BlackRock Enhanced Equity Dividend Trust
BDJ- 交易所
- NYSE
- SEC CIK
- 0001332283
近 90 天，BlackRock Enhanced Equity Dividend Trust 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 218 家機構在 13F 申報持有，市值合計 $2.98 億；沒有大師持有。
2021 年第 4 季 13F 持有人
BlackRock Enhanced Equity Dividend Trust 在 2021/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 178
- 較 2021 年第 3 季 +22 家
- 持有股數
- 3,498 萬
- 較 2021 年第 3 季 +510.3 萬 (+17.1%)
- 總市值
- $3.48 億
- 較 2021 年第 3 季 +$5,541 萬 (+18.9%)
- 新進機構
- 37
- 另有 47 家加碼
- 清倉機構
- 15
- 另有 42 家減碼
另有 5 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 BDJ 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 218 | $2.98 億 |
| 2026 年第 1 季 | 218 | $2.64 億 |
| 2025 年第 4 季 | 205 | $2.97 億 |
| 2025 年第 3 季 | 203 | $2.92 億 |
| 2025 年第 2 季 | 207 | $2.84 億 |
| 2025 年第 1 季 | 210 | $2.78 億 |
| 2024 年第 4 季 | 217 | $2.75 億 |
| 2024 年第 3 季 | 210 | $3.14 億 |
| 2024 年第 2 季 | 214 | $3.08 億 |
| 2024 年第 1 季 | 207 | $3.11 億 |
| 2023 年第 4 季 | 216 | $2.80 億 |
| 2023 年第 3 季 | 199 | $2.69 億 |
| 2023 年第 2 季 | 196 | $2.85 億 |
| 2023 年第 1 季 | 197 | $2.96 億 |
| 2022 年第 4 季 | 188 | $3.15 億 |
| 2022 年第 3 季 | 187 | $2.87 億 |
| 2022 年第 2 季 | 187 | $3.21 億 |
| 2022 年第 1 季 | 182 | $3.42 億 |
| 2021 年第 4 季 | 178 | $3.48 億 |
| 2021 年第 3 季 | 161 | $2.94 億 |
| 2021 年第 2 季 | 169 | $2.98 億 |
| 2021 年第 1 季 | 175 | $2.96 億 |
2021 年第 4 季持有機構
每家機構持有 BlackRock Enhanced Equity Dividend Trust 的股數、市值與佔組合比重；股數變化跟 2021 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Cook Wealth Management Group LLC | 3,965,884 | $3,906 萬 | 40.08% | +3,965,884 | 新進 |
| Morgan Stanley | 3,242,689 | $3,269 萬 | 0.00% | −5,338−0.2% | 減碼 |
| Wells Fargo & Company | 2,749,331 | $2,771 萬 | 0.01% | +50,603+1.9% | 加碼 |
| Invesco Ltd. | 2,696,316 | $2,718 萬 | 0.01% | +190,436+7.6% | 加碼 |
| Raymond James & Associates | 2,098,430 | $2,115 萬 | 0.02% | +1,312+0.1% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 1,979,637 | $1,996 萬 | 0.04% | −17,820−0.9% | 減碼 |
| Guggenheim Capital LLC | 1,548,217 | $1,561 萬 | 0.08% | +120,528+8.4% | 加碼 |
| Stifel Financial Corp | 1,362,756 | $1,374 萬 | 0.02% | +37,146+2.8% | 加碼 |
| Royal Bank of Canada | 1,276,235 | $1,286 萬 | 0.00% | −35,540−2.7% | 減碼 |
| Parametric Portfolio Associates LLC | 1,121,636 | $1,131 萬 | 0.01% | +31,495+2.9% | 加碼 |
| LPL Financial LLC | 910,651 | $917.9 萬 | 0.01% | +101,521+12.5% | 加碼 |
| Penserra Capital Management LLC | 654,140 | $659.3 萬 | 0.14% | +9,069+1.4% | 加碼 |
| Stratos Wealth Advisors, LLC | 586,979 | $591.7 萬 | 0.43% | +16,976+3.0% | 加碼 |
| Advisors Asset Management, Inc. | 569,372 | $573.9 萬 | 0.08% | −60,070−9.5% | 減碼 |
| Capital Investment Advisors, LLC | 568,544 | $573.1 萬 | 0.17% | +33,142+6.2% | 加碼 |
| UBS Group AG | 560,860 | $565.4 萬 | 0.00% | −1,027−0.2% | 減碼 |
| Steward Partners Investment Advisory, LLC | 520,382 | $524.5 萬 | 0.08% | −15,069−2.8% | 減碼 |
| Bank of America Corp | 461,519 | $465.2 萬 | 0.00% | −151,580−24.7% | 減碼 |
| Commonwealth Equity Services, LLC | 457,549 | $461.2 萬 | 0.01% | +21,453+4.9% | 加碼 |
| Ameriprise Financial Inc | 378,082 | $381.0 萬 | 0.00% | −20,241−5.1% | 減碼 |
