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Get Institutions for : 
Blackrock Enhanced Dividend Achievers Trust (BDJ)  
$7.89 0.07 (0.9%) as of 4:30 Thu 4/18


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 201    2
Total shares held : 
 35,923,442  
% of shares held : 
 20.02%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -12  
Amount of shares held : 
 620,248  
% of shares held change : 
   0.35%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $7.54  
Last Quarter's Ending Price : 
 $7.69  
Last Quarter's Average Price : 
 $7.53  
Change from last quarter's     
avg. price to the last closing  : 
0.36 (4.78%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
20
 550,462
 1.53%
 
Increased Positions :
57
 3,242,901
 9.03%
 
Unchanged Positions :
53
 703,679
 1.96%
 
Decreased Positions :
71
-2,680,319
-7.46%
 
Closed Positions :
18
-492,796
-1.37%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 2428 - 2023-12-31 3,299,776 $25,375,000 -176,649
   WELLS FARGO & CO/MN 958 - 2023-12-31 3,199,012 $24,600,000 678,231
   INVESCO LTD 1437 - 2023-12-31 2,353,908 $18,102,000 -31,939
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 537 - 2023-12-31 2,219,005 $17,064,000 -201,221
   RAYMOND JAMES & ASSOCIATES 813 - 2023-12-31 2,182,631 $16,784,000 76,438
   GUGGENHEIM CAPITAL LLC 221 - 2023-12-31 1,679,871 $12,918,000 94,078
   COOK WEALTH MANAGEMENT GROUP LLC 8 - 2023-12-31 1,281,260 $9,994,000 -605,211
   LPL FINANCIAL CORP 1262 - 2023-12-31 1,277,711 $9,826,000 -22,445
   Cornerstone Advisors LLC 60 - 2023-12-31 1,189,889 $9,150,000 655,731
   UBS Group AG 1513 - 2023-12-31 1,185,447 $9,116,000 -84,364
   CNH PARTNERS LLC 44 - 2023-12-31 1,021,691 $7,857,000 553,405
   STIFEL FINANCIAL CORP 907 - 2023-12-31 951,754 $7,319,000 68,071
   ROYAL BANK OF CANADA 1711 - 2023-12-31 861,800 $6,627,000 -80,042
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 46 - 2023-12-31 752,299 $5,785,000 386,437
   WOLVERINE ASSET MANAGEMENT LLC 39 - 2023-12-31 735,748 $5,658,000 49,332
   FIXED INCOME SECURITIES INC 228 - 2023-12-31 704,360 $5,417,000 -36,709
   Stratos Wealth Advisors LLC - 2023-12-31 688,848 $5,297,000 -24,119
   BANK OF AMERICA CORP /DE/ 2848 - 2023-12-31 679,985 $5,229,000 29,697
   COMMONWEALTH EQUITY SERVICES LLC. 1143 - 2023-12-31 585,721 $4,504,000 7,507
   AMERIPRISE FINANCIAL INC 2455 - 2023-12-31 510,141 $3,946,000 18,330
   SHAKER FINANCIAL SERVICES, LLC 15 - 2023-12-31 467,273 $3,593,000 -393,239
   Boothe Investment Group Inc. 23 - 2023-12-31 432,474 $3,326,000 8,346
   Advisor Group Holdings Inc. 1519 - 2023-12-31 405,306 $3,117,000 -191,325
   Baird Financial Group Inc. 921 - 2023-12-31 272,851 $2,098,000 -6,980
   Allspring Global Investments Holdings LLC *New 2023-12-31 268,545 $2,065,000 268,545
   Steward Partners Investment Advisory LLC 506 - 2023-12-31 255,309 $1,963,000 -5,631
   Waterfront Wealth Inc. 49 - 2023-12-31 245,904 $1,891,000 2,210
   JANNEY MONTGOMERY SCOTT LLC 1164 - 2023-12-31 222,791 $1,714,000 -106,498
   FINANCIAL NETWORK 1145 - 2023-12-31 184,936 $1,422,000 -59,107
   We Are One Seven LLC 256 - 2023-12-31 178,991 $1,376,000 166,558
   WNY Asset Management LLC 71 - 2023-12-31 174,191 $1,340,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1038 - 2023-12-31 173,583 $1,335,000 -53,094
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1482 - 2023-12-31 162,768 $1,252,000 -32,469
   Spire Wealth Management 318 - 2023-12-31 160,917 $1,244,000 10,232
   Centurion Wealth Management LLC - 2023-12-31 149,996 $1,153,000 -689
   Shulman DeMeo Asset Management LLC 29 - 2023-12-31 146,140 $1,124,000 -59
   Claro Advisors LLC - 2023-12-31 143,594 $1,104,000 127,894
   RAYMOND JAMES TRUST CO 455 - 2023-12-31 130,671 $1,005,000 2,296
   Atria Wealth Solutions Inc. 850 - 2023-12-31 130,584 $1,004,000 -106,076
   David J Yvars Group 29 - 2024-03-31 113,962 $941,000 848
   9258 Wealth Management LLC 124 - 2023-12-31 118,681 $913,000 -2,975
   IHT Wealth Management LLC 423 - 2023-12-31 113,709 $874,000 700
   WEALTHTRUST AXIOM LLC 81 - 2023-12-31 109,647 $843,000 -1,278
