Vault-13

BLACKROCK ENHANCED EQUITY DI BDJ

COM · Closed-End Fund · CUSIP 09251A104

208 institutional holders -3 vs Q1 2025
32,890,15832.9m shares reported held*
$292.4mreported value*
22 new 78 added 54 reduced 24 sold out net bought ≈ $5.4m (+607.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($108.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $8.89.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 188Q4 22: 189Q1 23: 196Q2 23: 197Q3 23: 201Q4 23: 216Q1 24: 207Q2 24: 214Q3 24: 210Q4 24: 217Q1 25: 211Q2 25: 208208Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022188
Q4 2022189
Q1 2023196
Q2 2023197
Q3 2023201
Q4 2023216
Q1 2024207
Q2 2024214
Q3 2024210
Q4 2024217
Q1 2025211
Q2 2025208

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 23: 82 bought or addedQ3 23: 75 cut or sold outQ4 23: 81 bought or addedQ4 23: 90 cut or sold outQ4 23Q1 24: 89 bought or addedQ1 24: 85 cut or sold outQ2 24: 90 bought or addedQ2 24: 80 cut or sold outQ2 24Q3 24: 79 bought or addedQ3 24: 107 cut or sold outQ4 24: 79 bought or addedQ4 24: 99 cut or sold outQ4 24Q1 25: 91 bought or addedQ1 25: 81 cut or sold outQ2 25: 100 bought or addedQ2 25: 78 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20238275
Q4 20238190
Q1 20248985
Q2 20249080
Q3 202479107
Q4 20247999
Q1 20259181
Q2 202510078

Biggest buyers

ROYAL BANK OF CANADA Added +821,880+821.9k
Cerity Partners LLC New +388,646+388.6k
Shaker Financial Services, LLC Added +352,617+352.6k
RAYMOND JAMES FINANCIAL INC Added +338,684+338.7k
LPL Financial LLC Added +251,000+251.0k
Invesco Ltd. Added +122,923+122.9k
Rockefeller Capital Management L.P. Added +100,174+100.2k
BANK OF AMERICA CORP /DE/ Added +82,327+82.3k
TWO SIGMA INVESTMENTS, LP New +76,025+76.0k
&PARTNERS Added +56,829+56.8k

Biggest sellers

WELLS FARGO & COMPANY/MN Reduced -750,568-750.6k
Karpus Management, Inc. Reduced -485,251-485.3k
Cook Wealth, LLC Sold out -381,271-381.3k
AQR Arbitrage LLC Sold out -154,530-154.5k
Allspring Global Investments Holdings, LLC Reduced -119,638-119.6k
UBS Group AG Reduced -111,950-112.0k
CITADEL ADVISORS LLC Sold out -103,634-103.6k
MGO ONE SEVEN LLC Reduced -78,843-78.8k
Financial Advocates Investment Management Sold out -77,175-77.2k
Cambridge Investment Research Advisors, Inc. Reduced -52,524-52.5k