| Waterfront Wealth Inc. | 365,916 | $368.8 萬 | 1.46% | +7,637+2.1% | 加碼 |
| Advisor Group Holdings, Inc. | 349,554 | $352.8 萬 | 0.01% | −20,653−5.6% | 減碼 |
| Baird Financial Group, Inc. | 304,905 | $307.3 萬 | 0.01% | +1,401+0.5% | 加碼 |
| Spire Wealth Management | 292,784 | $295.1 萬 | 0.07% | −13,144−4.3% | 減碼 |
| Boothe Investment Group, Inc. | 251,812 | $253.8 萬 | 1.36% | −50,006−16.6% | 減碼 |
| Stephens Inc | 243,106 | $245.1 萬 | 0.04% | −1,485−0.6% | 減碼 |
| Cetera Advisor Networks LLC | 216,250 | $218.0 萬 | 0.03% | +5,992+2.8% | 加碼 |
| David J Yvars Group | 214,707 | $216.9 萬 | 1.34% | −7,493−3.4% | 減碼 |
| Hoey Investments, Inc | 203,501 | $205.1 萬 | 0.54% | +41,015+25.2% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 161,887 | $163.2 萬 | 0.01% | +8,994+5.9% | 加碼 |
| Shulman DeMeo Asset Management LLC | 160,129 | $161.4 萬 | 0.42% | +160,129 | 新進 |
| Bank of Montreal | 150,195 | $153.8 萬 | 0.00% | +150,195 | 新進 |
| 9258 Wealth Management, LLC | 148,877 | $150.1 萬 | 0.34% | +3,731+2.6% | 加碼 |
| Raymond James Trust N.A. | 128,845 | $129.9 萬 | 0.04% | −29,450−18.6% | 減碼 |
| WealthTrust Axiom LLC | 112,844 | $113.7 萬 | 0.36% | −1,661−1.5% | 減碼 |
| Rockefeller Capital Management L.P. | 109,842 | $110.7 萬 | 0.01% | +5,896+5.7% | 加碼 |
| WNY Asset Management, LLC | 103,850 | $104.3 萬 | 0.31% | +76,650+281.8% | 加碼 |
| Jane Street Group, LLC | 102,658 | $103.5 萬 | 0.00% | +102,658 | 新進 |
| Saxon Interests, Inc. | 98,293 | $101.1 萬 | 0.57% | +98,293 | 新進 |
| Janney Montgomery Scott LLC | 98,953 | $99.7 萬 | 0.00% | +1,712+1.8% | 加碼 |
| Kestra Advisory Services, LLC | 98,038 | $98.8 萬 | 0.01% | −1,854−1.9% | 減碼 |
| Truist Financial Corp | 97,739 | $98.5 萬 | 0.00% | +850+0.9% | 加碼 |
| Stratos Wealth Partners, LTD. | 93,314 | $94.1 萬 | 0.02% | −1,250−1.3% | 減碼 |
| City of London Investment Management Co Ltd | 74,987 | $75.7 萬 | 0.04% | 00.0% | 不變 |
| Advisory Services Network, LLC | 72,494 | $73.1 萬 | 0.02% | +284+0.4% | 加碼 |
| Sunbelt Securities, Inc. | 69,116 | $69.1 萬 | 0.11% | +69,116 | 新進 |
| HB Wealth Management, LLC | 67,490 | $68.0 萬 | 0.01% | +67,490 | 新進 |
| BDO Wealth Advisors, LLC | 66,476 | $67.0 萬 | 0.07% | 00.0% | 不變 |
| Wealth Management Associates, Inc. | 61,915 | $62.4 萬 | 0.34% | −17,041−21.6% | 減碼 |
| ELCO Management Co., LLC | 57,200 | $57.7 萬 | 0.41% | +57,200 | 新進 |
| 55I, LLC | 57,040 | $57.5 萬 | 0.01% | +57,040 | 新進 |
| IHT Wealth Management, LLC | 55,909 | $56.4 萬 | 0.04% | −1,000−1.8% | 減碼 |
| Roble, Belko & Company, Inc | 53,998 | $54.4 萬 | 0.10% | 00.0% | 不變 |
| Creative Planning | 52,301 | $52.7 萬 | 0.00% | +2,065+4.1% | 加碼 |
| Belpointe Asset Management LLC | 51,387 | $51.8 萬 | 0.03% | +2,138+4.3% | 加碼 |
| National Asset Management, Inc. | 50,198 | $50.6 萬 | 0.01% | −2,342−4.5% | 減碼 |
| Northwestern Mutual Wealth Management Co | 48,881 | $49.3 萬 | 0.00% | −2,321−4.5% | 減碼 |
| Lenox Wealth Advisors, LLC | 48,787 | $49.2 萬 | 0.06% | 00.0% | 不變 |
| Brick & Kyle, Associates | 47,422 | $47.8 萬 | 0.22% | −676−1.4% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 47,332 | $47.7 萬 | 0.04% | −750−1.6% | 減碼 |
