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BlackRock Enhanced Equity Dividend Trust (BDJ) Institutional Ownership

BlackRock Enhanced Equity Dividend Trust logo
$9.87 -0.04 (-0.40%)
As of 09/4/2026 03:58 PM Eastern

Institutional Ownership Changes (13F Filings) for BlackRock Enhanced Equity Dividend Trust (NYSE:BDJ)

Number of
Institutional Buyers
(last 12 months)
121
Total
Institutional Inflows
(last 12 months)
$42.01M
Number of
Institutional Sellers
(last 12 months)
61
Total
Institutional Outflows
(last 12 months)
$17.84M
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BDJ Institutional Buying and Selling by Quarter

BlackRock Enhanced Equity Dividend Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/26/2026 HighTower Advisors LLC51,251$490K0.0%+27.4%0.000%
8/23/2026 Ameritas Advisory Services LLC31,337$300K0.0%+17.5%0.000%
8/22/2026 Allen Mooney & Barnes Investment Advisors LLC10,000$96K0.0%-26.9%0.000%
8/20/2026 Susquehanna International Group LLP45,805$438K0.0%-17.8%0.000%
8/20/2026 Two Sigma Securities LLC15,286$146K0.0%N/A0.000%
8/20/2026 Northwestern Mutual Wealth Management Co.6,365$61K0.0%N/A0.000%
8/18/2026 Beacon Pointe Advisors LLC34,553$331K0.0%N/A0.000%
8/18/2026 Comprehensive Money Management Services LLC14,074$135K0.1%N/A0.000%
8/17/2026 Corient Private Wealth LP12,235$117K0.0%N/A0.000%
8/17/2026 Palogic Value Management L.P.57,000$545K0.2%N/A0.000%
8/17/2026 Bank of America Corp DE560,315$5.36M0.0%N/A0.000%
8/14/2026 Fiduciary Financial Advisors12,076$116K0.0%N/A0.000%
8/13/2026 Sanctuary Advisors LLC98,621$944K0.0%N/A0.000%
8/12/2026 Northwestern Mutual Wealth Management Co.6,365$61K0.0%N/A0.000%
8/12/2026 CFO4Life Group LLC26,986$258K0.0%N/A0.000%
8/12/2026 Evolve Private Wealth LLC26,374$252K0.0%N/A0.000%
8/12/2026 Sterling Financial Planning Inc.13,831$132K0.0%N/A0.000%
8/11/2026 Allworth Financial LP46,391$444K0.0%N/A0.000%
8/10/2026 Diversify Advisory Services LLC16,691$161K0.0%N/A0.000%
8/8/2026 K2 Principal Fund L.P.32,984$316K0.0%N/A0.000%
8/7/2026 BlackRock Inc.14,000$134K0.0%N/A0.000%
8/7/2026 Perigon Wealth Management LLC11,642$111K0.0%N/A0.000%
8/7/2026 Wealth Effects LLC17,710$169K0.0%N/A0.000%
8/7/2026 Wealthspan Partners LLC26,749$256K0.1%N/A0.000%
8/7/2026 OMC Financial Services LTD66,580$637K0.2%N/A0.000%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors37,669$360K0.0%+6.5%0.000%
7/9/2026 Centurion Wealth Management LLC106,017$1.02M0.2%-6.5%0.000%
7/9/2026 Hennion & Walsh Asset Management Inc.218,001$2.09M0.1%-13.1%0.000%
7/8/2026 Beacon Investment Advisory Services Inc.6,789$65K0.0%-24.5%0.000%
6/3/2026 NewEdge Advisors LLC131,321$1.13M0.0%+2.2%0.000%
6/1/2026 Concorde Asset Management LLC62,215$536K0.3%-5.9%0.000%
5/26/2026 Axiom Investment Management LLC4,521$39K0.0%N/A0.000%
5/20/2026 Boothe Investment Group Inc.558,077$4.81M1.5%+5.7%0.000%
5/19/2026 Western Wealth Management LLC3,200$28K0.0%N/A0.000%
5/18/2026 Royal Bank of Canada873,561$7.53M0.0%+2.2%0.000%
5/15/2026 Waverly Advisors LLC129,016$1.11M0.0%+19.2%0.000%
5/13/2026 Cetera Investment Advisers233,834$2.02M0.0%-4.2%0.000%
5/13/2026 Wealthspire Retirement LLC18,594$160K0.0%N/A0.000%
5/8/2026 PNC Financial Services Group Inc.17,691$152K0.0%-25.2%0.000%
5/6/2026 Allspring Global Investments Holdings LLC185,675$1.60M0.0%+7.7%0.000%
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5/4/2026 Calamos Advisors LLC64,725$558K0.0%-42.0%0.000%
5/4/2026 NWF Advisory Services Inc.33,265$287K0.0%-5.0%0.000%
5/2/2026 Global Assets Advisory LLC4,000$34K0.0%N/A0.000%
