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 2022
Institutional positions in BlackRock Enhanced Equity Dividend Trust as of Mar 31, 2022. 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
- 182
- +7 vs. Q4 2021
- Shares held
- 34.9M
- −63.2K (−0.2%) vs. Q4 2021
- Total value
- $342.5M
- −$5.67M (−1.6%) vs. Q4 2021
- New holders
- 20
- 52 more added
- Sold out
- 13
- 50 more reduced
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 218 | $298.1M |
| Q1 2026 | 218 | $264.3M |
| Q4 2025 | 205 | $296.7M |
| Q3 2025 | 203 | $292.2M |
| Q2 2025 | 207 | $284.2M |
| Q1 2025 | 210 | $277.9M |
| Q4 2024 | 217 | $275.3M |
| Q3 2024 | 210 | $313.9M |
| Q2 2024 | 214 | $308.3M |
| Q1 2024 | 207 | $310.9M |
| Q4 2023 | 216 | $280.0M |
| Q3 2023 | 199 | $268.8M |
| Q2 2023 | 196 | $285.3M |
| Q1 2023 | 197 | $296.3M |
| Q4 2022 | 188 | $314.6M |
| Q3 2022 | 187 | $287.1M |
| Q2 2022 | 187 | $320.8M |
| Q1 2022 | 182 | $342.5M |
| Q4 2021 | 178 | $348.3M |
| Q3 2021 | 161 | $294.3M |
| Q2 2021 | 169 | $297.6M |
| Q1 2021 | 175 | $295.5M |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding BlackRock Enhanced Equity Dividend Trust; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cook Wealth Management Group LLC | 4,104,005 | $38.5M | 40.59% | +138,121+3.5% | Added |
| Morgan Stanley | 3,516,485 | $34.8M | 0.00% | +273,796+8.4% | Added |
| Wells Fargo & Company | 2,876,836 | $28.5M | 0.01% | +127,505+4.6% | Added |
| Invesco Ltd. | 2,537,821 | $25.1M | 0.01% | −158,495−5.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 2,351,533 | $23.3M | 0.04% | +371,896+18.8% | Added |
| Raymond James & Associates | 2,161,268 | $21.4M | 0.02% | +62,838+3.0% | Added |
| Guggenheim Capital LLC | 1,601,156 | $15.9M | 0.10% | +52,939+3.4% | Added |
| Stifel Financial Corp | 1,295,448 | $12.8M | 0.02% | −67,308−4.9% | Reduced |
| Royal Bank of Canada | 1,204,066 | $11.9M | 0.00% | −72,169−5.7% | Reduced |
| Parametric Portfolio Associates LLC | 1,020,815 | $10.1M | 0.01% | −100,821−9.0% | Reduced |
| LPL Financial LLC | 977,605 | $9.68M | 0.01% | +66,954+7.4% | Added |
| Stratos Wealth Advisors, LLC | 605,524 | $6.00M | 0.49% | +18,545+3.2% | Added |
| Shaker Financial Services, LLC | 562,196 | $5.57M | 2.10% | +532,511+1,793.9% | Added |
| Capital Investment Advisors, LLC | 560,965 | $5.55M | 0.17% | −7,579−1.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 556,408 | $5.51M | 0.09% | +36,026+6.9% | Added |
| UBS Group AG | 548,942 | $5.43M | 0.00% | −11,918−2.1% | Reduced |
| Bank of America Corp | 459,369 | $4.55M | 0.00% | −2,150−0.5% | Reduced |
| Commonwealth Equity Services, LLC | 448,112 | $4.44M | 0.01% | −9,437−2.1% | Reduced |
| Ameriprise Financial Inc | 439,321 | $4.37M | 0.00% | +61,239+16.2% | Added |
| Waterfront Wealth Inc. | 368,474 | $3.60M | 1.27% | +2,558+0.7% | Added |
| Advisor Group Holdings, Inc. | 414,914 | $3.42M | 0.01% | +65,360+18.7% | Added |
| Baird Financial Group, Inc. | 299,024 | $2.96M | 0.01% | −5,881−1.9% | Reduced |
| Spire Wealth Management | 293,958 | $2.91M | 0.08% | +1,174+0.4% | Added |
