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 |
|---|---|---|---|---|---|---|---|
|
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 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
13.5KNew |
$104K - $111K
|
13.5K
$119K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
10.3KNew |
$79.6K - $85.2K
|
10.3K
$91.3K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
7.42KNew |
$57.3K - $61.3K
|
7.42K
$65.7K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.81K+ 26.92% |
$37.2K - $39.8K
|
22.7K
$201K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.16K+ 0.17% |
$9K - $9.63K
|
690K
$6.11M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1KNew |
$7.73K - $8.27K
|
1K
$8.86K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
323+ 2.11% |
$2.5K - $2.67K
|
15.6K
$139K
|
|
| Q4 2023 | |||||||
|
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
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
15.1KNew |
$104K - $119K
|
15.1K
$134K
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
13.8KNew |
$95.7K - $109K
|
13.8K
$123K
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12.6KNew |
$86.9K - $99.3K
|
12.6K
$111K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12KNew |
$83K - $94.9K
|
12K
$106K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
11.3KNew |
$78.2K - $89.3K
|
11.3K
$100K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
10KNew |
$69.2K - $79.1K
|
10K
$88.6K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2.69KNew |
$18.6K - $21.2K
|
2.69K
$23.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.2KNew |
$15.2K - $17.4K
|
2.2K
$19.5K
|
|
|
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 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
714New |
$4.94K - $5.65K
|
714
$6.33K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
512New |
$3.54K - $4.05K
|
512
$4.54K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
307New |
$2.12K - $2.43K
|
307
$2.72K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
126+ 115.6% |
$872 - $997
|
235
$2.08K
|
|
| Q3 2023 | |||||||
|
Nov 02, 2023
Q3 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
21.5KNew |
$161K - $180K
|
21.5K
$191K
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
10KNew |
$74.8K - $84K
|
10K
$88.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Granite Shares Advisors LLC
|
BUY
|
- |
6.54K+ 3.99% |
$48.9K - $54.9K
|
171K
$1.51M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.67K+ 2.07% |
$12.5K - $14K
|
82.4K
$730K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
323+ 2.11% |
$2.41K - $2.71K
|
15.6K
$139K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
21.4KNew |
$172K - $184K
|
21.4K
$190K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
10KNew |
$80.7K - $86.4K
|
10K
$89K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
4.38KNew |
$35.1K - $37.6K
|
4.38K
$38.8K
|
|
|
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 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 11, 2023
Q2 2023
|
Sfmg, LLC
|
BUY
|
- |
129+ 1.28% |
$1.04K - $1.11K
|
10.2K
$90.5K
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
35+ 2.03% |
$281 - $301
|
1.76K
$15.6K
|
|
| Q1 2023 | |||||||
|
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
|
|
|
Apr 10, 2023
Q1 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
7.32KNew |
$60.5K - $68.5K
|
7.32K
$64.9K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
1.39KNew |
$11.4K - $13K
|
1.39K
$12.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1KNew |
$8.26K - $9.36K
|
1K
$8.86K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
851New |
$7.03K - $7.97K
|
851
$7.54K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
169+ 0.66% |
$1.4K - $1.58K
|
25.7K
$227K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
99+ 0.23% |
$818 - $927
|
43.6K
$386K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
60New |
$496 - $562
|
60
$532
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
34.7KNew |
$282K - $330K
|
34.7K
$307K
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
23.3KNew |
$190K - $222K
|
23.3K
$207K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
19.3KNew |
$157K - $183K
|
19.3K
$171K
|
|