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BlackRock Enhanced Equity Dividend Trust

BDJ
Exchange
NYSE
SEC CIK
0001332283

No open-market purchases or sales by BlackRock Enhanced Equity Dividend Trust insiders were filed in the last 90 days; 218 institutions reported holding it in 13F filings for Q2 2026, worth $298.1M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in BlackRock Enhanced Equity Dividend Trust as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
175
No complete 13F data for Q4 2020
Shares held
31.2M
No complete 13F data for Q4 2020
Total value
$295.5M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting BDJ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 175 institutions
Q1 2021: 175 institutionsQ2 2021: 169 institutionsQ3 2021: 161 institutionsQ4 2021: 178 institutionsQ1 2022: 182 institutionsQ2 2022: 187 institutionsQ3 2022: 187 institutionsQ4 2022: 188 institutionsQ1 2023: 197 institutionsQ2 2023: 196 institutionsQ3 2023: 199 institutionsQ4 2023: 216 institutionsQ1 2024: 207 institutionsQ2 2024: 214 institutionsQ3 2024: 210 institutionsQ4 2024: 217 institutionsQ1 2025: 210 institutionsQ2 2025: 207 institutionsQ3 2025: 203 institutionsQ4 2025: 205 institutionsQ1 2026: 218 institutionsQ2 2026: 218 institutions
Value heldQ1 2021: $295.5M
Q1 2021: $295.5MQ2 2021: $297.6MQ3 2021: $294.3MQ4 2021: $348.3MQ1 2022: $342.5MQ2 2022: $320.8MQ3 2022: $287.1MQ4 2022: $314.6MQ1 2023: $296.3MQ2 2023: $285.3MQ3 2023: $268.8MQ4 2023: $280.0MQ1 2024: $310.9MQ2 2024: $308.3MQ3 2024: $313.9MQ4 2024: $275.3MQ1 2025: $277.9MQ2 2025: $284.2MQ3 2025: $292.2MQ4 2025: $296.7MQ1 2026: $264.3MQ2 2026: $298.1M
Institutions holding BDJ and their total value by quarter
QuarterHoldersValue
Q2 2026218$298.1M
Q1 2026218$264.3M
Q4 2025205$296.7M
Q3 2025203$292.2M
Q2 2025207$284.2M
Q1 2025210$277.9M
Q4 2024217$275.3M
Q3 2024210$313.9M
Q2 2024214$308.3M
Q1 2024207$310.9M
Q4 2023216$280.0M
Q3 2023199$268.8M
Q2 2023196$285.3M
Q1 2023197$296.3M
Q4 2022188$314.6M
Q3 2022187$287.1M
Q2 2022187$320.8M
Q1 2022182$342.5M
Q4 2021178$348.3M
Q3 2021161$294.3M
Q2 2021169$297.6M
Q1 2021175$295.5M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding BlackRock Enhanced Equity Dividend Trust.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding BDJ in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Cahill Financial Advisors Inc31,039$294.0K0.07%––
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors31,979$303.0K0.12%––
Neuberger Berman Group LLC34,676$328.0K0.00%––
D.A. Davidson & Co.35,755$338.0K0.00%––
Deutsche Bank AG36,232$343.0K0.00%––
Northern Trust Corp38,052$360.0K0.00%––
Mercer Global Advisors Inc40,191$380.0K0.00%––
Stratos Wealth Advisors, LLC40,201$380.0K0.04%––
Jackson, Grant Investment Advisers, Inc.40,967$388.0K0.18%––
Davenport & Co LLC41,692$394.0K0.00%––
Creative Planning44,256$419.0K0.00%––
Capital Planning Advisors, LLC46,500$440.0K0.10%––
Truist Financial Corp46,781$443.0K0.00%––
