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BlackRock Enhanced Equity Dividend Trust (BDJ) Institutional Ownership

$8.80 +0.09 (+0.98%)
As of 01:19 PM Eastern
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Institutional Ownership Changes (13F Filings) for BlackRock Enhanced Equity Dividend Trust (NYSE:BDJ)

Number of
Institutional Buyers
(last 12 months)
84
Total
Institutional Inflows
(last 12 months)
$46.29M
Number of
Institutional Sellers
(last 12 months)
72
Total
Institutional Outflows
(last 12 months)
$45.69M
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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
1/30/2025Investment Partners Asset Management Inc.48,215$399K0.3%-5.3%0.000%
1/29/2025Allspring Global Investments Holdings LLC331,710$2.75M0.0%-53.4%0.000%
1/28/2025 Stephens Inc. AR17,259$143K0.0%-48.4%0.000%
1/28/2025 Mezzasalma Advisors LLC43,833$363K0.1%N/A0.000%
1/27/2025 Choreo LLC21,521$178K0.0%-54.1%0.000%
1/27/2025 Stratos Wealth Partners LTD.113,500$940K0.0%+2.6%0.000%
1/27/2025 Silverlake Wealth Management LLC14,072$117K0.0%-25.9%0.000%
1/24/2025 Calamos Advisors LLC41,066$340K0.0%-10.7%0.000%
1/24/2025 Cook Wealth LLC521,586$4.59M2.1%-19.5%0.000%
1/24/2025 DAVENPORT & Co LLC35,291$292K0.0%-4.9%0.000%
1/24/2025 Western Financial Corp CA15,111$125K0.1%N/A0.000%
1/23/2025 Saxony Capital Management LLC44,309$367K0.3%-3.9%0.000%
1/22/2025 Aurora Private Wealth Inc.19,130$158K0.1%-8.7%0.000%
1/22/2025 Kingswood Wealth Advisors LLC117,791$975K0.1%-4.6%0.000%
1/17/2025 Janney Montgomery Scott LLC264,337$2.19M0.0%+57.3%0.000%
1/17/2025 Dakota Wealth Management34,007$282K0.0%+5.4%0.000%
1/16/2025 Cove Private Wealth LLC45,237$375K0.2%N/A0.000%
1/15/2025 Hennion & Walsh Asset Management Inc.233,094$1.93M0.1%+61.8%0.000%
1/14/2025 Park Avenue Securities LLC26,070$216K0.0%+79.9%0.000%
1/14/2025 David J Yvars Group91,696$760K0.5%-19.1%0.000%
1/13/2025 Claro Advisors LLC30,662$254K0.0%-51.8%0.000%
1/8/2025 International Assets Investment Management LLC36,818$305K0.0%-89.2%0.000%
12/26/2024JPMorgan Chase & Co.5,539$48K0.0%+1,203.3%0.000%
12/13/2024B. Riley Wealth Advisors Inc.11,042$95K0.0%-59.8%0.000%
11/25/2024Sanctuary Advisors LLC118,936$1.05M0.0%-5.7%0.000%
11/18/2024Arete Wealth Advisors LLC11,303$98K0.0%N/A0.000%
11/18/2024Sunbelt Securities Inc.21,134$183K0.0%+7.3%0.000%
11/15/2024EP Wealth Advisors LLC25,174$218K0.0%-14.2%0.000%
11/15/2024Kovitz Investment Group Partners LLC327,320$2.77M0.0%N/A0.000%
11/15/2024Stifel Financial Corp996,966$8.62M0.0%+2.3%0.000%
11/15/2024Polar Asset Management Partners Inc.130,000$1.12M0.0%N/A0.000%
11/15/2024IHT Wealth Management LLC192,909$1.67M0.0%+55.8%0.000%
11/15/2024Integrated Wealth Concepts LLC33,970$294K0.0%-9.6%0.000%
11/15/2024HighTower Advisors LLC37,402$323K0.0%+25.7%0.000%
11/14/2024Captrust Financial Advisors29,245$253K0.0%-38.4%0.000%
11/14/2024Icon Wealth Advisors LLC13,645$118K0.0%N/A0.000%
11/14/2024Rockefeller Capital Management L.P.88,503$766K0.0%-2.2%0.000%
11/13/2024Brown Brothers Harriman & Co.5,000$43K0.0%N/A0.000%
11/12/2024MGB Wealth Management LLC47,869$414K0.2%-7.1%0.000%
11/9/2024Landscape Capital Management L.L.C.227,117$1.97M0.2%-62.0%0.000%
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11/8/2024Cornerstone Advisors LLC404,507$3.50M0.1%-72.4%0.000%
11/8/2024Advisors Asset Management Inc.1,083,026$9.37M0.2%+4.0%0.000%
11/7/2024Thrivent Financial for Lutherans39,315$340K0.0%-22.9%0.000%
11/7/2024 Claro Advisors LLC63,636$550K0.1%-54.0%0.000%
11/6/2024Oak Harbor Wealth Partners LLC23,639$204K0.1%-7.1%0.000%