| Corrado Advisors, LLC | 46,920 | $47.3 萬 | 0.28% | −1,500−3.1% | 減碼 |
| Pinnacle Private Wealth, LLC | 45,752 | $46.1 萬 | 0.14% | +45,752 | 新進 |
| Private Advisor Group, LLC | 43,501 | $43.9 萬 | 0.00% | −21,871−33.5% | 減碼 |
| Jackson, Grant Investment Advisers, Inc. | 42,873 | $43.2 萬 | 0.22% | +1,123+2.7% | 加碼 |
| Davenport & Co LLC | 41,692 | $42.0 萬 | 0.00% | 00.0% | 不變 |
| Brown Advisory Inc | 41,567 | $41.9 萬 | 0.00% | 00.0% | 不變 |
| Deutsche Bank AG | 37,880 | $38.2 萬 | 0.00% | +559+1.5% | 加碼 |
| GWM Advisors LLC | 37,808 | $38.1 萬 | 0.01% | +37,808 | 新進 |
| Northern Trust Corp | 36,404 | $36.7 萬 | 0.00% | +1,100+3.1% | 加碼 |
| Capital Planning Advisors, LLC | 35,750 | $36.0 萬 | 0.07% | 00.0% | 不變 |
| WealthShield Partners, LLC | 34,747 | $35.0 萬 | 0.06% | +34,747 | 新進 |
| D.A. Davidson & Co. | 34,499 | $34.8 萬 | 0.00% | +2,488+7.8% | 加碼 |
| Cahill Financial Advisors Inc | 32,019 | $32.3 萬 | 0.06% | −212−0.7% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 31,863 | $32.1 萬 | 0.09% | −255−0.8% | 減碼 |
| Conning Inc. | 31,311 | $31.6 萬 | 0.01% | +462+1.5% | 加碼 |
| CFO4Life Group, LLC | 29,797 | $30.0 萬 | 0.06% | +1,181+4.1% | 加碼 |
| Shaker Financial Services, LLC | 29,685 | $29.9 萬 | 0.11% | −431,895−93.6% | 減碼 |
| Envestnet Asset Management Inc | 29,238 | $29.5 萬 | 0.00% | +3,498+13.6% | 加碼 |
| Oder Investment Management, LLC | 28,839 | $29.1 萬 | 0.41% | 00.0% | 不變 |
| Tyler-Stone Wealth Management | 28,390 | $28.6 萬 | 0.15% | +28,390 | 新進 |
| Keybank National Association | 27,600 | $27.8 萬 | 0.00% | 00.0% | 不變 |
| SeaCrest Wealth Management, LLC | 27,522 | $27.7 萬 | 0.03% | +177+0.6% | 加碼 |
| Shufro Rose & Co LLC | 27,285 | $27.5 萬 | 0.02% | 00.0% | 不變 |
| Sigma Planning Corp | 27,304 | $27.5 萬 | 0.01% | +386+1.4% | 加碼 |
| Ameritas Advisory Services, LLC | 26,304 | $26.5 萬 | 0.01% | +26,304 | 新進 |
| Aurora Private Wealth, Inc. | 25,603 | $25.8 萬 | 0.11% | −100,565−79.7% | 減碼 |
| Oak Harbor Wealth Partners, LLC | 25,439 | $25.6 萬 | 0.09% | +25,439 | 新進 |
| XML Financial, LLC | 25,293 | $25.5 萬 | 0.03% | +7,248+40.2% | 加碼 |
| Axxcess Wealth Management, LLC | 24,757 | $25.0 萬 | 0.02% | +24,757 | 新進 |
| Venture Visionary Partners LLC | 24,785 | $24.9 萬 | 0.02% | −6,848−21.6% | 減碼 |
| Moors & Cabot, Inc. | 24,271 | $24.5 萬 | 0.02% | −536−2.2% | 減碼 |
| AE Wealth Management LLC | 23,867 | $24.1 萬 | 0.00% | +954+4.2% | 加碼 |
| Kaydan Wealth Management, Inc. | 23,725 | $23.9 萬 | 0.09% | +23,725 | 新進 |
| Wintrust Investments LLC | 22,905 | $23.1 萬 | 0.02% | +22,905 | 新進 |
| Widmann Financial Services, Inc. | 22,968 | $23.1 萬 | 0.19% | +22,968 | 新進 |
| United Capital Financial Advisers, LLC | 22,270 | $22.4 萬 | 0.00% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 21,756 | $21.9 萬 | 0.04% | 00.0% | 不變 |
| Gill Capital Partners, LLC | 21,612 | $21.8 萬 | 0.10% | 00.0% | 不變 |
| Claro Advisors LLC | 20,830 | $21.0 萬 | 0.08% | +5,000+31.6% | 加碼 |
| Pointe Capital Management LLC | 20,400 | $20.6 萬 | 0.13% | 00.0% | 不變 |