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 27, 2023
Q1 2023
|
Conning Inc.
|
BUY
|
- |
2.39K+ 6.94% |
$19.7K - $22.4K
|
36.8K
$303K
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.79K+ 3.63% |
$14.8K - $16.8K
|
51.2K
$421K
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
1.39KNew |
$11.4K - $13K
|
1.39K
$11.4K
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1.35K+ 3.2% |
$11.2K - $12.7K
|
43.7K
$360K
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.33K+ 6.56% |
$11K - $12.5K
|
21.6K
$178K
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.01KNew |
$8.31K - $9.42K
|
1.01K
$8.28K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1KNew |
$8.26K - $9.36K
|
1K
$8.23K
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
880+ 3.28% |
$7.27K - $8.24K
|
27.7K
$228K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
851New |
$7.03K - $7.97K
|
851
$7K
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
752+ 2.29% |
$6.21K - $7.04K
|
33.5K
$276K
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
720+ 2.89% |
$5.95K - $6.74K
|
25.7K
$211K
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
700+ 1.75% |
$5.78K - $6.55K
|
40.8K
$336K
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
514+ 4.54% |
$4.25K - $4.81K
|
11.8K
$97.3K
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
400New |
$3.3K - $3.74K
|
400
$3.29K
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
377+ 1.45% |
$3.11K - $3.53K
|
26.4K
$217K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
299+ 6.72% |
$2.47K - $2.8K
|
4.75K
$39.1K
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
231+ 1.17% |
$1.91K - $2.16K
|
20K
$164K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
169+ 0.66% |
$1.4K - $1.58K
|
25.7K
$211K
|
|
May 16, 2023
Q1 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
137+ 6.7% |
$1.13K - $1.28K
|
2.18K
$18K
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
134+ 0.63% |
$1.11K - $1.25K
|
21.3K
$175K
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
125+ 1.05% |
$1.03K - $1.17K
|
12K
$98.9K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
99+ 0.23% |
$818 - $927
|
43.6K
$359K
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
98+ 0.68% |
$809 - $917
|
14.4K
$119K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
60New |
$496 - $562
|
60
$494
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
35+ 0.29% |
$289 - $328
|
12.1K
$99.4K
|
|
May 11, 2023
Q1 2023
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
34+ 0.07% |
$281 - $318
|
50.2K
$413K
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
21+ 1.24% |
$173 - $197
|
1.72K
$14.2K
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
7+ 0.04% |
$57.8 - $65.5
|
17.4K
$143K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2+ 0.01% |
$16.5 - $18.7
|
19.5K
$161K
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1- 0.01% |
$8.26 - $9.36
|
19.8K
$163K
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-63- 0.31% |
$520 - $590
|
20.3K
$167K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-64- 0.44% |
$529 - $599
|
14.5K
$119K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-92- 0.12% |
$760 - $861
|
77.5K
$638K
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-136- 0.86% |
$1.12K - $1.27K
|
15.6K
$128K
|
|
Apr 10, 2023
Q1 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-141- 0.65% |
$1.16K - $1.32K
|
21.5K
$177K
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-174- 0.51% |
$1.44K - $1.63K
|
34.1K
$281K
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-233- 1.37% |
$1.92K - $2.18K
|
16.7K
$138K
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-364- 49.06% |
$3.01K - $3.41K
|
378
$3.11K
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-380- 17.52% |
$3.14K - $3.56K
|
1.79K
$14.7K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-391- 1.31% |
$3.23K - $3.66K
|
29.5K
$243K
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-423- 1.55% |
$3.49K - $3.96K
|
26.9K
$221K
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-495- 0.34% |
$4.09K - $4.63K
|
146K
$1.2M
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-659- 0.75% |
$5.44K - $6.17K
|
87.7K
$722K
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-864- 4.81% |
$7.14K - $8.09K
|
17.1K
$141K
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-951- 6.84% |
$7.86K - $8.9K
|
13K
$107K
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-955- 0.65% |
$7.89K - $8.94K
|
147K
$1.21M
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-985- 1.66% |
$8.14K - $9.22K
|
58.3K
$480K
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.13K- 3.11% |
$9.36K - $10.6K
|
35.3K
$291K
|