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 |
|---|---|---|---|---|---|
| Masso Torrence Wealth Management Inc. | 20,413 | $169.0K | 0.09% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 20,853 | $172.7K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 21,344 | $176.7K | 0.02% | +258+1.2% | Added |
| Kaydan Wealth Management, Inc. | 21,513 | $178.1K | 0.06% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 21,521 | $178.4K | 0.00% | −25,392−54.1% | Reduced |
| Comprehensive Money Management Services LLC | 21,675 | $179.5K | 0.15% | +21,675 | New |
| Elequin Capital LP | 21,698 | $179.7K | 0.02% | +21,698 | New |
| Wealth Management Associates, Inc. | 21,892 | $181.3K | 0.08% | 00.0% | Unchanged |
| Northern Trust Corp | 21,945 | $181.7K | 0.00% | −3,492−13.7% | Reduced |
| Plancorp, LLC | 22,000 | $182.2K | 0.01% | +8,000+57.1% | Added |
| Sunbelt Securities, Inc. | 22,134 | $183.9K | 0.02% | +1,000+4.7% | Added |
| Widmann Financial Services, Inc. | 22,755 | $188.4K | 0.15% | +60.0% | Added |
| Private Advisory Group LLC | 22,800 | $188.8K | 0.02% | +22,800 | New |
| EP Wealth Advisors, LLC | 22,820 | $188.9K | 0.00% | −2,354−9.4% | Reduced |
| Nations Financial Group Inc, | 23,052 | $190.9K | 0.01% | −1,500−6.1% | Reduced |
| CFO4Life Group, LLC | 23,583 | $195.3K | 0.03% | −5,636−19.3% | Reduced |
| Oak Harbor Wealth Partners, LLC | 23,639 | $195.7K | 0.06% | 00.0% | Unchanged |
| Wealthspan Partners, LLC | 25,571 | $211.7K | 0.10% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 26,070 | $216.0K | 0.00% | +11,575+79.9% | Added |
| Integrated Wealth Concepts LLC | 26,274 | $217.5K | 0.00% | −7,696−22.7% | Reduced |
| Roble, Belko & Company, Inc | 27,279 | $226.0K | 0.04% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 27,663 | $229.1K | 0.12% | −9,779−26.1% | Reduced |
| K2 Principal Fund, L.P. | 27,984 | $231.7K | 0.03% | +27,984 | New |
| HRT Financial LP | 28,106 | $232.0K | 0.00% | +28,106 | New |
| Corrado Advisors, LLC | 28,305 | $234.4K | 0.15% | −9,355−24.8% | Reduced |
| Peak Planning Group, LLC | 28,746 | $238.0K | 0.10% | +491+1.7% | Added |
| Principal Securities, Inc. | 28,752 | $238.1K | 0.01% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 28,824 | $238.7K | 0.20% | +134+0.5% | Added |
| Independent Advisor Alliance | 29,374 | $243.2K | 0.00% | +29,374 | New |
| Thrivent Financial for Lutherans | 29,550 | $245.0K | 0.00% | −9,765−24.8% | Reduced |
| Ameritas Advisory Services, LLC | 29,883 | $247.4K | 0.01% | −859−2.8% | Reduced |
| Claro Advisors LLC | 30,662 | $253.9K | 0.03% | −32,974−51.8% | Reduced |
| D.A. Davidson & Co. | 31,844 | $263.7K | 0.00% | −6,292−16.5% | Reduced |
| Cohen & Steers, Inc. | 32,319 | $268.0K | 0.00% | +12,319+61.6% | Added |
| Regions Financial Corp | 33,300 | $275.7K | 0.00% | +10,000+42.9% | Added |
| Comerica Bank | 33,572 | $278.0K | 0.00% | −4,520−11.9% | Reduced |
| Shufro Rose & Co LLC | 33,862 | $280.4K | 0.02% | +3,000+9.7% | Added |
| Dakota Wealth Management | 34,007 | $281.6K | 0.01% | +1,740+5.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 34,504 | $285.7K | 0.04% | −8,457−19.7% | Reduced |
| HighTower Advisors, LLC | 34,882 | $288.8K | 0.00% | −2,520−6.7% | Reduced |
| Creative Planning | 35,074 | $290.4K | 0.00% | +2,527+7.8% | Added |
| Davenport & Co LLC | 35,291 | $292.2K | 0.00% | −1,837−4.9% | Reduced |
| Concorde Asset Management, LLC | 35,513 | $294.0K | 0.15% | +5,864+19.8% | Added |
| Mercer Global Advisors Inc | 36,469 | $302.0K | 0.00% | +13,079+55.9% | Added |
| Venture Visionary Partners LLC | 36,830 | $305.0K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 36,818 | $305.2K | 0.03% | −304,946−89.2% | Reduced |
| Brown Advisory Inc | 37,444 | $310.0K | 0.00% | −155−0.4% | Reduced |
| Saxon Interests, Inc. | 39,469 | $326.8K | 0.14% | +325+0.8% | Added |
| Jane Street Group, LLC | 39,485 | $326.9K | 0.00% | +39,485 | New |
| Calamos Advisors LLC | 41,066 | $340.0K | 0.00% | −4,905−10.7% | Reduced |
| Advisory Services Network, LLC | 41,118 | $340.5K | 0.01% | −4,760−10.4% | Reduced |
