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, Q2 2022
Institutional positions in BlackRock Enhanced Equity Dividend Trust as of Jun 30, 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
- 187
- +7 vs. Q1 2022
- Shares held
- 34.7M
- +917.5K (+2.7%) vs. Q1 2022
- Total value
- $320.8M
- −$11.1M (−3.3%) vs. Q1 2022
- New holders
- 24
- 57 more added
- Sold out
- 17
- 51 more reduced
2 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding BlackRock Enhanced Equity Dividend Trust; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gill Capital Partners, LLC | 21,612 | $214.0K | 0.09% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 24,365 | $215.0K | 0.01% | +24,365 | New |
| AE Wealth Management LLC | 25,335 | $224.0K | 0.00% | +20.0% | Added |
| Oak Harbor Wealth Partners, LLC | 25,439 | $225.0K | 0.09% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 26,321 | $237.0K | 0.06% | −3,954−13.1% | Reduced |
| Moors & Cabot, Inc. | 26,860 | $237.0K | 0.02% | +2,580+10.6% | Added |
| Sigma Planning Corp | 27,090 | $239.0K | 0.01% | −371−1.4% | Reduced |
| Shufro Rose & Co LLC | 27,285 | $241.0K | 0.02% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 27,435 | $242.0K | 0.03% | +218+0.8% | Added |
| Venture Visionary Partners LLC | 27,625 | $243.9K | 0.02% | +2,257+8.9% | Added |
| Keybank National Association | 27,600 | $244.0K | 0.00% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 28,929 | $255.0K | 0.31% | +90+0.3% | Added |
| Ameritas Advisory Services, LLC | 29,136 | $257.0K | 0.01% | +1,807+6.6% | Added |
| Tyler-Stone Wealth Management | 29,826 | $263.0K | 0.18% | +501+1.7% | Added |
| Millennium Management LLC | 30,396 | $268.0K | 0.00% | +18,735+160.7% | Added |
| Cahill Financial Advisors Inc | 31,019 | $274.0K | 0.06% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 32,011 | $283.0K | 0.00% | −2,788−8.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 32,832 | $290.0K | 0.00% | −10,730−24.6% | Reduced |
| Conning Inc. | 33,194 | $293.0K | 0.01% | +573+1.8% | Added |
| Capital Planning Advisors, LLC | 33,535 | $296.0K | 0.08% | −2,215−6.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 35,734 | $343.0K | 0.09% | +4,745+15.3% | Added |
| Deutsche Bank AG | 40,158 | $355.0K | 0.00% | +694+1.8% | Added |
| Brown Advisory Inc | 40,796 | $360.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 40,884 | $361.0K | 0.18% | +462+1.1% | Added |
| Northern Trust Corp | 41,437 | $366.0K | 0.00% | +5,000+13.7% | Added |
| Davenport & Co LLC | 42,820 | $378.0K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 42,927 | $379.0K | 0.00% | +42,927 | New |
| Sheaff Brock Investment Advisors, LLC | 44,407 | $392.0K | 0.05% | −2,865−6.1% | Reduced |
| Private Advisor Group, LLC | 45,059 | $398.0K | 0.00% | +24,271+116.8% | Added |
| Belpointe Asset Management LLC | 45,601 | $403.0K | 0.03% | −6,130−11.8% | Reduced |
| Corrado Advisors, LLC | 46,920 | $414.0K | 0.29% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 48,297 | $426.5K | 0.29% | −3,197−6.2% | Reduced |
| Wealthspire Advisors, LLC | 48,787 | $431.0K | 0.01% | +48,787 | New |
| GWM Advisors LLC | 50,550 | $446.0K | 0.01% | +17,455+52.7% | Added |
| Brick & Kyle, Associates | 50,647 | $448.0K | 0.25% | +2,340+4.8% | Added |
| City of London Investment Management Co Ltd | 51,487 | $456.0K | 0.03% | −23,500−31.3% | Reduced |
| Creative Planning | 51,622 | $456.0K | 0.00% | −679−1.3% | Reduced |
| Roble, Belko & Company, Inc | 53,998 | $477.0K | 0.11% | 00.0% | Unchanged |
| Truist Financial Corp | 55,151 | $487.0K | 0.00% | −40,782−42.5% | Reduced |
| National Asset Management, Inc. | 55,451 | $490.0K | 0.02% | −878−1.6% | Reduced |
| IHT Wealth Management, LLC | 55,909 | $494.0K | 0.04% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 56,500 | $499.0K | 0.41% | −700−1.2% | Reduced |
| BDO Wealth Advisors, LLC | 66,476 | $587.0K | 0.07% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 67,324 | $594.0K | 0.01% | −11,987−15.1% | Reduced |
| Envestnet Asset Management Inc | 68,882 | $608.0K | 0.00% | +2,306+3.5% | Added |
| Advisory Services Network, LLC | 71,899 | $635.0K | 0.02% | +368+0.5% | Added |
