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。
2023 年第 4 季 13F 持有人
BlackRock Enhanced Equity Dividend Trust 在 2023/12/31 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
- 216
- 較 2023 年第 3 季 +19 家
- 持有股數
- 3,639 萬
- 較 2023 年第 3 季 +91.2 萬 (+2.6%)
- 總市值
- $2.80 億
- 較 2023 年第 3 季 +$1,147 萬 (+4.3%)
- 新進機構
- 36
- 另有 56 家加碼
- 清倉機構
- 17
- 另有 72 家減碼
另有 2 家機構在 2023 年第 3 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Nations Financial Group Inc, | 27,552 | $21.2 萬 | 0.02% | +2,215+8.7% | 加碼 |
| Mercer Global Advisors Inc | 26,957 | $20.7 萬 | 0.00% | −3,388−11.2% | 減碼 |
| Shufro Rose & Co LLC | 26,862 | $20.4 萬 | 0.02% | 00.0% | 不變 |
| Oak Harbor Wealth Partners, LLC | 25,439 | $19.6 萬 | 0.07% | 00.0% | 不變 |
| HRT Financial LP | 24,132 | $18.5 萬 | 0.00% | +24,132 | 新進 |
| Stonebridge Capital Advisors LLC | 24,004 | $18.5 萬 | 0.02% | +5,720+31.3% | 加碼 |
| Becker Capital Management Inc | 23,907 | $18.4 萬 | 0.01% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 23,155 | $17.8 萬 | 0.02% | 00.0% | 不變 |
| Venture Visionary Partners LLC | 22,710 | $17.5 萬 | 0.01% | −13,173−36.7% | 減碼 |
| Widmann Financial Services, Inc. | 22,468 | $17.3 萬 | 0.16% | 00.0% | 不變 |
| Northern Trust Corp | 22,104 | $17.0 萬 | 0.00% | −1,422−6.0% | 減碼 |
| Kaydan Wealth Management, Inc. | 21,513 | $16.5 萬 | 0.07% | 00.0% | 不變 |
| Aurora Private Wealth, Inc. | 21,284 | $16.4 萬 | 0.15% | +138+0.7% | 加碼 |
| International Assets Investment Management, LLC | 20,396 | $15.7 萬 | 0.02% | +2,493+13.9% | 加碼 |
| Axxcess Wealth Management, LLC | 20,033 | $15.4 萬 | 0.00% | −328−1.6% | 減碼 |
| Cahill Financial Advisors Inc | 19,943 | $15.3 萬 | 0.02% | −2,765−12.2% | 減碼 |
| The PNC Financial Services Group, Inc. | 19,747 | $15.2 萬 | 0.00% | −2,140−9.8% | 減碼 |
| Wedbush Securities Inc | 19,246 | $14.8 萬 | 0.01% | −1,689−8.1% | 減碼 |
| Wharton Business Group, LLC | 19,004 | $14.6 萬 | 0.01% | 00.0% | 不變 |
| Sheaff Brock Investment Advisors, LLC | 18,788 | $14.4 萬 | 0.01% | −9,519−33.6% | 減碼 |
| Iowa State Bank | 18,667 | $14.4 萬 | 0.03% | 00.0% | 不變 |
| Truist Financial Corp | 18,475 | $14.2 萬 | 0.00% | −3,683−16.6% | 減碼 |
| Scissortail Wealth Management, LLC | 18,000 | $14.1 萬 | 0.04% | +18,000 | 新進 |
| CTC Alternative Strategies, Ltd. | 18,132 | $13.9 萬 | 0.29% | +18,132 | 新進 |
| Cetera Advisors LLC | 17,864 | $13.7 萬 | 0.00% | +1,566+9.6% | 加碼 |
| RSM US Wealth Management LLC | 17,643 | $13.6 萬 | 0.00% | +17,643 | 新進 |
| Dakota Wealth Management | 17,616 | $13.5 萬 | 0.01% | 00.0% | 不變 |
| Daymark Wealth Partners, LLC | 17,600 | $13.5 萬 | 0.01% | −9,000−33.8% | 減碼 |
| Gill Capital Partners, LLC | 17,479 | $13.4 萬 | 0.06% | 00.0% | 不變 |