| Boothe Investment Group, Inc. | 270,317 | $2.69M | 1.86% | +18,505+7.3% | Added |
| IFP Advisors, Inc | 286,606 | $2.63M | 0.03% | +286,606 | New |
| Stephens Inc | 213,345 | $2.11M | 0.03% | −29,761−12.2% | Reduced |
| Hoey Investments, Inc | 199,741 | $1.98M | 0.55% | −3,760−1.8% | Reduced |
| David J Yvars Group | 197,636 | $1.96M | 1.36% | −17,071−8.0% | Reduced |
| Cetera Advisor Networks LLC | 180,796 | $1.79M | 0.02% | −35,454−16.4% | Reduced |
| Shulman DeMeo Asset Management LLC | 152,169 | $1.51M | 0.42% | −7,960−5.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 150,652 | $1.49M | 0.01% | −11,235−6.9% | Reduced |
| 9258 Wealth Management, LLC | 150,195 | $1.49M | 0.34% | +1,318+0.9% | Added |
| WNY Asset Management, LLC | 128,050 | $1.27M | 0.39% | +24,200+23.3% | Added |
| Saxon Interests, Inc. | 117,225 | $1.16M | 0.62% | +18,932+19.3% | Added |
| WealthTrust Axiom LLC | 112,844 | $1.12M | 0.35% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 105,994 | $1.05M | 0.01% | −3,848−3.5% | Reduced |
| Raymond James Trust N.A. | 104,098 | $1.03M | 0.03% | −24,747−19.2% | Reduced |
| Stratos Wealth Partners, LTD. | 102,461 | $1.01M | 0.02% | +9,147+9.8% | Added |
| Truist Financial Corp | 95,933 | $950.0K | 0.00% | −1,806−1.8% | Reduced |
| Janney Montgomery Scott LLC | 90,929 | $900.0K | 0.00% | −8,024−8.1% | Reduced |
| Bank of Montreal | 78,539 | $816.0K | 0.00% | −71,656−47.7% | Reduced |
| Kestra Advisory Services, LLC | 79,311 | $785.0K | 0.01% | −18,727−19.1% | Reduced |
| Sunbelt Securities, Inc. | 76,678 | $763.0K | 0.14% | +7,562+10.9% | Added |
| City of London Investment Management Co Ltd | 74,987 | $741.0K | 0.05% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 71,531 | $708.0K | 0.02% | −963−1.3% | Reduced |
| HB Wealth Management, LLC | 70,670 | $700.0K | 0.01% | +3,180+4.7% | Added |
| Envestnet Asset Management Inc | 66,576 | $659.0K | 0.00% | +37,338+127.7% | Added |
| BDO Wealth Advisors, LLC | 66,476 | $658.0K | 0.07% | 00.0% | Unchanged |
| 55I, LLC | 60,238 | $596.0K | 0.01% | +3,198+5.6% | Added |
| ELCO Management Co., LLC | 57,200 | $566.0K | 0.39% | 00.0% | Unchanged |
| National Asset Management, Inc. | 56,329 | $558.0K | 0.02% | +6,131+12.2% | Added |
| IHT Wealth Management, LLC | 55,909 | $553.0K | 0.04% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 53,998 | $535.0K | 0.10% | 00.0% | Unchanged |
| Creative Planning | 52,301 | $518.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 51,731 | $512.0K | 0.03% | +344+0.7% | Added |
| Wealth Management Associates, Inc. | 51,494 | $509.8K | 0.29% | −10,421−16.8% | Reduced |
| Lenox Wealth Advisors, LLC | 48,787 | $479.0K | 0.06% | 00.0% | Unchanged |
| Brick & Kyle, Associates | 48,307 | $478.0K | 0.23% | +885+1.9% | Added |
| Sheaff Brock Investment Advisors, LLC | 47,272 | $467.0K | 0.04% | −60−0.1% | Reduced |
| Corrado Advisors, LLC | 46,920 | $465.0K | 0.28% | 00.0% | Unchanged |
| Pinnacle Private Wealth, LLC | 45,752 | $453.0K | 0.14% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 43,562 | $431.0K | 0.00% | −5,319−10.9% | Reduced |