   Rockefeller Capital Management L.P. 1199 - 2023-12-31 109,466 $842,000 -4,528
   NBC SECURITIES INC. 299 - 2024-03-31 95,722 $789,000 -3,452
   SAXON INTERESTS INC. 82 - 2023-12-31 88,646 $682,000 88,646
   Hennion & Walsh Asset Management Inc. 500 - 2023-12-31 86,715 $667,000 29,819
   IFP Advisors Inc 475 - 2023-12-31 86,453 $665,000 -28,937
   Krilogy Financial LLC - 2023-12-31 85,735 $659,000 -3,000
   Financial Advocates Investment Management 373 - 2023-12-31 84,761 $652,000 12,471
   HOEY INVESTMENTS INC 47 - 2023-12-31 84,057 $646,000 -44,236
   Flow State Investments L.P. 56 - 2023-12-31 77,816 $598,000 -35,344
   Claraphi Advisory Network LLC 114 - 2022-12-31 65,732 $592,000 65,732
   ADVISORY SERVICES NETWORK, LLC 828 - 2023-12-31 76,021 $585,000 2,331
   STEPHENS INC /AR/ 694 - 2023-12-31 74,990 $577,000 -12,439
   Sunbelt Securities Inc. 275 - 2023-12-31 74,632 $574,000 -2,046
   ENVESTNET ASSET MANAGEMENT INC 3249 - 2023-12-31 71,878 $553,000 -10,505
   CAPTRUST FINANCIAL ADVISORS 1677 - 2023-12-31 70,771 $544,000 -518
   Private Advisor Group LLC 1469 - 2023-12-31 65,225 $502,000 -11,469
   Stolper Co 76 - 2024-03-31 60,862 $502,000 2,182
   Investment Partners Asset Management Inc. - 2023-12-31 62,417 $480,000 0
   Palogic Value Management L.P. 110 - 2023-12-31 59,000 $454,000 -500
   Kestra Advisory Services LLC 1589 - 2023-12-31 56,812 $437,000 -17,627
   Brick & Kyle Associates 51 - 2023-12-31 50,232 $386,000 174
   Goss Wealth Management LLC 1423 - 2023-12-31 49,024 $380,000 10,485
   ELEQUIN CAPITAL LP 56 - 2023-12-31 49,469 $380,000 -70,778
   Sontag Advisory LLC 466 - 2023-12-31 48,787 $375,000 0
   DEUTSCHE BANK AG 2443 - 2023-12-31 48,129 $370,000 1,714
   COMERICA BANK 2017 - 2023-12-31 46,617 $358,000 9,119
   ELCO Management Co. LLC 99 - 2023-12-31 46,484 $357,000 -240
   Jackson Grant Investment Advisers Inc. 75 - 2023-12-31 45,845 $353,000 891
   DAVIDSON D A & CO 1067 - 2023-12-31 45,820 $352,000 -2,838
   BDO Wealth Advisors LLC 208 - 2023-06-30 39,860 $332,000 -2,191
   LEVEL FOUR ADVISORY SERVICES LLC 579 - 2023-12-31 42,808 $329,000 7,443
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4326 - 2023-12-31 42,326 $325,000 26,577
   CONNING ASSET MANAGEMENT CO. 252 - 2023-12-31 39,784 $306,000 1,416
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 68 - 2023-12-31 39,405 $303,000 -5,600
   Stonebrook Private Inc. 152 - 2023-12-31 38,848 $299,000 0
   BROWN ADVISORY HOLDINGS INC 1052 - 2023-12-31 38,614 $297,000 17,740
   CREATIVE PLANNING 2097 - 2023-12-31 37,754 $290,000 -3,955
   DAVENPORT & CO LLC - 2023-12-31 37,128 $286,000 0
   JANE STREET GROUP LLC 4457 - 2023-12-31 36,770 $283,000 18,895
   KARPUS MANAGEMENT INC 237 *New 2023-12-31 36,645 $282,000 36,645
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 282 - 2023-12-31 36,368 $280,000 -3,065
   Saxony Capital Management LLC 74 - 2023-12-31 35,948 $276,000 0
   Tyler-Stone Wealth Management 151 - 2023-12-31 33,391 $257,000 924
   Fundamentun LLC *New 2023-12-31 31,916 $245,000 31,916
   WAYNE HUMMER INVESTMENTS L.L.C. 384 - 2023-12-31 31,312 $241,000 -906
   Integrated Wealth Concepts LLC 1368 - 2023-12-31 30,788 $237,000 -3,334
   CFO4Life L.P. 153 *New 2022-12-31 25,998 $234,000 25,998
   SFI Advisors LLC 68 *New 2023-12-31 30,120 $232,000 30,120
   NATIONAL ASSET MANAGEMENT, INC. 1186 - 2023-12-31 29,968 $230,000 -1,163
   Oder Investment Management LLC 85 - 2023-12-31 29,498 $227,000 1,419
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1455 - 2023-12-31 29,526 $227,000 4,239
   Allen Mooney & Barnes Investment Advisors LLC 149 - 2024-03-31 27,989 $227,000 -18,392
   SeaCrest Wealth Management LLC 543 - 2023-12-31 28,786 $226,000 537
   EP WEALTH ADVISORS, INC. 684 - 2023-12-31 29,331 $226,000 0
   PRINCIPAL SECURITIES INC. 889 - 2023-12-31 28,568 $220,000 0
   CFO4Life Group LLC - 2023-12-31 27,851 $214,000 775
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 587 - 2023-12-31 27,552 $212,000 2,215
  100 Records found
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