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 | 02/18/2026 | 4.13 M | $39.19 M | 2.21% | 2.34% |
| MORGAN STANLEY | 02/13/2026 | 3.42 M | $32.41 M | -1.93% | 1.93% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 2.67 M | $25.29 M | -0.93% | 1.51% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 2.30 M | $21.78 M | 11.39% | 1.30% |
| INVESCO LTD. | 02/19/2026 | 2.20 M | $20.82 M | -7.88% | 1.24% |
| LPL FINANCIAL LLC | 02/11/2026 | 1.87 M | $17.69 M | 3.03% | 1.05% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 1.13 M | $10.73 M | 1.81% | 0.64% |
| ROYAL BANK OF CANADA | 02/17/2026 | 855.04 K | $8.11 M | 2.38% | 0.48% |
| WATERFRONT WEALTH INC. | 01/27/2026 | 778.39 K | $7.39 M | -15.00% | 0.44% |
| UBS GROUP AG | 01/29/2026 | 700.24 K | $6.64 M | 9.88% | 0.40% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 636.22 K | $6.03 M | -0.76% | 0.36% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 600.75 K | $5.70 M | -18.04% | 0.34% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 592.98 K | $5.62 M | -3.26% | 0.34% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 572.45 K | $5.43 M | -2.96% | 0.32% |
| BOOTHE INVESTMENT GROUP, INC. | 02/03/2026 | 527.97 K | $5.01 M | 6.30% | 0.30% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 510.94 K | $4.84 M | 21.36% | 0.29% |
| CERITY PARTNERS LLC | 02/11/2026 | 433.62 K | $4.11 M | -0.83% | 0.25% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 289.23 K | $2.74 M | -2.94% | 0.16% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 271.84 K | $2.58 M | -1.64% | 0.15% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 269.29 K | $2.55 M | 0.83% | 0.15% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 253.47 K | $2.40 M | -22.87% | 0.14% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 244.19 K | $2.31 M | 7.19% | 0.14% |
| COLONY GROUP, LLC | 02/13/2026 | 175.35 K | $1.66 M | 100.00% | 0.10% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 172.48 K | $1.64 M | -2.25% | 0.10% |
| SHULMAN DEMEO ASSET MANAGEMENT LLC | 01/14/2026 | 135.38 K | $1.28 M | -0.13% | 0.08% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 128.51 K | $1.22 M | 49.94% | 0.07% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 120.96 K | $1.15 M | 0.68% | 0.07% |
| IHT WEALTH MANAGEMENT, LLC | 02/17/2026 | 119.76 K | $1.14 M | -5.41% | 0.07% |
| CENTURION WEALTH MANAGEMENT LLC | 01/14/2026 | 113.26 K | $1.07 M | -0.39% | 0.06% |
| CALAMOS ADVISORS LLC | 01/29/2026 | 111.68 K | $1.06 M | 32.14% | 0.06% |
| KINGSWOOD WEALTH ADVISORS, LLC | 01/28/2026 | 110.90 K | $1.05 M | -6.86% | 0.06% |
| WAVERLY ADVISORS, LLC | 02/17/2026 | 108.21 K | $1.03 M | -0.98% | 0.06% |
| MERCER GLOBAL ADVISORS INC /ADV | 02/18/2026 | 106.61 K | $1.01 M | 2.00% | 0.06% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 101.49 K | $962.07 K | 1.60% | 0.06% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 97.94 K | $932.40 K | -8.55% | 0.06% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 97.62 K | $925.40 K | 0.17% | 0.06% |
| WEALTHTRUST AXIOM LLC | 02/13/2026 | 97.21 K | $921.51 K | -1.30% | 0.05% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 97.08 K | $920.34 K | -73.65% | 0.05% |
| DAVID J YVARS GROUP | 01/12/2026 | 95.72 K | $904.47 K | 1.38% | 0.05% |
| 01/28/2026 | 90.69 K | $859.72 K | -27.20% | 0.05% | |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 86.58 K | $820.74 K | 33.60% | 0.05% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 83.45 K | $791.07 K | -1.23% | 0.05% |
| PARK AVENUE SECURITIES LLC | 01/05/2026 | 79.12 K | $750.00 K | 44.22% | 0.04% |
| EXCEL SECURITIES & ASSOCIATES, INC. | 02/02/2026 | 73.23 K | $694.18 K | -1.61% | 0.04% |
| KOVACK ADVISORS, INC. | 02/17/2026 | 71.90 K | $681.61 K | 100.00% | 0.04% |
| OMC FINANCIAL SERVICES LTD | 01/06/2026 | 66.58 K | $631.18 K | -0.60% | 0.04% |
| CONCORDE ASSET MANAGEMENT, LLC | 02/13/2026 | 66.11 K | $626.68 K | 14.16% | 0.04% |
| REGIONS FINANCIAL CORP | 01/27/2026 | 65.00 K | $616.20 K | 44.44% | 0.04% |
| STOLPER CO | 01/12/2026 | 64.70 K | $613.00 K | 1.51% | 0.04% |
| WEALTHSPIRE ADVISORS, LLC | 02/13/2026 | 63.90 K | $605.73 K | 22.74% | 0.04% |
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BlackRock Enhanced Equity Dividend Trust institutional Ownership - FAQ's
During the previous two years, 315 institutional investors and hedge funds held shares of BlackRock Enhanced Equity Dividend Trust. The most heavily invested institutionals were:
Waterfront Wealth Inc.: 837,658
UBS Group AG: 734,211
Janney Montgomery Scott LLC: 630,998
SOL Capital Management CO: 381,271
Allspring Global Investments Holdings, LLC: 185,675
COMMONWEALTH EQUITY SERVICES, LLC: 167,419
17.63% of BlackRock Enhanced Equity Dividend Trust stock is owned by institutional investors.
Institutional investors have bought a total of 45.99 M shares in the last 24 months. This purchase volume represents approximately $420.33 M in transactions.