| Ashton Thomas Private Wealth, LLC | 16,733 | $12.9 萬 | 0.01% | 00.0% | 不變 |
| Cetera Investment Advisers | 16,727 | $12.9 萬 | 0.00% | −2,647−13.7% | 減碼 |
| Kovack Advisors, Inc. | 16,148 | $12.4 萬 | 0.01% | +16,148 | 新進 |
| Cresset Asset Management, LLC | 16,105 | $12.4 萬 | 0.00% | 00.0% | 不變 |
| Icon Wealth Advisors, LLC | 16,091 | $12.4 萬 | 0.01% | +16,091 | 新進 |
| CIBC Private Wealth Group, LLC | 15,822 | $12.2 萬 | 0.00% | +98+0.6% | 加碼 |
| XML Financial, LLC | 15,734 | $12.1 萬 | 0.01% | −381−2.4% | 減碼 |
| Jamison Private Wealth Management, Inc. | 15,314 | $11.8 萬 | 0.02% | +545+3.7% | 加碼 |
| Eagle Wealth Strategies LLC | 15,090 | $11.6 萬 | 0.07% | +15,090 | 新進 |
| HighTower Advisors, LLC | 15,136 | $11.6 萬 | 0.00% | −5,696−27.3% | 減碼 |
| Marex Group plc | 15,000 | $11.5 萬 | 0.00% | +15,000 | 新進 |
| CIBC World Markets Inc. | 14,795 | $11.4 萬 | 0.00% | 00.0% | 不變 |
| Mariner, LLC | 14,504 | $11.2 萬 | 0.00% | +14,504 | 新進 |
| Roble, Belko & Company, Inc | 14,421 | $11.1 萬 | 0.02% | 00.0% | 不變 |
| Capital Investment Advisory Services, LLC | 14,255 | $11.0 萬 | 0.01% | −11,916−45.5% | 減碼 |
| Commerce Bank | 13,846 | $10.6 萬 | 0.00% | −786−5.4% | 減碼 |
| Sterling Financial Planning, Inc. | 13,831 | $10.6 萬 | 0.05% | +13,831 | 新進 |
| 180 Wealth Advisors, LLC | 13,662 | $10.6 萬 | 0.02% | −430−3.1% | 減碼 |
| Creative Financial Designs Inc | 13,323 | $10.2 萬 | 0.01% | 00.0% | 不變 |
| Regions Financial Corp | 13,300 | $10.2 萬 | 0.00% | −15,000−53.0% | 減碼 |
| Warren Averett Asset Management, LLC | 13,298 | $10.2 萬 | 0.00% | 00.0% | 不變 |
| Keybank National Association | 13,104 | $10.1 萬 | 0.00% | 00.0% | 不變 |
| Family Firm, Inc. | 13,103 | $10.1 萬 | 0.03% | +13,103 | 新進 |
| Fort Sheridan Advisors LLC | 13,100 | $10.1 萬 | 0.02% | 00.0% | 不變 |
| Atomi Financial Group, Inc. | 13,072 | $10.1 萬 | 0.01% | −671−4.9% | 減碼 |
| Institute for Wealth Management, LLC. | 12,988 | $9.99 萬 | 0.02% | −8,235−38.8% | 減碼 |
| Dana Investment Advisors, Inc. | 12,962 | $9.97 萬 | 0.00% | 00.0% | 不變 |
| Quad-Cities Investment Group, LLC | 12,501 | $9.90 萬 | 0.06% | +205+1.7% | 加碼 |
| XTX Topco Ltd | 12,555 | $9.65 萬 | 0.02% | +12,555 | 新進 |
| Franklin Resources Inc | 12,459 | $9.58 萬 | 0.00% | +304+2.5% | 加碼 |
| Perigon Wealth Management, LLC | 12,037 | $9.26 萬 | 0.00% | −2,500−17.2% | 減碼 |
| Koshinski Asset Management, Inc. | 12,000 | $9.23 萬 | 0.01% | +12,000 | 新進 |
| Apollon Wealth Management, LLC | 11,511 | $8.85 萬 | 0.00% | +66+0.6% | 加碼 |
| AE Wealth Management LLC | 11,257 | $8.78 萬 | 0.00% | −5,367−32.3% | 減碼 |
| Beacon Pointe Advisors, LLC | 11,300 | $8.69 萬 | 0.00% | 00.0% | 不變 |
