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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.17K- 6.72% |
$9.64K - $10.9K
|
16.2K
$133K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.2K- 36.53% |
$9.91K - $11.2K
|
2.09K
$17.2K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.27K- 3.78% |
$10.4K - $11.8K
|
32.2K
$265K
|
|
|
May 11, 2023
Q1 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-1.29K- 4.42% |
$10.6K - $12K
|
27.8K
$229K
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.29K- 8.17% |
$10.7K - $12.1K
|
14.5K
$119K
|
|
|
May 09, 2023
Q1 2023
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-1.5K- 6.26% |
$12.4K - $14K
|
22.5K
$185K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.54K- 1.19% |
$12.7K - $14.4K
|
128K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.67K- 2.25% |
$13.8K - $15.7K
|
72.8K
$599K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.93K- 4.01% |
$16K - $18.1K
|
46.3K
$381K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.15K- 2.7% |
$17.8K - $20.1K
|
77.3K
$636K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-2.5K- 53.47% |
$20.7K - $23.4K
|
2.18K
$17.9K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.78K- 11.93% |
$22.9K - $26K
|
20.5K
$169K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-3.16K- 10.85% |
$26.1K - $29.5K
|
26K
$214K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.17K- 12.61% |
$26.2K - $29.7K
|
22K
$181K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.7K- 22.4% |
$30.6K - $34.6K
|
12.8K
$105K
|
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-3.91K- 27.4% |
$32.3K - $36.6K
|
10.4K
$85.4K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.87K- 4.53% |
$48.5K - $55K
|
124K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-6.5K- 11.78% |
$53.7K - $60.8K
|
48.7K
$401K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.71K- 20.75% |
$55.4K - $62.8K
|
25.6K
$211K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.58K- 1.1% |
$70.9K - $80.3K
|
772K
$6.35M
|
|
|
Apr 19, 2023
Q1 2023
|
David J Yvars Group
|
SELL
|
- |
-9.4K- 4.54% |
$77.7K - $88K
|
198K
$1.63M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-16.2K- 0.76% |
$134K - $152K
|
2.11M
$17.4M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-16.8K- 7.68% |
$139K - $157K
|
202K
$1.66M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-18.9K- 31.04% |
$156K - $177K
|
42.1K
$346K
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-20.2K- 37.39% |
$167K - $189K
|
33.8K
$278K
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-23.1K- 11.55% |
$191K - $216K
|
177K
$1.45M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-24.1K- 48.19% |
$199K - $226K
|
26K
$214K
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-25.6K- 21.42% |
$211K - $240K
|
93.9K
$773K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-27.1K- 71.58% |
$224K - $254K
|
10.8K
$88.5K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-43.3K- 70.27% |
$358K - $406K
|
18.3K
$151K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-44.2K- 21.88% |
$365K - $413K
|
158K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-44.3K- 1.1% |
$366K - $415K
|
3.98M
$32.7M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-64.2K- 2.67% |
$530K - $601K
|
2.34M
$19.3M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-70.1K- 6.47% |
$579K - $656K
|
1.01M
$8.34M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-89.9K- 5.9% |
$742K - $841K
|
1.43M
$11.8M
|
|
|
May 04, 2023
Q1 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-110K- 2.79% |
$909K - $1.03M
|
3.84M
$31.6M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-121K- 9.04% |
$995K - $1.13M
|
1.21M
$9.98M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-124K- 19.22% |
$1.02M - $1.16M
|
521K
$4.29M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-164K- 57.53% |
$1.35M - $1.53M
|
121K
$995K
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-319K- 16.37% |
$2.63M - $2.98M
|
1.63M
$13.4M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-417K- 92.05% |
$3.45M - $3.91M
|
36K
$297K
|