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, Q1 2025
Institutional positions in BlackRock Enhanced Equity Dividend Trust as of Mar 31, 2025. 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
- 210
- −2 vs. Q4 2024
- Shares held
- 32.3M
- −834.1K (−2.5%) vs. Q4 2024
- Total value
- $277.9M
- +$2.86M (+1.0%) vs. Q4 2024
- New holders
- 21
- 70 more added
- Sold out
- 23
- 58 more reduced
5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding BlackRock Enhanced Equity Dividend Trust; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raymond James Financial Inc | 3,642,059 | $31.3M | 0.01% | +171,007+4.9% | Added |
| Morgan Stanley | 3,464,663 | $29.8M | 0.00% | −623,242−15.2% | Reduced |
| Wells Fargo & Company | 3,299,786 | $28.4M | 0.01% | +193,986+6.2% | Added |
| Invesco Ltd. | 2,189,827 | $18.8M | 0.00% | −40,042−1.8% | Reduced |
| Guggenheim Capital LLC | 2,044,175 | $17.6M | 0.16% | −12,896−0.6% | Reduced |
| LPL Financial LLC | 1,383,779 | $11.9M | 0.00% | −71,872−4.9% | Reduced |
| Stifel Financial Corp | 1,113,594 | $9.58M | 0.01% | +17,531+1.6% | Added |
| Advisors Asset Management, Inc. | 1,074,233 | $9.24M | 0.17% | −10,246−0.9% | Reduced |
| Royal Bank of Canada | 855,410 | $7.36M | 0.00% | −55,443−6.1% | Reduced |
| UBS Group AG | 779,349 | $6.70M | 0.00% | −128,816−14.2% | Reduced |
| Waterfront Wealth Inc. | 644,507 | $5.54M | 1.35% | +23,288+3.7% | Added |
| Karpus Management, Inc. | 610,555 | $5.25M | 0.17% | −32,644−5.1% | Reduced |
| Penserra Capital Management LLC | 596,153 | $5.13M | 0.09% | +596,153 | New |
| Commonwealth Equity Services, LLC | 585,303 | $5.03M | 0.01% | +12,830+2.2% | Added |
| Bank of America Corp | 550,625 | $4.74M | 0.00% | +20,979+4.0% | Added |
| Boothe Investment Group, Inc. | 475,005 | $4.09M | 1.86% | −95,801−16.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 437,481 | $3.76M | 0.02% | −75,828−14.8% | Reduced |
| Cook Wealth Management Group LLC | 381,271 | $3.17M | 1.54% | −140,315−26.9% | Reduced |
| Advisor Group Holdings, Inc. | 347,320 | $2.99M | 0.01% | +89,718+34.8% | Added |
| Ameriprise Financial Inc | 311,555 | $2.68M | 0.00% | −86,341−21.7% | Reduced |
| Janney Montgomery Scott LLC | 302,742 | $2.60M | 0.01% | +38,405+14.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 289,956 | $2.49M | 0.11% | +56,862+24.4% | Added |
| Allspring Global Investments Holdings, LLC | 282,791 | $2.43M | 0.00% | −48,919−14.7% | Reduced |
| Shaker Financial Services, LLC | 275,312 | $2.37M | 0.92% | −212,614−43.6% | Reduced |
| Baird Financial Group, Inc. | 264,473 | $2.27M | 0.00% | −2,905−1.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 254,094 | $2.19M | 0.02% | −1,851−0.7% | Reduced |
| Cetera Investment Advisers | 203,383 | $1.75M | 0.00% | −20,989−9.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 176,809 | $1.52M | 0.01% | +612+0.3% | Added |
| CNH Partners LLC | 154,530 | $1.33M | 0.03% | −413,899−72.8% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 149,039 | $1.28M | 0.34% | +24,624+19.8% | Added |
| Shulman DeMeo Asset Management LLC | 141,593 | $1.22M | 0.34% | −2,661−1.8% | Reduced |
| IHT Wealth Management, LLC | 129,182 | $1.11M | 0.03% | +173+0.1% | Added |
| Kingswood Wealth Advisors, LLC | 117,791 | $1.01M | 0.09% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 115,451 | $992.9K | 0.00% | −4,044−3.4% | Reduced |
| Warren Averett Asset Management, LLC | 113,091 | $972.6K | 0.01% | −2,183−1.9% | Reduced |
| We Are One Seven, LLC | 111,606 | $959.8K | 0.04% | −52,582−32.0% | Reduced |
| Centurion Wealth Management LLC | 111,105 | $920.0K | 0.29% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 104,875 | $901.9K | 0.27% | −278−0.3% | Reduced |
| Citadel Advisors LLC | 103,634 | $891.3K | 0.00% | +103,634 | New |
| MGB Wealth Management, LLC | 95,738 | $808.0K | 0.29% | +47,869+100.0% | Added |
| David J Yvars Group | 92,626 | $798.1K | 0.63% | +930+1.0% | Added |
| Rockefeller Capital Management L.P. | 88,856 | $764.2K | 0.00% | −4,210−4.5% | Reduced |
| Sanctuary Advisors, LLC | 85,382 | $734.3K | 0.01% | −32,543−27.6% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 78,445 | $674.6K | 0.25% | +1,379+1.8% | Added |
| Financial Advocates Investment Management | 77,175 | $663.7K | 0.05% | −19,876−20.5% | Reduced |
| Ashton Thomas Securities, LLC | 76,026 | $653.8K | 0.18% | 00.0% | Unchanged |
