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 |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.35K+ 2.09% |
$11.2K - $12.1K
|
66.1K
$586K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.33K+ 2.96% |
$11K - $11.9K
|
46.1K
$409K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.14K+ 9.42% |
$9.46K - $10.2K
|
13.3K
$117K
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.06K+ 3.06% |
$8.75K - $9.47K
|
35.6K
$315K
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
1KNew |
$8.29K - $8.97K
|
1K
$8.86K
|
|
Apr 16, 2025
Q1 2025
|
David J Yvars Group
|
BUY
|
- |
930+ 1.01% |
$7.71K - $8.34K
|
92.6K
$821K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
899+ 211.53% |
$7.45K - $8.06K
|
1.32K
$11.7K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
829+ 103.62% |
$6.87K - $7.44K
|
1.63K
$14.4K
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
776+ 1.97% |
$6.43K - $6.96K
|
40.2K
$357K
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
765+ 1.75% |
$6.34K - $6.86K
|
44.6K
$395K
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
716+ 1.5% |
$5.94K - $6.42K
|
48.6K
$430K
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
705+ 4.08% |
$5.84K - $6.32K
|
18K
$159K
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
BUY
|
- |
694+ 1.13% |
$5.75K - $6.23K
|
61.9K
$548K
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
664New |
$5.5K - $5.96K
|
664
$5.88K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
612+ 0.35% |
$5.07K - $5.49K
|
177K
$1.57M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
607+ 2.31% |
$5.03K - $5.44K
|
26.9K
$238K
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
503+ 2.13% |
$4.17K - $4.51K
|
24.1K
$213K
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
295+ 2.12% |
$2.45K - $2.65K
|
14.2K
$126K
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
285+ 1.11% |
$2.36K - $2.56K
|
25.9K
$229K
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
276+ 1.29% |
$2.29K - $2.48K
|
21.6K
$192K
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
269+ 2.14% |
$2.23K - $2.41K
|
12.8K
$114K
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
198+ 1.04% |
$1.64K - $1.78K
|
19.3K
$171K
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
183New |
$1.52K - $1.64K
|
183
$1.62K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
173+ 0.13% |
$1.43K - $1.55K
|
129K
$1.14M
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
144+ 0.5% |
$1.19K - $1.29K
|
29K
$257K
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
115+ 0.82% |
$953 - $1.03K
|
14.2K
$126K
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
100+ 0.62% |
$829 - $897
|
16.3K
$144K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
87+ 1.9% |
$721 - $780
|
4.66K
$41.3K
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
86+ 0.77% |
$713 - $771
|
11.2K
$99.3K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
80+ 0.54% |
$663 - $718
|
14.9K
$132K
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
75+ 0.56% |
$622 - $673
|
13.5K
$119K
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
70+ 0.53% |
$580 - $628
|
13.3K
$118K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
46New |
$381 - $413
|
46
$408
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
14+ 2.2% |
$116 - $126
|
650
$5.76K
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
11+ 0.09% |
$91.2 - $98.7
|
11.8K
$105K
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
6+ 0.03% |
$49.7 - $53.8
|
22.8K
$202K
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1- -0.0% |
$8.29 - $8.97
|
27.3K
$242K
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-12- 0.07% |
$99.5 - $108
|
18.2K
$162K
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-45- 0.28% |
$373 - $404
|
16.1K
$142K
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-70- 11.13% |
$580 - $628
|
559
$4.95K
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-231- 1.32% |
$1.91K - $2.07K
|
17.3K
$153K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-240- 30.19% |
$1.99K - $2.15K
|
555
$4.92K
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-278- 0.26% |
$2.3K - $2.49K
|
105K
$929K
|
|
Apr 30, 2025
Q1 2025
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-312- 0.69% |
$2.59K - $2.8K
|
44.6K
$395K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-733- 33.33% |
$6.08K - $6.58K
|
1.47K
$13K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-752- 1.67% |
$6.23K - $6.75K
|
44.3K
$393K
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.15K- 3.24% |
$9.49K - $10.3K
|
34.1K
$303K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.57KClosed |
$13K - $14.1K
|
0
$0
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-1.67KClosed |
$13.8K - $15K
|
0
$0
|