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 2024
Institutional positions in BlackRock Enhanced Equity Dividend Trust as of Mar 31, 2024. 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
- 207
- −6 vs. Q4 2023
- Shares held
- 37.7M
- +1.36M (+3.7%) vs. Q4 2023
- Total value
- $310.9M
- +$31.0M (+11.1%) vs. Q4 2023
- New holders
- 24
- 69 more added
- Sold out
- 30
- 55 more reduced
3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding BlackRock Enhanced Equity Dividend Trust; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| National Asset Management, Inc. | 31,131 | $236.9K | 0.01% | +1,163+3.9% | Added |
| Principal Securities, Inc. | 28,568 | $235.7K | 0.01% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 28,309 | $233.5K | 0.04% | +458+1.6% | Added |
| Captrust Financial Advisors | 28,122 | $232.0K | 0.00% | −42,649−60.3% | Reduced |
| SeaCrest Wealth Management, LLC | 28,104 | $231.9K | 0.03% | −682−2.4% | Reduced |
| Nations Financial Group Inc, | 27,552 | $227.3K | 0.02% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 27,989 | $227.3K | 0.04% | −18,392−39.7% | Reduced |
| Wealth Management Associates, Inc. | 27,477 | $224.5K | 0.11% | −2,066−7.0% | Reduced |
| Calamos Advisors LLC | 25,920 | $213.8K | 0.00% | +25,920 | New |
| Oak Harbor Wealth Partners, LLC | 25,439 | $209.9K | 0.07% | 00.0% | Unchanged |
| Becker Capital Management Inc | 23,907 | $197.2K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 23,390 | $193.0K | 0.00% | −3,567−13.2% | Reduced |
| Regions Financial Corp | 23,300 | $192.2K | 0.00% | +10,000+75.2% | Added |
| Ameritas Advisory Services, LLC | 23,624 | $190.2K | 0.01% | +23,624 | New |
| Widmann Financial Services, Inc. | 22,468 | $185.4K | 0.16% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 22,515 | $184.6K | 0.02% | +2,119+10.4% | Added |
| Kaydan Wealth Management, Inc. | 21,513 | $177.5K | 0.06% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 20,853 | $172.0K | 0.01% | +20,853 | New |
| Aurora Private Wealth, Inc. | 20,869 | $171.0K | 0.15% | −415−1.9% | Reduced |
| Truist Financial Corp | 19,846 | $163.7K | 0.00% | +1,371+7.4% | Added |
| The PNC Financial Services Group, Inc. | 19,747 | $162.9K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 19,246 | $159.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 19,074 | $157.4K | 0.01% | −4,930−20.5% | Reduced |
| Wharton Business Group, LLC | 19,004 | $157.0K | 0.01% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 18,904 | $156.0K | 0.00% | −1,129−5.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 18,778 | $154.9K | 0.01% | −10−0.1% | Reduced |
| Iowa State Bank | 18,667 | $154.0K | 0.03% | 00.0% | Unchanged |
| Virtu Financial LLC | 17,879 | $147.0K | 0.01% | +17,879 | New |
| Dakota Wealth Management | 17,616 | $145.3K | 0.00% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 17,600 | $145.2K | 0.01% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 17,428 | $143.8K | 0.02% | +1,280+7.9% | Added |
| Gill Capital Partners, LLC | 17,479 | $140.2K | 0.06% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 16,966 | $140.0K | 0.01% | +233+1.4% | Added |
| Fisher Asset Management, LLC | 16,520 | $136.3K | 0.00% | +16,520 | New |
| Icon Wealth Advisors, LLC | 16,427 | $135.5K | 0.01% | +336+2.1% | Added |
| Cresset Asset Management, LLC | 16,105 | $132.9K | 0.00% | 00.0% | Unchanged |
| XML Financial, LLC | 15,734 | $129.8K | 0.01% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 15,663 | $129.2K | 0.00% | +2,365+17.8% | Added |
| Jamison Private Wealth Management, Inc. | 15,637 | $129.0K | 0.02% | +323+2.1% | Added |
| Thrivent Financial for Lutherans | 15,550 | $128.0K | 0.00% | +15,550 | New |
| CIBC Private Wealth Group, LLC | 15,196 | $124.6K | 0.00% | −626−4.0% | Reduced |
| Eagle Wealth Strategies LLC | 15,090 | $123.7K | 0.10% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 14,795 | $122.0K | 0.00% | 00.0% | Unchanged |
| Prairie Wealth Advisors, Inc. | 14,650 | $120.9K | 0.06% | +14,650 | New |
