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BlackRock Enhanced Equity Dividend Trust
BDJ

Overview Fund Activity

186 hedge funds and large institutions have $314M invested in BlackRock Enhanced Equity Dividend Trust in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 47 reducing their positions, and 23 closing their positions.

Holders
186
Holders Change
+1
Holders Change %
+0.54%
% of All Funds
3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
65
Reduced
47
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$30.4M
2
BIG
2
Boothe Investment Group
Delaware
$2.8M
3
UBS Group
3
UBS Group
Switzerland
$12M
4
CW
4
Cook Wealth
North Carolina
$35.6M
5
AWS
5
Atria Wealth Solutions
New York
$1.42M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$36.2M
2
SFS
2
Shaker Financial Services
Virginia
$0
3
WW
3
Waterfront Wealth
Kansas
$2.07M
4
Wells Fargo
4
Wells Fargo
California
$21.7M
5
BCM
5
Bluefin Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TSWM
76
Tyler-Stone Wealth Management
Ohio
$282K 31,311 +1,958 +7%
CIAS
77
Capital Investment Advisory Services
North Carolina
$270K 29,917 +6,137 +26%
OIM
78
Oder Investment Management
California
$262K 29,126 +102 +0.4%
Truist Financial
79
Truist Financial
North Carolina
$262K 29,110 +488 +2%
KeyBank National Association
80
KeyBank National Association
Ohio
$258K 28,600 – –
SWM
81
Spire Wealth Management
Virginia
$248K 27,554 +3,972 +17%
SRC
82
Shufro Rose & Co
New York
$246K 27,285 – –
SWM
83
SeaCrest Wealth Management
New York
$241K 26,790 +246 +0.9%
DWP
84
Daymark Wealth Partners
Ohio
$240K 26,600 +26,600 New
CG
85
CFO4Life Group
Texas
$234K 25,998 -735 -3%
C
86
CFO4Life
Texas
$234K 25,998 +25,998 New
SPC
87
Sigma Planning Corp
Michigan
$230K 25,507 +1,775 +7%
OHWP
88
Oak Harbor Wealth Partners
North Carolina
$229K 25,439 – –
Cetera Investment Advisers
89
Cetera Investment Advisers
Illinois
$227K 25,144 +10,805 +75%
NFG
90
Nations Financial Group
Iowa
$225K 24,944 +11,525 +86%
NA
91
NewEdge Advisors
Louisiana
$223K 33,486 -18,009 -35%
WFS
92
Widmann Financial Services
Maryland
$216K 23,968 – –
CCWM
93
Cassaday & Co Wealth Management
Virginia
$210K 23,333 +23,333 New
MC
94
Moors & Cabot
Massachusetts
$210K 23,278 -335 -1%
CA
95
Claro Advisors
Massachusetts
$200K 22,200 -130 -0.6%
IFWM
96
Institute for Wealth Management
Colorado
$196K 21,756 – –
KWM
97
Kaydan Wealth Management
Michigan
$195K 21,654 – –
CFA
98
Cahill Financial Advisors
Minnesota
$195K 21,594 -8,733 -29%
APW
99
Aurora Private Wealth
New Jersey
$191K 21,189 -1,199 -5%
MFG
100
Merit Financial Group
Georgia
$183K 20,365 -28,000 -58%
2 3
4
5 6