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 2023
Institutional positions in BlackRock Enhanced Equity Dividend Trust as of Jun 30, 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
- 196
- +1 vs. Q1 2023
- Shares held
- 34.2M
- −354.4K (−1.0%) vs. Q1 2023
- Total value
- $285.3M
- −$11.0M (−3.7%) vs. Q1 2023
- New holders
- 16
- 57 more added
- Sold out
- 15
- 50 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 2023
Shares, value and share of portfolio for each institution holding BlackRock Enhanced Equity Dividend Trust; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Atticus Wealth Management, LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| FMR LLC | 1 | $8 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 10 | $84 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 32 | $267 | 0.00% | −3,028−99.0% | Reduced |
| EverSource Wealth Advisors, LLC | 60 | $501 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 100 | $834 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 109 | $1.00K | 0.00% | +109 | New |
| Montag A & Associates Inc | 466 | $3.89K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 639 | $5.33K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 662 | $5.52K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 750 | $6.25K | 0.00% | −650−46.4% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 750 | $6.25K | 0.00% | +750 | New |
| WealthPLAN Partners, LLC | 851 | $7.10K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,000 | $8.34K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1,200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,271 | $10.6K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,364 | $11.4K | 0.01% | 00.0% | Unchanged |
| 25 LLC | 1,385 | $11.6K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,416 | $11.8K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | – | $12.5K | 0.00% | – | – |
| AdvisorNet Financial, Inc | 1,500 | $12.5K | 0.00% | +1,500 | New |
| Cambridge Trust Co | 1,539 | $12.8K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 1,756 | $14.6K | 0.01% | +35+2.0% | Added |
| Focused Wealth Management, Inc | 1,789 | $14.9K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 2,000 | $16.7K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 2,085 | $17.4K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 2,226 | $18.6K | 0.01% | +44+2.0% | Added |
| Capital Advisors, Ltd. LLC | 2,230 | $19.0K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 2,350 | $19.6K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,586 | $22.0K | 0.00% | +2,586 | New |
| GPS Wealth Strategies Group, LLC | 3,500 | $29.2K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 4,375 | $36.5K | 0.02% | +4,375 | New |
| Cary Street Partner Investment Advisory LLC | 4,842 | $40.4K | 0.00% | +96+2.0% | Added |
| City Holding Co | 5,512 | $46.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 6,000 | $50.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 6,024 | $54.3K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 6,553 | $55.0K | 0.00% | +4,375+200.9% | Added |
| North Star Investment Management Corp. | 7,266 | $60.6K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 7,614 | $63.5K | 0.04% | +7,614 | New |
| Hexagon Capital Partners LLC | 7,818 | $65.2K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 8,720 | $72.7K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 9,871 | $82.3K | 0.05% | +77+0.8% | Added |
| Fifth Third Bancorp | 10,019 | $83.6K | 0.00% | +19+0.2% | Added |
| United Capital Financial Advisers, LLC | 10,046 | $83.8K | 0.00% | +10,046 | New |
| Kesler, Norman & Wride, LLC | 10,200 | $85.1K | 0.02% | 00.0% | Unchanged |
| SFMG, LLC | 10,217 | $85.2K | 0.01% | +129+1.3% | Added |
| Detalus Advisors, LLC | 10,372 | $86.5K | 0.04% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 10,423 | $86.9K | 0.00% | +10,423 | New |