| RSM US Wealth Management LLC | 14,643 | $120.8K | 0.00% | −3,000−17.0% | Reduced |
| Savant Capital, LLC | 14,464 | $119.3K | 0.00% | +14,464 | New |
| Roble, Belko & Company, Inc | 14,421 | $119.0K | 0.02% | 00.0% | Unchanged |
| Commerce Bank | 13,846 | $114.2K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 13,831 | $114.1K | 0.05% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 13,698 | $113.0K | 0.02% | +36+0.3% | Added |
| SpiderRock Advisors, LLC | 14,000 | $112.3K | 0.00% | +14,000 | New |
| Pallas Capital Advisors LLC | 13,458 | $111.0K | 0.00% | +13,458 | New |
| Creative Financial Designs Inc | 13,321 | $109.9K | 0.01% | −20.0% | Reduced |
| Keybank National Association | 13,104 | $108.1K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 12,988 | $107.2K | 0.01% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 12,962 | $106.9K | 0.00% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 12,652 | $104.4K | 0.06% | +151+1.2% | Added |
| Atomi Financial Group, Inc. | 12,408 | $102.4K | 0.01% | −664−5.1% | Reduced |
| Perigon Wealth Management, LLC | 12,037 | $99.3K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 11,923 | $98.4K | 0.00% | +4,200+54.4% | Added |
| Apollon Wealth Management, LLC | 11,550 | $95.3K | 0.00% | +39+0.3% | Added |
| Stratos Wealth Partners, LTD. | 11,328 | $93.5K | 0.00% | +92+0.8% | Added |
| Beacon Pointe Advisors, LLC | 11,300 | $93.2K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 10,793 | $89.0K | 0.00% | +10,793 | New |
| Harbour Investments, Inc. | 10,650 | $87.9K | 0.00% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 10,553 | $87.1K | 0.01% | +10,553 | New |
| Live Oak Private Wealth LLC | 10,525 | $86.8K | 0.02% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 10,278 | $84.8K | 0.00% | +55+0.5% | Added |
| Diversify Advisory Services, LLC | 10,301 | $84.5K | 0.00% | +10,301 | New |
| North Star Asset Management Inc | 10,194 | $84.1K | 0.00% | +10,194 | New |
| Cape Investment Advisory, Inc. | 10,184 | $84.0K | 0.04% | +87+0.9% | Added |
| Cahill Financial Advisors Inc | 10,170 | $83.9K | 0.01% | −9,773−49.0% | Reduced |
| Fifth Third Bancorp | 10,000 | $82.5K | 0.00% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 10,030 | $79.1K | 0.00% | +10,030 | New |
| Hexagon Capital Partners LLC | 7,763 | $64.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 7,415 | $61.2K | 0.00% | +7,415 | New |
| North Star Investment Management Corp. | 7,266 | $59.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 6,268 | $52.0K | 0.00% | −285−4.3% | Reduced |
| City Holding Co | 5,512 | $45.5K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 4,467 | $36.9K | 0.01% | +36+0.8% | Added |
| Northwest Capital Management Inc | 4,375 | $36.1K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 3,200 | $26.4K | 0.00% | −300−8.6% | Reduced |
| Transcendent Capital Group LLC | 2,685 | $22.2K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,250 | $18.6K | 0.00% | +2,250 | New |
| Smartleaf Asset Management LLC | 2,200 | $18.2K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,199 | $18.1K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,230 | $18.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,100 | $17.3K | 0.00% | +2,000+2,000.0% | Added |
| FinTrust Capital Advisors, LLC | 2,024 | $16.7K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 2,000 | $16.5K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 1,973 | $16.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,852 | $15.3K | 0.00% | +650+54.1% | Added |
| JPMorgan Chase & Co | 1,725 | $14.2K | 0.00% | +1,725 | New |
| Highlander Capital Management, LLC | 1,700 | $14.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 1,539 | $12.7K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,416 | $11.7K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,364 | $11.3K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,271 | $10.5K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,000 | $8.25K | 0.00% | +1,000 | New |
| Plante Moran Financial Advisors, LLC | 750 | $6.19K | 0.00% | 00.0% | Unchanged |