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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 2023

Institutional positions in BlackRock Enhanced Equity Dividend Trust as of Dec 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
216
+19 vs. Q3 2023
Shares held
36.4M
+912.3K (+2.6%) vs. Q3 2023
Total value
$280.0M
+$11.5M (+4.3%) vs. Q3 2023
New holders
36
56 more added
Sold out
17
72 more reduced

2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 216 institutions
Q1 2021: 175 institutionsQ2 2021: 169 institutionsQ3 2021: 161 institutionsQ4 2021: 178 institutionsQ1 2022: 182 institutionsQ2 2022: 187 institutionsQ3 2022: 187 institutionsQ4 2022: 188 institutionsQ1 2023: 197 institutionsQ2 2023: 196 institutionsQ3 2023: 199 institutionsQ4 2023: 216 institutionsQ1 2024: 207 institutionsQ2 2024: 214 institutionsQ3 2024: 210 institutionsQ4 2024: 217 institutionsQ1 2025: 210 institutionsQ2 2025: 207 institutionsQ3 2025: 203 institutionsQ4 2025: 205 institutionsQ1 2026: 218 institutionsQ2 2026: 218 institutions
Value heldQ4 2023: $280.0M
Q1 2021: $295.5MQ2 2021: $297.6MQ3 2021: $294.3MQ4 2021: $348.3MQ1 2022: $342.5MQ2 2022: $320.8MQ3 2022: $287.1MQ4 2022: $314.6MQ1 2023: $296.3MQ2 2023: $285.3MQ3 2023: $268.8MQ4 2023: $280.0MQ1 2024: $310.9MQ2 2024: $308.3MQ3 2024: $313.9MQ4 2024: $275.3MQ1 2025: $277.9MQ2 2025: $284.2MQ3 2025: $292.2MQ4 2025: $296.7MQ1 2026: $264.3MQ2 2026: $298.1M
Institutions holding BDJ and their total value by quarter
QuarterHoldersValue
Q2 2026218$298.1M
Q1 2026218$264.3M
Q4 2025205$296.7M
Q3 2025203$292.2M
Q2 2025207$284.2M
Q1 2025210$277.9M
Q4 2024217$275.3M
Q3 2024210$313.9M
Q2 2024214$308.3M
Q1 2024207$310.9M
Q4 2023216$280.0M
Q3 2023199$268.8M
Q2 2023196$285.3M
Q1 2023197$296.3M
Q4 2022188$314.6M
Q3 2022187$287.1M
Q2 2022187$320.8M
Q1 2022182$342.5M
Q4 2021178$348.3M
Q3 2021161$294.3M
Q2 2021169$297.6M
Q1 2021175$295.5M

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding BlackRock Enhanced Equity Dividend Trust; share changes are against Q3 2023.

Institutions holding BDJ in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Cahill Financial Advisors Inc19,943$153.4K0.02%−2,765−12.2%Reduced
Axxcess Wealth Management, LLC20,033$154.1K0.00%−328−1.6%Reduced
International Assets Investment Management, LLC20,396$156.8K0.02%+2,493+13.9%Added
Aurora Private Wealth, Inc.21,284$164.0K0.15%+138+0.7%Added
Kaydan Wealth Management, Inc.21,513$165.4K0.07%00.0%Unchanged
Northern Trust Corp22,104$170.0K0.00%−1,422−6.0%Reduced
Widmann Financial Services, Inc.22,468$172.8K0.16%00.0%Unchanged
Venture Visionary Partners LLC22,710$174.6K0.01%−13,173−36.7%Reduced
SRS Capital Advisors, Inc.23,155$178.1K0.02%00.0%Unchanged
Becker Capital Management Inc23,907$183.8K0.01%00.0%Unchanged
