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 |
|---|---|---|---|---|---|
| Laurel Wealth Advisors LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 352 | $3.48K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 400 | $4.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 751 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 482 | $5.00K | 0.00% | +482 | New |
| Disciplined Investments, LLC | 644 | $6.00K | 0.00% | +644 | New |
| Global Wealth Management Investment Advisory, Inc. | 750 | $7.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 993 | $10.0K | 0.00% | −876−46.9% | Reduced |
| FMR LLC | 1,001 | $10.0K | 0.00% | +1,000+100,000.0% | Added |
| Plante Moran Financial Advisors, LLC | 1,000 | $10.0K | 0.00% | +1,000 | New |
| Raleigh Capital Management Inc. | 1,000 | $10.0K | 0.01% | +1,000 | New |
| Hanson & Doremus Investment Management | 1,100 | $11.0K | 0.00% | +1,100 | New |
| Herold Advisors, Inc. | 1,300 | $12.9K | 0.00% | +1,300 | New |
| Evoke Wealth, LLC | 1,411 | $14.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,364 | $14.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | – | $14.0K | 0.00% | – | New |
| Citigroup Inc | 1,559 | $15.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,789 | $18.0K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 1,936 | $19.0K | 0.01% | +77+4.1% | Added |
| Optimum Investment Advisors | 2,000 | $20.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,242 | $22.0K | 0.00% | −1,133−33.6% | Reduced |
| Capital Advisors, Ltd. LLC | 2,230 | $22.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 2,449 | $24.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 2,773 | $27.0K | 0.00% | −6,882−71.3% | Reduced |
| Fortitude Advisory Group L.L.C. | 2,822 | $28.0K | 0.02% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 3,200 | $32.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 3,200 | $32.0K | 0.01% | +3,200 | New |
| Ahrens Investment Partners LLC | 3,400 | $34.0K | 0.01% | −4,300−55.8% | Reduced |
| Cordasco Financial Network | 3,567 | $35.0K | 0.02% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 3,700 | $37.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 3,824 | $37.9K | 0.00% | +568+17.4% | Added |
| Geneos Wealth Management Inc. | 3,964 | $39.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 4,347 | $43.0K | 0.01% | −697−13.8% | Reduced |
| Segantii Capital Management Ltd | 4,600 | $46.0K | 0.00% | +3,400+283.3% | Added |
| Covington Capital Management | 5,000 | $50.0K | 0.00% | +2,500+100.0% | Added |
| City Holding Co | 5,512 | $55.0K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 5,703 | $56.0K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 5,830 | $57.7K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 6,282 | $62.0K | 0.01% | +282+4.7% | Added |
| North Star Investment Management Corp. | 7,284 | $72.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 7,882 | $78.0K | 0.02% | 00.0% | Unchanged |
| Carl Stuart Investment Advisor, Inc | 8,245 | $81.6K | 0.06% | +8,245 | New |
| Brookstone Capital Management | 10,083 | $98.0K | 0.00% | +20+0.2% | Added |
| Fifth Third Bancorp | 10,000 | $99.0K | 0.00% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 10,200 | $101.0K | 0.02% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 10,217 | $101.0K | 0.00% | +10,217 | New |
| DF Dent & Co Inc | 10,298 | $102.0K | 0.00% | +10,298 | New |
| Live Oak Private Wealth LLC | 10,525 | $104.0K | 0.02% | 00.0% | Unchanged |
| Ignite Planners, LLC | 11,101 | $105.0K | 0.07% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 10,609 | $105.0K | 0.00% | −197−1.8% | Reduced |
| Visionary Wealth Advisors | 10,806 | $107.0K | 0.01% | +397+3.8% | Added |