5/2/2026 Diversify Wealth Management LLC17,552$161K0.0%N/A0.000%
5/1/2026 Fifth Third Bancorp36,205$312K0.0%N/A0.000%
4/30/2026 Waterfront Wealth Inc.837,658$7.22M1.3%+7.6%0.000%
4/30/2026 Kestra Advisory Services LLC116,181$1.00M0.0%+102.0%0.000%
4/29/2026 Integrated Advisors Network LLC10,034$86K0.0%N/A0.000%
4/29/2026 Westbourne Investment Advisors Inc.11,300$97K0.0%N/A0.000%
4/27/2026 Private Advisor Group LLC51,494$444K0.0%+6.0%0.000%
4/25/2026 SOL Capital Management CO381,271$3.17M1.4%N/A0.000%
4/23/2026 Comprehensive Money Management Services LLC15,092$130K0.1%-11.5%0.000%
4/22/2026 Janney Montgomery Scott LLC630,998$5.44M0.0%-0.8%0.000%
4/21/2026 Wealth Effects LLC18,210$157K0.1%N/A0.000%
4/18/2026 CENTRAL TRUST Co36,000$310K0.0%N/A0.000%
4/17/2026 Signal Advisors Wealth LLC26,499$228K0.0%N/A0.000%
4/17/2026 PMG Family Office LLC92,484$797K0.9%+2.0%0.000%
4/17/2026 XML Financial LLC13,783$119K0.0%-19.5%0.000%
4/17/2026 Johnson Bixby & Associates LLC18,140$156K0.0%N/A0.000%
3/13/2026 World Investment Advisors15,224$144K0.0%+40.2%0.000%
3/9/2026 Corient Private Wealth LLC13,985$133K0.0%-9.7%0.000%
3/4/2026 SHP Wealth Management5,514$52K0.0%N/A0.000%
3/3/2026 NWF Advisory Services Inc.35,013$332K0.0%-20.6%0.000%
2/19/2026 Invesco Ltd.2,196,726$20.83M0.0%-7.9%0.000%
2/19/2026 Harbour Wealth Management Group Inc.27,587$262K0.2%N/A0.000%
2/19/2026 Corient Private Wealth LLC13,985$133K0.0%-9.7%0.000%
2/18/2026 Ameriflex Group Inc.3,910$37K0.0%-37.1%0.000%
2/18/2026 Mercer Global Advisors Inc. ADV106,611$1.01M0.0%+2.0%0.000%
2/18/2026 NewEdge Advisors LLC128,510$1.22M0.0%+49.9%0.000%
2/18/2026 IHT Wealth Management LLC119,759$1.14M0.0%-5.4%0.000%
2/18/2026 Evolve Private Wealth LLC32,296$306K0.0%N/A0.000%
2/18/2026 Claro Advisors Inc.42,088$399K0.1%-10.9%0.000%
2/17/2026 Guggenheim Capital LLC2,297,905$21.78M0.2%+11.4%0.000%
2/17/2026 Cetera Investment Advisers244,186$2.32M0.0%+7.2%0.000%
2/17/2026 Kovack Advisors Inc.71,900$682K0.0%N/A0.000%
2/17/2026 Osaic Holdings Inc.510,941$4.84M0.0%+21.4%0.000%
2/17/2026 Advisory Services Network LLC23,086$219K0.0%-32.2%0.000%
2/17/2026 Captrust Financial Advisors20,648$196K0.0%-22.9%0.000%
2/17/2026 &PARTNERS101,485$962K0.0%+1.6%0.000%
2/17/2026 Royal Bank of Canada855,041$8.11M0.0%+2.4%0.000%
2/16/2026 WealthTrust Axiom LLC97,206$922K0.2%-1.3%0.000%
2/16/2026 MML Investors Services LLC18,966$180K0.0%+16.3%0.000%
2/16/2026 Mariner LLC34,943$331K0.0%-41.3%0.000%
2/16/2026 Focus Partners Wealth175,349$1.66M0.0%N/A0.000%
2/13/2026 Kestra Advisory Services LLC57,521$545K0.0%+2.6%0.000%
2/13/2026 Stifel Financial Corp1,132,105$10.73M0.0%+1.8%0.000%
2/13/2026 Saxon Interests Inc.39,428$374K0.1%-4.1%0.000%
2/13/2026 Peak Planning Group LLC28,400$269K0.1%N/A0.000%
2/13/2026 Wells Fargo & Company MN2,667,340$25.29M0.0%-0.9%0.000%
2/13/2026 Wealthspire Advisors LLC63,895$606K0.0%+22.7%0.000%
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2/13/2026 Summit Financial LLC56,047$531K0.0%+16.1%0.000%
2/13/2026 Concorde Asset Management LLC66,105$627K0.3%+14.2%0.000%
2/12/2026 Advisors Asset Management Inc.600,745$5.70M0.1%-18.0%0.000%
2/12/2026 Jane Street Group LLC36,291$344K0.0%+156.0%0.000%
2/12/2026 Commonwealth Equity Services LLC592,979$5.62M0.0%-3.3%0.000%
2/12/2026 StoneX Group Inc.53,285$505K0.0%-3.3%0.000%
2/12/2026 Steward Partners Investment Advisory LLC271,839$2.58M0.0%-1.6%0.000%
2/12/2026 Oder Investment Management LLC22,068$209K0.2%-24.6%0.000%
2/12/2026CIBC Private Wealth Group LLC20,644$196K0.0%+39.5%0.000%
2/12/2026 Wedbush Securities Inc.21,459$203K0.0%-17.5%0.000%