Brick & Kyle, Associates46,705$444.0K0.25%––
National Asset Management, Inc.48,388$458.0K0.02%––
Lenox Wealth Advisors, LLC48,787$462.0K0.06%––
Sheaff Brock Investment Advisors, LLC49,659$470.0K0.05%––
Corrado Advisors, LLC50,120$474.0K0.35%––
Belpointe Asset Management LLC50,217$475.0K0.04%––
Roble, Belko & Company, Inc53,998$511.0K0.12%––
IHT Wealth Management, LLC56,692$536.0K0.04%––
ELCO Management Co., LLC57,500$544.0K0.49%––
United Capital Financial Advisers, LLC60,252$570.0K0.00%––
CSS LLC63,474$600.0K0.03%––
Homrich & Berg71,032$672.0K0.02%––
BDO Wealth Advisors, LLC71,498$676.0K0.08%––
Advisory Services Network, LLC76,858$727.0K0.03%––
Relative Value Partners Group, LLC76,997$728.0K0.06%––
Walleye Capital LLC78,163$739.0K0.05%––
Hoey Investments, Inc94,788$897.0K0.31%––
City of London Investment Management Co Ltd95,313$901.0K0.05%––
Stratos Wealth Partners, LTD.95,715$905.0K0.03%––
Citigroup Inc95,882$907.0K0.00%––
Janney Montgomery Scott LLC96,702$915.0K0.00%––
Private Advisor Group, LLC97,339$920.0K0.01%––
WealthTrust Axiom LLC108,061$1.02M0.35%––
Kestra Advisory Services, LLC112,417$1.06M0.01%––
Park Avenue Securities LLC114,442$1.08M0.03%––
Envestnet Asset Management Inc119,751$1.13M0.00%––
Wealth Management Associates, Inc.123,246$1.17M0.74%––
Aurora Private Wealth, Inc.124,173$1.18M0.49%––
Shaker Financial Services, LLC129,106$1.22M0.49%––
Claro Advisors LLC133,066$1.26M0.64%––
Cambridge Investment Research Advisors, Inc.140,194$1.33M0.01%––
9258 Wealth Management, LLC146,716$1.39M0.42%––
Cetera Advisor Networks LLC151,027$1.43M0.03%––
Shulman DeMeo Asset Management LLC162,296$1.53M0.42%––
Raymond James Trust N.A.168,650$1.59M0.06%––
Stephens Inc175,052$1.66M0.03%––
David J Yvars Group217,721$2.05M1.31%––
Commonwealth Equity Services, LLC225,768$2.13M0.01%––
Bank of Montreal238,691$2.29M0.00%––
Thrivent Financial for Lutherans259,445$2.45M0.01%––
Boothe Investment Group, Inc.279,333$2.64M1.54%––
Baird Financial Group, Inc.310,228$2.94M0.01%––
Advisor Group Holdings, Inc.333,616$3.16M0.01%––
Ameriprise Financial Inc388,273$3.68M0.00%––
Waterfront Wealth Inc.391,238$3.70M1.86%––
Spire Wealth Management456,413$4.32M0.11%––
Capital Investment Advisors, LLC460,241$4.35M0.16%––
1607 Capital Partners, LLC470,186$4.45M0.21%––
Steward Partners Investment Advisory, LLC512,729$4.85M0.09%––
UBS Group AG641,168$6.07M0.00%––
Advisors Asset Management, Inc.699,284$6.62M0.10%––
LPL Financial LLC882,570$8.35M0.01%––
Guggenheim Capital LLC904,868$8.56M0.06%––
Bank of America Corp957,456$9.06M0.00%––
Parametric Portfolio Associates LLC1,061,949$10.0M0.01%––
Stifel Financial Corp1,408,351$13.3M0.02%––
Royal Bank of Canada1,657,006$15.7M0.00%––
Raymond James & Associates2,103,037$19.9M0.02%––
Invesco Ltd.2,586,746$24.5M0.01%––
Raymond James Financial Services Advisors, Inc.2,606,078$24.7M0.06%––
Morgan Stanley2,756,414$26.1M0.00%––
Wells Fargo & Company3,232,945$30.6M0.01%––