Insider purchases and sales in Q2 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q2 2025.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 3,980,7434.0m $35.4m $35.4m 0.01% Added +338.7k +338,684
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 3,418,2263.4m $30.4m $30.4m 0.00% Reduced -46.4k -46,437
3 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 2,549,2182.5m $22.7m $22.7m 0.00% Reduced -750.6k -750,568
4 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 2,312,7502.3m $20.6m $20.6m 0.00% Added +122.9k +122,923
5 GUGGENHEIM CAPITAL LLC 0.15% of their portfolio CHICAGO, IL 2,093,3232.1m $18.6m $18.6m 0.15% Added +49.1k +49,148
6 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,677,2901.7m $14.9m $14.9m 0.00% Added +821.9k +821,880
7 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 1,634,7791.6m $14.5m $14.5m 0.00% Added +251.0k +251,000
8 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 1,103,7711.1m $9.8m $9.8m 0.01% Reduced -9.8k -9,823
9 Advisors Asset Management, Inc. 0.17% of their portfolio Monument, CO 1,045,0611.0m $9.3m $9.3m 0.17% Reduced -29.2k -29,172
10 Waterfront Wealth Inc. 1.38% of their portfolio OVERLAND PARK, KS 690,657690.7k $6.1m $6.1m 1.38% Added +46.1k +46,150
11 UBS Group AG 0.00% of their portfolio ZURICH, V8 667,399667.4k $5.9m $5.9m 0.00% Reduced -112.0k -111,950
12 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 632,952633.0k $5.6m $5.6m 0.00% Added +82.3k +82,327
13 Shaker Financial Services, LLC 2.02% of their portfolio Arlington, VA 627,929627.9k $5.6m $5.6m 2.02% Added +352.6k +352,617
14 Penserra Capital Management LLC 0.08% of their portfolio ORINDA, CA 614,307614.3k $5.5m $5.5m 0.08% Added +18.2k +18,154
15 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 602,737602.7k $5.4m $5.4m 0.01% Added +17.4k +17,434
16 Boothe Investment Group, Inc. 1.63% of their portfolio DOVER, DE 480,964481.0k $4.3m $4.3m 1.63% Added +6.0k +5,959
17 NorthCoast Asset Management LLC 0.02% of their portfolio STAMFORD, CT 437,874437.9k $3.9m $3.9m 0.02% Added +393 +393
18 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 401,644401.6k $3.6m $3.6m 0.01% Added +54.3k +54,324
19 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 388,646388.6k $3.5m $3.5m 0.01% New
20 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 352,754352.8k $3.1m $3.1m 0.01% Added +50.0k +50,012
21 Hennion & Walsh Asset Management, Inc. 0.11% of their portfolio Parsippany, NJ 316,690316.7k $2.8m $2.8m 0.11% Added +26.7k +26,734
22 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 293,705293.7k $2.6m $2.6m 0.00% Reduced -17.9k -17,850
23 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 274,704274.7k $2.4m $2.4m 0.02% Added +20.6k +20,610
24 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 265,090265.1k $2.4m $2.4m 0.00% Added +617 +617
25 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 202,400202.4k $1.8m $1.8m 0.00% Reduced -983 -983
26 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 189,030189.0k $1.7m $1.7m 0.00% Added +100.2k +100,174
27 Allspring Global Investments Holdings, LLC 0.00% of their portfolio CHARLOTTE, NC 163,153163.2k $1.5m $1.5m 0.00% Reduced -119.6k -119,638
28 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 0.32% of their portfolio LEAWOOD, KS 161,257161.3k $1.4m $1.4m 0.32% Added +12.2k +12,218
29 Shulman DeMeo Asset Management LLC 0.30% of their portfolio LAKE SUCCESS, NY 137,062137.1k $1.2m $1.2m 0.30% Reduced -4.5k -4,531
30 IHT Wealth Management, LLC 0.03% of their portfolio Chicago, IL 127,615127.6k $1.1m $1.1m 0.03% Reduced -1.6k -1,567
31 Karpus Management, Inc. 0.04% of their portfolio Pittsford, NY 125,304125.3k $1.1m $1.1m 0.04% Reduced -485.3k -485,251
32 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 124,285124.3k $1.1m $1.1m 0.00% Reduced -52.5k -52,524
33 KINGSWOOD WEALTH ADVISORS, LLC 0.08% of their portfolio SAN DIEGO, CA 117,791117.8k $1.0m $1.0m 0.08% Unchanged
