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 |
|---|---|---|---|---|---|
| Atticus Wealth Management, LLC | 0 | $1 | 0.00% | 0 | New |
| RE Dickinson Investment Advisors, LLC | 10 | $100 | 0.00% | +10 | New |
| Fourth Dimension Wealth, LLC | 18 | $149 | 0.00% | +18 | New |
| NBC Securities, Inc. | 68 | $567 | 0.05% | −87,018−99.9% | Reduced |
| Parvin Asset Management, LLC | 100 | $828 | 0.00% | +100 | New |
| Bartlett & Co. Wealth Management LLC | 193 | $1.60K | 0.00% | +193 | New |
| Plante Moran Financial Advisors, LLC | 301 | $2.49K | 0.00% | −99−24.8% | Reduced |
| Investors Research Corp | 343 | $2.84K | 0.00% | −114−24.9% | Reduced |
| Allworth Financial LP | 425 | $3.71K | 0.00% | −2,000−82.5% | Reduced |
| Montag A & Associates Inc | 466 | $3.86K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 510 | $4.22K | 0.00% | −69−11.9% | Reduced |
| Capital A Wealth Management, LLC | 629 | $5.21K | 0.01% | +629 | New |
| Thomas J. Herzfeld Advisors, Inc. | 636 | $5.27K | 0.00% | +30+5.0% | Added |
| CoreFirst Bank & Trust | 664 | $5.50K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 665 | $5.51K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 729 | $6.04K | 0.00% | −2,353−76.3% | Reduced |
| Clearstead Advisors, LLC | 750 | $6.21K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 795 | $6.58K | 0.00% | −4,744−85.6% | Reduced |
| Hilltop National Bank | 800 | $6.62K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 800 | $6.62K | 0.00% | +800 | New |
| Eastern Bank | 923 | $7.64K | 0.00% | −304−24.8% | Reduced |
| US Bancorp | 979 | $8.11K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,013 | $8.39K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 1,087 | $9.00K | 0.00% | +1,087 | New |
| Optimum Investment Advisors | 1,198 | $9.92K | 0.00% | −396−24.8% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,416 | $11.7K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1,668 | $13.8K | 0.01% | +1,668 | New |
| Proequities, Inc. | 1,573 | $13.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $13.9K | 0.00% | – | New |
| Fortitude Family Office, LLC | 1,819 | $15.1K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,906 | $15.8K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,230 | $18.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,199 | $18.2K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,200 | $18.3K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 2,685 | $22.2K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 3,200 | $26.5K | 0.00% | 00.0% | Unchanged |
| Wintrust Investments LLC | 3,552 | $29.0K | 0.03% | −166−4.5% | Reduced |
| Van Hulzen Asset Management, LLC | 3,535 | $29.3K | 0.00% | +3,535 | New |
| Castleview Partners, LLC | 3,895 | $32.3K | 0.02% | −305−7.3% | Reduced |
| Northwest Capital Management Inc | 4,375 | $36.2K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 4,533 | $37.5K | 0.01% | +4,533 | New |
| MAI Capital Management | 4,569 | $37.8K | 0.00% | +4,569 | New |
| Creekmur Asset Management LLC | 5,204 | $43.1K | 0.01% | +103+2.0% | Added |
| City Holding Co | 5,512 | $45.6K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 7,266 | $60.2K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 7,415 | $61.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 7,433 | $62.0K | 0.00% | −900−10.8% | Reduced |
| Hexagon Capital Partners LLC | 7,763 | $64.3K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 8,386 | $73.7K | 0.03% | +8,386 | New |
| Cape Investment Advisory, Inc. | 9,293 | $76.9K | 0.03% | −1,062−10.3% | Reduced |
| South Plains Financial, Inc. | 9,728 | $80.5K | 0.06% | +9,728 | New |
| Fifth Third Bancorp | 10,000 | $82.8K | 0.00% | −997−9.1% | Reduced |
