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 |
|---|---|---|---|---|---|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
1,969
shares
|
$17,642
0.01% of portfolio
|
Q3 2025
Added 228.17%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
1,819
shares
|
$16,298
0.0% of portfolio
|
Q3 2025
Reduced 76.13%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
1,756
shares
|
$15,733
0.01% of portfolio
|
Q2 2023
Added 2.03%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
1,700
shares
|
$15,232
0.01% of portfolio
|
Q4 2023
Added 240.0%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
1,629
shares
|
$14,595
0.0% of portfolio
|
Q1 2025
Added 103.62%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
1,551
shares
|
$13,896
0.0% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,539
shares
|
$13,789
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
1,466
shares
|
$13,135
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,416
shares
|
$12,687
0.0% of portfolio
|
Q3 2022
Reduced 49.96%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
1,233
shares
|
$11,047
0.0% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
1,223
shares
|
$10,958
0.0% of portfolio
|
Q3 2025
Added 120.36%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
1,200
shares
|
$10,752
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
1,198
shares
|
$10,734
0.0% of portfolio
|
Q4 2024
Reduced 24.84%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
1,013
shares
|
$9,076
0.0% of portfolio
|
Q3 2024
Reduced 20.3%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,000
shares
|
$8,960
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
906
shares
|
$8,117
0.0% of portfolio
|
Q2 2025
Reduced 52.47%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
714
shares
|
$6,397
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2025 Q3 2025 |
678
shares
|
$6,074
0.0% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
500
shares
|
$4,480
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
466
shares
|
$4,175
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
301
shares
|
$2,696
0.0% of portfolio
|
Q3 2025
Reduced 13.01%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
210
shares
|
$1,881
0.0% of portfolio
|
Q3 2025
Reduced 93.02%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
183
shares
|
$1,639
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
65
shares
|
$582
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
46
shares
|
$412
0.0% of portfolio
|
Q1 2025
New holding
|
|