Stonebridge Capital Advisors LLC24,004$184.6K0.02%+5,720+31.3%Added
HRT Financial LP24,132$185.0K0.00%+24,132New
Oak Harbor Wealth Partners, LLC25,439$195.6K0.07%00.0%Unchanged
Shufro Rose & Co LLC26,862$204.4K0.02%00.0%Unchanged
Mercer Global Advisors Inc26,957$207.0K0.00%−3,388−11.2%Reduced
Nations Financial Group Inc,27,552$211.9K0.02%+2,215+8.7%Added
CFO4Life Group, LLC27,851$214.2K0.04%+775+2.9%Added
Principal Securities, Inc.28,568$219.7K0.01%+28,568New
EP Wealth Advisors, LLC29,331$225.6K0.00%00.0%Unchanged
SeaCrest Wealth Management, LLC28,786$226.3K0.03%+537+1.9%Added
Oder Investment Management, LLC29,498$226.8K0.22%+1,419+5.1%Added
Northwestern Mutual Wealth Management Co29,526$227.1K0.00%+4,239+16.8%Added
Wealth Management Associates, Inc.29,543$227.2K0.12%00.0%Unchanged
National Asset Management, Inc.29,968$230.5K0.01%−1,163−3.7%Reduced
SFI Advisors, LLC30,120$231.6K0.20%+30,120New
Integrated Wealth Concepts LLC30,788$236.8K0.00%−3,334−9.8%Reduced
Wintrust Investments LLC31,312$241.0K0.02%−906−2.8%Reduced
Fundamentun, LLC31,916$245.4K0.03%+31,916New
Tyler-Stone Wealth Management33,391$256.8K0.13%+924+2.8%Added
Saxony Capital Management, LLC35,948$276.4K0.37%+35,948New
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors36,368$279.7K0.05%−3,065−7.8%Reduced
Karpus Management, Inc.36,645$281.8K0.01%+36,645New
Jane Street Group, LLC36,770$282.8K0.00%+18,895+105.7%Added
Davenport & Co LLC37,128$285.5K0.00%00.0%Unchanged
Creative Planning37,754$290.3K0.00%−3,955−9.5%Reduced
Brown Advisory Inc38,614$296.9K0.00%+17,740+85.0%Added
Stonebrook Private Inc.38,848$298.7K0.10%+38,848New
Corrado Advisors, LLC39,405$303.0K0.25%−5,600−12.4%Reduced
Conning Inc.39,784$305.9K0.01%+1,416+3.7%Added
Susquehanna International Group, LLP42,326$325.5K0.00%+26,577+168.8%Added
Level Four Advisory Services, LLC42,808$329.2K0.02%+7,443+21.0%Added
D.A. Davidson & Co.45,820$352.4K0.00%−2,838−5.8%Reduced
Jackson, Grant Investment Advisers, Inc.45,845$352.5K0.16%+891+2.0%Added
Allen Mooney & Barnes Investment Advisors LLC46,381$356.7K0.07%+34,171+279.9%Added
ELCO Management Co., LLC46,484$357.5K0.24%−240−0.5%Reduced
Comerica Bank46,617$358.5K0.00%+9,119+24.3%Added
Deutsche Bank AG48,129$370.1K0.00%+1,714+3.7%Added
Wealthspire Advisors, LLC48,787$375.2K0.01%00.0%Unchanged
GWM Advisors LLC49,024$379.7K0.00%+10,485+27.2%Added
Elequin Capital LP49,469$380.4K0.11%−70,778−58.9%Reduced
Brick & Kyle, Associates50,232$386.0K0.19%+174+0.3%Added
MGB Wealth Management, LLC51,531$396.7K0.20%+51,531New
NWF Advisory Services Inc.54,058$415.7K0.08%+1,917+3.7%Added
Pension & Wealth Management Advisors, Inc.56,295$432.9K0.27%+13,309+31.0%Added
Kestra Advisory Services, LLC56,812$436.9K0.00%−17,627−23.7%Reduced
Stolper Co58,680$451.0K0.18%+112+0.2%Added
Palogic Value Management, L.P.59,000$453.7K0.20%−500−0.8%Reduced