34 Centurion Wealth Management LLC 0.29% of their portfolio Mclean, VA 113,615113.6k $1.0m $1.0m 0.29% Added +2.5k +2,510
35 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 110,799110.8k $985.0k $985.0k 0.01% Reduced -2.3k -2,292
36 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 104,528104.5k $939.7k $939.7k 0.00% Reduced -10.9k -10,923
37 WealthTrust Axiom LLC 0.25% of their portfolio WAYNE, PA 97,20697.2k $864.2k $864.2k 0.25% Reduced -7.7k -7,669
38 David J Yvars Group 0.49% of their portfolio UNIVERSITY PARK, FL 93,60193.6k $829.5k $829.5k 0.49% Added +975 +975
39 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 90,15790.2k $801.5k $801.5k 0.01% Added +56.8k +56,829
40 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 85,38285.4k $759.0k $759.0k 0.00% Unchanged
41 PENSION & WEALTH MANAGEMENT ADVISORS, INC. 0.23% of their portfolio WALTHAM, MA 77,82277.8k $691.8k $691.8k 0.23% Reduced -623 -623
42 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 76,02576.0k $675.9k $675.9k 0.00% New
43 ASHTON THOMAS SECURITIES, LLC 0.16% of their portfolio ROCHESTER, NY 74,42674.4k $661.6k $661.6k 0.16% Reduced -1.6k -1,600
44 Tyler-Stone Wealth Management 0.10% of their portfolio Beachwood, OH 68,12568.1k $605.6k $605.6k 0.10% Added +2.0k +2,041
45 OMC Financial Services LTD 0.24% of their portfolio DEWITT, NY 66,98067.0k $595.5k $595.5k 0.24% Reduced -900 -900
46 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 66,76466.8k $593.5k $593.5k 0.00% Added +56.7k +56,714
47 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 64,94264.9k $577.3k $577.3k 0.00% Added +2.6k +2,620
48 Stolper Co 0.19% of their portfolio TULSA, OK 63,67163.7k $566.0k $566.0k 0.19% Added +1.8k +1,776
49 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 63,16863.2k $561.6k $561.6k 0.01% Unchanged
50 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 61,21261.2k $544.2k $544.2k 0.01% Added +43.1k +43,145
51 StoneX Group Inc. 0.03% of their portfolio NEW YORK, NY 58,45858.5k $519.7k $519.7k 0.03% Reduced -1.7k -1,701
52 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 57,93457.9k $515.0k $515.0k 0.00% Added +1.1k +1,077
53 Palogic Value Management, L.P. 0.21% of their portfolio DALLAS, TX 57,00057.0k $506.7k $506.7k 0.21% Unchanged
54 WCG Wealth Advisors LLC 0.03% of their portfolio LAS VEGAS, NV 55,60055.6k $494.3k $494.3k 0.03% Added +21.9k +21,918
55 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 51,73451.7k $460.0k $460.0k 0.00% Added +7.5k +7,516
56 MGB Wealth Management, LLC 0.15% of their portfolio ADDISON, TX 50,36950.4k $447.8k $447.8k 0.15% Reduced -45.4k -45,369
57 Avantax Planning Partners, Inc. 0.01% of their portfolio DUBUQUE, IA 49,63549.6k $441.3k $441.3k 0.01% Unchanged
58 REGIONS FINANCIAL CORP 0.00% of their portfolio BIRMINGHAM, AL 49,45449.5k $439.6k $439.6k 0.00% Added +3.7k +3,654
59 Jackson, Grant Investment Advisers, Inc. 0.16% of their portfolio STAMFORD, CT 49,31349.3k $438.4k $438.4k 0.16% Added +752 +752
60 Claro Advisors Inc. 0.07% of their portfolio BOSTON, MA 49,01149.0k $435.7k $435.7k 0.07% Added +24.6k +24,603
61 Wealthspire Advisors, LLC 0.00% of their portfolio NEW YORK, NY 48,78748.8k $433.7k $433.7k 0.00% Unchanged
62 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 48,38948.4k $430.0k $430.0k 0.00% Added +12.6k +12,580
63 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 46,50746.5k $413.4k $413.4k 0.00% Added +364 +364
64 Investment Partners Asset Management, Inc. 0.28% of their portfolio METUCHEN, NJ 46,07946.1k $409.6k $409.6k 0.28% Reduced -186 -186
65 Calamos Advisors LLC 0.00% of their portfolio NAPERVILLE, IL 45,72445.7k $406.5k $406.5k 0.00% Added +25.1k +25,120
66 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 45,27645.3k $402.5k $402.5k 0.00% Added +44.0k +43,952
