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Disclosery

BDJ BLACKROCK ENHANCED EQUITY DI

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COM (fund), issuer CIK 1332283

216 managers (216 13F filers) reported a position in BDJ shares at 2024-12-31, 33,201,109 shares in all. 23 filers opened a position and 23 filers sold out during the quarter.

Managers
216
13F filers
216
New
23
Added
55
Reduced
76
Sold out
23
Shares held by filers
33,201,109

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY4,087,905$33.8M<0.01%-915,22413F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,471,052$28.7M0.01%13F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,105,800$25.7M0.01%+39,41713F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.2,229,869$18.5M<0.01%-271,70713F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC2,057,071$17M0.14%+167,39813F-HRTimelineGroup
LPL Financial LLC1,455,651$12.1M<0.01%+30,32013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,096,063$9.08M0.01%+99,09713F-HRTimelineGroup
Advisors Asset Management, Inc.1,084,479$8.98M0.17%-3613F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA910,853$7.54M<0.01%+8,43813F-HRTimelineGroup
UBS Group AGin group UBS Group AG908,165$7.52M<0.01%+15,07113F-HRTimelineGroup
Karpus Management, Inc.643,199$5.33M0.16%-31,01013F-HRTimeline
Waterfront Wealth Inc.621,219$5.14M1.25%+23,35513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC572,473$4.74M0.01%-6,74113F-HRTimeline
Boothe Investment Group, Inc.570,806$4.73M2.05%+42,80513F-HRTimeline
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC568,429$4.71M0.11%-603,90613F-HRTimelineGroup
Cook Wealth, LLC521,586$4.58M2.15%-125,95913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/529,646$4.39M<0.01%-172,67513F-HRTimelineGroup
NorthCoast Asset Management LLC513,309$4.25M0.02%+185,98913F-HR/ATimeline
Shaker Financial Services, LLC487,926$4.04M1.55%+266,73313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC397,896$3.29M<0.01%-43,70613F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …331,710$2.75M<0.01%-379,38613F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.267,378$2.21M<0.01%-2,13613F-HRTimelineGroup
Janney Montgomery Scott LLC264,337$2.19M0.01%+96,33213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.257,602$2.13M<0.01%+5,53413F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…255,945$2.12M0.02%+5,00813F-HRTimeline
Hennion & Walsh Asset Management, Inc.233,094$1.93M0.09%+88,99513F-HRTimeline
Cetera Investment Advisers224,372$1.86M<0.01%+22,24613F-HRTimeline
Cambridge Investment Research Advisors,…176,197$1.46M<0.01%+12,42213F-HRTimeline
MGO ONE SEVEN LLC164,188$1.36M0.05%-5,17013F-HRTimeline
Shulman DeMeo Asset Management LLC144,254$1.19M0.32%-2813F-HRTimeline
IHT Wealth Management, LLC129,009$1.07M0.03%-63,90013F-HRTimeline
Sanctuary Advisors, LLC117,925$1.04M0.01%-1,01113F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC124,415$1.03M0.3%-52,57613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…119,495$989K<0.01%-24,70113F-HR/ATimeline
KINGSWOOD WEALTH ADVISORS, LLC117,791$975K0.07%-5,66713F-HRTimeline
Waverly Advisors, LLC115,274$954K0.01%+99,97613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.113,500$940K0.01%+2,85913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC112,188$929K<0.01%+17,65813F-HRTimelineGroup
Centurion Wealth Management LLC111,105$920K0.29%-22,24913F-HRTimeline
WealthTrust Axiom LLC105,153$871K0.26%013F-HRTimeline