Investment Partners Asset Management, Inc.62,417$480.0K0.48%+62,417New
Private Advisor Group, LLC65,225$501.6K0.00%−11,469−15.0%Reduced
Captrust Financial Advisors70,771$544.2K0.00%−518−0.7%Reduced
Envestnet Asset Management Inc71,878$552.7K0.00%−10,505−12.8%Reduced
Sunbelt Securities, Inc.74,632$573.9K0.07%−2,046−2.7%Reduced
Stephens Inc74,990$576.7K0.01%−12,439−14.2%Reduced
Advisory Services Network, LLC76,021$584.6K0.01%+2,331+3.2%Added
Flow State Investments, L.P.77,816$598.4K0.20%−35,344−31.2%Reduced
Hoey Investments, Inc84,057$646.4K0.18%−44,236−34.5%Reduced
Financial Advocates Investment Management84,761$651.8K0.04%+12,471+17.3%Added
Krilogy Financial LLC85,735$659.3K0.06%−3,000−3.4%Reduced
IFP Advisors, Inc86,453$664.8K0.03%−28,937−25.1%Reduced
Hennion & Walsh Asset Management, Inc.86,715$666.8K0.04%+29,819+52.4%Added
Saxon Interests, Inc.88,646$681.7K0.34%+88,646New
NBC Securities, Inc.99,174$762.0K0.08%+10,149+11.4%Added
Rockefeller Capital Management L.P.109,466$841.8K0.00%−4,528−4.0%Reduced
WealthTrust Axiom LLC109,647$843.2K0.28%−1,278−1.2%Reduced
IHT Wealth Management, LLC113,709$874.4K0.04%+700+0.6%Added
David J Yvars Group113,114$874.7K0.70%−82,907−42.3%Reduced
9258 Wealth Management, LLC118,681$912.7K0.16%−2,975−2.4%Reduced
Atria Wealth Solutions, Inc.130,584$1.00M0.01%−106,076−44.8%Reduced
Raymond James Trust N.A.130,671$1.00M0.03%+2,296+1.8%Added
Claro Advisors LLC143,594$1.10M0.24%+127,894+814.6%Added
Shulman DeMeo Asset Management LLC146,140$1.12M0.32%−590.0%Reduced
Centurion Wealth Management LLC149,996$1.15M0.49%−689−0.5%Reduced
Spire Wealth Management160,917$1.24M0.04%+10,232+6.8%Added
Cambridge Investment Research Advisors, Inc.162,768$1.25M0.01%−32,469−16.6%Reduced
Wealth Enhancement Advisory Services, LLC173,583$1.33M0.00%−53,094−23.4%Reduced
WNY Asset Management, LLC174,191$1.34M0.23%00.0%Unchanged
We Are One Seven, LLC178,991$1.38M0.08%+166,558+1,339.6%Added
Cetera Advisor Networks LLC184,936$1.42M0.01%−59,107−24.2%Reduced
Janney Montgomery Scott LLC222,791$1.71M0.01%−106,498−32.3%Reduced
Waterfront Wealth Inc.245,904$1.89M0.56%+2,210+0.9%Added
Steward Partners Investment Advisory, LLC255,309$1.96M0.03%−5,631−2.2%Reduced
Allspring Global Investments Holdings, LLC268,545$2.07M0.00%+268,545New
Baird Financial Group, Inc.272,851$2.10M0.00%−6,980−2.5%Reduced
Advisor Group Holdings, Inc.405,306$3.12M0.01%−191,325−32.1%Reduced
Boothe Investment Group, Inc.432,474$3.33M1.50%+8,346+2.0%Added
Shaker Financial Services, LLC467,273$3.59M1.48%−393,239−45.7%Reduced
Ameriprise Financial Inc510,141$3.95M0.00%+18,330+3.7%Added
Commonwealth Equity Services, LLC585,721$4.50M0.01%+7,507+1.3%Added
Bank of America Corp679,985$5.23M0.00%+29,697+4.6%Added
Stratos Wealth Advisors, LLC688,848$5.30M0.30%−24,119−3.4%Reduced