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 |
|---|---|---|---|---|---|
| Cassaday & Co Wealth Management LLC | 23,333 | $200.4K | 0.01% | 00.0% | Unchanged |
| Becker Capital Management Inc | 23,907 | $205.4K | 0.01% | +23,907 | New |
| Oak Harbor Wealth Partners, LLC | 25,439 | $218.5K | 0.08% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 25,634 | $220.2K | 0.00% | −6,713−20.8% | Reduced |
| Nations Financial Group Inc, | 25,664 | $220.5K | 0.02% | +720+2.9% | Added |
| Sigma Planning Corp | 25,676 | $220.6K | 0.01% | +169+0.7% | Added |
| Truist Financial Corp | 25,953 | $222.9K | 0.00% | −3,157−10.8% | Reduced |
| Ameritas Advisory Services, LLC | 25,963 | $223.0K | 0.01% | −24,145−48.2% | Reduced |
| CFO4Life Group, LLC | 26,375 | $226.6K | 0.05% | +377+1.5% | Added |
| Pallas Capital Advisors LLC | 26,972 | $227.9K | 0.02% | +26,972 | New |
| Shufro Rose & Co LLC | 26,862 | $230.7K | 0.02% | −423−1.6% | Reduced |
| SeaCrest Wealth Management, LLC | 27,670 | $237.7K | 0.03% | +880+3.3% | Added |
| Oder Investment Management, LLC | 27,839 | $239.1K | 0.28% | −1,287−4.4% | Reduced |
| Keybank National Association | 28,600 | $245.7K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 29,526 | $253.6K | 0.03% | −391−1.3% | Reduced |
| HRT Financial LP | 30,071 | $258.0K | 0.00% | +30,071 | New |
| Mercer Global Advisors Inc | 30,345 | $261.0K | 0.00% | +10,226+50.8% | Added |
| GWM Advisors LLC | 32,221 | $268.3K | 0.00% | −1,265−3.8% | Reduced |
| National Asset Management, Inc. | 33,542 | $288.1K | 0.01% | +752+2.3% | Added |
| Roble, Belko & Company, Inc | 33,809 | $290.0K | 0.06% | −20,189−37.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 34,095 | $292.9K | 0.03% | −174−0.5% | Reduced |
| Northern Trust Corp | 35,304 | $303.3K | 0.00% | −1,133−3.1% | Reduced |
| Wealth Management Associates, Inc. | 35,621 | $306.0K | 0.19% | −7,297−17.0% | Reduced |
| Venture Visionary Partners LLC | 35,883 | $308.2K | 0.02% | +3,351+10.3% | Added |
| Integrated Wealth Concepts LLC | 36,041 | $310.0K | 0.01% | −417,407−92.1% | Reduced |
| Conning Inc. | 36,837 | $316.4K | 0.01% | +2,391+6.9% | Added |
| Level Four Advisory Services, LLC | 38,097 | $327.3K | 0.02% | +21,834+134.3% | Added |
| Davenport & Co LLC | 39,510 | $339.4K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 40,779 | $350.3K | 0.00% | +700+1.7% | Added |
| Jane Street Group, LLC | 41,263 | $354.4K | 0.00% | +41,263 | New |
| BDO Wealth Advisors, LLC | 42,051 | $361.2K | 0.04% | −18,930−31.0% | Reduced |
| Daymark Wealth Partners, LLC | 42,967 | $369.1K | 0.05% | +16,367+61.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 43,671 | $373.4K | 0.10% | +6,951+18.9% | Added |
| Belpointe Asset Management LLC | 43,570 | $374.3K | 0.02% | +99+0.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 43,730 | $375.6K | 0.18% | +1,354+3.2% | Added |
| Deutsche Bank AG | 44,564 | $382.8K | 0.00% | +2,892+6.9% | Added |
| Corrado Advisors, LLC | 45,005 | $386.6K | 0.26% | 00.0% | Unchanged |
| Creative Planning | 46,287 | $397.6K | 0.00% | −1,934−4.0% | Reduced |
| ELCO Management Co., LLC | 48,700 | $418.3K | 0.30% | −6,500−11.8% | Reduced |
| Wealthspire Advisors, LLC | 48,787 | $419.1K | 0.01% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | – | $420.4K | 0.06% | – | New |
| Brick & Kyle, Associates | 50,186 | $431.0K | 0.25% | +34+0.1% | Added |
| NWF Advisory Services Inc. | 52,141 | $434.9K | 0.10% | +52,141 | New |
| IHT Wealth Management, LLC | 51,203 | $439.8K | 0.03% | +1,794+3.6% | Added |
| Regions Financial Corp | 53,300 | $458.0K | 0.00% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 56,516 | $485.5K | 0.04% | +19,097+51.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 58,291 | $501.0K | 0.03% | −985−1.7% | Reduced |
| Palogic Value Management, L.P. | 59,500 | $511.1K | 0.25% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 64,632 | $555.2K | 0.01% | +3,443+5.6% | Added |
| Captrust Financial Advisors | 72,800 | $625.3K | 0.00% | −1,673−2.2% | Reduced |