| Focus Financial Network Inc | 11,295 | $8.69 萬 | 0.00% | +11,295 | 新進 |
| Stratos Wealth Partners, LTD. | 11,236 | $8.64 萬 | 0.00% | +124+1.1% | 加碼 |
| DFPG Investments, LLC | 11,001 | $8.55 萬 | 0.01% | 00.0% | 不變 |
| Harbour Investments, Inc. | 10,650 | $8.19 萬 | 0.00% | +10,000+1,538.5% | 加碼 |
| Live Oak Private Wealth LLC | 10,525 | $8.09 萬 | 0.02% | 00.0% | 不變 |
| Detalus Advisors, LLC | 10,372 | $7.98 萬 | 0.03% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 10,223 | $7.86 萬 | 0.00% | −8,118−44.3% | 減碼 |
| NCM Capital Management, LLC | 10,111 | $7.78 萬 | 0.05% | +10,111 | 新進 |
| Cape Investment Advisory, Inc. | 10,097 | $7.76 萬 | 0.04% | +146+1.5% | 加碼 |
| Fifth Third Bancorp | 10,000 | $7.69 萬 | 0.00% | −557−5.3% | 減碼 |
| Moneta Group Investment Advisors LLC | 10,000 | $7.69 萬 | 0.00% | +10,000 | 新進 |
| Hexagon Capital Partners LLC | 7,763 | $5.97 萬 | 0.01% | −55−0.7% | 減碼 |
| US Bancorp | 7,723 | $5.94 萬 | 0.00% | 00.0% | 不變 |
| Beacon Capital Management, LLC | 7,470 | $5.68 萬 | 0.02% | −1,250−14.3% | 減碼 |
| North Star Investment Management Corp. | 7,266 | $5.59 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 6,553 | $5.00 萬 | 0.00% | 00.0% | 不變 |
| City Holding Co | 5,512 | $4.24 萬 | 0.01% | 00.0% | 不變 |
| Creekmur Asset Management LLC | 4,431 | $3.41 萬 | 0.01% | +4,431 | 新進 |
| Northwest Capital Management Inc | 4,375 | $3.36 萬 | 0.01% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 3,500 | $2.69 萬 | 0.00% | 00.0% | 不變 |
| Transcendent Capital Group LLC | 2,685 | $2.06 萬 | 0.01% | +2,685 | 新進 |
| Smartleaf Asset Management LLC | 2,200 | $1.72 萬 | 0.00% | +2,200 | 新進 |
| Capital Advisors, Ltd. LLC | 2,230 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 2,199 | $1.69 萬 | 0.00% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 2,024 | $1.56 萬 | 0.00% | 00.0% | 不變 |
| Optimum Investment Advisors | 2,000 | $1.54 萬 | 0.01% | 00.0% | 不變 |
| Proequities, Inc. | 1,973 | $1.52 萬 | 0.00% | −512−20.6% | 減碼 |
| Focused Wealth Management, Inc | 1,789 | $1.38 萬 | 0.00% | 00.0% | 不變 |
| Highlander Capital Management, LLC | 1,700 | $1.31 萬 | 0.00% | +1,200+240.0% | 加碼 |
| Cambridge Trust Co | 1,539 | $1.18 萬 | 0.00% | 00.0% | 不變 |
| Osterweis Capital Management Inc | – | $1.15 萬 | 0.00% | – | – |
| Sugarloaf Wealth Management, LLC | 1,416 | $1.09 萬 | 0.00% | 00.0% | 不變 |
| CoreFirst Bank & Trust | 1,364 | $1.05 萬 | 0.01% | 00.0% | 不變 |
| Hollencrest Capital Management | 1,271 | $9,774 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 1,202 | $9,243 | 0.00% | 00.0% | 不變 |
| Planned Solutions, Inc. | 1,185 | $9,113 | 0.00% | +1,185 | 新進 |