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Get Institutions for : 
Blackrock Enhanced Dividend Achievers Trust (BDJ)  
$8.05 0.03 (0.37%) as of 4:30 Wed 5/1


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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  : 
0.52 (6.91%)  




 
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
   INVESCO LTD 1437 - 2023-12-31 2,353,908 $18,102,000 -31,939
   RAYMOND JAMES & ASSOCIATES 840 - 2024-03-31 2,106,991 $17,383,000 -75,640
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 683 - 2024-03-31 1,578,309 $13,021,000 -640,696
   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
   UBS Group AG 1513 - 2023-12-31 1,185,447 $9,116,000 -84,364
   ROYAL BANK OF CANADA 1711 - 2023-12-31 861,800 $6,627,000 -80,042
   FIXED INCOME SECURITIES INC 228 - 2023-12-31 704,360 $5,417,000 -36,709
   SHAKER FINANCIAL SERVICES, LLC 15 - 2023-12-31 467,273 $3,593,000 -393,239
   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
   Steward Partners Investment Advisory LLC 506 - 2023-12-31 255,309 $1,963,000 -5,631
   Allspring Global Investments Holdings LLC 1194 - 2024-03-31 232,545 $1,918,000 -36,000
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1525 - 2024-03-31 162,268 $1,339,000 -500
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1105 - 2024-03-31 161,765 $1,335,000 -11,818
   Spire Wealth Management 314 - 2024-03-31 159,670 $1,317,000 -1,247
   Shulman DeMeo Asset Management LLC 25 - 2024-03-31 144,659 $1,193,000 -1,481
   Centurion Wealth Management LLC - 2023-12-31 149,996 $1,153,000 -689
   Claro Advisors LLC 110 - 2024-03-31 139,611 $1,152,000 -3,983
   Atria Wealth Solutions Inc. 850 - 2023-12-31 130,584 $1,004,000 -106,076
   RAYMOND JAMES TRUST CO 474 - 2024-03-31 120,475 $994,000 -10,196
   9258 Wealth Management LLC 124 - 2023-12-31 118,681 $913,000 -2,975
   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
   IFP Advisors Inc 475 - 2023-12-31 86,453 $665,000 -28,937
   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
   STEPHENS INC /AR/ 694 - 2023-12-31 74,990 $577,000 -12,439
   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
   Investment Partners Asset Management Inc. 72 - 2024-03-31 60,371 $498,000 -2,046
   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
   Sunbelt Securities Inc. 358 - 2024-03-31 50,316 $415,000 -24,316
   ELEQUIN CAPITAL LP 56 - 2023-12-31 49,469 $380,000 -70,778
   ELCO Management Co. LLC 99 - 2023-12-31 46,484 $357,000 -240
   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
   BROWN ADVISORY HOLDINGS INC 1063 - 2024-03-31 37,599 $310,000 -1,015
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 68 - 2023-12-31 39,405 $303,000 -5,600
   CREATIVE PLANNING 2097 - 2023-12-31 37,754 $290,000 -3,955
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 282 - 2023-12-31 36,368 $280,000 -3,065
   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
   SeaCrest Wealth Management LLC 527 - 2024-03-31 28,104 $232,000 -682
   NATIONAL ASSET MANAGEMENT, INC. 1186 - 2023-12-31 29,968 $230,000 -1,163
   Allen Mooney & Barnes Investment Advisors LLC 149 - 2024-03-31 27,989 $227,000 -18,392
   MERCER GLOBAL ADVISORS INC /ADV 1823 - 2023-12-31 26,957 $207,000 -3,388
   Venture Visionary Partners LLC 481 - 2023-12-31 22,710 $175,000 -13,173
   Aurora Private Wealth Inc. 150 - 2024-03-31 20,869 $171,000 -415
   NORTHERN TRUST CORP 3942 - 2023-12-31 22,104 $170,000 -1,422
   AXXCESS WEALTH MANAGEMENT LLC 796 - 2023-12-31 20,033 $154,000 -328
   OHE FINANCIAL INC 237 - 2023-12-31 19,943 $153,000 -2,765
   PNC FINANCIAL SERVICES GROUP INC 2344 - 2023-12-31 19,747 $152,000 -2,140
   WEDBUSH MORGAN SECURITIES INC 1001 - 2023-12-31 19,246 $148,000 -1,689
   Sheaff Brock Investment Advisors LLC 431 - 2023-12-31 18,788 $144,000 -9,519
   BB&T CORP 2486 - 2023-12-31 18,475 $142,000 -3,683
   Cetera Investment Advisers 2098 - 2023-12-31 16,727 $129,000 -2,647
   XML Financial LLC 320 - 2023-12-31 15,734 $121,000 -381
   HIGHTOWER ADVISORS, LLC 3083 - 2023-12-31 15,136 $116,000 -5,696
   COMMERCE BANK N A/MO 1158 - 2023-12-31 13,846 $106,000 -786
   Atomi Financial Group Inc. 582 - 2023-12-31 13,072 $101,000 -671
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 474 - 2023-12-31 12,988 $100,000 -8,235
   Perigon Wealth Management LLC 806 - 2023-12-31 12,037 $93,000 -2,500
   AE Wealth Management LLC 1939 - 2023-12-31 11,257 $88,000 -5,367
   KESTRA PRIVATE WEALTH SERVICES LLC 1139 - 2023-12-31 10,223 $79,000 -8,118
   Beacon Capital Management LLC 205 - 2023-12-31 7,470 $57,000 -1,250
   CWM LLC 2259 - 2024-03-31 6,268 $52,000 -285
   PROEQUITIES INC. 1551 - 2023-12-31 1,973 $15,000 -512
   THOMAS J. HERZFELD ADVISORS, INC. 148 - 2023-12-31 573 $4,000 -1,699
   FMR LLC 5047 - 2023-12-31 2 $0 -501
  76 Records found
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