Latest Institutional Purchases of Black Rock Enhanced Equity Dividend Trust (BDJ)
This list provides information on the latest institutional transactions involving Black Rock Enhanced Equity Dividend Trust (BDJ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
BUY
|
- |
129+ 1.28% |
$1.04K - $1.11K
|
10.2K
$86.9K
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
35+ 2.03% |
$281 - $301
|
1.76K
$14.9K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
16.2KNew |
$134K - $152K
|
16.2K
$138K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.3KNew |
$93.3K - $106K
|
11.3K
$96.2K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
9.4KNew |
$77.6K - $88K
|
9.4K
$80K
|
|
|
Apr 10, 2023
Q1 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
7.32KNew |
$60.5K - $68.5K
|
7.32K
$62.3K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
1.39KNew |
$11.4K - $13K
|
1.39K
$11.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1KNew |
$8.26K - $9.36K
|
1K
$8.51K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
851New |
$7.03K - $7.97K
|
851
$7.24K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
400New |
$3.3K - $3.74K
|
400
$3.4K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
169+ 0.66% |
$1.4K - $1.58K
|
25.7K
$219K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
99+ 0.23% |
$818 - $927
|
43.6K
$371K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
60New |
$496 - $562
|
60
$511
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
34.7KNew |
$282K - $330K
|
34.7K
$295K
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
23.3KNew |
$190K - $222K
|
23.3K
$199K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
19.3KNew |
$157K - $183K
|
19.3K
$164K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.04K+ 59.01% |
$49.2K - $57.4K
|
16.3K
$139K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3KNew |
$24.4K - $28.5K
|
3K
$25.5K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.7KNew |
$22K - $25.7K
|
2.7K
$23K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
2.53KNew |
$20.6K - $24K
|
2.53K
$21.5K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
1.44KNew |
$11.7K - $13.6K
|
1.44K
$12.2K
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
141+ 7.0% |
$1.15K - $1.34K
|
2.16K
$18.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
10New |
$81.4 - $95
|
10
$85.1
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Stone X Group Inc.
|
BUY
|
- |
28.1KNew |
$227K - $273K
|
28.1K
$239K
|
|
|
Oct 17, 2022
Q3 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
25.4K+ 108.28% |
$205K - $247K
|
48.9K
$416K
|
|
|
Oct 11, 2022
Q3 2022
|
Lvz, Inc.
|
BUY
|
- |
17.1KNew |
$138K - $166K
|
17.1K
$146K
|
|
|
Oct 12, 2022
Q3 2022
|
Bullseye Investment Management, LLC
|
BUY
|
- |
13KNew |
$105K - $126K
|
13K
$111K
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
10.4KNew |
$84.1K - $101K
|
10.4K
$88.5K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
2.55KNew |
$20.6K - $24.7K
|
2.55K
$21.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
1.5KNew |
$12.1K - $14.6K
|
1.5K
$12.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
510New |
$4.12K - $4.95K
|
510
$4.34K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
307New |
$2.48K - $2.98K
|
307
$2.61K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
200+ 20.0% |
$1.62K - $1.94K
|
1.2K
$10.2K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
48.8KNew |
$427K - $486K
|
48.8K
$415K
|
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
18.7K+ 160.66% |
$164K - $187K
|
30.4K
$259K
|
|
|
Aug 09, 2022
Q2 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
11.1KNew |
$97.2K - $111K
|
11.1K
$94.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
11KNew |
$96.4K - $110K
|
11K
$93.6K
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.54KNew |
$13.5K - $15.3K
|
1.54K
$13.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
825New |
$7.23K - $8.22K
|
825
$7.02K
|
|
|
Aug 10, 2022
Q2 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
466New |
$4.08K - $4.64K
|
466
$3.97K
|
|
|
Aug 15, 2022
Q2 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
442+ 4.29% |
$3.87K - $4.4K
|
10.7K
$91.4K
|
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
200New |
$1.75K - $1.99K
|
200
$1.7K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
121New |
$1.06K - $1.21K
|
121
$1.03K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
42+ 2.69% |
$368 - $418
|
1.6K
$13.6K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
33.8KNew |
$309K - $352K
|
33.8K
$288K
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
2.5K+ 100.0% |
$22.9K - $26.1K
|
5K
$42.6K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.4KNew |
$12.8K - $14.6K
|
1.4K
$11.9K
|
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.1KNew |
$10.1K - $11.5K
|
1.1K
$9.36K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
14.8KNew |
$139K - $153K
|
14.8K
$126K
|
|
|
Feb 02, 2022
Q4 2021
|
Ignite Planners, LLC
|
BUY
|
- |
11.1KNew |
$104K - $115K
|
11.1K
$94.5K
|
|