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, Q4 2022
Institutional positions in BlackRock Enhanced Equity Dividend Trust as of Dec 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
- 188
- +4 vs. Q3 2022
- Shares held
- 35.0M
- +1.16M (+3.4%) vs. Q3 2022
- Total value
- $314.6M
- +$27.6M (+9.6%) vs. Q3 2022
- New holders
- 28
- 65 more added
- Sold out
- 24
- 47 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding BlackRock Enhanced Equity Dividend Trust; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Laurel Wealth Advisors LLC | 10 | $91 | 0.00% | +10 | New |
| CIBC Private Wealth Group, LLC | 15,588 | $140 | 0.00% | +23+0.1% | Added |
| Private Advisor Group, LLC | 79,460 | $716 | 0.00% | +35,840+82.2% | Added |
| Allworth Financial LP | 100 | $901 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 166 | $1.49K | 0.00% | +11+7.1% | Added |
| Montag A & Associates Inc | 466 | $4.20K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 662 | $5.96K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 742 | $6.68K | 0.00% | +742 | New |
| Plante Moran Financial Advisors, LLC | 1,000 | $9.01K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1,200 | $10.8K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,271 | $11.5K | 0.00% | +1,271 | New |
| PrairieView Partners, LLC | 1,435 | $12.0K | 0.00% | +1,435 | New |
| CoreFirst Bank & Trust | 1,364 | $12.3K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,400 | $12.6K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,416 | $12.8K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | – | $13.5K | 0.00% | – | – |
| Cambridge Trust Co | 1,539 | $14.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,601 | $14.4K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 1,700 | $15.3K | 0.01% | +1,700 | New |
| Optimum Investment Advisors | 2,000 | $18.0K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 2,045 | $18.4K | 0.01% | +39+1.9% | Added |
| Hazlett, Burt & Watson, Inc. | 2,155 | $19.0K | 0.02% | +141+7.0% | Added |
| Focused Wealth Management, Inc | 2,169 | $19.5K | 0.00% | +380+21.2% | Added |
| Capital Advisors, Ltd. LLC | 2,230 | $20.0K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 2,350 | $21.2K | 0.01% | −850−26.6% | Reduced |
| Column Capital Advisors, LLC | 2,527 | $22.8K | 0.00% | +2,527 | New |
| U.S. Capital Wealth Advisors, LLC | 2,704 | $24.4K | 0.00% | +2,704 | New |
| Romano Brothers and Company | 3,000 | $27.0K | 0.00% | +3,000 | New |
| Proequities, Inc. | 3,285 | $29.6K | 0.00% | +512+18.5% | Added |
| Atwood & Palmer Inc | 3,700 | $33.3K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4,400 | $39.6K | 0.00% | +4,400 | New |
| Cary Street Partner Investment Advisory LLC | 4,447 | $40.1K | 0.00% | +4,447 | New |
| CWM, LLC | 4,681 | $42.0K | 0.00% | +3,495+294.7% | Added |
| Brown Brothers Harriman & Co | 5,000 | $45.0K | 0.00% | +5,000 | New |
| City Holding Co | 5,512 | $49.7K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 5,703 | $51.4K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 6,000 | $54.1K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 6,024 | $54.3K | 0.01% | −600−9.1% | Reduced |
| North Star Investment Management Corp. | 7,266 | $65.5K | 0.01% | −18−0.2% | Reduced |
| Hexagon Capital Partners LLC | 7,818 | $70.4K | 0.02% | −64−0.8% | Reduced |
| Beacon Capital Management, LLC | 8,720 | $78.6K | 0.03% | −3,500−28.6% | Reduced |
| Fifth Third Bancorp | 10,000 | $90.1K | 0.00% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 10,147 | $91.4K | 0.06% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 10,200 | $91.9K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 10,264 | $92.5K | 0.00% | +255+2.5% | Added |
| Live Oak Private Wealth LLC | 10,525 | $94.8K | 0.02% | 00.0% | Unchanged |
| Ignite Planners, LLC | 11,101 | $100.9K | 0.04% | 00.0% | Unchanged |
| Franklin Resources Inc | 11,314 | $101.9K | 0.00% | +139+1.2% | Added |
