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 |
|---|---|---|---|---|---|
| Wealthcare Advisory Partners LLC | 21,676 | $186.4K | 0.01% | +21,676 | New |
| Northern Trust Corp | 21,945 | $188.7K | 0.00% | 00.0% | Unchanged |
| Plancorp, LLC | 22,000 | $189.2K | 0.01% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 22,761 | $195.7K | 0.15% | +60.0% | Added |
| Nations Financial Group Inc, | 23,052 | $198.2K | 0.02% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 24,086 | $207.1K | 0.03% | +503+2.1% | Added |
| Claro Advisors LLC | 24,408 | $209.9K | 0.03% | −6,254−20.4% | Reduced |
| Wealthspan Partners, LLC | 25,856 | $222.4K | 0.10% | +285+1.1% | Added |
| Integrated Wealth Concepts LLC | 26,881 | $231.2K | 0.00% | +607+2.3% | Added |
| Roble, Belko & Company, Inc | 27,278 | $235.0K | 0.04% | −10.0% | Reduced |
| Principal Securities, Inc. | 28,752 | $238.1K | 0.01% | 00.0% | Unchanged |
| Corrado Advisors, LLC | 28,305 | $243.4K | 0.16% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 29,883 | $247.4K | 0.01% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 28,968 | $249.1K | 0.21% | +144+0.5% | Added |
| Peak Planning Group, LLC | 29,273 | $251.7K | 0.11% | +527+1.8% | Added |
| ELCO Management Co., LLC | 29,513 | $253.8K | 0.14% | +1,850+6.7% | Added |
| Comerica Bank | 30,144 | $259.2K | 0.00% | −3,428−10.2% | Reduced |
| Advisory Services Network, LLC | 31,825 | $273.7K | 0.01% | −9,293−22.6% | Reduced |
| K2 Principal Fund, L.P. | 32,984 | $283.7K | 0.04% | +5,000+17.9% | Added |
| Elequin Capital LP | 33,080 | $284.5K | 0.05% | +11,382+52.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 33,328 | $288.0K | 0.00% | +18,324+122.1% | Added |
| WCG Wealth Advisors LLC | 33,682 | $289.7K | 0.02% | +33,682 | New |
| Dakota Wealth Management | 34,007 | $292.5K | 0.01% | 00.0% | Unchanged |
| Davenport & Co LLC | 34,146 | $293.7K | 0.00% | −1,145−3.2% | Reduced |
| NBC Securities, Inc. | 34,237 | $294.0K | 0.03% | +34,169+50,248.5% | Added |
| D.A. Davidson & Co. | 34,673 | $298.2K | 0.00% | +2,829+8.9% | Added |
| Brown Advisory Inc | 35,135 | $302.2K | 0.00% | −2,309−6.2% | Reduced |
| Captrust Financial Advisors | 35,390 | $304.4K | 0.00% | +15,568+78.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 35,560 | $307.2K | 0.05% | +1,056+3.1% | Added |
| Thrivent Financial for Lutherans | 35,809 | $308.0K | 0.00% | +6,259+21.2% | Added |
| HighTower Advisors, LLC | 37,748 | $324.6K | 0.00% | +2,866+8.2% | Added |
| International Assets Investment Management, LLC | 38,444 | $330.6K | 0.03% | +1,626+4.4% | Added |
| Envestnet Asset Management Inc | 38,627 | $332.2K | 0.00% | −73,561−65.6% | Reduced |
| Venture Visionary Partners LLC | 38,710 | $332.9K | 0.01% | +1,880+5.1% | Added |
| Axxcess Wealth Management, LLC | 38,864 | $334.2K | 0.01% | +19,742+103.2% | Added |
| Creative Planning | 39,096 | $336.2K | 0.00% | +4,022+11.5% | Added |
| GWM Advisors LLC | 40,156 | $345.3K | 0.00% | −3,799−8.6% | Reduced |
| Saxon Interests, Inc. | 40,245 | $346.1K | 0.16% | +776+2.0% | Added |
| Shufro Rose & Co LLC | 42,662 | $366.9K | 0.03% | +8,800+26.0% | Added |
| NWF Advisory Services Inc. | 44,084 | $379.1K | 0.05% | +44,084 | New |
| Park Avenue Securities LLC | 44,218 | $380.0K | 0.00% | +18,148+69.6% | Added |
| The PNC Financial Services Group, Inc. | 44,324 | $381.2K | 0.00% | −752−1.7% | Reduced |
| Brick & Kyle, Associates | 44,631 | $383.0K | 0.18% | −312−0.7% | Reduced |
| Mezzasalma Advisors, LLC | 44,598 | $383.5K | 0.13% | +765+1.7% | Added |
| Cove Private Wealth, LLC | 45,237 | $389.0K | 0.20% | 00.0% | Unchanged |
| Regions Financial Corp | 45,800 | $393.9K | 0.00% | +12,500+37.5% | Added |
| Saxony Capital Management, LLC | 45,809 | $394.0K | 0.35% | +1,500+3.4% | Added |
| Concorde Asset Management, LLC | 48,404 | $395.9K | 0.21% | +12,891+36.3% | Added |
| Private Advisor Group, LLC | 46,143 | $396.8K | 0.00% | +1,328+3.0% | Added |
| Investment Partners Asset Management, Inc. | 46,265 | $397.9K | 0.31% | −1,950−4.0% | Reduced |
