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 2024
Institutional positions in BlackRock Enhanced Equity Dividend Trust as of Jun 30, 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
- 214
- +10 vs. Q1 2024
- Shares held
- 37.7M
- +153.4K (+0.4%) vs. Q1 2024
- Total value
- $308.3M
- −$1.35M (−0.4%) vs. Q1 2024
- New holders
- 27
- 66 more added
- Sold out
- 17
- 61 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding BlackRock Enhanced Equity Dividend Trust; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Atticus Wealth Management, LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| FMR LLC | 2 | $16 | 0.00% | +2 | New |
| Family Firm, Inc. | 51 | $419 | 0.00% | +51 | New |
| Triad Wealth Partners, LLC | 155 | $1.27K | 0.00% | +155 | New |
| JPMorgan Chase & Co | 425 | $3.47K | 0.00% | −1,300−75.4% | Reduced |
| Investors Research Corp | 457 | $3.73K | 0.00% | +457 | New |
| Montag A & Associates Inc | 466 | $3.81K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 512 | $4.18K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 597 | $4.88K | 0.00% | +24+4.2% | Added |
| Harbour Investments, Inc. | 650 | $5.31K | 0.00% | −10,000−93.9% | Reduced |
| Parallel Advisors, LLC | 666 | $5.44K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 750 | $6.13K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 750 | $6.13K | 0.00% | +750 | New |
| Hilltop National Bank | 800 | $6.54K | 0.00% | +800 | New |
| Beaird Harris Wealth Management, LLC | 958 | $7.83K | 0.00% | +958 | New |
| Hollencrest Capital Management | 1,271 | $10.4K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,416 | $11.6K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,852 | $15.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,906 | $15.6K | 0.00% | −81,651−97.7% | Reduced |
| Proequities, Inc. | 1,973 | $16.1K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 2,000 | $16.3K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,200 | $17.9K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,199 | $18.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,230 | $18.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,250 | $18.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,425 | $19.8K | 0.00% | +325+15.5% | Added |
| Transcendent Capital Group LLC | 2,685 | $21.9K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 3,200 | $26.1K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 4,119 | $33.7K | 0.02% | +4,119 | New |
| Northwest Capital Management Inc | 4,375 | $35.7K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 4,541 | $37.1K | 0.01% | +74+1.7% | Added |
| City Holding Co | 5,512 | $45.0K | 0.01% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 5,645 | $46.1K | 0.03% | +5,645 | New |
| North Star Investment Management Corp. | 7,266 | $59.4K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 7,348 | $60.0K | 0.01% | −5,973−44.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 7,415 | $60.6K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 7,763 | $63.4K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 8,333 | $68.0K | 0.00% | +2,065+32.9% | Added |
| Fifth Third Bancorp | 10,000 | $81.7K | 0.00% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 10,111 | $82.6K | 0.04% | +10,111 | New |
| North Star Asset Management Inc | 10,194 | $83.3K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 10,271 | $83.9K | 0.04% | +87+0.9% | Added |
| Focus Financial Network, Inc. | 10,238 | $84.8K | 0.00% | +208+2.1% | Added |
| Diversify Advisory Services, LLC | 10,301 | $84.8K | 0.00% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 10,525 | $86.0K | 0.01% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 10,488 | $86.0K | 0.01% | +10,488 | New |
| Spirepoint Private Client, LLC | 10,553 | $86.2K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 10,658 | $87.1K | 0.00% | −1,265−10.6% | Reduced |
| Kapstone Financial Advisors LLC | 10,911 | $89.1K | 0.06% | +10,911 | New |
