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BlackRock Enhanced Equity Dividend Trust (BDJ) Institutional Ownership

BlackRock Enhanced Equity Dividend Trust logo
$8.82 +0.13 (+1.50%)
(As of 02:35 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
85
Total
Institutional Inflows
(last 12 months)
$50.84M
Number of
Institutional Sellers
(last 12 months)
69
Total
Institutional Outflows
(last 12 months)
$44.99M
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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
11/18/2024 Arete Wealth Advisors LLC11,303$98K0.0%N/A0.000%
11/18/2024 Sunbelt Securities Inc.21,134$183K0.0%+7.3%0.000%
11/15/2024 EP Wealth Advisors LLC25,174$218K0.0%-14.2%0.000%
11/15/2024 Kovitz Investment Group Partners LLC327,320$2.77M0.0%N/A0.000%
11/15/2024 Stifel Financial Corp996,966$8.62M0.0%+2.3%0.000%
11/15/2024 Polar Asset Management Partners Inc.130,000$1.12M0.0%N/A0.000%
11/15/2024 IHT Wealth Management LLC192,909$1.67M0.0%+55.8%0.000%
11/15/2024 Integrated Wealth Concepts LLC33,970$294K0.0%-9.6%0.000%
11/15/2024 HighTower Advisors LLC37,402$323K0.0%+25.7%0.000%
11/14/2024 Captrust Financial Advisors29,245$253K0.0%-38.4%0.000%
11/14/2024 Icon Wealth Advisors LLC13,645$118K0.0%N/A0.000%
11/14/2024 Rockefeller Capital Management L.P.88,503$766K0.0%-2.2%0.000%
11/13/2024 Brown Brothers Harriman & Co.5,000$43K0.0%N/A0.000%
11/12/2024 MGB Wealth Management LLC47,869$414K0.2%-7.1%0.000%
11/9/2024 Landscape Capital Management L.L.C.227,117$1.97M0.2%-62.0%0.000%
11/8/2024 Cornerstone Advisors LLC404,507$3.50M0.1%-72.4%0.000%
11/8/2024 Advisors Asset Management Inc.1,083,026$9.37M0.2%+4.0%0.000%
11/7/2024 Thrivent Financial for Lutherans39,315$340K0.0%-22.9%0.000%
11/7/2024 Claro Advisors LLC63,636$550K0.1%-54.0%0.000%
11/6/2024 Oak Harbor Wealth Partners LLC23,639$204K0.1%-7.1%0.000%
11/4/2024 Laffer Tengler Investments Inc.68,156$590K0.1%N/A0.000%
11/4/2024 Wolverine Asset Management LLC153,615$1.33M0.0%-74.1%0.000%
11/4/2024 Ashton Thomas Securities LLC74,876$648K0.1%+7.2%0.000%
11/4/2024 Tyler Stone Wealth Management63,474$549K0.1%+93.9%0.000%
11/2/2024 XML Financial LLC20,571$178K0.0%+30.7%0.000%
11/1/2024 Heritage Wealth Management Inc.18,000$156K0.1%N/A0.000%
10/31/2024 Shaker 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%
10/29/2024 Farther Finance Advisors LLC61,452$532K0.0%N/A0.000%
10/28/2024 Stephens Inc. AR33,428$289K0.0%-16.6%0.000%
10/24/2024 Investment Partners Asset Management Inc.50,911$440K0.4%-8.5%0.000%
10/24/2024 Bay 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%
10/22/2024 Private Advisor Group LLC45,903$397K0.0%-29.6%0.000%
10/21/2024 Venture Visionary Partners LLC36,830$319K0.0%+9.0%0.000%
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10/19/2024 Allspring 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%
10/11/2024 Creative 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%
8/22/2024 Cetera 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%
8/16/2024 Sunbelt Securities Inc.19,694$161K0.0%-60.9%0.000%
8/16/2024 Northwestern Mutual Wealth Management Co.40,471$331K0.0%+20.0%0.000%
8/16/2024 Creative Planning131,265$1.07M0.0%+28.5%0.000%
8/15/2024 Logan 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%
8/15/2024 ELCO Management Co. LLC39,588$323K0.2%-12.4%0.000%
8/12/2024 Concorde Asset Management LLC29,100$238K0.1%N/A0.000%