| Davenport & Co LLC | 42,820 | $424.0K | 0.00% | +1,128+2.7% | Added |
| Brown Advisory Inc | 40,796 | $404.0K | 0.00% | −771−1.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 40,422 | $400.0K | 0.17% | −2,451−5.7% | Reduced |
| Castleview Partners, LLC | 40,049 | $396.0K | 0.25% | −295,816−88.1% | Reduced |
| Deutsche Bank AG | 39,464 | $391.0K | 0.00% | +1,584+4.2% | Added |
| Northern Trust Corp | 36,437 | $361.0K | 0.00% | +33+0.1% | Added |
| Capital Planning Advisors, LLC | 35,750 | $354.0K | 0.08% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 34,799 | $345.0K | 0.00% | +300+0.9% | Added |
| GWM Advisors LLC | 33,095 | $327.0K | 0.01% | −4,713−12.5% | Reduced |
| Conning Inc. | 32,621 | $323.0K | 0.01% | +1,310+4.2% | Added |
| Cahill Financial Advisors Inc | 31,019 | $307.0K | 0.06% | −1,000−3.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 30,989 | $307.0K | 0.07% | −874−2.7% | Reduced |
| CFO4Life Group, LLC | 30,275 | $300.0K | 0.06% | +478+1.6% | Added |
| Tyler-Stone Wealth Management | 29,325 | $290.0K | 0.16% | +935+3.3% | Added |
| Oder Investment Management, LLC | 28,839 | $286.0K | 0.33% | 00.0% | Unchanged |
| Keybank National Association | 27,600 | $273.0K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 27,461 | $272.0K | 0.01% | +157+0.6% | Added |
| Ameritas Advisory Services, LLC | 27,329 | $271.0K | 0.01% | +1,025+3.9% | Added |
| Shufro Rose & Co LLC | 27,285 | $270.0K | 0.02% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 27,217 | $269.0K | 0.03% | −305−1.1% | Reduced |
| Oak Harbor Wealth Partners, LLC | 25,439 | $252.0K | 0.08% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 25,368 | $251.0K | 0.02% | +583+2.4% | Added |
| AE Wealth Management LLC | 25,333 | $251.0K | 0.00% | +1,466+6.1% | Added |
| Axxcess Wealth Management, LLC | 24,585 | $243.0K | 0.02% | −172−0.7% | Reduced |
| Moors & Cabot, Inc. | 24,280 | $240.0K | 0.01% | +90.0% | Added |
| Kaydan Wealth Management, Inc. | 23,725 | $234.9K | 0.10% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 22,968 | $227.0K | 0.20% | 00.0% | Unchanged |
| Wintrust Investments LLC | 22,818 | $226.0K | 0.02% | −87−0.4% | Reduced |
| Aurora Private Wealth, Inc. | 22,329 | $221.0K | 0.09% | −3,274−12.8% | Reduced |
| GM Advisory Group, Inc. | 22,000 | $218.0K | 0.03% | +5,000+29.4% | Added |
| Institute for Wealth Management, LLC. | 21,756 | $215.0K | 0.04% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 21,612 | $214.0K | 0.09% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 21,484 | $213.0K | 0.00% | −786−3.5% | Reduced |
| Claro Advisors LLC | 20,830 | $210.0K | 0.08% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 20,788 | $206.0K | 0.00% | −22,713−52.2% | Reduced |
| Wedbush Securities Inc | 20,602 | $204.0K | 0.01% | +600+3.0% | Added |
| Pointe Capital Management LLC | 20,400 | $202.0K | 0.13% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 19,812 | $196.0K | 0.02% | 00.0% | Unchanged |