Financial Advocates Investment Manageme…97,051$804K0.05%+26313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…93,066$771K<0.01%+4,56313F-HRTimelineGroup
David J Yvars Group91,696$760K0.46%-21,58613F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…77,066$638K0.25%-3,42913F-HRTimeline
ASHTON THOMAS SECURITIES, LLC76,026$629K0.17%+1,15013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC69,242$573K<0.01%+26,70513F-HRTimelineGroup
OMC Financial Services LTD67,880$562K0.24%-1,00013F-HRTimeline
Atria Wealth Solutions, Inc.66,028$547K0.01%+97413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.65,154$539K0.03%new13F-HR/ATimelineGroup
Tyler-Stone Wealth Management64,730$536K0.1%+1,25613F-HRTimeline
Farther Finance Advisors, LLC61,452$509K0.02%013F-HRTimeline
Stolper Co61,201$507K0.17%-89613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP59,863$496K<0.01%+76113F-HRTimelineGroup
Palogic Value Management, L.P.57,000$472K0.19%013F-HR/ATimeline
Avantax Planning Partners, Inc.49,635$411K0.01%013F-HRTimeline
Wealthspire Advisors, LLC48,787$404K<0.01%013F-HRTimeline
Investment Partners Asset Management, I…48,215$399K0.31%-2,69613F-HRTimeline
MGB Wealth Management, LLC47,869$396K0.12%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.47,845$396K0.15%+4313F-HRTimeline
Cove Private Wealth, LLC45,237$375K0.22%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…45,076$373K<0.01%+8,03713F-HRTimelineGroup
Brick & Kyle, Associates44,943$372K0.16%+10413F-HRTimeline
Private Advisor Group, LLC44,815$371K<0.01%-1,08813F-HRTimeline
Saxony Capital Management, LLC44,309$367K0.32%-1,80613F-HRTimeline
NewEdge Advisors, LLC43,955$364K<0.01%-15,25013F-HRTimeline
Mezzasalma Advisors, LLC43,833$363K0.12%new13F-HRTimeline
Advisory Services Network, LLC41,118$340K0.01%-4,76013F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC41,066$340K<0.01%-4,90513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC39,485$327K<0.01%new13F-HRTimelineGroup
SAXON INTERESTS, INC.39,469$327K0.14%+32513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC37,444$310K<0.01%-15513F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…36,818$305K0.03%-304,94613F-HRTimeline
Venture Visionary Partners LLC36,830$305K0.01%013F-HR/ATimeline
MERCER GLOBAL ADVISORS INC /ADV36,469$302K<0.01%+13,07913F-HRTimeline
Concorde Asset Management, LLC35,513$294K0.15%+5,86413F-HRTimeline
DAVENPORT & Co LLC35,291$292K<0.01%-1,83713F-HRTimeline
Creative Planningin group Creative Planning35,074$290K<0.01%+2,52713F-HRTimelineGroup
HighTower Advisors, LLC34,882$289K<0.01%-2,52013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…34,504$286K0.04%-8,45713F-HRTimeline
Dakota Wealth Management34,007$282K0.01%+1,74013F-HRTimeline
SHUFRO ROSE & CO LLC33,862$280K0.02%+3,00013F-HRTimeline
COMERICA BANK33,572$278K<0.01%-4,52013F-HR/ATimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP33,300$276K<0.01%+10,00013F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.32,319$268K<0.01%+12,31913F-HRTimelineGroup
D.A. DAVIDSON & CO.31,844$264K<0.01%-6,29213F-HRTimeline
Claro Advisors Inc.30,662$254K0.03%-32,97413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…29,883$247K0.01%-85913F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…29,550$245K<0.01%-9,76513F-HRTimelineGroup
Independent Advisor Alliance29,374$243K<0.01%new13F-HRTimeline
Oder Investment Management, LLC28,824$239K0.2%+13413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC28,752$238K0.01%013F-HRTimelineGroup
Peak Planning Group, LLC28,746$238K0.1%+49113F-HRTimeline