| Dana Investment Advisors, Inc. | 10,330 | $85.5K | 0.00% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 10,301 | $86.2K | 0.00% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 10,525 | $87.1K | 0.01% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 10,939 | $90.6K | 0.01% | −339−3.0% | Reduced |
| National Asset Management, Inc. | 11,088 | $91.8K | 0.00% | +46+0.4% | Added |
| Franklin Resources Inc | 11,126 | $92.1K | 0.00% | +11,126 | New |
| Landscape Capital Management, L.L.C. | 11,249 | $93.1K | 0.01% | −215,868−95.0% | Reduced |
| GWN Securities Inc. | 10,763 | $94.5K | 0.03% | +10,763 | New |
| 180 Wealth Advisors, LLC | 11,448 | $94.8K | 0.01% | −902−7.3% | Reduced |
| Daymark Wealth Partners, LLC | 11,600 | $96.0K | 0.00% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 11,821 | $97.9K | 0.05% | +210+1.8% | Added |
| Northwestern Mutual Wealth Management Co | 12,110 | $100.3K | 0.00% | −3,625−23.0% | Reduced |
| Perigon Wealth Management, LLC | 11,767 | $101.2K | 0.00% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 12,236 | $101.3K | 0.01% | +120+1.0% | Added |
| Ashton Thomas Private Wealth, LLC | 12,548 | $103.9K | 0.00% | −5,120−29.0% | Reduced |
| Institute for Wealth Management, LLC. | 12,988 | $107.5K | 0.01% | 00.0% | Unchanged |
| Keybank National Association | 13,104 | $108.5K | 0.00% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 13,276 | $109.9K | 0.02% | +65+0.5% | Added |
| Level Four Advisory Services, LLC | 13,384 | $110.8K | 0.00% | +72+0.5% | Added |
| Pallas Capital Advisors LLC | 13,458 | $111.4K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 13,831 | $114.5K | 0.04% | 00.0% | Unchanged |
| Commerce Bank | 13,846 | $114.6K | 0.00% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 13,918 | $115.2K | 0.01% | +273+2.0% | Added |
| BlackRock, Inc. | 14,000 | $115.9K | 0.00% | +14,000 | New |
| Silverlake Wealth Management LLC | 14,072 | $116.5K | 0.05% | −4,916−25.9% | Reduced |
| Virtu Financial LLC | 14,305 | $118.0K | 0.01% | +14,305 | New |
| CIBC Private Wealth Group, LLC | 14,781 | $124.8K | 0.00% | −3,151−17.6% | Reduced |
| Eagle Wealth Strategies LLC | 15,090 | $124.9K | 0.09% | 00.0% | Unchanged |
| Western Financial Corp | 15,111 | $125.1K | 0.07% | +15,111 | New |
| Wiley Bros.-Aintree Capital, LLC | 15,004 | $125.3K | 0.00% | +15,004 | New |
| Gill Capital Partners, LLC | 15,383 | $127.4K | 0.05% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 16,105 | $133.3K | 0.00% | 00.0% | Unchanged |
| Prairie Wealth Advisors, Inc. | 16,200 | $134.1K | 0.06% | +300+1.9% | Added |
| Wedbush Securities Inc | 16,246 | $135.0K | 0.00% | −2,797−14.7% | Reduced |
| Iowa State Bank | 16,946 | $140.3K | 0.03% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 17,165 | $142.1K | 0.01% | +17,165 | New |
| Stephens Inc | 17,259 | $142.9K | 0.00% | −16,169−48.4% | Reduced |
| Vista Investment Partners II, LLC | 17,539 | $145.2K | 0.09% | +17,539 | New |
| Goldman Sachs Group Inc | 18,017 | $149.2K | 0.00% | +18,017 | New |
| Sheaff Brock Investment Advisors, LLC | 18,246 | $151.1K | 0.01% | −201−1.1% | Reduced |
| Mariner, LLC | 18,255 | $151.2K | 0.00% | −8,378−31.5% | Reduced |
| Becker Capital Management Inc | 18,811 | $155.8K | 0.01% | −2,668−12.4% | Reduced |
| Wharton Business Group, LLC | 19,004 | $157.0K | 0.01% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 19,130 | $158.0K | 0.12% | −1,822−8.7% | Reduced |
| Kapstone Financial Advisors LLC | 18,161 | $158.2K | 0.08% | +6,400+54.4% | Added |
| Axxcess Wealth Management, LLC | 19,122 | $158.3K | 0.00% | +64+0.3% | Added |
| Captrust Financial Advisors | 19,822 | $164.1K | 0.00% | −9,423−32.2% | Reduced |
| XML Financial, LLC | 20,372 | $168.7K | 0.02% | −199−1.0% | Reduced |