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 2023
Institutional positions in BlackRock Enhanced Equity Dividend Trust as of Mar 31, 2023. 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
- 197
- +14 vs. Q4 2022
- Shares held
- 34.5M
- −343.3K (−1.0%) vs. Q4 2022
- Total value
- $296.3M
- −$17.0M (−5.4%) vs. Q4 2022
- New holders
- 29
- 54 more added
- Sold out
- 15
- 57 more reduced
5 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding BlackRock Enhanced Equity Dividend Trust; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Atticus Wealth Management, LLC | 0 | $1 | 0.00% | 0 | New |
| FMR LLC | 1 | $9 | 0.00% | +1 | New |
| Laurel Wealth Advisors LLC | 10 | $86 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 60 | $516 | 0.00% | +60 | New |
| Allworth Financial LP | 100 | $859 | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 378 | $3.25K | 0.00% | −364−49.1% | Reduced |
| Assetmark, Inc | 400 | $3.44K | 0.00% | +400 | New |
| Montag A & Associates Inc | 466 | $4.00K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 639 | $5.49K | 0.01% | +639 | New |
| Brown, Lisle/Cummings, Inc. | 662 | $5.69K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 851 | $7.31K | 0.00% | +851 | New |
| Plante Moran Financial Advisors, LLC | 1,000 | $8.59K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1,000 | $8.59K | 0.00% | +1,000 | New |
| Lindbrook Capital, LLC | 1,006 | $8.64K | 0.00% | +1,006 | New |
| Hanson & Doremus Investment Management | 1,100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1,200 | $10.3K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,271 | $10.9K | 0.00% | 00.0% | Unchanged |
| 25 LLC | 1,385 | $11.6K | 0.01% | +1,385 | New |
| CoreFirst Bank & Trust | 1,364 | $11.7K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,400 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,416 | $12.2K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | – | $12.9K | 0.00% | – | – |
| Cambridge Trust Co | 1,539 | $13.2K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 1,721 | $14.8K | 0.01% | +21+1.2% | Added |
| Focused Wealth Management, Inc | 1,789 | $15.4K | 0.00% | −380−17.5% | Reduced |
| Optimum Investment Advisors | 2,000 | $17.2K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 2,085 | $17.9K | 0.00% | −1,200−36.5% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 2,182 | $18.7K | 0.01% | +137+6.7% | Added |
| CWM, LLC | 2,178 | $19.0K | 0.00% | −2,503−53.5% | Reduced |
| Capital Advisors, Ltd. LLC | 2,230 | $19.0K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 2,350 | $20.2K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 2,527 | $21.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,060 | $26.0K | 0.00% | +3,060 | New |
| GPS Wealth Strategies Group, LLC | 3,500 | $30.1K | 0.01% | +3,500 | New |
| Cary Street Partner Investment Advisory LLC | 4,746 | $40.8K | 0.00% | +299+6.7% | Added |
| City Holding Co | 5,512 | $47.3K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 5,703 | $49.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 6,000 | $51.5K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 6,024 | $54.3K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 7,266 | $62.4K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 7,814 | $67.1K | 0.01% | +7,648+4,607.2% | Added |
| Hexagon Capital Partners LLC | 7,818 | $67.2K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 8,720 | $74.9K | 0.02% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 9,400 | $80.7K | 0.06% | +9,400 | New |
| Cape Investment Advisory, Inc. | 9,794 | $84.1K | 0.05% | +9,794 | New |
| Fifth Third Bancorp | 10,000 | $85.9K | 0.00% | 00.0% | Unchanged |
| SFMG, LLC | 10,088 | $86.7K | 0.01% | +10,088 | New |
| Kesler, Norman & Wride, LLC | 10,200 | $87.6K | 0.02% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 10,372 | $89.1K | 0.04% | −3,914−27.4% | Reduced |
