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 |
|---|---|---|---|---|---|
| Oak Harbor Wealth Partners, LLC | 23,639 | $195.7K | 0.06% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 23,583 | $195.3K | 0.03% | −5,636−19.3% | Reduced |
| Nations Financial Group Inc, | 23,052 | $190.9K | 0.01% | −1,500−6.1% | Reduced |
| EP Wealth Advisors, LLC | 22,820 | $188.9K | 0.00% | −2,354−9.4% | Reduced |
| Private Advisory Group LLC | 22,800 | $188.8K | 0.02% | +22,800 | New |
| Widmann Financial Services, Inc. | 22,755 | $188.4K | 0.15% | +60.0% | Added |
| Sunbelt Securities, Inc. | 22,134 | $183.9K | 0.02% | +1,000+4.7% | Added |
| Plancorp, LLC | 22,000 | $182.2K | 0.01% | +8,000+57.1% | Added |
| Northern Trust Corp | 21,945 | $181.7K | 0.00% | −3,492−13.7% | Reduced |
| Wealth Management Associates, Inc. | 21,892 | $181.3K | 0.08% | 00.0% | Unchanged |
| Elequin Capital LP | 21,698 | $179.7K | 0.02% | +21,698 | New |
| Comprehensive Money Management Services LLC | 21,675 | $179.5K | 0.15% | +21,675 | New |
| RSM US Wealth Management LLC | 21,521 | $178.4K | 0.00% | −25,392−54.1% | Reduced |
| Kaydan Wealth Management, Inc. | 21,513 | $178.1K | 0.06% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 21,344 | $176.7K | 0.02% | +258+1.2% | Added |
| Wetherby Asset Management Inc | 20,853 | $172.7K | 0.01% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 20,413 | $169.0K | 0.09% | 00.0% | Unchanged |
| XML Financial, LLC | 20,372 | $168.7K | 0.02% | −199−1.0% | Reduced |
| Captrust Financial Advisors | 19,822 | $164.1K | 0.00% | −9,423−32.2% | Reduced |
| Axxcess Wealth Management, LLC | 19,122 | $158.3K | 0.00% | +64+0.3% | Added |
| Kapstone Financial Advisors LLC | 18,161 | $158.2K | 0.08% | +6,400+54.4% | Added |
| Aurora Private Wealth, Inc. | 19,130 | $158.0K | 0.12% | −1,822−8.7% | Reduced |
| Wharton Business Group, LLC | 19,004 | $157.0K | 0.01% | 00.0% | Unchanged |
| Becker Capital Management Inc | 18,811 | $155.8K | 0.01% | −2,668−12.4% | Reduced |
| Mariner, LLC | 18,255 | $151.2K | 0.00% | −8,378−31.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 18,246 | $151.1K | 0.01% | −201−1.1% | Reduced |
| Goldman Sachs Group Inc | 18,017 | $149.2K | 0.00% | +18,017 | New |
| Vista Investment Partners II, LLC | 17,539 | $145.2K | 0.09% | +17,539 | New |
| Stephens Inc | 17,259 | $142.9K | 0.00% | −16,169−48.4% | Reduced |
| Moors & Cabot, Inc. | 17,165 | $142.1K | 0.01% | +17,165 | New |
| Iowa State Bank | 16,946 | $140.3K | 0.03% | 00.0% | Unchanged |
| Wedbush Securities Inc | 16,246 | $135.0K | 0.00% | −2,797−14.7% | Reduced |
| Prairie Wealth Advisors, Inc. | 16,200 | $134.1K | 0.06% | +300+1.9% | Added |
| Cresset Asset Management, LLC | 16,105 | $133.3K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 15,383 | $127.4K | 0.05% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 15,004 | $125.3K | 0.00% | +15,004 | New |
| Western Financial Corp | 15,111 | $125.1K | 0.07% | +15,111 | New |
| Eagle Wealth Strategies LLC | 15,090 | $124.9K | 0.09% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 14,781 | $124.8K | 0.00% | −3,151−17.6% | Reduced |
| Virtu Financial LLC | 14,305 | $118.0K | 0.01% | +14,305 | New |
| Silverlake Wealth Management LLC | 14,072 | $116.5K | 0.05% | −4,916−25.9% | Reduced |
| BlackRock, Inc. | 14,000 | $115.9K | 0.00% | +14,000 | New |
| Icon Wealth Advisors, LLC | 13,918 | $115.2K | 0.01% | +273+2.0% | Added |
| Commerce Bank | 13,846 | $114.6K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 13,831 | $114.5K | 0.04% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 13,458 | $111.4K | 0.00% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 13,384 | $110.8K | 0.00% | +72+0.5% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 13,276 | $109.9K | 0.02% | +65+0.5% | Added |
