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 222 institutions that hold shares in the stock, with a total of 38.8 Million shares, which have been reported (via 13F filing form) to have a value of $345 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,573
shares
|
$13,826
0.0% of portfolio
|
Q3 2024
Reduced 20.27%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,539
shares
|
$13,527
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,416
shares
|
$12,446
0.0% of portfolio
|
Q3 2022
Reduced 49.96%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
1,013
shares
|
$8,904
0.0% of portfolio
|
Q3 2024
Reduced 20.3%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,000
shares
|
$8,790
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
979
shares
|
$8,605
0.0% of portfolio
|
Q3 2024
Reduced 90.81%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
923
shares
|
$8,113
0.0% of portfolio
|
Q4 2024
Reduced 24.78%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
800
shares
|
$7,031
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
800
shares
|
$7,031
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
750
shares
|
$6,592
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
729
shares
|
$6,407
0.0% of portfolio
|
Q4 2024
Reduced 76.35%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
714
shares
|
$6,276
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
665
shares
|
$5,845
0.0% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2024 Q3 2024 |
606
shares
|
$5,326
0.0% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
579
shares
|
$5,089
0.0% of portfolio
|
Q3 2024
Reduced 10.92%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
466
shares
|
$4,096
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
425
shares
|
$3,735
0.0% of portfolio
|
Q4 2024
Reduced 82.47%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
343
shares
|
$3,014
0.0% of portfolio
|
Q4 2024
Reduced 24.95%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
301
shares
|
$2,645
0.0% of portfolio
|
Q4 2024
Reduced 24.75%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
193
shares
|
$1,696
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
68
shares
|
$597
0.05% of portfolio
|
Q4 2024
Reduced 99.92%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|