| Sunbelt Securities, Inc. | 76,678 | $655.6K | 0.11% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 77,311 | $664.1K | 0.01% | −2,149−2.7% | Reduced |
| Advisory Services Network, LLC | 77,529 | $666.0K | 0.02% | −92−0.1% | Reduced |
| HB Wealth Management, LLC | 79,131 | $679.7K | 0.01% | +3,361+4.4% | Added |
| Shaker Financial Services, LLC | 87,249 | $749.5K | 0.33% | +87,249 | New |
| Krilogy Financial LLC | 87,735 | $753.6K | 0.06% | −659−0.7% | Reduced |
| Saxon Interests, Inc. | 93,867 | $806.3K | 0.46% | −25,588−21.4% | Reduced |
| Envestnet Asset Management Inc | 100,167 | $860.4K | 0.00% | +27,875+38.6% | Added |
| WealthTrust Axiom LLC | 110,925 | $952.9K | 0.32% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 123,755 | $1.06M | 0.00% | −5,871−4.5% | Reduced |
| Raymond James Trust N.A. | 127,240 | $1.09M | 0.03% | +2,514+2.0% | Added |
| 9258 Wealth Management, LLC | 127,847 | $1.10M | 0.22% | −1,541−1.2% | Reduced |
| IFP Advisors, Inc | 120,914 | $1.11M | 0.05% | −163,799−57.5% | Reduced |
| Centurion Wealth Management LLC | 146,350 | $1.26M | 0.64% | −495−0.3% | Reduced |
| Spire Wealth Management | 146,350 | $1.26M | 0.05% | +118,796+431.1% | Added |
| Shulman DeMeo Asset Management LLC | 146,827 | $1.26M | 0.40% | −955−0.6% | Reduced |
| GraniteShares Advisors LLC | 165,758 | $1.42M | 1.26% | +165,758 | New |
| WNY Asset Management, LLC | 176,715 | $1.52M | 0.36% | −23,085−11.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 182,146 | $1.56M | 0.01% | +27,946+18.1% | Added |
| David J Yvars Group | 197,715 | $1.70M | 1.53% | −9,404−4.5% | Reduced |
| Stephens Inc | 200,724 | $1.72M | 0.03% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 201,931 | $1.73M | 0.03% | +44,176+28.0% | Added |
| Cetera Advisor Networks LLC | 212,461 | $1.83M | 0.01% | +6,318+3.1% | Added |
| Waterfront Wealth Inc. | 230,398 | $1.98M | 0.65% | +2,875+1.3% | Added |
| Baird Financial Group, Inc. | 289,785 | $2.49M | 0.01% | +3,943+1.4% | Added |
| Janney Montgomery Scott LLC | 303,090 | $2.60M | 0.01% | +5,240+1.8% | Added |
| Boothe Investment Group, Inc. | 326,260 | $2.80M | 1.49% | +15,619+5.0% | Added |
| Hoey Investments, Inc | 337,429 | $2.90M | 1.15% | +163,852+94.4% | Added |
| Ameriprise Financial Inc | 496,798 | $4.26M | 0.00% | +10,009+2.1% | Added |
| Advisor Group Holdings, Inc. | 505,272 | $4.34M | 0.01% | +6,745+1.4% | Added |
| Advisors Asset Management, Inc. | 521,901 | $4.48M | 0.09% | −123,873−19.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 544,023 | $4.67M | 0.07% | +9,367+1.8% | Added |
| Commonwealth Equity Services, LLC | 587,193 | $5.04M | 0.01% | +56,564+10.7% | Added |
| Bank of America Corp | 614,685 | $5.28M | 0.00% | +32,249+5.5% | Added |
| Stratos Wealth Advisors, LLC | 625,131 | $5.37M | 0.41% | +13,295+2.2% | Added |
| Stifel Financial Corp | 771,674 | $6.63M | 0.01% | −8,584−1.1% | Reduced |
| Royal Bank of Canada | 1,013,470 | $8.71M | 0.00% | −70,072−6.5% | Reduced |
| LPL Financial LLC | 1,184,146 | $10.2M | 0.01% | +111,492+10.4% | Added |
| UBS Group AG | 1,212,970 | $10.4M | 0.00% | −120,514−9.0% | Reduced |
| Guggenheim Capital LLC | 1,432,962 | $12.3M | 0.10% | −89,889−5.9% | Reduced |
| Invesco Ltd. | 1,628,948 | $14.0M | 0.00% | −318,764−16.4% | Reduced |
| Raymond James & Associates | 2,108,955 | $18.1M | 0.02% | −16,230−0.8% | Reduced |
| Wells Fargo & Company | 2,341,611 | $20.1M | 0.01% | −64,225−2.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 3,667,432 | $31.5M | 0.06% | +294,917+8.7% | Added |
| Cook Wealth Management Group LLC | 3,841,655 | $32.3M | 27.51% | −110,094−2.8% | Reduced |
| Morgan Stanley | 3,978,105 | $34.2M | 0.00% | −44,285−1.1% | Reduced |
| Carl Stuart Investment Advisor, Inc | 7,322 | – | – | +7,322 | New |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −34,685−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −20,365−100.0% | Sold out |
| Scissortail Wealth Management, LLC | 0 | $0 | 0.00% | −19,400−100.0% | Sold out |