BlackRock Enhanced Equity Dividend Trust (BDJ) Institutional Ownership

$8.02
+0.04 (+0.50%)
(As of 04/26/2024 08:52 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
82
Total
Institutional Inflows
(last 12 months)
$62.14M
Number of
Institutional Sellers
(last 12 months)
65
Total
Institutional Outflows
(last 12 months)
$53.67M
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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
4/24/2024 Spire Wealth Management159,670$1.32M0.1%-0.8%0.000%
4/23/2024 Raymond James Financial Services Advisors Inc.1,578,309$13.02M0.0%-28.9%0.000%
4/22/2024 Raymond James & Associates2,106,991$17.38M0.0%-3.5%0.000%
4/19/2024 Kovack Advisors Inc.17,428$144K0.0%+7.9%0.000%
4/18/2024 Allspring Global Investments Holdings LLC232,545$1.92M0.0%-13.4%0.000%
4/18/2024 Claro Advisors LLC139,611$1.15M0.2%-2.8%0.000%
4/17/2024 Hennion & Walsh Asset Management Inc.117,343$968K0.1%+35.3%0.000%
4/16/2024 Shulman DeMeo Asset Management LLC144,659$1.19M0.3%-1.0%0.000%
4/16/2024 Wealth Enhancement Advisory Services LLC161,765$1.34M0.0%-6.8%0.000%
4/15/2024 Investment Partners Asset Management Inc.60,371$498K0.4%-3.3%0.000%
4/15/2024 Sunbelt Securities Inc.50,316$415K0.0%-32.6%0.000%
4/12/2024 Allen Mooney & Barnes Investment Advisors LLC27,989$227K0.0%-39.7%0.000%
4/11/2024 International Assets Investment Management LLC22,515$185K0.0%+10.4%0.000%
4/10/2024 Park Avenue Securities LLC10,793$89K0.0%N/A0.000%
4/9/2024 Stolper Co60,862$502K0.2%+3.7%0.000%
4/5/2024 NBC Securities Inc.95,722$789K0.1%-3.5%0.000%
3/22/2024PNC Financial Services Group Inc.19,747$152K0.0%-9.8%0.000%
3/1/2024Creekmur Asset Management LLC4,431$34K0.0%N/A0.000%
2/15/2024Flow State Investments L.P.77,816$598K0.2%-31.2%0.000%
2/14/2024NCM Capital Management LLC10,111$78K0.0%N/A0.000%
2/13/2024Karpus Management Inc.36,645$282K0.0%N/A0.000%
2/12/2024Focus Financial Network Inc. ADV11,295$87K0.0%N/A0.000%
2/12/2024Stifel Financial Corp951,754$7.32M0.0%+7.7%0.000%
2/12/2024Steward Partners Investment Advisory LLC255,309$1.96M0.0%-2.2%0.000%
2/9/2024 Nations Financial Group Inc. IA ADV27,552$212K0.0%+8.7%0.000%
2/9/2024Advisory Services Network LLC76,021$585K0.0%+3.2%0.000%
2/9/2024D.A. Davidson & CO.45,820$352K0.0%-5.8%0.000%
2/9/2024Wells Fargo & Company MN3,199,012$24.60M0.0%+26.9%0.000%
2/9/2024Cornerstone Advisors LLC1,189,889$9.15M0.4%+122.8%0.000%
2/9/2024UBS Group AG1,185,447$9.12M0.0%-6.6%0.000%
2/8/2024Sheaff Brock Investment Advisors LLC18,788$144K0.0%-33.6%0.000%
2/8/2024 Brown Advisory Inc.38,614$297K0.0%+85.0%0.000%
2/8/2024Level Four Advisory Services LLC42,808$329K0.0%+21.0%0.000%
2/8/2024Financial Advocates Investment Management84,761$652K0.0%+17.3%0.000%
2/8/2024Janney Montgomery Scott LLC222,791$1.71M0.0%-32.3%0.000%
2/7/2024 NBC Securities Inc.99,174$762K0.1%+11.4%0.000%
2/7/2024Shaker Financial Services LLC467,273$3.59M1.5%-45.7%0.000%
2/7/2024Principal Securities Inc.28,568$220K0.0%N/A0.000%
2/6/2024Private Advisor Group LLC65,225$502K0.0%-15.0%0.000%
2/6/2024 Spire Wealth Management160,917$1.24M0.0%+6.8%0.000%
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2/6/20249258 Wealth Management LLC118,681$913K0.2%-2.4%0.000%
2/5/2024Oder Investment Management LLC29,498$227K0.2%+5.1%0.000%
2/5/2024WealthTrust Axiom LLC109,647$843K0.3%-1.2%0.000%
2/5/2024Kestra Private Wealth Services LLC10,223$79K0.0%-44.3%0.000%
2/5/2024Choreo LLC17,643$136K0.0%N/A0.000%
2/5/2024 Eagle Wealth Strategies LLC15,090$116K0.1%N/A0.000%
2/5/2024Stonebrook Private Inc.38,848$299K0.1%N/A0.000%
2/2/2024Truist Financial Corp18,475$142K0.0%-16.6%0.000%
2/2/2024Atria Wealth Solutions Inc.130,584$1.00M0.0%-44.8%0.000%
2/1/2024Wolverine Asset Management LLC735,748$5.66M0.0%+7.2%0.000%
2/1/2024Corrado Advisors LLC39,405$303K0.2%-12.4%0.000%
2/1/2024 Capital Investment Advisory Services LLC14,255$110K0.0%-45.5%0.000%
1/31/2024Institute for Wealth Management LLC.12,988$100K0.0%-38.8%0.000%
1/31/2024Sterling Financial Planning Inc.13,831$106K0.0%N/A0.000%
1/31/2024Waterfront Wealth Inc.245,904$1.89M0.6%+0.9%0.000%
1/30/2024Scissortail Wealth Management LLC18,000$141K0.0%N/A0.000%
1/30/2024SFI Advisors LLC30,120$232K0.2%N/A0.000%
1/30/2024CTC Alternative Strategies Ltd.18,132$139K0.3%N/A0.000%
1/30/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors36,368$280K0.1%-7.8%0.000%
1/30/2024 Conning Inc.39,784$306K0.0%+3.7%0.000%
1/29/2024Boothe Investment Group Inc.432,474$3.33M1.5%+2.0%0.000%
1/29/2024Saxony Capital Management LLC35,948$276K0.4%N/A0.000%
1/29/2024Koshinski Asset Management Inc.12,000$92K0.0%N/A0.000%
1/29/2024Cook Wealth Management Group LLC1,281,260$9.99M6.3%-32.1%0.000%
1/29/2024Perigon Wealth Management LLC12,037$93K0.0%-17.2%0.000%
1/26/2024 Krilogy Financial LLC85,735$659K0.1%-3.4%0.000%
1/25/2024 Allspring Global Investments Holdings LLC268,545$2.07M0.0%N/A0.000%
1/25/2024 Investment Partners Asset Management Inc.62,417$480K0.5%N/A0.000%
1/24/2024 Stratos Wealth Advisors LLC688,848$5.30M0.3%-3.4%0.000%
1/24/2024 Stratos Investment Management LLC31,916$245K0.0%N/A0.000%
1/24/2024Venture Visionary Partners LLC26,902$207K0.0%-25.0%0.000%
1/24/2024 International Assets Investment Management LLC156,847$1.21M0.0%+776.1%0.000%
1/22/2024 Allen Mooney & Barnes Investment Advisors LLC46,381$357K0.1%+279.9%0.000%
1/22/2024 Claro Advisors LLC143,594$1.10M0.2%+814.6%0.000%
1/18/2024 Saxon Interests Inc.88,646$682K0.3%N/A0.000%
1/16/2024 Raymond James Financial Services Advisors Inc.2,219,005$17.06M0.0%-8.3%0.000%
1/16/2024 Raymond James & Associates2,182,631$16.78M0.0%+3.6%0.000%
1/10/2024 David J Yvars Group113,114$875K0.7%-42.3%0.000%
1/9/2024 Daymark Wealth Partners LLC17,600$135K0.0%-33.8%0.000%
11/24/2023EP Wealth Advisors LLC29,331$223K0.0%N/A0.000%
11/21/2023 Allen Mooney & Barnes Investment Advisors LLC12,210$93K0.0%N/A0.000%
11/15/2023Stonebridge Capital Advisors LLC18,284$139K0.0%+204.7%0.000%
11/15/2023ELCO Management Co. LLC46,724$356K0.3%-4.1%0.000%
11/15/2023Advisors Asset Management Inc.741,069$5.64M0.1%+43.1%0.000%
11/15/2023SRS Capital Advisors Inc.23,155$176K0.0%N/A0.000%
11/14/2023Waverly Advisors LLC13,298$101K0.0%-30.6%0.000%
11/14/2023AQR Arbitrage LLC468,286$3.56M0.2%N/A0.000%
11/13/2023Bay Colony Advisory Group Inc d b a Bay Colony Advisors39,433$300K0.1%-4.2%0.000%
11/13/2023Stifel Financial Corp883,683$6.73M0.0%+8.1%0.000%
11/13/2023LPL Financial LLC1,300,156$9.89M0.0%+3.1%0.000%
Conflict In Israel Sends Gold Soaring ???? Here’s How To Get Your Share (Ad)