CORRADO ADVISORS, LLC28,305$234K0.15%-9,35513F-HRTimeline
HRT FINANCIAL LP28,106$232K<0.01%new13F-HRTimeline
K2 PRINCIPAL FUND, L.P.27,984$232K0.03%new13F-HRTimeline
ELCO Management Co., LLC27,663$229K0.12%-9,77913F-HRTimeline
Roble, Belko & Company, Inc27,279$226K0.04%013F-HRTimeline
Integrated Wealth Concepts LLC26,274$218K<0.01%-7,69613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC26,070$216K<0.01%+11,57513F-HRTimelineGroup
WEALTHSPAN PARTNERS, LLC25,571$212K0.1%013F-HRTimeline
Cordgrass Capital Advisors, LLC23,639$196K0.06%013F-HRTimeline
CFO4Life Group, LLC23,583$195K0.03%-5,63613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV23,052$191K0.01%-1,50013F-HRTimeline
EP Wealth Advisors, LLC22,820$189K<0.01%-2,35413F-HRTimeline
Private Advisory Group LLC22,800$189K0.02%new13F-HR/ATimeline
Widmann Financial Services, Inc.22,755$188K0.15%+613F-HRTimeline
Sunbelt Securities, Inc.22,134$184K0.02%+1,00013F-HRTimeline
Plancorp, LLC22,000$182K0.01%+8,00013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP21,945$182K<0.01%-3,49213F-HRTimelineGroup
Wealth Management Associates, Inc.21,892$181K0.08%013F-HRTimeline
Elequin Capital, LP21,698$180K0.02%new13F-HRTimeline
Comprehensive Money Management Services…21,675$179K0.15%13F-HRTimeline
CHOREO, LLC21,521$178K<0.01%-25,39213F-HRTimeline
Kaydan Wealth Management, Inc.21,513$178K0.06%013F-HRTimeline
SeaCrest Wealth Management, LLC21,344$177K0.02%+25813F-HRTimeline
Laird Norton Wetherby Wealth Management…20,853$173K0.01%013F-HRTimeline
Masso Torrence Wealth Management Inc.20,413$169K0.09%013F-HRTimeline
XML Financial, LLC20,372$169K0.02%-19913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS19,822$164K<0.01%-9,42313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC19,122$158K<0.01%+6413F-HRTimeline
Kapstone Financial Advisors LLC18,161$158K0.08%+6,40013F-HRTimeline
Aurora Private Wealth, Inc.19,130$158K0.12%-1,82213F-HRTimeline
Wharton Business Group, LLC19,004$157K0.01%013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC18,811$156K0.01%-2,66813F-HRTimeline
Mariner, LLCin group Mariner, LLC18,255$151K<0.01%-8,37813F-HRTimelineGroup
Sheaff Brock Investment Advisors, LLC18,246$151K0.01%-20113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC18,017$149K<0.01%new13F-HRTimelineGroup
VISTA INVESTMENT PARTNERS II, LLC17,539$145K0.09%13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…17,259$143K<0.01%-16,16913F-HRTimelineGroup
Moors & Cabot, Inc.17,165$142K0.01%new13F-HRTimeline
Iowa State Bank16,946$140K0.03%013F-HRTimeline
WEDBUSH SECURITIES INC16,246$135K<0.01%-2,79713F-HRTimeline
Prairie Wealth Advisors, Inc.16,200$134K0.06%+30013F-HRTimeline
Cresset Asset Management, LLC16,105$133K<0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC15,383$127K0.05%013F-HRTimeline
&PARTNERS15,004$125K<0.01%new13F-HRTimeline
Western Financial Corp/CA15,111$125K0.07%new13F-HRTimeline
EAGLE WEALTH STRATEGIES LLC15,090$125K0.09%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.14,781$125K<0.01%-3,15113F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC14,305$118K0.01%new13F-HRTimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC14,072$117K0.05%-4,91613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.14,000$116K<0.01%new13F-HRTimelineGroup
Icon Wealth Advisors, LLC13,918$115K0.01%+27313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK13,846$115K<0.01%013F-HRTimelineGroup
Sterling Financial Planning, Inc.13,831$115K0.04%013F-HRTimeline
Pallas Capital Advisors LLC13,458$111K<0.01%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…13,384$111K<0.01%+7213F-HRTimelineGroup