67 Cove Private Wealth, LLC 0.14% of their portfolio Oyster Bay Cove, NY 45,23745.2k $402.2k $402.2k 0.14% Unchanged
68 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 44,69444.7k $397.3k $397.3k 0.00% Added +4.5k +4,538
69 Brick & Kyle, Associates 0.17% of their portfolio NEWTOWN, PA 44,17444.2k $394.0k $394.0k 0.17% Reduced -457 -457
70 Saxony Capital Management, LLC 0.30% of their portfolio ST. LOUIS, MO 43,53143.5k $387.0k $387.0k 0.30% Reduced -2.3k -2,278
71 Mezzasalma Advisors, LLC 0.12% of their portfolio TINTON FALLS, NJ 43,14443.1k $383.5k $383.5k 0.12% Reduced -1.5k -1,454
72 NWF Advisory Services Inc. 0.05% of their portfolio Los Angeles, CA 42,88542.9k $381.2k $381.2k 0.05% Reduced -1.2k -1,199
73 SHUFRO ROSE & CO LLC 0.03% of their portfolio NEW YORK, NY 41,86241.9k $360.0k $360.0k 0.03% Reduced -800 -800
74 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 40,97841.0k $364.3k $364.3k 0.00% Added +2.4k +2,351
75 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 40,91940.9k $363.8k $363.8k 0.00% Added +6.2k +6,246
76 SAXON INTERESTS, INC. 0.16% of their portfolio HOUSTON, TX 40,24540.2k $346.1k $346.1k 0.16% Unchanged
77 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio ORLANDO, FL 39,76639.8k $353.5k $353.5k 0.03% Added +1.3k +1,322
78 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 39,02139.0k $346.9k $346.9k 0.00% Reduced -11.8k -11,772
79 AXXCESS WEALTH MANAGEMENT, LLC 0.01% of their portfolio CARLSBAD, CA 38,95339.0k $346.3k $346.3k 0.01% Added +89 +89
80 MONOGRAPH WEALTH ADVISORS, LLC 0.04% of their portfolio MANHATTAN BEACH, CA 37,92537.9k $337.2k $337.2k 0.04% New
81 Venture Visionary Partners LLC 0.01% of their portfolio Sylvania, OH 36,83036.8k $327.4k $327.4k 0.01% Reduced -1.9k -1,880
82 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 35,92535.9k $319.4k $319.4k 0.00% Reduced -1.8k -1,823
83 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 35,81435.8k $318.4k $318.4k 0.00% Added +424 +424
84 Summit Financial, LLC 0.01% of their portfolio PARSIPPANY, NJ 35,71435.7k $317.5k $317.5k 0.01% New
85 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% of their portfolio CONCORD, MA 35,04035.0k $311.5k $311.5k 0.04% Reduced -520 -520
86 LANARK FINANCIAL, INC. 0.02% of their portfolio BIRMINGHAM, AL 34,50934.5k $306.0k $306.0k 0.02% Added +272 +272
87 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 34,14634.1k $303.6k $303.6k 0.00% Unchanged
88 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 34,09334.1k $301.0k $301.0k 0.00% Added +2.3k +2,268
89 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 33,75733.8k $300.1k $300.1k 0.00% Reduced -1.4k -1,378
90 K2 PRINCIPAL FUND, L.P. 0.05% of their portfolio TORONTO, A6 32,98433.0k $293.2k $293.2k 0.05% Unchanged
91 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 32,76332.8k $291.3k $291.3k 0.01% Reduced -78.8k -78,843
92 COMERICA BANK 0.00% of their portfolio DALLAS, TX 32,62032.6k $290.0k $290.0k 0.00% Added +2.5k +2,476
93 Dakota Wealth Management 0.01% of their portfolio PALM BEACH GARDENS, FL 31,78631.8k $282.6k $282.6k 0.01% Reduced -2.2k -2,221
94 WOLVERINE ASSET MANAGEMENT LLC 0.00% of their portfolio CHICAGO, IL 30,76630.8k $273.5k $273.5k 0.00% New
95 Mariner, LLC 0.00% of their portfolio Overland Park, KS 30,32030.3k $269.5k $269.5k 0.00% Added +15.8k +15,774
96 Peak Planning Group, LLC 0.17% of their portfolio CENTENNIAL, CO 29,82529.8k $265.1k $265.1k 0.17% Added +552 +552
97 Oder Investment Management, LLC 0.20% of their portfolio WOODLAND HILLS, CA 29,12029.1k $258.9k $258.9k 0.20% Added +152 +152
98 CORRADO ADVISORS, LLC 0.15% of their portfolio RAMSEY, NJ 28,30528.3k $251.6k $251.6k 0.15% Unchanged
99 ELCO Management Co., LLC 0.13% of their portfolio New York, NY 27,66327.7k $245.9k $245.9k 0.13% Reduced -1.9k -1,850
100 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 27,57027.6k $245.1k $245.1k 0.00% Added +689 +689