11/4/2024Laffer Tengler Investments Inc.68,156$590K0.1%N/A0.000%
11/4/2024Wolverine Asset Management LLC153,615$1.33M0.0%-74.1%0.000%
11/4/2024Ashton Thomas Securities LLC74,876$648K0.1%+7.2%0.000%
11/4/2024Tyler Stone Wealth Management63,474$549K0.1%+93.9%0.000%
11/2/2024 XML Financial LLC20,571$178K0.0%+30.7%0.000%
11/1/2024Heritage Wealth Management Inc.18,000$156K0.1%N/A0.000%
10/31/2024Shaker Financial Services LLC221,193$1.91M0.7%-50.5%0.000%
10/31/2024 David J Yvars Group113,282$980K0.6%-1.3%0.000%
10/29/2024 Janney Montgomery Scott LLC168,005$1.45M0.0%-5.1%0.000%
10/29/2024 Conning Inc.33,255$288K0.0%-19.2%0.000%
10/29/2024Farther Finance Advisors LLC61,452$532K0.0%N/A0.000%
10/28/2024 Stephens Inc. AR33,428$289K0.0%-16.6%0.000%
10/24/2024Investment Partners Asset Management Inc.50,911$440K0.4%-8.5%0.000%
10/24/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors42,961$372K0.1%+13.6%0.000%
10/24/2024 Wealth Enhancement Advisory Services LLC144,196$1.25M0.0%-5.4%0.000%
10/23/2024 Dakota Wealth Management32,267$279K0.0%+78.1%0.000%
10/23/2024 Hennion & Walsh Asset Management Inc.144,099$1.25M0.1%+11.9%0.000%
10/22/2024 International Assets Investment Management LLC341,764$29.56M0.0%+792.7%0.000%
10/22/2024Private Advisor Group LLC45,903$397K0.0%-29.6%0.000%
10/21/2024Venture Visionary Partners LLC36,830$319K0.0%+9.0%0.000%
10/19/2024Allspring Global Investments Holdings LLC711,096$6.15M0.0%+138.1%0.000%
10/18/2024Raymond James & Associates2,082,445$18.01M0.0%+2.1%0.000%
10/17/2024 Claro Advisors LLC79,206$685K0.1%-42.7%0.000%
10/16/2024 SeaCrest Wealth Management LLC21,086$182K0.0%-25.8%0.000%
10/15/2024 NBC Securities Inc.87,086$753K0.1%-4.8%0.000%
10/11/2024Creative Planning32,547$282K0.0%-75.2%0.000%
10/9/2024 Iowa State Bank16,946$147K0.0%-9.2%0.000%
10/8/2024 Saxon Interests Inc.39,144$339K0.2%-45.3%0.000%
10/8/2024 Gill Capital Partners LLC15,383$133K0.0%-12.0%0.000%
10/3/2024 Park Avenue Securities LLC14,495$125K0.0%-13.3%0.000%
9/5/2024Sanctuary Advisors LLC126,157$1.01M0.0%N/A0.000%
8/22/2024Cetera Investment Advisers207,496$1.70M0.0%-4.1%0.000%
8/19/2024B. Riley Wealth Advisors Inc.27,494$225K0.0%-11.7%0.000%
8/16/2024Sunbelt Securities Inc.19,694$161K0.0%-60.9%0.000%
8/16/2024Northwestern Mutual Wealth Management Co.40,471$331K0.0%+20.0%0.000%
8/16/2024Creative Planning131,265$1.07M0.0%+28.5%0.000%
8/15/2024Logan Stone Capital LLC42,172$345K0.1%N/A0.000%
8/15/2024 Daymark Wealth Partners LLC11,600$95K0.0%-34.1%0.000%
8/15/2024 Prairie Wealth Advisors Inc.16,800$137K0.1%+14.7%0.000%
8/15/2024ELCO Management Co. LLC39,588$323K0.2%-12.4%0.000%
8/12/2024Concorde Asset Management LLC29,100$238K0.1%N/A0.000%
8/8/2024 Stolper Co62,260$509K0.2%+2.3%0.000%
8/8/2024Prevail Innovative Wealth Advisors LLC180,477$1.47M0.5%+67.1%0.000%
8/7/2024MGO One Seven LLC171,286$1.40M0.1%-5.5%0.000%
8/7/2024 Choreo LLC46,861$382K0.0%+220.0%0.000%
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8/6/2024Stonebrook Private Inc.12,422$101K0.0%-65.9%0.000%
8/3/20249258 Wealth Management LLC114,376$934K0.1%-3.7%0.000%
8/3/2024Shaker Financial Services LLC446,818$3.65M1.5%+101.1%0.000%
8/3/2024Kapstone Financial Advisors LLC10,911$89K0.1%N/A0.000%
8/2/2024Wolverine Asset Management LLC594,224$4.86M0.1%+7.8%0.000%
8/1/2024Waterfront Wealth Inc.553,566$4.52M1.2%+2.9%0.000%
8/1/2024 Claro Advisors LLC138,212$1.13M0.2%-1.0%0.000%
7/31/2024 Cook Wealth LLC961,427$7.93M4.3%-7.6%0.000%
7/31/2024Commonwealth Equity Services LLC561,161$4.59M0.0%-7.1%0.000%
7/30/2024 International Assets Investment Management LLC38,284$313K0.0%+70.0%0.000%
(Data available from 1/1/2016 forward)