| HB Wealth Management, LLC | 72,701 | $642.0K | 0.01% | +2,031+2.9% | Added |
| Sunbelt Securities, Inc. | 76,678 | $677.0K | 0.14% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 103,165 | $910.0K | 0.00% | −2,829−2.7% | Reduced |
| Stratos Wealth Partners, LTD. | 108,138 | $955.0K | 0.02% | +5,677+5.5% | Added |
| WealthTrust Axiom LLC | 112,844 | $996.0K | 0.35% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 114,670 | $1.01M | 0.04% | +10,572+10.2% | Added |
| Saxon Interests, Inc. | 116,210 | $1.03M | 0.62% | −1,015−0.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 142,821 | $1.26M | 0.01% | −7,831−5.2% | Reduced |
| 9258 Wealth Management, LLC | 143,899 | $1.27M | 0.33% | −6,296−4.2% | Reduced |
| Janney Montgomery Scott LLC | 141,562 | $1.28M | 0.01% | +50,633+55.7% | Added |
| Spire Wealth Management | 148,993 | $1.32M | 0.05% | −144,965−49.3% | Reduced |
| Shulman DeMeo Asset Management LLC | 150,767 | $1.33M | 0.44% | −1,402−0.9% | Reduced |
| WNY Asset Management, LLC | 177,200 | $1.56M | 0.53% | +49,150+38.4% | Added |
| Cetera Advisor Networks LLC | 189,367 | $1.67M | 0.02% | +8,571+4.7% | Added |
| David J Yvars Group | 201,580 | $1.81M | 2.46% | +3,944+2.0% | Added |
| Hoey Investments, Inc | 205,641 | $1.82M | 0.83% | +5,900+3.0% | Added |
| Stephens Inc | 220,432 | $1.95M | 0.04% | +7,087+3.3% | Added |
| Boothe Investment Group, Inc. | 272,789 | $2.45M | 2.07% | +2,472+0.9% | Added |
| Baird Financial Group, Inc. | 288,316 | $2.55M | 0.01% | −10,708−3.6% | Reduced |
| IFP Advisors, Inc | 286,606 | $2.63M | 0.09% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 366,386 | $3.23M | 1.31% | −2,088−0.6% | Reduced |
| Advisor Group Holdings, Inc. | 430,999 | $3.82M | 0.01% | +16,085+3.9% | Added |
| Integrated Wealth Concepts LLC | 447,798 | $3.95M | 0.12% | +447,798 | New |
| Bank of America Corp | 454,966 | $4.02M | 0.00% | −4,403−1.0% | Reduced |
| Ameriprise Financial Inc | 477,340 | $4.22M | 0.00% | +38,019+8.7% | Added |
| Commonwealth Equity Services, LLC | 485,743 | $4.29M | 0.01% | +37,631+8.4% | Added |
| Steward Partners Investment Advisory, LLC | 507,701 | $4.48M | 0.08% | −48,707−8.8% | Reduced |
| Capital Investment Advisors, LLC | 539,389 | $4.76M | 0.16% | −21,576−3.8% | Reduced |
| Stratos Wealth Advisors, LLC | 583,525 | $5.15M | 0.47% | −21,999−3.6% | Reduced |
| Stifel Financial Corp | 750,119 | $6.62M | 0.01% | −545,329−42.1% | Reduced |
| UBS Group AG | 799,454 | $7.06M | 0.00% | +250,512+45.6% | Added |
| LPL Financial LLC | 1,005,629 | $8.88M | 0.01% | +28,024+2.9% | Added |
| Royal Bank of Canada | 1,159,500 | $10.2M | 0.00% | −44,566−3.7% | Reduced |
| Guggenheim Capital LLC | 1,605,597 | $14.2M | 0.11% | +4,441+0.3% | Added |
| Advisors Asset Management, Inc. | 676,846 | $16.8M | 0.31% | +676,846 | New |
| Invesco Ltd. | 2,087,433 | $18.4M | 0.01% | −450,388−17.7% | Reduced |
| Raymond James & Associates | 2,159,446 | $19.1M | 0.02% | −1,822−0.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 2,573,709 | $22.7M | 0.05% | +222,176+9.4% | Added |
| Wells Fargo & Company | 2,814,471 | $24.9M | 0.01% | −62,365−2.2% | Reduced |
| Cook Wealth Management Group LLC | 4,011,967 | $38.3M | 39.34% | −92,038−2.2% | Reduced |
| Morgan Stanley | 4,696,405 | $41.5M | 0.01% | +1,179,920+33.6% | Added |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −562,196−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −78,539−100.0% | Sold out |
| 55I, LLC | 0 | $0 | 0.00% | −60,238−100.0% | Sold out |
| Pinnacle Private Wealth, LLC | 0 | $0 | 0.00% | −45,752−100.0% | Sold out |
| Wintrust Investments LLC | 0 | $0 | 0.00% | −22,818−100.0% | Sold out |
| Pointe Capital Management LLC | 0 | $0 | 0.00% | −20,400−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −15,740−100.0% | Sold out |
| Aspiriant, LLC | 0 | $0 | 0.00% | −12,900−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −11,150−100.0% | Sold out |
| Brookstone Capital Management | 0 | $0 | 0.00% | −10,083−100.0% | Sold out |
| Carl Stuart Investment Advisor, Inc | 0 | $0 | 0.00% | −8,245−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −5,830−100.0% | Sold out |
| Segantii Capital Management Ltd | 0 | $0 | 0.00% | −4,600−100.0% | Sold out |