The latest flare-up between Israel and Palestinian militants has sent gold prices surging. Why? Because savvy investors know the endgame of the elites at play… Geopolitical crises breed uncertainty — and gold thrives on uncertainty.

See why the elites are pouring billions into gold.
11/13/2023Invesco Ltd.2,385,847$18.16M0.0%+35.4%0.000%
11/13/2023Wolverine Asset Management LLC686,416$5.22M0.1%+379.9%0.000%
11/13/2023Kestra Advisory Services LLC74,439$566K0.0%-8.2%0.000%
11/13/2023PNC Financial Services Group Inc.21,887$167K0.0%+10.8%0.000%
11/9/2023Cornerstone Advisors LLC534,158$4.07M0.2%N/A0.000%
11/9/2023UBS Group AG1,269,811$9.66M0.0%+11.8%0.000%
11/8/20239258 Wealth Management LLC121,656$926K0.2%-1.2%0.000%
11/8/2023D.A. Davidson & CO.48,658$370K0.0%+19.3%0.000%
11/8/2023Janney Montgomery Scott LLC329,289$2.51M0.0%+5.1%0.000%
11/8/2023Atria Wealth Solutions Inc.236,660$1.80M0.0%+8.2%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, 170 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 ($17.38M), 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 129 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: Shaker Financial Services LLC ($1.52M), Raymond James Financial Services Advisors Inc. ($1.50M), Cornerstone Advisors LLC ($1.19M), UBS Group AG ($918.21K), Wolverine Asset Management LLC ($735.75K), 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 13,856,830 shares in the last 24 months. This purchase volume represents approximately $115.16M in transactions.

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

Of the 95 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), Integrated Wealth Concepts LLC ($441.92K), Shaker Financial Services LLC ($393.24K), Spire Wealth Management ($271.62K), IFP Advisors Inc ($170.93K), and Guggenheim Capital LLC ($165.52K).

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

Institutional investors have sold a total of 8,404,030 shares in the last 24 months. This volume of shares sold represents approximately $67.56M in transactions.


This page (NYSE:BDJ) was last updated on 4/29/2024 by MarketBeat.com Staff

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