Purchases and Sales Made in Q1 2025 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 2025. 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 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
596KNew |
$4.94M - $5.35M
|
596K
$5.28M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
290KNew |
$2.4M - $2.6M
|
290K
$2.57M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
194K+ 6.25% |
$1.61M - $1.74M
|
3.3M
$29.2M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
171K+ 4.93% |
$1.42M - $1.53M
|
3.64M
$32.3M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
110K+ 46.08% |
$908K - $983K
|
347K
$3.08M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
104KNew |
$859K - $930K
|
104K
$918K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
56.9K+ 24.39% |
$471K - $510K
|
290K
$2.57M
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
47.9K+ 100.0% |
$397K - $429K
|
95.7K
$848K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
38.4K+ 14.53% |
$318K - $344K
|
303K
$2.68M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
34.2K+ 50248.53% |
$283K - $306K
|
34.2K
$303K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
33.7KNew |
$279K - $302K
|
33.7K
$298K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
33.5K+ 234.02% |
$278K - $300K
|
47.8K
$423K
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
24.6K+ 19.79% |
$204K - $221K
|
149K
$1.32M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
23.3K+ 3.75% |
$193K - $209K
|
645K
$5.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
21.7KNew |
$180K - $194K
|
21.7K
$192K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21K+ 3.96% |
$174K - $188K
|
551K
$4.88M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
20.1KNew |
$167K - $180K
|
20.1K
$178K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
19.7K+ 103.24% |
$164K - $177K
|
38.9K
$344K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
18.3K+ 122.13% |
$152K - $164K
|
33.3K
$295K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
18.1K+ 69.61% |
$150K - $163K
|
44.2K
$392K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
18KNew |
$149K - $161K
|
18K
$159K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.5K+ 1.6% |
$145K - $157K
|
1.11M
$9.87M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17KNew |
$141K - $153K
|
17K
$151K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15.6K+ 78.54% |
$129K - $140K
|
35.4K
$314K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
14.3K+ 39.28% |
$119K - $128K
|
50.8K
$450K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13.6KNew |
$112K - $122K
|
13.6K
$120K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
12.9K+ 36.3% |
$107K - $116K
|
48.4K
$429K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.8K+ 2.24% |
$106K - $115K
|
585K
$5.19M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
12.5K+ 37.54% |
$104K - $112K
|
45.8K
$406K
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
12.2KNew |
$101K - $110K
|
12.2K
$108K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.7KNew |
$97.1K - $105K
|
11.7K
$104K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
11.4K+ 52.46% |
$94.4K - $102K
|
33.1K
$293K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.2KNew |
$84.3K - $91.2K
|
10.2K
$90.1K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.1KNew |
$83.3K - $90.1K
|
10.1K
$89K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
8.8K+ 25.99% |
$73K - $78.9K
|
42.7K
$378K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
5.36K+ 35.46% |
$44.4K - $48.1K
|
20.5K
$181K
|
|
|
May 14, 2025
Q1 2025
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
5K+ 17.87% |
$41.4K - $44.9K
|
33K
$292K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.02K+ 11.47% |
$33.3K - $36.1K
|
39.1K
$346K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
3.32KNew |
$27.5K - $29.8K
|
3.32K
$29.4K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.87K+ 8.22% |
$23.8K - $25.7K
|
37.7K
$334K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.83K+ 8.88% |
$23.5K - $25.4K
|
34.7K
$307K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.7KNew |
$22.4K - $24.2K
|
2.7K
$23.9K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.31K+ 44.31% |
$19.1K - $20.7K
|
7.51K
$66.5K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.88K+ 5.1% |
$15.6K - $16.9K
|
38.7K
$343K
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
1.85K+ 6.69% |
$15.3K - $16.6K
|
29.5K
$261K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.72K+ 2.79% |
$14.2K - $15.4K
|
63.2K
$560K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.63K+ 4.42% |
$13.5K - $14.6K
|
38.4K
$341K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.5K+ 294.12% |
$12.4K - $13.5K
|
2.01K
$17.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.5K+ 3.39% |
$12.4K - $13.5K
|
45.8K
$406K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1.49KNew |
$12.3K - $13.3K
|
1.49K
$13.2K
|