Purchases and Sales Made in Q1 2024 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 2024. 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 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.61K+ 1.8% |
$35.6K - $38.1K
|
260K
$2.15M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.49K+ 0.27% |
$34.7K - $37.1K
|
1.68M
$13.9M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
4.2K+ 54.38% |
$32.5K - $34.7K
|
11.9K
$98.7K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.2K+ 14.22% |
$32.5K - $34.7K
|
33.7K
$279K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
4K+ 14.89% |
$30.9K - $33.1K
|
30.9K
$256K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.84K+ 2.56% |
$29.7K - $31.8K
|
154K
$1.27M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
3.34K+ 10.67% |
$25.8K - $27.6K
|
34.7K
$287K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
2.64K+ 5.65% |
$20.4K - $21.8K
|
49.3K
$408K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.37K+ 17.78% |
$18.3K - $19.6K
|
15.7K
$130K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.3K+ 1.29% |
$17.8K - $19K
|
181K
$1.5M
|
|
|
Apr 09, 2024
Q1 2024
|
Stolper CO
|
BUY
|
- |
2.18K+ 3.72% |
$16.9K - $18K
|
60.9K
$504K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.12K+ 10.39% |
$16.4K - $17.5K
|
22.5K
$186K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
2K+ 2000.0% |
$15.5K - $16.5K
|
2.1K
$17.4K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.96K+ 2.72% |
$15.1K - $16.2K
|
73.8K
$611K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.73KNew |
$13.3K - $14.3K
|
1.73K
$14.3K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.66K+ 2.92% |
$12.8K - $13.7K
|
58.5K
$484K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.39K+ 3.83% |
$10.8K - $11.5K
|
37.8K
$313K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
1.37K+ 7.42% |
$10.6K - $11.3K
|
19.8K
$164K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.28K+ 7.93% |
$9.89K - $10.6K
|
17.4K
$144K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.16K+ 0.17% |
$9K - $9.63K
|
690K
$5.71M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.16K+ 3.88% |
$8.99K - $9.62K
|
31.1K
$258K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1KNew |
$7.73K - $8.27K
|
1K
$8.28K
|
|
|
Apr 11, 2024
Q1 2024
|
David J Yvars Group
|
BUY
|
- |
848+ 0.75% |
$6.56K - $7.01K
|
114K
$944K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
676+ 1.4% |
$5.23K - $5.59K
|
48.8K
$404K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
653+ 1.42% |
$5.05K - $5.4K
|
46.5K
$385K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
650+ 54.08% |
$5.02K - $5.38K
|
1.85K
$15.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
BUY
|
- |
559+ 1.41% |
$4.32K - $4.62K
|
40.3K
$334K
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
458+ 1.64% |
$3.54K - $3.79K
|
28.3K
$234K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
336+ 2.09% |
$2.6K - $2.78K
|
16.4K
$136K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
323+ 2.11% |
$2.5K - $2.67K
|
15.6K
$129K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
233+ 1.39% |
$1.8K - $1.93K
|
17K
$140K
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
151+ 1.21% |
$1.17K - $1.25K
|
12.7K
$105K
|
|
|
May 10, 2024
Q1 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
132+ 0.45% |
$1.02K - $1.09K
|
29.6K
$245K
|
|
|
May 14, 2024
Q1 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
102+ 0.2% |
$788 - $844
|
50.3K
$417K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
92+ 0.82% |
$711 - $761
|
11.3K
$93.8K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
87+ 0.86% |
$673 - $719
|
10.2K
$84.3K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
72+ 0.06% |
$557 - $595
|
119K
$983K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
55+ 0.54% |
$425 - $455
|
10.3K
$85.1K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
39+ 0.34% |
$301 - $323
|
11.6K
$95.6K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
36+ 0.26% |
$278 - $298
|
13.7K
$113K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
36+ 0.81% |
$278 - $298
|
4.47K
$37K
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
30+ 0.03% |
$232 - $248
|
88.7K
$734K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-2- 0.02% |
$15.5 - $16.5
|
13.3K
$110K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-10- 0.05% |
$77.3 - $82.7
|
18.8K
$155K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-66- 0.21% |
$510 - $546
|
30.7K
$254K
|
|
|
May 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-135- 0.37% |
$1.04K - $1.12K
|
36.5K
$302K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-285- 4.35% |
$2.2K - $2.36K
|
6.27K
$51.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-300- 8.57% |
$2.32K - $2.48K
|
3.2K
$26.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-415- 1.95% |
$3.21K - $3.43K
|
20.9K
$173K
|