| Virtu Financial LLC | 47,782 | $411.0K | 0.02% | +33,477+234.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 48,561 | $417.6K | 0.16% | +716+1.5% | Added |
| Wealthspire Advisors, LLC | 48,787 | $419.6K | 0.00% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 49,635 | $426.9K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 50,793 | $436.8K | 0.00% | +14,324+39.3% | Added |
| Truist Financial Corp | 56,857 | $489.0K | 0.00% | −3,006−5.0% | Reduced |
| Palogic Value Management, L.P. | 57,000 | $490.2K | 0.22% | 00.0% | Unchanged |
| StoneX Group Inc. | 60,159 | $517.4K | 0.03% | −4,995−7.7% | Reduced |
| Stolper Co | 61,895 | $532.0K | 0.17% | +694+1.1% | Added |
| Kestra Advisory Services, LLC | 62,322 | $536.0K | 0.00% | −6,920−10.0% | Reduced |
| Farther Finance Advisors, LLC | 63,168 | $545.1K | 0.01% | +1,716+2.8% | Added |
| Atria Wealth Solutions, Inc. | 63,734 | $548.1K | 0.01% | −2,294−3.5% | Reduced |
| Tyler-Stone Wealth Management | 66,084 | $568.3K | 0.10% | +1,354+2.1% | Added |
| OMC Financial Services LTD | 67,880 | $583.8K | 0.26% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 76,026 | $653.8K | 0.18% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 77,175 | $663.7K | 0.05% | −19,876−20.5% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 78,445 | $674.6K | 0.25% | +1,379+1.8% | Added |
| Sanctuary Advisors, LLC | 85,382 | $734.3K | 0.01% | −32,543−27.6% | Reduced |
| Rockefeller Capital Management L.P. | 88,856 | $764.2K | 0.00% | −4,210−4.5% | Reduced |
| David J Yvars Group | 92,626 | $798.1K | 0.63% | +930+1.0% | Added |
| MGB Wealth Management, LLC | 95,738 | $808.0K | 0.29% | +47,869+100.0% | Added |
| Citadel Advisors LLC | 103,634 | $891.3K | 0.00% | +103,634 | New |
| WealthTrust Axiom LLC | 104,875 | $901.9K | 0.27% | −278−0.3% | Reduced |
| Centurion Wealth Management LLC | 111,105 | $920.0K | 0.29% | 00.0% | Unchanged |
| We Are One Seven, LLC | 111,606 | $959.8K | 0.04% | −52,582−32.0% | Reduced |
| Warren Averett Asset Management, LLC | 113,091 | $972.6K | 0.01% | −2,183−1.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 115,451 | $992.9K | 0.00% | −4,044−3.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 117,791 | $1.01M | 0.09% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 129,182 | $1.11M | 0.03% | +173+0.1% | Added |
| Shulman DeMeo Asset Management LLC | 141,593 | $1.22M | 0.34% | −2,661−1.8% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 149,039 | $1.28M | 0.34% | +24,624+19.8% | Added |
| CNH Partners LLC | 154,530 | $1.33M | 0.03% | −413,899−72.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 176,809 | $1.52M | 0.01% | +612+0.3% | Added |
| Cetera Investment Advisers | 203,383 | $1.75M | 0.00% | −20,989−9.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 254,094 | $2.19M | 0.02% | −1,851−0.7% | Reduced |
| Baird Financial Group, Inc. | 264,473 | $2.27M | 0.00% | −2,905−1.1% | Reduced |
| Shaker Financial Services, LLC | 275,312 | $2.37M | 0.92% | −212,614−43.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 282,791 | $2.43M | 0.00% | −48,919−14.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 289,956 | $2.49M | 0.11% | +56,862+24.4% | Added |
| Janney Montgomery Scott LLC | 302,742 | $2.60M | 0.01% | +38,405+14.5% | Added |
| Ameriprise Financial Inc | 311,555 | $2.68M | 0.00% | −86,341−21.7% | Reduced |
| Advisor Group Holdings, Inc. | 347,320 | $2.99M | 0.01% | +89,718+34.8% | Added |
| Cook Wealth Management Group LLC | 381,271 | $3.17M | 1.54% | −140,315−26.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 437,481 | $3.76M | 0.02% | −75,828−14.8% | Reduced |
| Boothe Investment Group, Inc. | 475,005 | $4.09M | 1.86% | −95,801−16.8% | Reduced |
| Bank of America Corp | 550,625 | $4.74M | 0.00% | +20,979+4.0% | Added |
| Commonwealth Equity Services, LLC | 585,303 | $5.03M | 0.01% | +12,830+2.2% | Added |
| Penserra Capital Management LLC | 596,153 | $5.13M | 0.09% | +596,153 | New |
| Karpus Management, Inc. | 610,555 | $5.25M | 0.17% | −32,644−5.1% | Reduced |
| Waterfront Wealth Inc. | 644,507 | $5.54M | 1.35% | +23,288+3.7% | Added |