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, Q3 2025
Institutional positions in BlackRock Enhanced Equity Dividend Trust as of Sep 30, 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
- 203
- −1 vs. Q2 2025
- Shares held
- 32.1M
- +242.6K (+0.8%) vs. Q2 2025
- Total value
- $292.2M
- +$9.04M (+3.2%) vs. Q2 2025
- New holders
- 19
- 83 more added
- Sold out
- 20
- 46 more reduced
3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: 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, Q3 2025
Shares, value and share of portfolio for each institution holding BlackRock Enhanced Equity Dividend Trust; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vista Investment Partners II, LLC | 23,756 | $216.4K | 0.10% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 24,762 | $226.0K | 0.03% | −2,516−9.2% | Reduced |
| CFO4Life Group, LLC | 25,125 | $228.9K | 0.03% | +511+2.1% | Added |
| XML Financial, LLC | 25,129 | $228.9K | 0.02% | +7,257+40.6% | Added |
| Wedbush Securities Inc | 26,008 | $237.0K | 0.01% | +8,181+45.9% | Added |
| Wealthspan Partners, LLC | 26,446 | $240.9K | 0.09% | +291+1.1% | Added |
| Captrust Financial Advisors | 26,773 | $243.9K | 0.00% | −9,041−25.2% | Reduced |
| Kapstone Financial Advisors LLC | 27,161 | $247.4K | 0.12% | +2,200+8.8% | Added |
| Peak Planning Group, LLC | 27,808 | $253.3K | 0.13% | −2,017−6.8% | Reduced |
| Integrated Wealth Concepts LLC | 27,978 | $254.9K | 0.00% | +408+1.5% | Added |
| Benjamin Edwards Inc | 27,990 | $255.0K | 0.00% | +7,506+36.6% | Added |
| Corrado Advisors, LLC | 28,305 | $257.9K | 0.14% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 29,266 | $266.6K | 0.19% | +146+0.5% | Added |
| Ameritas Advisory Services, LLC | 29,639 | $270.0K | 0.02% | +8,720+41.7% | Added |
| NBC Securities, Inc. | 32,270 | $294.0K | 0.02% | −2,239−6.5% | Reduced |
| K2 Principal Fund, L.P. | 32,984 | $300.5K | 0.03% | 00.0% | Unchanged |
| Davenport & Co LLC | 33,008 | $300.7K | 0.00% | −1,138−3.3% | Reduced |
| Comerica Bank | 33,474 | $304.9K | 0.00% | +854+2.6% | Added |
| Advisory Services Network, LLC | 34,035 | $310.1K | 0.00% | −58−0.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 35,092 | $319.7K | 0.04% | +52+0.1% | Added |
| HighTower Advisors, LLC | 35,946 | $327.5K | 0.00% | +21+0.1% | Added |
| Brown Advisory Inc | 36,566 | $333.1K | 0.00% | +2,809+8.3% | Added |
| Venture Visionary Partners LLC | 36,830 | $335.5K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 39,766 | $354.7K | 0.03% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 41,862 | $360.0K | 0.03% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 41,094 | $371.9K | 0.15% | +849+2.1% | Added |
| Saxony Capital Management, LLC | 42,853 | $390.4K | 0.26% | −678−1.6% | Reduced |
| Mezzasalma Advisors, LLC | 43,875 | $399.7K | 0.10% | +731+1.7% | Added |
| NWF Advisory Services Inc. | 44,084 | $401.6K | 0.04% | +1,199+2.8% | Added |
| Brick & Kyle, Associates | 44,289 | $403.0K | 0.15% | +115+0.3% | Added |
| Regions Financial Corp | 45,000 | $409.9K | 0.00% | −4,454−9.0% | Reduced |
| Cove Private Wealth, LLC | 45,237 | $412.1K | 0.13% | 00.0% | Unchanged |
| Allworth Financial LP | 45,607 | $415.5K | 0.00% | +331+0.7% | Added |
| D.A. Davidson & Co. | 45,696 | $416.3K | 0.00% | +4,777+11.7% | Added |
| Thrivent Financial for Lutherans | 46,762 | $426.0K | 0.00% | −1,627−3.4% | Reduced |
| Claro Advisors LLC | 47,228 | $430.2K | 0.06% | −1,783−3.6% | Reduced |
| Investment Partners Asset Management, Inc. | 47,879 | $436.2K | 0.29% | +1,800+3.9% | Added |
| Summit Financial, LLC | 48,281 | $439.8K | 0.01% | +12,567+35.2% | Added |
| Private Advisor Group, LLC | 48,358 | $440.5K | 0.00% | +1,851+4.0% | Added |
| Truist Financial Corp | 49,229 | $448.5K | 0.00% | −8,705−15.0% | Reduced |
| Avantax Planning Partners, Inc. | 49,635 | $452.2K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 50,042 | $455.9K | 0.15% | +729+1.5% | Added |
| Stratos Wealth Partners, LTD. | 50,096 | $456.4K | 0.01% | −11,116−18.2% | Reduced |
| Wealthspire Advisors, LLC | 52,057 | $474.2K | 0.00% | +3,270+6.7% | Added |
| Park Avenue Securities LLC | 54,859 | $500.0K | 0.00% | +3,125+6.0% | Added |
| StoneX Group Inc. | 55,085 | $501.8K | 0.02% | −3,373−5.8% | Reduced |
| WCG Wealth Advisors LLC | 55,089 | $501.9K | 0.03% | −511−0.9% | Reduced |
