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 |
|---|---|---|---|---|---|
| Claro Advisors LLC | 22,200 | $185.1K | 0.05% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 21,756 | $181.4K | 0.03% | 00.0% | Unchanged |
| Cetera Investment Advisers | 21,677 | $180.8K | 0.00% | −296−1.3% | Reduced |
| Aurora Private Wealth, Inc. | 21,366 | $178.0K | 0.20% | +43+0.2% | Added |
| 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 |
| Moors & Cabot, Inc. | 20,500 | $171.0K | 0.01% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 20,377 | $169.9K | 0.01% | +79+0.4% | Added |
| International Assets Investment Management, LLC | 19,903 | $166.0K | 0.02% | +1,570+8.6% | Added |
| The PNC Financial Services Group, Inc. | 19,758 | $164.8K | 0.00% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 19,171 | $159.9K | 0.01% | −641−3.2% | Reduced |
| Truist Financial Corp | 18,983 | $158.3K | 0.00% | −6,970−26.9% | Reduced |
| Wharton Business Group, LLC | 19,004 | $158.0K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 18,909 | $157.7K | 0.01% | −1,047−5.2% | Reduced |
| Iowa State Bank | 18,667 | $155.7K | 0.04% | 00.0% | Unchanged |
| Dakota Wealth Management | 17,616 | $146.9K | 0.01% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 17,479 | $145.8K | 0.06% | 00.0% | Unchanged |
| XML Financial, LLC | 17,339 | $144.6K | 0.02% | −29−0.2% | Reduced |
| LVZ Advisors, Inc. | 17,136 | $142.9K | 0.02% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 16,733 | $139.6K | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 16,105 | $134.3K | 0.00% | +16,105 | New |
| CIBC Private Wealth Group, LLC | 15,654 | $130.6K | 0.00% | +66+0.4% | Added |
| Icon Wealth Partners, LLC | 15,311 | $127.7K | 0.01% | +304+2.0% | Added |
| CIBC World Markets Inc. | 14,795 | $123.0K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 14,665 | $122.3K | 0.00% | −4,875−24.9% | Reduced |
| Commerce Bank | 14,632 | $122.0K | 0.00% | −2,458−14.4% | Reduced |
| Perigon Wealth Management, LLC | 14,537 | $121.2K | 0.00% | +108+0.7% | Added |
| 180 Wealth Advisors, LLC | 13,910 | $116.2K | 0.03% | −582−4.0% | Reduced |
| Alpha Omega Wealth Management LLC | 13,691 | $114.2K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 13,323 | $111.1K | 0.01% | +5,509+70.5% | Added |
| Atomi Financial Group, Inc. | 13,232 | $110.4K | 0.05% | −100−0.8% | Reduced |
| Fort Sheridan Advisors LLC | 13,100 | $109.3K | 0.02% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 13,013 | $108.5K | 0.00% | +1,000+8.3% | Added |
| Dana Investment Advisors, Inc. | 12,962 | $108.1K | 0.01% | 00.0% | Unchanged |
| We Are One Seven, LLC | 12,958 | $108.1K | 0.01% | 00.0% | Unchanged |
| DFPG Investments, LLC | 12,801 | $107.4K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 12,823 | $106.9K | 0.00% | −2,500−16.3% | Reduced |
| Cetera Advisors LLC | 12,606 | $105.1K | 0.00% | +345+2.8% | Added |
| Focus Financial Network, Inc. | 12,394 | $103.4K | 0.01% | −1,107−8.2% | Reduced |
| Quad-Cities Investment Group, LLC | 12,151 | $101.3K | 0.07% | +137+1.1% | Added |
| GM Advisory Group, Inc. | 12,000 | $100.1K | 0.01% | 00.0% | Unchanged |
| Franklin Resources Inc | 11,989 | $100.0K | 0.00% | +161+1.4% | Added |
| Beacon Pointe Advisors, LLC | 11,300 | $94.2K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 11,264 | $94.0K | 0.02% | −22,545−66.7% | Reduced |
| Ignite Planners, LLC | 11,101 | $91.6K | 0.04% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 10,574 | $88.2K | 0.01% | −1,509−12.5% | Reduced |
| Live Oak Private Wealth LLC | 10,525 | $87.8K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 10,423 | $86.9K | 0.00% | +10,423 | New |
| Detalus Advisors, LLC | 10,372 | $86.5K | 0.04% | 00.0% | Unchanged |
| SFMG, LLC | 10,217 | $85.2K | 0.01% | +129+1.3% | Added |
| Kesler, Norman & Wride, LLC | 10,200 | $85.1K | 0.02% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 10,046 | $83.8K | 0.00% | +10,046 | New |
| Fifth Third Bancorp | 10,019 | $83.6K | 0.00% | +19+0.2% | Added |
| Cape Investment Advisory, Inc. | 9,871 | $82.3K | 0.05% | +77+0.8% | Added |
| Beacon Capital Management, LLC | 8,720 | $72.7K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 7,818 | $65.2K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 7,614 | $63.5K | 0.04% | +7,614 | New |
| North Star Investment Management Corp. | 7,266 | $60.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 6,553 | $55.0K | 0.00% | +4,375+200.9% | Added |
| FinTrust Capital Advisors, LLC | 6,024 | $54.3K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 6,000 | $50.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 5,512 | $46.0K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 4,842 | $40.4K | 0.00% | +96+2.0% | Added |
| Northwest Capital Management Inc | 4,375 | $36.5K | 0.02% | +4,375 | New |
| GPS Wealth Strategies Group, LLC | 3,500 | $29.2K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,586 | $22.0K | 0.00% | +2,586 | New |
| Lumature Wealth Partners, LLC | 2,350 | $19.6K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,230 | $19.0K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 2,226 | $18.6K | 0.01% | +44+2.0% | Added |
| Proequities, Inc. | 2,085 | $17.4K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 2,000 | $16.7K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,789 | $14.9K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 1,756 | $14.6K | 0.01% | +35+2.0% | Added |
| Cambridge Trust Co | 1,539 | $12.8K | 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 |
| Sugarloaf Wealth Management, LLC | 1,416 | $11.8K | 0.00% | 00.0% | Unchanged |
| 25 LLC | 1,385 | $11.6K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,364 | $11.4K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,271 | $10.6K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1,200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,000 | $8.34K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 851 | $7.10K | 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 |
| Brown, Lisle/Cummings, Inc. | 662 | $5.52K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 639 | $5.33K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 466 | $3.89K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 109 | $1.00K | 0.00% | +109 | New |
| Allworth Financial LP | 100 | $834 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 60 | $501 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 32 | $267 | 0.00% | −3,028−99.0% | Reduced |
| Laurel Wealth Advisors LLC | 10 | $84 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $8 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −1,006−100.0% | Sold out |
| Boothe Investment Group, Inc. | 0 | $0 | 0.00% | −326,260−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −43,570−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −41,263−100.0% | Sold out |