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 | 05/14/2026 | 4.15 M | $35.78 M | 0.40% | 2.35% |
| MORGAN STANLEY | 05/15/2026 | 3.38 M | $29.10 M | -1.27% | 1.91% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 2.51 M | $21.61 M | -6.03% | 1.42% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 2.33 M | $20.10 M | 1.49% | 1.32% |
| INVESCO LTD. | 05/12/2026 | 1.87 M | $16.10 M | -14.97% | 1.06% |
| LPL FINANCIAL LLC | 05/06/2026 | 1.75 M | $15.09 M | -6.17% | 0.99% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 1.15 M | $9.89 M | 1.39% | 0.65% |
| ROYAL BANK OF CANADA | 05/15/2026 | 873.56 K | $7.53 M | 2.17% | 0.49% |
| WATERFRONT WEALTH INC. | 04/30/2026 | 837.66 K | $7.22 M | 7.61% | 0.47% |
| UBS GROUP AG | 05/05/2026 | 734.21 K | $6.33 M | 4.85% | 0.41% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 631.00 K | $5.44 M | -0.82% | 0.36% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 572.92 K | $4.94 M | 0.08% | 0.32% |
| BOOTHE INVESTMENT GROUP, INC. | 05/20/2026 | 558.08 K | $4.81 M | 5.70% | 0.32% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 510.29 K | $4.40 M | -0.13% | 0.29% |
| CERITY PARTNERS LLC | 05/15/2026 | 424.13 K | $3.66 M | -2.19% | 0.24% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 403.82 K | $3.48 M | 48.55% | 0.23% |
| SOL CAPITAL MANAGEMENT CO | 04/24/2026 | 381.27 K | $3.17 M | 100.00% | 0.22% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 295.88 K | $2.55 M | -50.75% | 0.17% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 276.22 K | $2.38 M | 2.57% | 0.16% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 258.67 K | $2.23 M | -10.57% | 0.15% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 250.78 K | $2.16 M | -1.06% | 0.14% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 233.83 K | $2.02 M | -4.24% | 0.13% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 210.54 K | $1.81 M | 116.86% | 0.12% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 185.68 K | $1.60 M | 7.65% | 0.10% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 167.42 K | $1.44 M | -71.77% | 0.09% |
| CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 05/05/2026 | 144.51 K | $1.25 M | 100.00% | 0.08% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 144.50 K | $1.25 M | 100.00% | 0.08% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 131.32 K | $1.13 M | 2.19% | 0.07% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 131.07 K | $1.13 M | 29.15% | 0.07% |
| SHULMAN DEMEO ASSET MANAGEMENT LLC | 04/09/2026 | 129.58 K | $1.12 M | -4.28% | 0.07% |
| WAVERLY ADVISORS, LLC | 05/15/2026 | 129.02 K | $1.11 M | 19.23% | 0.07% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 119.34 K | $1.03 M | -1.34% | 0.07% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 116.18 K | $1.00 M | 101.98% | 0.07% |
| IHT WEALTH MANAGEMENT, LLC | 05/15/2026 | 114.70 K | $988.75 K | -4.22% | 0.06% |
| CENTURION WEALTH MANAGEMENT LLC | 04/13/2026 | 113.36 K | $977.16 K | 0.09% | 0.06% |
| KINGSWOOD WEALTH ADVISORS, LLC | 04/28/2026 | 112.83 K | $972.63 K | 1.74% | 0.06% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 100.20 K | $863.75 K | 2.65% | 0.06% |
| WEALTHTRUST AXIOM LLC | 05/11/2026 | 97.21 K | $837.91 K | 0.00% | 0.05% |
| DAVID J YVARS GROUP | 04/08/2026 | 96.56 K | $826.05 K | 0.88% | 0.05% |
| 04/17/2026 | 92.48 K | $797.21 K | 1.98% | 0.05% | |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 86.58 K | $757.54 K | 0.00% | 0.05% |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 83.45 K | $719.31 K | 0.00% | 0.05% |
| PARK AVENUE SECURITIES LLC | 04/07/2026 | 80.96 K | $698.00 K | 2.33% | 0.05% |
| KOVACK ADVISORS, INC. | 05/13/2026 | 72.98 K | $630.41 K | 1.50% | 0.04% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 72.08 K | $632.10 K | -26.41% | 0.04% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 68.50 K | $590.46 K | 49.89% | 0.04% |
| MERCER GLOBAL ADVISORS INC /ADV | 05/15/2026 | 67.75 K | $584.02 K | -36.45% | 0.04% |
| OMC FINANCIAL SERVICES LTD | 04/30/2026 | 66.58 K | $573.92 K | 0.00% | 0.04% |
| REGIONS FINANCIAL CORP | 05/05/2026 | 65.00 K | $560.30 K | 0.00% | 0.04% |
| CALAMOS ADVISORS LLC | 05/04/2026 | 64.73 K | $557.93 K | -42.04% | 0.04% |
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BlackRock Enhanced Equity Dividend Trust institutional Ownership - FAQ's
During the previous two years, 308 institutional investors and hedge funds held shares of BlackRock Enhanced Equity Dividend Trust. The most heavily invested institutionals were:
RAYMOND JAMES FINANCIAL INC: 4.15 M
MORGAN STANLEY: 3.38 M
WELLS FARGO & COMPANY/MN: 2.51 M
GUGGENHEIM CAPITAL LLC: 2.33 M
Invesco Ltd.: 1.87 M
LPL Financial LLC: 1.75 M
17.44% of BlackRock Enhanced Equity Dividend Trust stock is owned by institutional investors.
Institutional investors have bought a total of 44.75 M shares in the last 24 months. This purchase volume represents approximately $409.06 M in transactions.