| Live Oak Private Wealth LLC | 10,525 | $87.8K | 0.02% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 10,574 | $88.2K | 0.01% | −1,509−12.5% | Reduced |
| Ignite Planners, LLC | 11,101 | $91.6K | 0.04% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 11,264 | $94.0K | 0.02% | −22,545−66.7% | Reduced |
| Beacon Pointe Advisors, LLC | 11,300 | $94.2K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 11,989 | $100.0K | 0.00% | +161+1.4% | Added |
| GM Advisory Group, Inc. | 12,000 | $100.1K | 0.01% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 12,151 | $101.3K | 0.07% | +137+1.1% | Added |
| Focus Financial Network, Inc. | 12,394 | $103.4K | 0.01% | −1,107−8.2% | Reduced |
| Cetera Advisors LLC | 12,606 | $105.1K | 0.00% | +345+2.8% | Added |
| US Bancorp | 12,823 | $106.9K | 0.00% | −2,500−16.3% | Reduced |
| DFPG Investments, LLC | 12,801 | $107.4K | 0.01% | 00.0% | Unchanged |
| We Are One Seven, LLC | 12,958 | $108.1K | 0.01% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 12,962 | $108.1K | 0.01% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 13,013 | $108.5K | 0.00% | +1,000+8.3% | Added |
| Fort Sheridan Advisors LLC | 13,100 | $109.3K | 0.02% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 13,232 | $110.4K | 0.05% | −100−0.8% | Reduced |
| Creative Financial Designs Inc | 13,323 | $111.1K | 0.01% | +5,509+70.5% | Added |
| Alpha Omega Wealth Management LLC | 13,691 | $114.2K | 0.02% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 13,910 | $116.2K | 0.03% | −582−4.0% | Reduced |
| Perigon Wealth Management, LLC | 14,537 | $121.2K | 0.00% | +108+0.7% | Added |
| Commerce Bank | 14,632 | $122.0K | 0.00% | −2,458−14.4% | Reduced |
| AE Wealth Management LLC | 14,665 | $122.3K | 0.00% | −4,875−24.9% | Reduced |
| CIBC World Markets Inc. | 14,795 | $123.0K | 0.00% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 15,311 | $127.7K | 0.01% | +304+2.0% | Added |
| CIBC Private Wealth Group, LLC | 15,654 | $130.6K | 0.00% | +66+0.4% | Added |
| Cresset Asset Management, LLC | 16,105 | $134.3K | 0.00% | +16,105 | New |
| Ashton Thomas Private Wealth, LLC | 16,733 | $139.6K | 0.01% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 17,136 | $142.9K | 0.02% | 00.0% | Unchanged |
| XML Financial, LLC | 17,339 | $144.6K | 0.02% | −29−0.2% | Reduced |
| Gill Capital Partners, LLC | 17,479 | $145.8K | 0.06% | 00.0% | Unchanged |
| Dakota Wealth Management | 17,616 | $146.9K | 0.01% | 00.0% | Unchanged |
| Iowa State Bank | 18,667 | $155.7K | 0.04% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 18,909 | $157.7K | 0.01% | −1,047−5.2% | Reduced |
| Wharton Business Group, LLC | 19,004 | $158.0K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 18,983 | $158.3K | 0.00% | −6,970−26.9% | Reduced |
| Warren Averett Asset Management, LLC | 19,171 | $159.9K | 0.01% | −641−3.2% | Reduced |
| The PNC Financial Services Group, Inc. | 19,758 | $164.8K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 19,903 | $166.0K | 0.02% | +1,570+8.6% | Added |
| Axxcess Wealth Management, LLC | 20,377 | $169.9K | 0.01% | +79+0.4% | Added |
| Moors & Cabot, Inc. | 20,500 | $171.0K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 21,035 | $175.0K | 0.01% | +4,845+29.9% | Added |
| HighTower Advisors, LLC | 20,730 | $175.0K | 0.00% | +6,275+43.4% | Added |
| Aurora Private Wealth, Inc. | 21,366 | $178.0K | 0.20% | +43+0.2% | Added |
| Cetera Investment Advisers | 21,677 | $180.8K | 0.00% | −296−1.3% | Reduced |
| Institute for Wealth Management, LLC. | 21,756 | $181.4K | 0.03% | 00.0% | Unchanged |
| Claro Advisors LLC | 22,200 | $185.1K | 0.05% | 00.0% | Unchanged |
| Bank of Montreal | 21,402 | $186.6K | 0.00% | +21,402 | New |
| Widmann Financial Services, Inc. | 22,468 | $187.4K | 0.18% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 22,763 | $189.8K | 0.03% | +1,169+5.4% | Added |
| Cassaday & Co Wealth Management LLC | 23,333 | $194.6K | 0.01% | 00.0% | Unchanged |