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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.25K- 14.33% |
$8.65K - $9.89K
|
7.47K
$66.2K
|
|
| Q3 2023 | |||||||
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-378Closed |
$2.82K - $3.17K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
323+ 2.11% |
$2.41K - $2.71K
|
15.6K
$139K
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-6.61K- 86.87% |
$49.4K - $55.5K
|
1K
$8.86K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-4.84KClosed |
$36.2K - $40.6K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.8K- 14.06% |
$13.4K - $15.1K
|
11K
$97.5K
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
10KNew |
$74.8K - $84K
|
10K
$88.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
21.5KNew |
$161K - $180K
|
21.5K
$191K
|
|
|
Oct 31, 2023
Q3 2023
|
Granite Shares Advisors LLC
|
BUY
|
- |
6.54K+ 3.99% |
$48.9K - $54.9K
|
171K
$1.51M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-4K- 66.4% |
$29.9K - $33.6K
|
2.02K
$17.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.67K+ 2.07% |
$12.5K - $14K
|
82.4K
$730K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.59KNew |
$20.8K - $22.2K
|
2.59K
$22.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-17.6K- 35.99% |
$141K - $151K
|
31.3K
$278K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
10KNew |
$80.7K - $86.4K
|
10K
$89K
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
BUY
|
- |
129+ 1.28% |
$1.04K - $1.11K
|
10.2K
$90.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.51K- 12.49% |
$12.1K - $13K
|
10.6K
$93.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1K+ 8.32% |
$8.03K - $8.6K
|
13K
$115K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
750New |
$6.02K - $6.45K
|
750
$6.65K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
4.38KNew |
$35.1K - $37.6K
|
4.38K
$38.8K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
21.4KNew |
$172K - $184K
|
21.4K
$190K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2.19K- 5.21% |
$17.6K - $18.8K
|
39.9K
$353K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.01KClosed |
$8.08K - $8.65K
|
0
$0
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
35+ 2.03% |
$281 - $301
|
1.76K
$15.6K
|
|
| Q1 2023 | |||||||
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
99+ 0.23% |
$818 - $927
|
43.6K
$386K
|
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-3.91K- 27.4% |
$32.3K - $36.6K
|
10.4K
$91.9K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.3KNew |
$93.3K - $106K
|
11.3K
$100K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
9.4KNew |
$77.6K - $88K
|
9.4K
$83.3K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
60New |
$496 - $562
|
60
$532
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
851New |
$7.03K - $7.97K
|
851
$7.54K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
1.39KNew |
$11.4K - $13K
|
1.39K
$12.3K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
169+ 0.66% |
$1.4K - $1.58K
|
25.7K
$227K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1KNew |
$8.26K - $9.36K
|
1K
$8.86K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-380- 17.52% |
$3.14K - $3.56K
|
1.79K
$15.9K
|
|
|
Apr 10, 2023
Q1 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
7.32KNew |
$60.5K - $68.5K
|
7.32K
$64.9K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.04K+ 59.01% |
$49.2K - $57.4K
|
16.3K
$144K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-527K- 88.9% |
$4.29M - $5M
|
65.7K
$582K
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-850- 26.56% |
$6.92K - $8.08K
|
2.35K
$20.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
19.3KNew |
$157K - $183K
|
19.3K
$171K
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
34.7KNew |
$282K - $330K
|
34.7K
$307K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
10New |
$81.4 - $95
|
10
$88.6
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
23.3KNew |
$190K - $222K
|
23.3K
$207K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
2.53KNew |
$20.6K - $24K
|
2.53K
$22.4K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.7KNew |
$22K - $25.7K
|
2.7K
$24K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
1.44KNew |
$11.7K - $13.6K
|
1.44K
$12.7K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
141+ 7.0% |
$1.15K - $1.34K
|
2.16K
$19.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3KNew |
$24.4K - $28.5K
|
3K
$26.6K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-28K- 57.89% |
$228K - $266K
|
20.4K
$180K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-18- 0.25% |
$147 - $171
|
7.27K
$64.4K
|
|