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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1K+ 8.32% |
$8.03K - $8.6K
|
13K
$117K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
4.38KNew |
$35.1K - $37.6K
|
4.38K
$39.2K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
21.4KNew |
$172K - $184K
|
21.4K
$192K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2.19K- 5.21% |
$17.6K - $18.8K
|
39.9K
$357K
|
|
|
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
$15.7K
|
|
| Q1 2023 | |||||||
|
Jan 05, 2026
Q1 2023
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
639New |
$5.28K - $5.98K
|
639
$5.73K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-3.91K- 27.4% |
$32.3K - $36.6K
|
10.4K
$92.9K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
99+ 0.23% |
$818 - $927
|
43.6K
$390K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
9.4KNew |
$77.6K - $88K
|
9.4K
$84.2K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.3KNew |
$93.3K - $106K
|
11.3K
$101K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
60New |
$496 - $562
|
60
$538
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
851New |
$7.03K - $7.97K
|
851
$7.62K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
1.39KNew |
$11.4K - $13K
|
1.39K
$12.4K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
169+ 0.66% |
$1.4K - $1.58K
|
25.7K
$230K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1KNew |
$8.26K - $9.36K
|
1K
$8.96K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-380- 17.52% |
$3.14K - $3.56K
|
1.79K
$16K
|
|
|
Apr 10, 2023
Q1 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
7.32KNew |
$60.5K - $68.5K
|
7.32K
$65.6K
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.04K+ 59.01% |
$49.2K - $57.4K
|
16.3K
$146K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-527K- 88.9% |
$4.29M - $5M
|
65.7K
$589K
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-850- 26.56% |
$6.92K - $8.08K
|
2.35K
$21.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
19.3KNew |
$157K - $183K
|
19.3K
$173K
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
34.7KNew |
$282K - $330K
|
34.7K
$311K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
10New |
$81.4 - $95
|
10
$89.6
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
23.3KNew |
$190K - $222K
|
23.3K
$209K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
2.53KNew |
$20.6K - $24K
|
2.53K
$22.6K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.7KNew |
$22K - $25.7K
|
2.7K
$24.2K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
1.44KNew |
$11.7K - $13.6K
|
1.44K
$12.9K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
141+ 7.0% |
$1.15K - $1.34K
|
2.16K
$19.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3KNew |
$24.4K - $28.5K
|
3K
$26.9K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-28K- 57.89% |
$228K - $266K
|
20.4K
$182K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-18- 0.25% |
$147 - $171
|
7.27K
$65.1K
|
|
| Q3 2022 | |||||||
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-4.23K- 72.53% |
$34.1K - $41K
|
1.6K
$14.3K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-266- 6.12% |
$2.15K - $2.58K
|
4.08K
$36.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
510New |
$4.12K - $4.95K
|
510
$4.57K
|
|
|
Nov 14, 2022
Q3 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-5K- 29.41% |
$40.4K - $48.6K
|
12K
$108K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
307New |
$2.48K - $2.98K
|
307
$2.75K
|
|
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
1.5KNew |
$12.1K - $14.6K
|
1.5K
$13.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
200+ 20.0% |
$1.62K - $1.94K
|
1.2K
$10.8K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
2.55KNew |
$20.6K - $24.7K
|
2.55K
$22.8K
|
|
|
Oct 17, 2022
Q3 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
25.4K+ 108.28% |
$205K - $247K
|
48.9K
$438K
|
|
|
Oct 12, 2022
Q3 2022
|
Bullseye Investment Management, LLC
|
BUY
|
- |
13KNew |
$105K - $126K
|
13K
$116K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.41K- 49.96% |
$11.4K - $13.7K
|
1.42K
$12.7K
|
|
|
Oct 11, 2022
Q3 2022
|
Lvz, Inc.
|
BUY
|
- |
17.1KNew |
$138K - $166K
|
17.1K
$154K
|
|
| Q2 2022 | |||||||
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
200New |
$1.75K - $1.99K
|
200
$1.79K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.82KClosed |
$24.7K - $28.1K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.54KNew |
$13.5K - $15.3K
|
1.54K
$13.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
442+ 4.29% |
$3.87K - $4.4K
|
10.7K
$96.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-271Closed |
$2.37K - $2.7K
|
0
$0
|
|