| Quad-Cities Investment Group, LLC | 11,889 | $107.1K | 0.08% | +1,524+14.7% | Added |
| GM Advisory Group, Inc. | 12,000 | $108.1K | 0.01% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 12,013 | $108.2K | 0.01% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 12,048 | $109.0K | 0.01% | +1,180+10.9% | Added |
| Cetera Advisors LLC | 12,261 | $110.5K | 0.00% | +1,220+11.0% | Added |
| US Bancorp | 12,823 | $115.5K | 0.00% | +5,100+66.0% | Added |
| Mariner, LLC | 12,891 | $116.0K | 0.00% | −6,375−33.1% | Reduced |
| Dana Investment Advisors, Inc. | 12,962 | $116.8K | 0.01% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 13,100 | $118.0K | 0.04% | 00.0% | Unchanged |
| DFPG Investments, LLC | 12,801 | $118.3K | 0.02% | +12,801 | New |
| Alpha Omega Wealth Management LLC | 13,691 | $123.4K | 0.02% | 00.0% | Unchanged |
| We Are One Seven, LLC | 13,909 | $125.3K | 0.01% | −1,755−11.2% | Reduced |
| Detalus Advisors, LLC | 14,286 | $128.7K | 0.06% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 14,331 | $129.1K | 0.01% | +484+3.5% | Added |
| HighTower Advisors, LLC | 14,519 | $131.0K | 0.00% | −497−3.3% | Reduced |
| Icon Wealth Advisors, LLC | 14,730 | $132.7K | 0.02% | +605+4.3% | Added |
| Thrivent Financial for Lutherans | 14,775 | $133.0K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 14,795 | $133.0K | 0.00% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 15,782 | $143.9K | 0.03% | +281+1.8% | Added |
| Level Four Advisory Services, LLC | 16,263 | $146.5K | 0.01% | +16,263 | New |
| Focus Financial Network, Inc. | 16,279 | $146.7K | 0.01% | +16,279 | New |
| LVZ Advisors, Inc. | 17,136 | $154.4K | 0.02% | 00.0% | Unchanged |
| Wedbush Securities Inc | 17,357 | $156.0K | 0.01% | 00.0% | Unchanged |
| XML Financial, LLC | 17,361 | $156.4K | 0.02% | −602−3.4% | Reduced |
| Gill Capital Partners, LLC | 17,479 | $157.5K | 0.07% | −1,555−8.2% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 17,510 | $157.8K | 0.14% | +17,510 | New |
| Dakota Wealth Management | 17,616 | $158.7K | 0.01% | 00.0% | Unchanged |
| Commerce Bank | 17,954 | $161.8K | 0.00% | 00.0% | Unchanged |
| Iowa State Bank | 18,667 | $168.0K | 0.04% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 19,004 | $171.0K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 19,290 | $173.8K | 0.01% | +19,290 | New |
| AE Wealth Management LLC | 19,538 | $176.0K | 0.00% | −3,264−14.3% | Reduced |
| Scissortail Wealth Management, LLC | 19,400 | $177.0K | 0.10% | +19,400 | New |
| Kestra Private Wealth Services, LLC | 19,725 | $177.7K | 0.01% | +789+4.2% | Added |
| The PNC Financial Services Group, Inc. | 19,759 | $178.0K | 0.00% | −999−4.8% | Reduced |
| Warren Averett Asset Management, LLC | 19,812 | $178.5K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 20,119 | $181.0K | 0.00% | +468+2.4% | Added |
| Wintrust Investments LLC | 20,312 | $183.0K | 0.02% | +20,312 | New |
| Axxcess Wealth Management, LLC | 20,361 | $183.4K | 0.02% | +241+1.2% | Added |
| Merit Financial Group, LLC | 20,365 | $183.5K | 0.01% | −28,000−57.9% | Reduced |
| Aurora Private Wealth, Inc. | 21,189 | $191.0K | 0.22% | −1,199−5.4% | Reduced |
| Cahill Financial Advisors Inc | 21,594 | $194.6K | 0.04% | −8,733−28.8% | Reduced |
| Kaydan Wealth Management, Inc. | 21,654 | $195.1K | 0.08% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 21,756 | $196.0K | 0.04% | 00.0% | Unchanged |
| Claro Advisors LLC | 22,200 | $200.0K | 0.07% | −130−0.6% | Reduced |
| Moors & Cabot, Inc. | 23,278 | $209.7K | 0.01% | −335−1.4% | Reduced |
| Cassaday & Co Wealth Management LLC | 23,333 | $210.2K | 0.01% | +23,333 | New |
| Widmann Financial Services, Inc. | 23,968 | $216.0K | 0.23% | 00.0% | Unchanged |
| GWM Advisors LLC | 33,486 | $223.3K | 0.01% | −18,009−35.0% | Reduced |
| Nations Financial Group Inc, | 24,944 | $224.7K | 0.03% | +11,525+85.9% | Added |
| Cetera Investment Advisers | 25,144 | $226.5K | 0.00% | +10,805+75.4% | Added |