Allworth Financial LP Has $403,000 Stock Holdings in BlackRock Enhanced Equity Dividend Trust $BDJ
Defense World·2025-11-17 08:43

Core Viewpoint - Allworth Financial LP significantly increased its stake in BlackRock Enhanced Equity Dividend Trust, indicating strong institutional interest in the fund [1] Institutional Holdings - Allworth Financial LP boosted its position in BlackRock Enhanced Equity Dividend Trust by 3,319.6% during Q2, acquiring an additional 43,952 shares, bringing its total to 45,276 shares valued at $403,000 [1] - Raymond James Financial Inc. increased its holdings by 4.9% in Q1, now owning 3,642,059 shares worth $31,322,000 after acquiring 171,007 shares [2] - Waterfront Wealth Inc. raised its stake by 7.2% in Q2, owning 690,657 shares valued at $6,140,000 after purchasing 46,150 shares [2] - Shaker Financial Services LLC lifted its position by 128.1% in Q2, now holding 627,929 shares worth $5,582,000 after acquiring 352,617 shares [2] - Penserra Capital Management LLC increased its stake by 3.0% in Q2, owning 614,307 shares valued at $5,461,000 after purchasing 18,154 shares [2] - Boothe Investment Group Inc. grew its holdings by 1.3% in Q2, now owning 480,964 shares worth $4,276,000 after buying 5,959 shares [2] Stock Performance - BlackRock Enhanced Equity Dividend Trust shares opened at $8.96, with a 12-month low of $7.16 and a high of $9.24; the 50-day moving average is $9.05 and the 200-day moving average is $8.84 [3] Dividend Announcement - The fund announced a monthly dividend of $0.0619 per share, to be paid on November 28, with an annualized yield of 8.3%; the ex-dividend date is November 14 [4][5] Company Profile - BlackRock Enhanced Equity Dividend Trust is a closed-ended equity mutual fund managed by BlackRock Advisors, LLC, focusing on dividend-paying stocks across various sectors and market capitalizations in the U.S. public equity markets [6]