| OMC Financial Services LTD | 67,880 | $583.8K | 0.26% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 66,084 | $568.3K | 0.10% | +1,354+2.1% | Added |
| Atria Wealth Solutions, Inc. | 63,734 | $548.1K | 0.01% | −2,294−3.5% | Reduced |
| Farther Finance Advisors, LLC | 63,168 | $545.1K | 0.01% | +1,716+2.8% | Added |
| Kestra Advisory Services, LLC | 62,322 | $536.0K | 0.00% | −6,920−10.0% | Reduced |
| Stolper Co | 61,895 | $532.0K | 0.17% | +694+1.1% | Added |
| StoneX Group Inc. | 60,159 | $517.4K | 0.03% | −4,995−7.7% | Reduced |
| Palogic Value Management, L.P. | 57,000 | $490.2K | 0.22% | 00.0% | Unchanged |
| Truist Financial Corp | 56,857 | $489.0K | 0.00% | −3,006−5.0% | Reduced |
| Mercer Global Advisors Inc | 50,793 | $436.8K | 0.00% | +14,324+39.3% | Added |
| Avantax Planning Partners, Inc. | 49,635 | $426.9K | 0.02% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 48,787 | $419.6K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 48,561 | $417.6K | 0.16% | +716+1.5% | Added |
| Virtu Financial LLC | 47,782 | $411.0K | 0.02% | +33,477+234.0% | Added |
| Investment Partners Asset Management, Inc. | 46,265 | $397.9K | 0.31% | −1,950−4.0% | Reduced |
| Private Advisor Group, LLC | 46,143 | $396.8K | 0.00% | +1,328+3.0% | Added |
| Concorde Asset Management, LLC | 48,404 | $395.9K | 0.21% | +12,891+36.3% | Added |
| Saxony Capital Management, LLC | 45,809 | $394.0K | 0.35% | +1,500+3.4% | Added |
| Regions Financial Corp | 45,800 | $393.9K | 0.00% | +12,500+37.5% | Added |
| Cove Private Wealth, LLC | 45,237 | $389.0K | 0.20% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 44,598 | $383.5K | 0.13% | +765+1.7% | Added |
| Brick & Kyle, Associates | 44,631 | $383.0K | 0.18% | −312−0.7% | Reduced |
| The PNC Financial Services Group, Inc. | 44,324 | $381.2K | 0.00% | −752−1.7% | Reduced |
| Park Avenue Securities LLC | 44,218 | $380.0K | 0.00% | +18,148+69.6% | Added |
| NWF Advisory Services Inc. | 44,084 | $379.1K | 0.05% | +44,084 | New |
| Shufro Rose & Co LLC | 42,662 | $366.9K | 0.03% | +8,800+26.0% | Added |
| Saxon Interests, Inc. | 40,245 | $346.1K | 0.16% | +776+2.0% | Added |
| GWM Advisors LLC | 40,156 | $345.3K | 0.00% | −3,799−8.6% | Reduced |
| Creative Planning | 39,096 | $336.2K | 0.00% | +4,022+11.5% | Added |
| Axxcess Wealth Management, LLC | 38,864 | $334.2K | 0.01% | +19,742+103.2% | Added |
| Venture Visionary Partners LLC | 38,710 | $332.9K | 0.01% | +1,880+5.1% | Added |
| Envestnet Asset Management Inc | 38,627 | $332.2K | 0.00% | −73,561−65.6% | Reduced |
| International Assets Investment Management, LLC | 38,444 | $330.6K | 0.03% | +1,626+4.4% | Added |
| HighTower Advisors, LLC | 37,748 | $324.6K | 0.00% | +2,866+8.2% | Added |
| Thrivent Financial for Lutherans | 35,809 | $308.0K | 0.00% | +6,259+21.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 35,560 | $307.2K | 0.05% | +1,056+3.1% | Added |
| Captrust Financial Advisors | 35,390 | $304.4K | 0.00% | +15,568+78.5% | Added |
| Brown Advisory Inc | 35,135 | $302.2K | 0.00% | −2,309−6.2% | Reduced |
| D.A. Davidson & Co. | 34,673 | $298.2K | 0.00% | +2,829+8.9% | Added |
| NBC Securities, Inc. | 34,237 | $294.0K | 0.03% | +34,169+50,248.5% | Added |
| Davenport & Co LLC | 34,146 | $293.7K | 0.00% | −1,145−3.2% | Reduced |
| Dakota Wealth Management | 34,007 | $292.5K | 0.01% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 33,682 | $289.7K | 0.02% | +33,682 | New |
| Wiley Bros.-Aintree Capital, LLC | 33,328 | $288.0K | 0.00% | +18,324+122.1% | Added |
| Elequin Capital LP | 33,080 | $284.5K | 0.05% | +11,382+52.5% | Added |
| K2 Principal Fund, L.P. | 32,984 | $283.7K | 0.04% | +5,000+17.9% | Added |
| Advisory Services Network, LLC | 31,825 | $273.7K | 0.01% | −9,293−22.6% | Reduced |
| Comerica Bank | 30,144 | $259.2K | 0.00% | −3,428−10.2% | Reduced |
| ELCO Management Co., LLC | 29,513 | $253.8K | 0.14% | +1,850+6.7% | Added |
| Peak Planning Group, LLC | 29,273 | $251.7K | 0.11% | +527+1.8% | Added |
| Oder Investment Management, LLC | 28,968 | $249.1K | 0.21% | +144+0.5% | Added |
| Ameritas Advisory Services, LLC | 29,883 | $247.4K | 0.01% | 00.0% | Unchanged |
| Corrado Advisors, LLC | 28,305 | $243.4K | 0.16% | 00.0% | Unchanged |
| Principal Securities, Inc. | 28,752 | $238.1K | 0.01% | 00.0% | Unchanged |