| Mezzasalma Advisors, LLC | 43,833 | $362.9K | 0.12% | +43,833 | New |
| GWM Advisors LLC | 43,955 | $363.9K | 0.00% | −15,250−25.8% | Reduced |
| Saxony Capital Management, LLC | 44,309 | $366.9K | 0.32% | −1,806−3.9% | Reduced |
| Private Advisor Group, LLC | 44,815 | $371.1K | 0.00% | −1,088−2.4% | Reduced |
| Brick & Kyle, Associates | 44,943 | $372.0K | 0.16% | +104+0.2% | Added |
| The PNC Financial Services Group, Inc. | 45,076 | $373.2K | 0.00% | +8,037+21.7% | Added |
| Cove Private Wealth, LLC | 45,237 | $374.6K | 0.22% | +45,237 | New |
| Jackson, Grant Investment Advisers, Inc. | 47,845 | $396.2K | 0.15% | +43+0.1% | Added |
| MGB Wealth Management, LLC | 47,869 | $396.4K | 0.12% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 48,215 | $399.2K | 0.31% | −2,696−5.3% | Reduced |
| Wealthspire Advisors, LLC | 48,787 | $404.0K | 0.00% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 49,635 | $411.0K | 0.01% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 57,000 | $472.0K | 0.19% | 00.0% | Unchanged |
| Truist Financial Corp | 59,863 | $495.7K | 0.00% | +761+1.3% | Added |
| Stolper Co | 61,201 | $507.0K | 0.17% | −896−1.4% | Reduced |
| Farther Finance Advisors, LLC | 61,452 | $508.8K | 0.02% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 64,730 | $536.0K | 0.10% | +1,256+2.0% | Added |
| StoneX Group Inc. | 65,154 | $539.5K | 0.03% | +65,154 | New |
| Atria Wealth Solutions, Inc. | 66,028 | $546.7K | 0.01% | +974+1.5% | Added |
| OMC Financial Services LTD | 67,880 | $562.0K | 0.24% | −1,000−1.5% | Reduced |
| Kestra Advisory Services, LLC | 69,242 | $573.3K | 0.00% | +26,705+62.8% | Added |
| Ashton Thomas Securities, LLC | 76,026 | $629.5K | 0.17% | +1,150+1.5% | Added |
| Pension & Wealth Management Advisors, Inc. | 77,066 | $638.1K | 0.25% | −3,429−4.3% | Reduced |
| David J Yvars Group | 91,696 | $760.4K | 0.46% | −21,586−19.1% | Reduced |
| Rockefeller Capital Management L.P. | 93,066 | $770.6K | 0.00% | +4,563+5.2% | Added |
| Financial Advocates Investment Management | 97,051 | $803.6K | 0.05% | +263+0.3% | Added |
| WealthTrust Axiom LLC | 105,153 | $870.7K | 0.26% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 111,105 | $920.0K | 0.29% | −22,249−16.7% | Reduced |
| Envestnet Asset Management Inc | 112,188 | $928.9K | 0.00% | +17,658+18.7% | Added |
| Stratos Wealth Partners, LTD. | 113,500 | $939.8K | 0.01% | +2,859+2.6% | Added |
| Warren Averett Asset Management, LLC | 115,274 | $954.5K | 0.01% | +99,976+653.5% | Added |
| Kingswood Wealth Advisors, LLC | 117,791 | $975.3K | 0.07% | −5,667−4.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 119,495 | $989.4K | 0.00% | −24,701−17.1% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 124,415 | $1.03M | 0.30% | −52,576−29.7% | Reduced |
| Sanctuary Advisors, LLC | 117,925 | $1.04M | 0.01% | −1,011−0.9% | Reduced |
| IHT Wealth Management, LLC | 129,009 | $1.07M | 0.03% | −63,900−33.1% | Reduced |
| Shulman DeMeo Asset Management LLC | 144,254 | $1.19M | 0.32% | −280.0% | Reduced |
| We Are One Seven, LLC | 164,188 | $1.36M | 0.05% | −5,170−3.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 176,197 | $1.46M | 0.00% | +12,422+7.6% | Added |
| Cetera Investment Advisers | 224,372 | $1.86M | 0.00% | +22,246+11.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 233,094 | $1.93M | 0.09% | +88,995+61.8% | Added |
| Steward Partners Investment Advisory, LLC | 255,945 | $2.12M | 0.02% | +5,008+2.0% | Added |
| Advisor Group Holdings, Inc. | 257,602 | $2.13M | 0.00% | +5,534+2.2% | Added |
| Janney Montgomery Scott LLC | 264,337 | $2.19M | 0.01% | +96,332+57.3% | Added |
| Baird Financial Group, Inc. | 267,378 | $2.21M | 0.00% | −2,136−0.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 331,710 | $2.75M | 0.00% | −379,386−53.4% | Reduced |
| Ameriprise Financial Inc | 397,896 | $3.29M | 0.00% | −43,706−9.9% | Reduced |
| Shaker Financial Services, LLC | 487,926 | $4.04M | 1.55% | +266,733+120.6% | Added |
| Kovitz Investment Group Partners, LLC | 513,309 | $4.25M | 0.02% | +185,989+56.8% | Added |