Purchases and Sales Made in Q1 2023 in Black Rock Enhanced Equity Dividend Trust (BDJ)
This table provides information about the institutional ownership of Black Rock Enhanced Equity Dividend Trust (BDJ) during Q1 2023. The information is specifically focused on institutions that hold shares of BlackRock Enhanced Equity Dividend Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
295K+ 8.74% |
$2.44M - $2.76M
|
3.67M
$30.2M
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
253K+ 301.43% |
$2.09M - $2.37M
|
337K
$2.78M
|
|
|
Apr 24, 2023
Q1 2023
|
Granite Shares Advisors LLC
|
BUY
|
- |
166KNew |
$1.37M - $1.55M
|
166K
$1.36M
|
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
164K+ 94.4% |
$1.35M - $1.53M
|
337K
$2.78M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
119K+ 431.14% |
$981K - $1.11M
|
146K
$1.2M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
111K+ 10.39% |
$921K - $1.04M
|
1.18M
$9.75M
|
|
|
May 08, 2023
Q1 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
87.2KNew |
$721K - $817K
|
87.2K
$718K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
56.6K+ 10.66% |
$467K - $529K
|
587K
$4.83M
|
|
|
May 15, 2023
Q1 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
48.9KNew |
$404K - $458K
|
48.9K
$403K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
44.2K+ 28.0% |
$365K - $413K
|
202K
$1.66M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
41.3KNew |
$341K - $386K
|
41.3K
$340K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
32.2K+ 5.54% |
$266K - $302K
|
615K
$5.06M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
30.1KNew |
$248K - $281K
|
30.1K
$247K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.9K+ 18.12% |
$231K - $262K
|
182K
$1.5M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
27.9K+ 38.56% |
$230K - $261K
|
100K
$824K
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
27KNew |
$223K - $252K
|
27K
$222K
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
23.9KNew |
$197K - $224K
|
23.9K
$197K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
21.8K+ 134.26% |
$180K - $204K
|
38.1K
$314K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
19.1K+ 51.04% |
$158K - $179K
|
56.5K
$465K
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
16.4K+ 61.53% |
$135K - $153K
|
43K
$354K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
16.2KNew |
$134K - $152K
|
16.2K
$134K
|
|
|
Apr 13, 2023
Q1 2023
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
15.6K+ 5.03% |
$129K - $146K
|
326K
$2.69M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
15KNew |
$124K - $140K
|
15K
$124K
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
13.3KNew |
$110K - $125K
|
13.3K
$110K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
13.3K+ 2.17% |
$110K - $124K
|
625K
$5.14M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.8KNew |
$106K - $120K
|
12.8K
$105K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.3KNew |
$93.3K - $106K
|
11.3K
$93K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.2K+ 50.83% |
$84.5K - $95.7K
|
30.3K
$250K
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
BUY
|
- |
10.1KNew |
$83.3K - $94.4K
|
10.1K
$83K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10K+ 2.06% |
$82.7K - $93.7K
|
497K
$4.09M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
9.79KNew |
$80.9K - $91.7K
|
9.79K
$80.6K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
9.4KNew |
$77.6K - $88K
|
9.4K
$77.4K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.37K+ 1.75% |
$77.4K - $87.7K
|
544K
$4.48M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
7.65K+ 4607.23% |
$63.2K - $71.6K
|
7.81K
$64.3K
|
|
|
Apr 10, 2023
Q1 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
7.32KNew |
$60.5K - $68.5K
|
7.32K
$60.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
6.95K+ 18.93% |
$57.4K - $65.1K
|
43.7K
$359K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.75K+ 1.35% |
$55.7K - $63.1K
|
505K
$4.16M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.32K+ 3.06% |
$52.2K - $59.1K
|
212K
$1.75M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.24K+ 1.76% |
$43.3K - $49K
|
303K
$2.49M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.94K+ 1.38% |
$32.6K - $36.9K
|
290K
$2.38M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.5KNew |
$28.9K - $32.8K
|
3.5K
$28.8K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.44K+ 5.63% |
$28.4K - $32.2K
|
64.6K
$532K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.36K+ 4.44% |
$27.8K - $31.5K
|
79.1K
$651K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.35K+ 10.3% |
$27.7K - $31.4K
|
35.9K
$295K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.26K+ 31.87% |
$27K - $30.5K
|
13.5K
$111K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.06KNew |
$25.3K - $28.6K
|
3.06K
$25.2K
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.89K+ 6.94% |
$23.9K - $27.1K
|
44.6K
$367K
|
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.88K+ 1.26% |
$23.7K - $26.9K
|
230K
$1.9M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.51K+ 2.02% |
$20.8K - $23.5K
|
127K
$1.05M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.5K+ 19.5% |
$20.7K - $23.4K
|
15.3K
$126K
|