| Keybank National Association | 13,104 | $108.5K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 12,988 | $107.5K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 12,548 | $103.9K | 0.00% | −5,120−29.0% | Reduced |
| Mosaic Family Wealth Partners, LLC | 12,236 | $101.3K | 0.01% | +120+1.0% | Added |
| Perigon Wealth Management, LLC | 11,767 | $101.2K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 12,110 | $100.3K | 0.00% | −3,625−23.0% | Reduced |
| Quad-Cities Investment Group, LLC | 11,821 | $97.9K | 0.05% | +210+1.8% | Added |
| Daymark Wealth Partners, LLC | 11,600 | $96.0K | 0.00% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 11,448 | $94.8K | 0.01% | −902−7.3% | Reduced |
| GWN Securities Inc. | 10,763 | $94.5K | 0.03% | +10,763 | New |
| Landscape Capital Management, L.L.C. | 11,249 | $93.1K | 0.01% | −215,868−95.0% | Reduced |
| Franklin Resources Inc | 11,126 | $92.1K | 0.00% | +11,126 | New |
| National Asset Management, Inc. | 11,088 | $91.8K | 0.00% | +46+0.4% | Added |
| Spirepoint Private Client, LLC | 10,939 | $90.6K | 0.01% | −339−3.0% | Reduced |
| Live Oak Private Wealth LLC | 10,525 | $87.1K | 0.01% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 10,301 | $86.2K | 0.00% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 10,330 | $85.5K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 10,000 | $82.8K | 0.00% | −997−9.1% | Reduced |
| South Plains Financial, Inc. | 9,728 | $80.5K | 0.06% | +9,728 | New |
| Cape Investment Advisory, Inc. | 9,293 | $76.9K | 0.03% | −1,062−10.3% | Reduced |
| Ameriflex Group, Inc. | 8,386 | $73.7K | 0.03% | +8,386 | New |
| Hexagon Capital Partners LLC | 7,763 | $64.3K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 7,433 | $62.0K | 0.00% | −900−10.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 7,415 | $61.4K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 7,266 | $60.2K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 5,512 | $45.6K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 5,204 | $43.1K | 0.01% | +103+2.0% | Added |
| MAI Capital Management | 4,569 | $37.8K | 0.00% | +4,569 | New |
| Clear Street Markets LLC | 4,533 | $37.5K | 0.01% | +4,533 | New |
| Northwest Capital Management Inc | 4,375 | $36.2K | 0.02% | 00.0% | Unchanged |
| Castleview Partners, LLC | 3,895 | $32.3K | 0.02% | −305−7.3% | Reduced |
| Van Hulzen Asset Management, LLC | 3,535 | $29.3K | 0.00% | +3,535 | New |
| Wintrust Investments LLC | 3,552 | $29.0K | 0.03% | −166−4.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 3,200 | $26.5K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 2,685 | $22.2K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,200 | $18.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,199 | $18.2K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,230 | $18.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,906 | $15.8K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,819 | $15.1K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | – | $13.9K | 0.00% | – | New |
| Proequities, Inc. | 1,573 | $13.8K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1,668 | $13.8K | 0.01% | +1,668 | New |
| Sugarloaf Wealth Management, LLC | 1,416 | $11.7K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,198 | $9.92K | 0.00% | −396−24.8% | Reduced |
| Wood Tarver Financial Group, LLC | 1,087 | $9.00K | 0.00% | +1,087 | New |
| Hollencrest Capital Management | 1,013 | $8.39K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 979 | $8.11K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 923 | $7.64K | 0.00% | −304−24.8% | Reduced |
| Hilltop National Bank | 800 | $6.62K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 800 | $6.62K | 0.00% | +800 | New |
| JPMorgan Chase & Co | 795 | $6.58K | 0.00% | −4,744−85.6% | Reduced |