| Live Oak Private Wealth LLC | 10,525 | $90.4K | 0.02% | 00.0% | Unchanged |
| Brown Advisory Inc | 10,754 | $92.4K | 0.00% | −27,089−71.6% | Reduced |
| Ignite Planners, LLC | 11,101 | $94.8K | 0.04% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 11,300 | $97.1K | 0.00% | +11,300 | New |
| Franklin Resources Inc | 11,828 | $101.6K | 0.00% | +514+4.5% | Added |
| GM Advisory Group, Inc. | 12,000 | $103.1K | 0.01% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 12,013 | $103.2K | 0.00% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 12,014 | $103.2K | 0.07% | +125+1.1% | Added |
| Visionary Wealth Advisors | 12,083 | $103.8K | 0.01% | +35+0.3% | Added |
| Cetera Advisors LLC | 12,261 | $105.3K | 0.00% | 00.0% | Unchanged |
| DFPG Investments, LLC | 12,801 | $110.0K | 0.01% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 12,817 | $110.1K | 0.00% | +12,817 | New |
| We Are One Seven, LLC | 12,958 | $111.3K | 0.01% | −951−6.8% | Reduced |
| Dana Investment Advisors, Inc. | 12,962 | $111.3K | 0.01% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 13,100 | $112.5K | 0.03% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 13,332 | $114.5K | 0.06% | +13,332 | New |
| Focus Financial Network, Inc. | 13,501 | $116.0K | 0.01% | −2,778−17.1% | Reduced |
| Alpha Omega Wealth Management LLC | 13,691 | $117.6K | 0.02% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 14,429 | $123.9K | 0.01% | +98+0.7% | Added |
| 180 Wealth Advisors, LLC | 14,492 | $124.5K | 0.03% | −1,290−8.2% | Reduced |
| HighTower Advisors, LLC | 14,455 | $125.0K | 0.00% | −64−0.4% | Reduced |
| CIBC World Markets Inc. | 14,795 | $127.0K | 0.00% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 15,007 | $128.9K | 0.01% | +15,007 | New |
| US Bancorp | 15,323 | $131.6K | 0.00% | +2,500+19.5% | Added |
| CIBC Private Wealth Group, LLC | 15,588 | $133.9K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 16,190 | $139.0K | 0.01% | −1,167−6.7% | Reduced |
| Sowell Financial Services LLC | 16,232 | $139.0K | 0.01% | +16,232 | New |
| Ashton Thomas Private Wealth, LLC | 16,733 | $143.7K | 0.01% | +16,733 | New |
| Commerce Bank | 17,090 | $146.8K | 0.00% | −864−4.8% | Reduced |
| LVZ Advisors, Inc. | 17,136 | $147.2K | 0.02% | 00.0% | Unchanged |
| XML Financial, LLC | 17,368 | $149.2K | 0.02% | +70.0% | Added |
| Gill Capital Partners, LLC | 17,479 | $150.1K | 0.07% | 00.0% | Unchanged |
| Dakota Wealth Management | 17,616 | $151.3K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 17,952 | $154.2K | 0.12% | +442+2.5% | Added |
| International Assets Investment Management, LLC | 18,333 | $157.5K | 0.02% | −43,342−70.3% | Reduced |
| Iowa State Bank | 18,667 | $160.3K | 0.04% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 19,004 | $163.0K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 19,540 | $167.9K | 0.00% | +20.0% | Added |
| The PNC Financial Services Group, Inc. | 19,758 | $169.7K | 0.00% | −10.0% | Reduced |
| Warren Averett Asset Management, LLC | 19,812 | $170.2K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 19,956 | $171.4K | 0.01% | +231+1.2% | Added |
| Axxcess Wealth Management, LLC | 20,298 | $174.4K | 0.01% | −63−0.3% | Reduced |
| Moors & Cabot, Inc. | 20,500 | $176.1K | 0.01% | −2,778−11.9% | Reduced |
| Aurora Private Wealth, Inc. | 21,323 | $183.0K | 0.20% | +134+0.6% | Added |
| Kaydan Wealth Management, Inc. | 21,513 | $184.8K | 0.08% | −141−0.7% | Reduced |
| Cahill Financial Advisors Inc | 21,594 | $185.5K | 0.03% | 00.0% | Unchanged |
| Wintrust Investments LLC | 21,644 | $186.0K | 0.02% | +1,332+6.6% | Added |
| Institute for Wealth Management, LLC. | 21,756 | $186.9K | 0.04% | 00.0% | Unchanged |
| Cetera Investment Advisers | 21,973 | $188.7K | 0.00% | −3,171−12.6% | Reduced |
| Claro Advisors LLC | 22,200 | $190.7K | 0.06% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 22,468 | $193.0K | 0.19% | −1,500−6.3% | Reduced |