| Money Concepts Capital Corp | 11,150 | $110.0K | 0.01% | +11,150 | New |
| Cetera Advisors LLC | 11,411 | $113.0K | 0.00% | −2,044−15.2% | Reduced |
| Thrivent Financial for Lutherans | 11,650 | $115.0K | 0.00% | +11,650 | New |
| Millennium Management LLC | 11,661 | $115.0K | 0.00% | +11,661 | New |
| Beacon Capital Management, LLC | 12,220 | $121.0K | 0.03% | +12,220 | New |
| Cetera Investment Advisers | 12,398 | $123.0K | 0.00% | +12,398 | New |
| HighTower Advisors, LLC | 12,760 | $126.0K | 0.00% | +790+6.6% | Added |
| Silverlake Wealth Management LLC | 12,753 | $126.3K | 0.07% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 12,962 | $128.0K | 0.01% | 00.0% | Unchanged |
| Aspiriant, LLC | 12,900 | $128.0K | 0.01% | +12,900 | New |
| Capital Investment Advisory Services, LLC | 12,918 | $128.0K | 0.01% | +12,918 | New |
| Fort Sheridan Advisors LLC | 13,100 | $130.0K | 0.04% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 13,186 | $131.0K | 0.02% | −500−3.7% | Reduced |
| US Bancorp | 13,203 | $131.0K | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 13,669 | $135.0K | 0.01% | +75+0.6% | Added |
| Alpha Omega Wealth Management LLC | 13,691 | $136.0K | 0.02% | 00.0% | Unchanged |
| Commerce Bank | 13,846 | $137.0K | 0.00% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 14,286 | $141.0K | 0.07% | −1,675−10.5% | Reduced |
| Claraphi Advisory Network, LLC | 14,245 | $141.0K | 0.04% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 14,795 | $146.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 15,490 | $153.0K | 0.00% | +128+0.8% | Added |
| 180 Wealth Advisors, LLC | 15,844 | $155.0K | 0.03% | −845−5.1% | Reduced |
| Neuberger Berman Group LLC | 15,740 | $156.0K | 0.00% | +15,740 | New |
| Dakota Wealth Management | 15,816 | $157.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 17,997 | $178.0K | 0.00% | 00.0% | Unchanged |
| We Are One Seven, LLC | 18,153 | $180.0K | 0.02% | −1,493−7.6% | Reduced |
| Mercer Global Advisors Inc | 18,393 | $182.0K | 0.00% | −1,328−6.7% | Reduced |
| XML Financial, LLC | 18,591 | $184.0K | 0.02% | −6,702−26.5% | Reduced |
| Iowa State Bank | 18,667 | $185.0K | 0.04% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 19,004 | $188.0K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 19,518 | $193.0K | 0.01% | +738+3.9% | Added |
| Warren Averett Asset Management, LLC | 19,812 | $196.0K | 0.02% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 20,400 | $202.0K | 0.13% | 00.0% | Unchanged |
| Wedbush Securities Inc | 20,602 | $204.0K | 0.01% | +600+3.0% | Added |
| Private Advisor Group, LLC | 20,788 | $206.0K | 0.00% | −22,713−52.2% | Reduced |
| Claro Advisors LLC | 20,830 | $210.0K | 0.08% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 21,484 | $213.0K | 0.00% | −786−3.5% | Reduced |
| Gill Capital Partners, LLC | 21,612 | $214.0K | 0.09% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 21,756 | $215.0K | 0.04% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 22,000 | $218.0K | 0.03% | +5,000+29.4% | Added |
| Aurora Private Wealth, Inc. | 22,329 | $221.0K | 0.09% | −3,274−12.8% | Reduced |
| Wintrust Investments LLC | 22,818 | $226.0K | 0.02% | −87−0.4% | Reduced |
| Widmann Financial Services, Inc. | 22,968 | $227.0K | 0.20% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 23,725 | $234.9K | 0.10% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 24,280 | $240.0K | 0.01% | +90.0% | Added |
| Axxcess Wealth Management, LLC | 24,585 | $243.0K | 0.02% | −172−0.7% | Reduced |
| 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 |
| Oak Harbor Wealth Partners, LLC | 25,439 | $252.0K | 0.08% | 00.0% | Unchanged |