| Kestra Advisory Services, LLC | 56,041 | $510.5K | 0.00% | −8,901−13.7% | Reduced |
| MGB Wealth Management, LLC | 56,869 | $518.1K | 0.15% | +6,500+12.9% | Added |
| Palogic Value Management, L.P. | 57,000 | $519.3K | 0.22% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 57,905 | $527.8K | 0.22% | +57,905 | New |
| Mariner, LLC | 59,523 | $542.3K | 0.00% | +29,203+96.3% | Added |
| Stolper Co | 63,734 | $581.0K | 0.18% | +63+0.1% | Added |
| Farther Finance Advisors, LLC | 64,801 | $590.3K | 0.01% | +1,633+2.6% | Added |
| OMC Financial Services LTD | 66,980 | $610.2K | 0.23% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 74,426 | $678.0K | 0.09% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 77,679 | $707.7K | 0.22% | −143−0.2% | Reduced |
| PVG Asset Management Corp | 79,426 | $723.6K | 2.66% | +79,426 | New |
| Sheets Smith Investment Management | 79,426 | $723.6K | 0.47% | +79,426 | New |
| Sanctuary Advisors, LLC | 84,482 | $769.6K | 0.00% | −900−1.1% | Reduced |
| Calamos Advisors LLC | 84,515 | $769.9K | 0.00% | +38,791+84.8% | Added |
| GWM Advisors LLC | 85,708 | $780.8K | 0.00% | +41,014+91.8% | Added |
| David J Yvars Group | 94,417 | $858.3K | 0.46% | +816+0.9% | Added |
| Rockefeller Capital Management L.P. | 97,455 | $887.8K | 0.00% | +2,940+3.1% | Added |
| WealthTrust Axiom LLC | 98,484 | $897.2K | 0.24% | +1,278+1.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 99,890 | $910.0K | 0.01% | +9,733+10.8% | Added |
| Mercer Global Advisors Inc | 104,517 | $952.2K | 0.00% | +65,496+167.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 107,102 | $984.3K | 0.00% | +2,574+2.5% | Added |
| Warren Averett Asset Management, LLC | 109,280 | $995.5K | 0.01% | −1,519−1.4% | Reduced |
| Centurion Wealth Management LLC | 113,704 | $1.04M | 0.24% | +89+0.1% | Added |
| Kingswood Wealth Advisors, LLC | 119,062 | $1.08M | 0.07% | +1,271+1.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 120,142 | $1.09M | 0.00% | −4,143−3.3% | Reduced |
| PMG Family Office LLC | 124,563 | $1.13M | 1.27% | +124,563 | New |
| IHT Wealth Management, LLC | 126,609 | $1.15M | 0.03% | −1,006−0.8% | Reduced |
| Shulman DeMeo Asset Management LLC | 135,557 | $1.23M | 0.28% | −1,505−1.1% | Reduced |
| Envestnet Asset Management Inc | 137,575 | $1.25M | 0.00% | +96,597+235.7% | Added |
| Prevail Innovative Wealth Advisors, LLC | 148,654 | $1.35M | 0.26% | −12,603−7.8% | Reduced |
| Two Sigma Investments, LP | 156,249 | $1.42M | 0.00% | +80,224+105.5% | Added |
| Allspring Global Investments Holdings, LLC | 176,446 | $1.61M | 0.00% | +13,293+8.1% | Added |
| Cetera Investment Advisers | 227,808 | $2.08M | 0.00% | +25,408+12.6% | Added |
| Baird Financial Group, Inc. | 267,077 | $2.43M | 0.00% | +1,987+0.7% | Added |
| Steward Partners Investment Advisory, LLC | 276,371 | $2.52M | 0.01% | +1,667+0.6% | Added |
| Ameriprise Financial Inc | 297,983 | $2.71M | 0.00% | +4,278+1.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 328,646 | $2.99M | 0.11% | +11,956+3.8% | Added |
| Shaker Financial Services, LLC | 368,492 | $3.36M | 1.15% | −259,437−41.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 381,684 | $3.48M | 0.01% | −56,190−12.8% | Reduced |
| Advisor Group Holdings, Inc. | 421,010 | $3.82M | 0.01% | +19,366+4.8% | Added |
| Cerity Partners LLC | 437,249 | $3.93M | 0.01% | +48,603+12.5% | Added |
| Boothe Investment Group, Inc. | 496,668 | $4.52M | 1.66% | +15,704+3.3% | Added |
| Bank of America Corp | 589,919 | $5.37M | 0.00% | −43,033−6.8% | Reduced |
| Commonwealth Equity Services, LLC | 612,985 | $5.58M | 0.01% | +10,248+1.7% | Added |
| UBS Group AG | 637,268 | $5.81M | 0.00% | −30,131−4.5% | Reduced |
| Janney Montgomery Scott LLC | 641,069 | $5.84M | 0.01% | +288,315+81.7% | Added |
| Advisors Asset Management, Inc. | 732,964 | $6.68M | 0.11% | −312,097−29.9% | Reduced |
| Royal Bank of Canada | 835,132 | $7.61M | 0.00% | −3,513−0.4% | Reduced |
| Waterfront Wealth Inc. | 915,733 | $8.22M | 1.68% | +225,076+32.6% | Added |
| Stifel Financial Corp | 1,111,928 | $10.1M | 0.01% | +8,157+0.7% | Added |
| LPL Financial LLC | 1,811,236 | $16.5M | 0.00% | +176,457+10.8% | Added |
| Guggenheim Capital LLC | 2,063,018 | $18.8M | 0.14% | −30,305−1.4% | Reduced |
| Invesco Ltd. | 2,384,703 | $21.7M | 0.00% | +71,953+3.1% | Added |