Allen Mooney & Barnes Investment Adviso…13,276$110K0.02%+6513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…13,104$109K<0.01%013F-HRTimelineGroup
Institute for Wealth Management, LLC.12,988$108K0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC12,548$104K<0.01%-5,12013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC12,236$101K0.01%+12013F-HRTimeline
Perigon Wealth Management, LLC11,767$101K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…12,110$100K<0.01%-3,62513F-HRTimelineGroup
Quad-Cities Investment Group, LLC11,821$97.9K0.05%+21013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC11,600$96K<0.01%013F-HR/ATimeline
180 WEALTH ADVISORS, LLC11,448$94.8K0.01%-90213F-HRTimeline
GWN SECURITIES INC.10,763$94.5K0.03%13F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…11,249$93.1K0.01%-215,86813F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources11,126$92.1K<0.01%new13F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.11,088$91.8K<0.01%+4613F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC10,939$90.6K0.01%-33913F-HRTimeline
Live Oak Private Wealth LLC10,525$87.1K0.01%013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …10,301$86.2K<0.01%013F-HRTimelineGroup
Dana Investment Advisors, Inc.10,330$85.5K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…10,000$82.8K<0.01%-99713F-HRTimelineGroup
SOUTH PLAINS FINANCIAL, INC.9,728$80.5K0.06%13F-HRTimeline
Cape Investment Advisory, Inc.9,293$76.9K0.03%-1,06213F-HRTimeline
AMERIFLEX GROUP, INC.8,386$73.7K0.03%13F-HRTimeline
Hexagon Capital Partners LLC7,763$64.3K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC7,433$62K<0.01%-90013F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.7,415$61.4K<0.01%013F-HRTimelineGroup
North Star Investment Management Corp.7,266$60.2K<0.01%013F-HRTimeline
CITY HOLDING CO5,512$45.6K0.01%013F-HRTimeline
Creekmur Asset Management LLC5,204$43.1K0.01%+10313F-HRTimeline
MAI Capital Management4,569$37.8K<0.01%new13F-HRTimeline
SUMMIT SECURITIES GROUP LLC4,533$37.5K0.01%new13F-HRTimeline
Northwest Capital Management Inc4,375$36.2K0.02%013F-HRTimeline
Castleview Partners, LLC3,895$32.3K0.02%-30513F-HR/ATimeline
Van Hulzen Asset Management, LLC3,535$29.3K<0.01%new13F-HRTimeline
WINTRUST INVESTMENTS LLC3,552$29K0.03%-16613F-HRTimeline
GPS Wealth Strategies Group, LLC3,200$26.5K<0.01%013F-HRTimeline
Transcendent Capital Group LLC2,685$22.2K0.01%013F-HRTimeline
Smartleaf Asset Management LLC2,200$18.3K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc2,199$18.2K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC2,230$18K<0.01%013F-HRTimeline
IFP Advisors, Inc1,906$15.8K<0.01%013F-HRTimeline
Fortitude Family Office, LLC1,819$15.1K0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,573$13.8K<0.01%013F-HRTimeline
WPG Advisers, LLC1,668$13.8K0.01%13F-HRTimeline
Sugarloaf Wealth Management, LLC1,416$11.7K<0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,198$9.92K<0.01%-39613F-HRTimeline
Wood Tarver Financial Group, LLC1,087$9K<0.01%13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,013$8.39K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\979$8.11K<0.01%013F-HRTimelineGroup
EASTERN BANK923$7.64K<0.01%-30413F-HRTimeline
Sound Income Strategies, LLC800$6.62K<0.01%new13F-HRTimeline
Hilltop National Bank800$6.62K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO795$6.58K<0.01%-4,74413F-HRTimelineGroup
Clearstead Advisors, LLC750$6.21K<0.01%013F-HRTimeline