| Quad-Cities Investment Group, LLC | 11,178 | $91.3K | 0.05% | −1,474−11.7% | Reduced |
| Virtu Financial LLC | 11,451 | $94.0K | 0.01% | −6,428−36.0% | Reduced |
| Apollon Wealth Management, LLC | 11,590 | $94.7K | 0.00% | +40+0.3% | Added |
| Daymark Wealth Partners, LLC | 11,600 | $94.8K | 0.00% | −6,000−34.1% | Reduced |
| Perigon Wealth Management, LLC | 12,037 | $98.3K | 0.00% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 12,233 | $99.9K | 0.01% | −175−1.4% | Reduced |
| Stonebrook Private Inc. | 12,422 | $101.5K | 0.03% | −24,038−65.9% | Reduced |
| 180 Wealth Advisors, LLC | 12,469 | $103.1K | 0.02% | −1,229−9.0% | Reduced |
| Dana Investment Advisors, Inc. | 12,962 | $105.9K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 12,988 | $106.1K | 0.01% | 00.0% | Unchanged |
| Keybank National Association | 13,104 | $107.1K | 0.00% | 00.0% | Unchanged |
| Keel Point, LLC | 12,950 | $107.4K | 0.01% | +12,950 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 13,148 | $107.4K | 0.02% | −14,841−53.0% | Reduced |
| Level Four Advisory Services, LLC | 13,253 | $108.3K | 0.00% | −29,555−69.0% | Reduced |
| Pallas Capital Advisors LLC | 13,458 | $110.8K | 0.00% | 00.0% | Unchanged |
| CSS LLC | 13,740 | $112.3K | 0.01% | +13,740 | New |
| Sterling Financial Planning, Inc. | 13,831 | $113.0K | 0.05% | 00.0% | Unchanged |
| Commerce Bank | 13,846 | $113.1K | 0.00% | 00.0% | Unchanged |
| SpiderRock Advisors, LLC | 14,000 | $114.4K | 0.00% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 15,090 | $123.3K | 0.10% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 15,270 | $124.8K | 0.00% | +3,942+34.8% | Added |
| Warren Averett Asset Management, LLC | 15,298 | $125.0K | 0.00% | −365−2.3% | Reduced |
| XML Financial, LLC | 15,734 | $128.5K | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 16,105 | $131.6K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 16,726 | $137.0K | 0.00% | +5,933+55.0% | Added |
| Stonebridge Capital Advisors LLC | 16,774 | $137.0K | 0.01% | −2,300−12.1% | Reduced |
| Prairie Wealth Advisors, Inc. | 16,800 | $137.3K | 0.07% | +2,150+14.7% | Added |
| Ashton Thomas Private Wealth, LLC | 17,322 | $141.5K | 0.01% | +356+2.1% | Added |
| Gill Capital Partners, LLC | 17,479 | $142.8K | 0.06% | 00.0% | Unchanged |
| Gratus Capital LLC | 18,000 | $147.1K | 0.01% | +18,000 | New |
| Dakota Wealth Management | 18,121 | $148.1K | 0.00% | +505+2.9% | Added |
| Quantedge Capital Pte Ltd | 18,500 | $151.1K | 0.05% | +18,500 | New |
| CIBC Private Wealth Group, LLC | 18,493 | $152.2K | 0.00% | +3,297+21.7% | Added |
| Iowa State Bank | 18,667 | $152.5K | 0.03% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 18,726 | $153.0K | 0.01% | −52−0.3% | Reduced |
| Wharton Business Group, LLC | 19,004 | $155.0K | 0.01% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 18,983 | $155.1K | 0.00% | +79+0.4% | Added |
| Wedbush Securities Inc | 19,246 | $157.0K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 19,446 | $158.9K | 0.00% | −400−2.0% | Reduced |
| Silverlake Wealth Management LLC | 19,671 | $160.7K | 0.07% | +19,671 | New |
| Sunbelt Securities, Inc. | 19,694 | $160.9K | 0.02% | −30,622−60.9% | Reduced |
| Kovack Advisors, Inc. | 19,698 | $160.9K | 0.02% | +2,270+13.0% | Added |
| Nomura Holdings Inc | 20,000 | $163.4K | 0.00% | +20,000 | New |
| Masso Torrence Wealth Management Inc. | 20,413 | $166.8K | 0.09% | +20,413 | New |
| Wetherby Asset Management Inc | 20,853 | $170.4K | 0.01% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 21,157 | $173.0K | 0.15% | +288+1.4% | Added |
| Kaydan Wealth Management, Inc. | 21,513 | $175.8K | 0.06% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 22,468 | $183.6K | 0.15% | 00.0% | Unchanged |
| Regions Financial Corp | 23,300 | $190.4K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 23,390 | $191.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 23,650 | $193.2K | 0.01% | +26+0.1% | Added |