BlackRock Enhanced Equity Dividend Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 4.47 M | $42.79 M | 7.72% | 2.53% |
| MORGAN STANLEY | 08/13/2026 | 3.38 M | $32.39 M | 0.26% | 1.91% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 2.37 M | $22.72 M | 1.79% | 1.34% |
| INVESCO LTD. | 08/14/2026 | 2.33 M | $22.31 M | 24.83% | 1.32% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 2.31 M | $22.13 M | -7.72% | 1.31% |
| LPL FINANCIAL LLC | 08/07/2026 | 1.91 M | $18.26 M | 8.96% | 1.08% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 1.11 M | $10.64 M | -3.16% | 0.63% |
| WATERFRONT WEALTH INC. | 07/30/2026 | 848.33 K | $8.20 M | 1.27% | 0.48% |
| ROYAL BANK OF CANADA | 08/14/2026 | 801.25 K | $7.67 M | -8.28% | 0.45% |
| UBS GROUP AG | 08/13/2026 | 646.12 K | $6.18 M | -12.00% | 0.37% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 618.64 K | $5.92 M | -1.96% | 0.35% |
| BOOTHE INVESTMENT GROUP, INC. | 07/14/2026 | 599.84 K | $5.74 M | 7.48% | 0.34% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 560.32 K | $5.36 M | -2.20% | 0.32% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 547.13 K | $5.24 M | 7.22% | 0.31% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 428.59 K | $4.10 M | 6.13% | 0.24% |
| CERITY PARTNERS LLC | 08/14/2026 | 346.20 K | $3.31 M | -18.37% | 0.20% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 276.05 K | $2.64 M | -0.06% | 0.16% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 249.49 K | $2.39 M | -3.55% | 0.14% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 249.14 K | $2.38 M | 6.55% | 0.14% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 238.94 K | $2.29 M | 13.49% | 0.14% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 218.00 K | $2.09 M | -13.07% | 0.12% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 185.68 K | $1.78 M | 0.00% | 0.10% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 156.67 K | $1.50 M | -6.42% | 0.09% |
| CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 07/23/2026 | 146.05 K | $1.40 M | 1.06% | 0.08% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 130.57 K | $1.25 M | -0.58% | 0.07% |
| SHULMAN DEMEO ASSET MANAGEMENT LLC | 07/08/2026 | 129.04 K | $1.23 M | -0.42% | 0.07% |
| WAVERLY ADVISORS, LLC | 08/14/2026 | 127.41 K | $1.22 M | -1.25% | 0.07% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 126.77 K | $1.21 M | -3.28% | 0.07% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 120.54 K | $1.15 M | 1.00% | 0.07% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 120.38 K | $1.15 M | -59.31% | 0.07% |
| IHT WEALTH MANAGEMENT, LLC | 08/14/2026 | 114.75 K | $1.10 M | 0.04% | 0.06% |
| KINGSWOOD WEALTH ADVISORS, LLC | 07/27/2026 | 111.62 K | $1.07 M | -1.08% | 0.06% |
| CENTURION WEALTH MANAGEMENT LLC | 07/09/2026 | 106.02 K | $1.01 M | -6.48% | 0.06% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 100.25 K | $959.36 K | 0.04% | 0.06% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 98.62 K | $943.80 K | 18.19% | 0.06% |
| DAVID J YVARS GROUP | 07/07/2026 | 97.41 K | $931.47 K | 0.88% | 0.06% |
| WEALTHTRUST AXIOM LLC | 08/11/2026 | 97.21 K | $930.26 K | 0.00% | 0.05% |
| PMG FAMILY OFFICE LLC | 07/16/2026 | 95.40 K | $912.93 K | 3.15% | 0.05% |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 08/07/2026 | 94.97 K | $908.86 K | 10.62% | 0.05% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 93.36 K | $893.45 K | -35.39% | 0.05% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 91.46 K | $875.29 K | -21.28% | 0.05% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 86.34 K | $825.11 K | -0.27% | 0.05% |
| KOVACK ADVISORS, INC. | 07/29/2026 | 84.03 K | $804.12 K | 15.13% | 0.05% |
| PARK AVENUE SECURITIES LLC | 07/20/2026 | 81.27 K | $778.00 K | 0.38% | 0.05% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 73.08 K | $706.64 K | 1.39% | 0.04% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 69.73 K | $667.31 K | 35.41% | 0.04% |
| CALAMOS ADVISORS LLC | 07/31/2026 | 69.35 K | $663.66 K | 7.14% | 0.04% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 69.31 K | $663.29 K | 1.18% | 0.04% |
| STOLPER CO | 07/14/2026 | 68.50 K | $656.00 K | 5.94% | 0.04% |
| OMC FINANCIAL SERVICES LTD | 08/06/2026 | 66.58 K | $637.17 K | 0.00% | 0.04% |
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BlackRock Enhanced Equity Dividend Trust institutional Ownership - FAQ's
During the previous two years, 317 institutional investors and hedge funds held shares of BlackRock Enhanced Equity Dividend Trust. The most heavily invested institutionals were:
RAYMOND JAMES FINANCIAL INC: 4.47 M
MORGAN STANLEY: 3.38 M
GUGGENHEIM CAPITAL LLC: 2.37 M
Invesco Ltd.: 2.33 M
WELLS FARGO & COMPANY/MN: 2.31 M
LPL Financial LLC: 1.91 M
17.59% of BlackRock Enhanced Equity Dividend Trust stock is owned by institutional investors.
Institutional investors have bought a total of 45.63 M shares in the last 24 months. This purchase volume represents approximately $417.05 M in transactions.