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 2024
Institutional positions in BlackRock Enhanced Equity Dividend Trust as of Dec 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
- 217
- +12 vs. Q3 2024
- Shares held
- 33.2M
- +159.9K (+0.5%) vs. Q3 2024
- Total value
- $275.3M
- −$7.53M (−2.7%) vs. Q3 2024
- New holders
- 35
- 55 more added
- Sold out
- 23
- 76 more reduced
5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding BlackRock Enhanced Equity Dividend Trust; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 4,087,905 | $33.8M | 0.00% | −915,224−18.3% | Reduced |
| Raymond James Financial Inc | 3,471,052 | $28.7M | 0.01% | +3,471,052 | New |
| Wells Fargo & Company | 3,105,800 | $25.7M | 0.01% | +39,417+1.3% | Added |
| Invesco Ltd. | 2,229,869 | $18.5M | 0.00% | −271,707−10.9% | Reduced |
| Guggenheim Capital LLC | 2,057,071 | $17.0M | 0.14% | +167,398+8.9% | Added |
| LPL Financial LLC | 1,455,651 | $12.1M | 0.00% | +30,320+2.1% | Added |
| Stifel Financial Corp | 1,096,063 | $9.08M | 0.01% | +99,097+9.9% | Added |
| Advisors Asset Management, Inc. | 1,084,479 | $8.98M | 0.17% | −360.0% | Reduced |
| Royal Bank of Canada | 910,853 | $7.54M | 0.00% | +8,438+0.9% | Added |
| UBS Group AG | 908,165 | $7.52M | 0.00% | +15,071+1.7% | Added |
| Karpus Management, Inc. | 643,199 | $5.33M | 0.16% | −31,010−4.6% | Reduced |
| Waterfront Wealth Inc. | 621,219 | $5.14M | 1.25% | +23,355+3.9% | Added |
| Commonwealth Equity Services, LLC | 572,473 | $4.74M | 0.01% | −6,741−1.2% | Reduced |
| Boothe Investment Group, Inc. | 570,806 | $4.73M | 2.05% | +42,805+8.1% | Added |
| CNH Partners LLC | 568,429 | $4.71M | 0.11% | −603,906−51.5% | Reduced |
| Cook Wealth Management Group LLC | 521,586 | $4.58M | 2.15% | −125,959−19.5% | Reduced |
| Bank of America Corp | 529,646 | $4.39M | 0.00% | −172,675−24.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 513,309 | $4.25M | 0.02% | +185,989+56.8% | Added |
| Shaker Financial Services, LLC | 487,926 | $4.04M | 1.55% | +266,733+120.6% | Added |
| Ameriprise Financial Inc | 397,896 | $3.29M | 0.00% | −43,706−9.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 331,710 | $2.75M | 0.00% | −379,386−53.4% | Reduced |
| Baird Financial Group, Inc. | 267,378 | $2.21M | 0.00% | −2,136−0.8% | Reduced |
| Janney Montgomery Scott LLC | 264,337 | $2.19M | 0.01% | +96,332+57.3% | Added |
| Advisor Group Holdings, Inc. | 257,602 | $2.13M | 0.00% | +5,534+2.2% | Added |
| Steward Partners Investment Advisory, LLC | 255,945 | $2.12M | 0.02% | +5,008+2.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 233,094 | $1.93M | 0.09% | +88,995+61.8% | Added |
| Cetera Investment Advisers | 224,372 | $1.86M | 0.00% | +22,246+11.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 176,197 | $1.46M | 0.00% | +12,422+7.6% | Added |
| We Are One Seven, LLC | 164,188 | $1.36M | 0.05% | −5,170−3.1% | Reduced |
| Shulman DeMeo Asset Management LLC | 144,254 | $1.19M | 0.32% | −280.0% | Reduced |
| IHT Wealth Management, LLC | 129,009 | $1.07M | 0.03% | −63,900−33.1% | Reduced |
| Sanctuary Advisors, LLC | 117,925 | $1.04M | 0.01% | −1,011−0.9% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 124,415 | $1.03M | 0.30% | −52,576−29.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 119,495 | $989.4K | 0.00% | −24,701−17.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 117,791 | $975.3K | 0.07% | −5,667−4.6% | Reduced |
| Warren Averett Asset Management, LLC | 115,274 | $954.5K | 0.01% | +99,976+653.5% | Added |
| Stratos Wealth Partners, LTD. | 113,500 | $939.8K | 0.01% | +2,859+2.6% | Added |
| Envestnet Asset Management Inc | 112,188 | $928.9K | 0.00% | +17,658+18.7% | Added |
| Centurion Wealth Management LLC | 111,105 | $920.0K | 0.29% | −22,249−16.7% | Reduced |
| WealthTrust Axiom LLC | 105,153 | $870.7K | 0.26% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 97,051 | $803.6K | 0.05% | +263+0.3% | Added |
| Rockefeller Capital Management L.P. | 93,066 | $770.6K | 0.00% | +4,563+5.2% | Added |
| David J Yvars Group | 91,696 | $760.4K | 0.46% | −21,586−19.1% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 77,066 | $638.1K | 0.25% | −3,429−4.3% | Reduced |
| Ashton Thomas Securities, LLC | 76,026 | $629.5K | 0.17% | +1,150+1.5% | Added |
