
$66,599
0.0% of portfolio
|
Q4 2024
Reduced 10.8%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
7,415
shares
|
$66,438
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
7,266
shares
|
$65,103
0.0% of portfolio
|
Q4 2022
Reduced 0.25%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
6,220
shares
|
$55,731
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
5,983
shares
|
$53,607
0.0% of portfolio
|
Q3 2025
Added 28.5%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
5,243
shares
|
$46,977
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
5,000
shares
|
$44,800
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4,081
shares
|
$36,565
0.0% of portfolio
|
Q3 2022
Reduced 6.12%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Nov 04, 2025 Q3 2025 |
3,607
shares
|
$32,318
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
3,567
shares
|
$31,960
0.02% of portfolio
|
Q3 2017
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
3,552
shares
|
$31,825
0.03% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
3,500
shares
|
$31,360
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
3,400
shares
|
$30,464
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,256
shares
|
$29,173
0.0% of portfolio
|
Q2 2020
Reduced 50.56%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
3,200
shares
|
$28,672
0.0% of portfolio
|
Q1 2024
Reduced 8.57%
|
|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
2,847
shares
|
$25,509
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,350
shares
|
$21,056
0.01% of portfolio
|
Q4 2022
Reduced 26.56%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
2,327
shares
|
$20,849
0.0% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
2,200
shares
|
$19,712
0.0% of portfolio
|
Q4 2023
New holding
|
|