Latest Institutional Transactions on Black Rock Enhanced Equity Dividend Trust (BDJ)
This table provides information on the latest institutional transactions involving Black Rock Enhanced Equity Dividend Trust (BDJ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-7.66K- 9.28% |
$59.9K - $63.8K
|
74.9K
$664K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-81.7K- 97.72% |
$638K - $679K
|
1.91K
$16.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
18KNew |
$141K - $150K
|
18K
$159K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
10.5KNew |
$81.9K - $87.3K
|
10.5K
$92.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
51New |
$398 - $424
|
51
$452
|
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
20.4KNew |
$159K - $170K
|
20.4K
$181K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
40+ 0.35% |
$312 - $333
|
11.6K
$103K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
155New |
$1.21K - $1.29K
|
155
$1.37K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
800New |
$6.25K - $6.66K
|
800
$7.09K
|
|
| Q1 2024 | |||||||
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-662Closed |
$5.12K - $5.47K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
20.9KNew |
$161K - $172K
|
20.9K
$185K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.03K- 97.72% |
$7.96K - $8.52K
|
24
$213
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.81K+ 26.92% |
$37.2K - $39.8K
|
22.7K
$201K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.34K- 0.73% |
$10.4K - $11.1K
|
184K
$1.63M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-9.77K- 49.0% |
$75.5K - $80.8K
|
10.2K
$90.1K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
7.42KNew |
$57.3K - $61.3K
|
7.42K
$65.7K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
16.5KNew |
$128K - $137K
|
16.5K
$146K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
14.5KNew |
$112K - $120K
|
14.5K
$128K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
14KNew |
$108K - $116K
|
14K
$124K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
37.8KNew |
$292K - $312K
|
37.8K
$335K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
10.3KNew |
$79.6K - $85.2K
|
10.3K
$91.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-300- 8.57% |
$2.32K - $2.48K
|
3.2K
$28.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
323+ 2.11% |
$2.5K - $2.67K
|
15.6K
$139K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1KNew |
$7.73K - $8.27K
|
1K
$8.86K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.25K- 0.77% |
$9.64K - $10.3K
|
160K
$1.41M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
25.2K+ 78.86% |
$195K - $208K
|
57.1K
$506K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.16K+ 0.17% |
$9K - $9.63K
|
690K
$6.11M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
13.5KNew |
$104K - $111K
|
13.5K
$119K
|
|
| Q4 2023 | |||||||
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.38KClosed |
$30.3K - $34.6K
|
0
$0
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2.69KNew |
$18.6K - $21.2K
|
2.69K
$23.8K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
307New |
$2.12K - $2.43K
|
307
$2.72K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
10KNew |
$69.2K - $79.1K
|
10K
$88.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.37K- 32.28% |
$37.1K - $42.5K
|
11.3K
$99.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12.6KNew |
$86.9K - $99.3K
|
12.6K
$111K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
11.3KNew |
$78.2K - $89.3K
|
11.3K
$100K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.2KNew |
$15.2K - $17.4K
|
2.2K
$19.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-786- 5.37% |
$5.44K - $6.22K
|
13.8K
$123K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
15.1KNew |
$104K - $119K
|
15.1K
$134K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-55- 0.7% |
$381 - $435
|
7.76K
$68.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-11.9K- 45.53% |
$82.5K - $94.3K
|
14.3K
$126K
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
13.8KNew |
$95.7K - $109K
|
13.8K
$123K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-8.24K- 38.8% |
$57K - $65.1K
|
13K
$115K
|
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
18.1KNew |
$125K - $143K
|
18.1K
$161K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
18KNew |
$125K - $142K
|
18K
$159K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12KNew |
$83K - $94.9K
|
12K
$106K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
714New |
$4.94K - $5.65K
|
714
$6.33K
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-3K- 3.38% |
$20.8K - $23.7K
|
85.7K
$760K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.2K+ 240.0% |
$8.3K - $9.49K
|
1.7K
$15.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
512New |
$3.54K - $4.05K
|
512
$4.54K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
126+ 115.6% |
$872 - $997
|
235
$2.08K
|
|