BDJ Institutional Ownership - Frequently Asked Questions

During the previous two years, 223 institutional investors and hedge funds held shares of BlackRock Enhanced Equity Dividend Trust. The most heavily invested institutionals were Raymond James Financial Inc. ($36.84M), Wells Fargo & Company MN ($25.29M), Guggenheim Capital LLC ($21.78M), Invesco Ltd. ($20.83M), Raymond James & Associates ($18.01M), LPL Financial LLC ($17.69M), and Stifel Financial Corp ($10.73M).Learn more on BlackRock Enhanced Equity Dividend Trust's institutional investors.

Of the 182 institutional investors that purchased BlackRock Enhanced Equity Dividend Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($7.52M), Bank of America Corp DE ($642.64K), Shaker Financial Services LLC ($619.35K), Penserra Capital Management LLC ($614.31K), Kovitz Investment Group Partners LLC ($513.31K), Guggenheim Capital LLC ($451.43K), and Allspring Global Investments Holdings LLC ($438.99K).

Institutional investors have bought a total of 4,544,314 shares in the last 24 months. This purchase volume represents approximately $42.01M in transactions.

Of the 61 institutional investors that sold BlackRock Enhanced Equity Dividend Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Shaker Financial Services LLC ($530.85K), Advisors Asset Management Inc. ($444.32K), Invesco Ltd. ($187.98K), Waterfront Wealth Inc. ($137.34K), Hennion & Walsh Asset Management Inc. ($107.95K), Calamos Advisors LLC ($46.95K), and Bank of America Corp DE ($43.03K).

Institutional investors have sold a total of 1,920,525 shares in the last 24 months. This volume of shares sold represents approximately $17.84M in transactions.



Institutional ownership data for NYSE:BDJ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/26/2026. New 13F filings are added each quarter as they're published.
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