| Kestra Advisory Services, LLC | 69,242 | $573.3K | 0.00% | +26,705+62.8% | Added |
| OMC Financial Services LTD | 67,880 | $562.0K | 0.24% | −1,000−1.5% | Reduced |
| Atria Wealth Solutions, Inc. | 66,028 | $546.7K | 0.01% | +974+1.5% | Added |
| StoneX Group Inc. | 65,154 | $539.5K | 0.03% | +65,154 | New |
| Tyler-Stone Wealth Management | 64,730 | $536.0K | 0.10% | +1,256+2.0% | Added |
| Farther Finance Advisors, LLC | 61,452 | $508.8K | 0.02% | 00.0% | Unchanged |
| Stolper Co | 61,201 | $507.0K | 0.17% | −896−1.4% | Reduced |
| Truist Financial Corp | 59,863 | $495.7K | 0.00% | +761+1.3% | Added |
| Palogic Value Management, L.P. | 57,000 | $472.0K | 0.19% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 49,635 | $411.0K | 0.01% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 48,787 | $404.0K | 0.00% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 48,215 | $399.2K | 0.31% | −2,696−5.3% | Reduced |
| MGB Wealth Management, LLC | 47,869 | $396.4K | 0.12% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 47,845 | $396.2K | 0.15% | +43+0.1% | Added |
| Cove Private Wealth, LLC | 45,237 | $374.6K | 0.22% | +45,237 | New |
| The PNC Financial Services Group, Inc. | 45,076 | $373.2K | 0.00% | +8,037+21.7% | Added |
| Brick & Kyle, Associates | 44,943 | $372.0K | 0.16% | +104+0.2% | Added |
| Private Advisor Group, LLC | 44,815 | $371.1K | 0.00% | −1,088−2.4% | Reduced |
| Saxony Capital Management, LLC | 44,309 | $366.9K | 0.32% | −1,806−3.9% | Reduced |
| GWM Advisors LLC | 43,955 | $363.9K | 0.00% | −15,250−25.8% | Reduced |
| Mezzasalma Advisors, LLC | 43,833 | $362.9K | 0.12% | +43,833 | New |
| Advisory Services Network, LLC | 41,118 | $340.5K | 0.01% | −4,760−10.4% | Reduced |
| Calamos Advisors LLC | 41,066 | $340.0K | 0.00% | −4,905−10.7% | Reduced |
| Jane Street Group, LLC | 39,485 | $326.9K | 0.00% | +39,485 | New |
| Saxon Interests, Inc. | 39,469 | $326.8K | 0.14% | +325+0.8% | Added |
| Brown Advisory Inc | 37,444 | $310.0K | 0.00% | −155−0.4% | Reduced |
| International Assets Investment Management, LLC | 36,818 | $305.2K | 0.03% | −304,946−89.2% | Reduced |
| Venture Visionary Partners LLC | 36,830 | $305.0K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 36,469 | $302.0K | 0.00% | +13,079+55.9% | Added |
| Concorde Asset Management, LLC | 35,513 | $294.0K | 0.15% | +5,864+19.8% | Added |
| Davenport & Co LLC | 35,291 | $292.2K | 0.00% | −1,837−4.9% | Reduced |
| Creative Planning | 35,074 | $290.4K | 0.00% | +2,527+7.8% | Added |
| HighTower Advisors, LLC | 34,882 | $288.8K | 0.00% | −2,520−6.7% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 34,504 | $285.7K | 0.04% | −8,457−19.7% | Reduced |
| Dakota Wealth Management | 34,007 | $281.6K | 0.01% | +1,740+5.4% | Added |
| Shufro Rose & Co LLC | 33,862 | $280.4K | 0.02% | +3,000+9.7% | Added |
| Comerica Bank | 33,572 | $278.0K | 0.00% | −4,520−11.9% | Reduced |
| Regions Financial Corp | 33,300 | $275.7K | 0.00% | +10,000+42.9% | Added |
| Cohen & Steers, Inc. | 32,319 | $268.0K | 0.00% | +12,319+61.6% | Added |
| D.A. Davidson & Co. | 31,844 | $263.7K | 0.00% | −6,292−16.5% | Reduced |
| Claro Advisors LLC | 30,662 | $253.9K | 0.03% | −32,974−51.8% | Reduced |
| Ameritas Advisory Services, LLC | 29,883 | $247.4K | 0.01% | −859−2.8% | Reduced |
| Thrivent Financial for Lutherans | 29,550 | $245.0K | 0.00% | −9,765−24.8% | Reduced |
| Independent Advisor Alliance | 29,374 | $243.2K | 0.00% | +29,374 | New |
| Oder Investment Management, LLC | 28,824 | $238.7K | 0.20% | +134+0.5% | Added |
| Principal Securities, Inc. | 28,752 | $238.1K | 0.01% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 28,746 | $238.0K | 0.10% | +491+1.7% | Added |
| Corrado Advisors, LLC | 28,305 | $234.4K | 0.15% | −9,355−24.8% | Reduced |
| HRT Financial LP | 28,106 | $232.0K | 0.00% | +28,106 | New |
| K2 Principal Fund, L.P. | 27,984 | $231.7K | 0.03% | +27,984 | New |
| ELCO Management Co., LLC | 27,663 | $229.1K | 0.12% | −9,779−26.1% | Reduced |
| Roble, Belko & Company, Inc | 27,279 | $226.0K | 0.04% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 26,274 | $217.5K | 0.00% | −7,696−22.7% | Reduced |
| Park Avenue Securities LLC | 26,070 | $216.0K | 0.00% | +11,575+79.9% | Added |
| Wealthspan Partners, LLC | 25,571 | $211.7K | 0.10% | 00.0% | Unchanged |