BDJ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BDJ shares?

During the previous two years, 184 institutional investors and hedge funds held shares of BlackRock Enhanced Equity Dividend Trust. The most heavily invested institutionals were Carl Stuart Investment Advisor Inc. ($335.06M), Wells Fargo & Company MN ($24.60M), Invesco Ltd. ($18.16M), Raymond James & Associates ($18.01M), Raymond James Financial Services Advisors Inc. ($13.02M), Guggenheim Capital LLC ($12.52M), and Cook Wealth Management Group LLC ($9.99M).Learn more on BDJ's institutional investors.

Which institutional investors have been buying BlackRock Enhanced Equity Dividend Trust stock?

Of the 137 institutional investors that purchased BlackRock Enhanced Equity Dividend Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cornerstone Advisors LLC ($1.46M), Shaker Financial Services LLC ($1.09M), Raymond James Financial Services Advisors Inc. ($817.69K), Wolverine Asset Management LLC ($778.77K), Allspring Global Investments Holdings LLC ($747.10K), Wells Fargo & Company MN ($678.23K), and Invesco Ltd. ($623.22K).

How much institutional buying is happening at BlackRock Enhanced Equity Dividend Trust?

Institutional investors have bought a total of 13,941,122 shares in the last 24 months. This purchase volume represents approximately $113.66M in transactions.

Which BlackRock Enhanced Equity Dividend Trust major shareholders have been selling company stock?

Of the 100 institutional investors that sold BlackRock Enhanced Equity Dividend Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cook Wealth Management Group LLC ($2.67M), Raymond James Financial Services Advisors Inc. ($2.12M), Cornerstone Advisors LLC ($1.06M), Shaker Financial Services LLC ($618.86K), Integrated Wealth Concepts LLC ($445.53K), Wolverine Asset Management LLC ($440.61K), and Allspring Global Investments Holdings LLC ($415.39K).

How much institutional selling is happening at BlackRock Enhanced Equity Dividend Trust?

Institutional investors have sold a total of 11,094,962 shares in the last 24 months. This volume of shares sold represents approximately $90.42M in transactions.



This page (NYSE:BDJ) was last updated on 1/30/2025 by MarketBeat.com Staff
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