8/8/2024 Stolper Co62,260$509K0.2%+2.3%0.000%
8/8/2024 Prevail Innovative Wealth Advisors LLC180,477$1.47M0.5%+67.1%0.000%
8/7/2024 MGO One Seven LLC171,286$1.40M0.1%-5.5%0.000%
8/7/2024 Choreo LLC46,861$382K0.0%+220.0%0.000%
8/6/2024 Stonebrook Private Inc.12,422$101K0.0%-65.9%0.000%
8/3/2024 9258 Wealth Management LLC114,376$934K0.1%-3.7%0.000%
8/3/2024 Shaker Financial Services LLC446,818$3.65M1.5%+101.1%0.000%
8/3/2024 Kapstone Financial Advisors LLC10,911$89K0.1%N/A0.000%
8/2/2024 Wolverine Asset Management LLC594,224$4.86M0.1%+7.8%0.000%
8/1/2024 Waterfront 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%
7/29/2024 Nations Financial Group Inc. IA ADV24,552$201K0.0%-10.9%0.000%
7/26/2024 Saxony Capital Management LLC46,473$380K0.4%+29.3%0.000%
7/26/2024 Allspring Global Investments Holdings LLC298,597$2.44M0.0%+28.4%0.000%
7/25/2024 First Heartland Consultants Inc.10,488$86K0.0%N/A0.000%
7/25/2024 Calamos Advisors LLC52,054$425K0.0%+100.8%0.000%
7/23/2024 Boothe Investment Group Inc.500,898$4.09M1.9%+5.8%0.000%
7/22/2024 Atria Wealth Solutions Inc.98,672$806K0.0%-7.7%0.000%
7/22/2024 Masso Torrence Wealth Management Inc.20,413$167K0.1%N/A0.000%
7/22/2024 Wealthspan Partners LLC32,787$268K0.1%-7.4%0.000%
7/20/2024 Hennion & Walsh Asset Management Inc.128,789$1.05M0.1%+9.8%0.000%
7/19/2024Raymond James & Associates2,038,679$16.66M0.0%-3.2%0.000%
7/18/2024 Saxon Interests Inc.71,537$584K0.3%-19.3%0.000%
7/17/2024 180 Wealth Advisors LLC12,469$103K0.0%-9.0%0.000%
7/16/2024 Wealth Enhancement Advisory Services LLC152,375$1.25M0.0%-5.8%0.000%
7/13/2024 Quad Cities Investment Group LLC11,178$91K0.1%-11.7%0.000%
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7/10/2024 CWM LLC8,333$68K0.0%+32.9%0.000%
7/9/2024 Kingswood Wealth Advisors LLC114,342$934K0.1%N/A0.000%
7/9/2024 Investment Partners Asset Management Inc.55,656$455K0.4%-7.8%0.000%
6/11/2024 OMC Financial Services LTD69,680$575K0.3%N/A0.000%
5/24/2024Cetera Advisors LLC22,673$187K0.0%+26.9%0.000%
5/24/2024 Cetera Investment Advisers216,416$1.79M0.0%+1,193.8%0.000%
5/20/2024Virtu Financial LLC17,879$147K0.0%N/A0.000%
5/17/2024 Comerica Bank49,253$406K0.0%+5.7%0.000%
5/15/2024 Stonebridge Capital Advisors LLC19,074$157K0.0%-20.5%0.000%
5/14/2024 Advisors Asset Management Inc.884,626$7.30M0.1%+25.6%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), International Assets Investment Management LLC ($29.56M), Wells Fargo & Company MN ($24.60M), Invesco Ltd. ($18.16M), Raymond James & Associates ($18.01M), Raymond James Financial Services Advisors Inc. ($13.02M), and Guggenheim Capital LLC ($12.52M).Learn more on BDJ's institutional investors.

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

Of the 138 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 13,797,014 shares in the last 24 months. This purchase volume represents approximately $112.59M in transactions.

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

Of the 98 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 Landscape Capital Management L.L.C. ($370.39K).

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

Institutional investors have sold a total of 10,221,413 shares in the last 24 months. This volume of shares sold represents approximately $83.23M in transactions.



This page (NYSE:BDJ) was last updated on 11/21/2024 by MarketBeat.com Staff
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