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
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.85K- 0.72% |
$15.3K - $16.6K
|
254K
$2.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-1.95K- 4.04% |
$16.2K - $17.5K
|
46.3K
$410K
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-1.98K- 9.12% |
$16.4K - $17.7K
|
19.7K
$175K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-2.1K- 16.06% |
$17.4K - $18.9K
|
11K
$97.5K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.18K- 1.89% |
$18.1K - $19.6K
|
113K
$1M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.29K- 3.47% |
$19K - $20.6K
|
63.7K
$565K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-2.31K- 6.17% |
$19.1K - $20.7K
|
35.1K
$311K
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-2.5K- 10.58% |
$20.7K - $22.4K
|
21.1K
$187K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-2.66K- 1.84% |
$22.1K - $23.9K
|
142K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.91K- 1.09% |
$24.1K - $26.1K
|
264K
$2.34M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-2.94K- 4.65% |
$24.3K - $26.3K
|
60.2K
$533K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.01K- 5.02% |
$24.9K - $27K
|
56.9K
$504K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-3.42K- 15.62% |
$28.4K - $30.7K
|
18.5K
$164K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-3.43K- 10.21% |
$28.4K - $30.7K
|
30.1K
$267K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.71K- 20.32% |
$30.7K - $33.3K
|
14.5K
$129K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.8K- 8.64% |
$31.5K - $34.1K
|
40.2K
$356K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-3.98K- 47.41% |
$33K - $35.7K
|
4.41K
$39.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.04K- 3.38% |
$33.5K - $36.3K
|
115K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.21K- 4.52% |
$34.9K - $37.8K
|
88.9K
$787K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-6.25K- 20.4% |
$51.8K - $56.1K
|
24.4K
$216K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.92K- 9.99% |
$57.4K - $62.1K
|
62.3K
$552K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-7.63K- 35.47% |
$63.3K - $68.5K
|
13.9K
$123K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-8.76K- 0.81% |
$72.6K - $78.6K
|
1.07M
$9.52M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-9.29K- 22.6% |
$77K - $83.4K
|
31.8K
$282K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-11.9K- 52.11% |
$98.6K - $107K
|
10.9K
$96.8K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-12.9K- 0.63% |
$107K - $116K
|
2.04M
$18.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-13.4K- 60.51% |
$111K - $120K
|
8.74K
$77.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-19.9K- 20.48% |
$165K - $178K
|
77.2K
$684K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-20.5K- 49.83% |
$170K - $184K
|
20.6K
$183K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-21K- 9.35% |
$174K - $188K
|
203K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-32.6K- 5.08% |
$271K - $293K
|
611K
$5.41M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-40K- 1.8% |
$332K - $359K
|
2.19M
$19.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-48.9K- 14.75% |
$406K - $439K
|
283K
$2.51M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-52.6K- 32.03% |
$436K - $472K
|
112K
$989K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-55.4K- 6.09% |
$460K - $497K
|
855K
$7.58M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-71.9K- 4.94% |
$596K - $645K
|
1.38M
$12.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-73.6K- 65.57% |
$610K - $660K
|
38.6K
$342K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-75.8K- 14.77% |
$629K - $680K
|
437K
$3.88M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-86.3K- 21.7% |
$716K - $774K
|
312K
$2.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-95.4K- 84.08% |
$791K - $856K
|
18.1K
$160K
|
|
|
Apr 17, 2025
Q1 2025
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-95.8K- 16.78% |
$794K - $859K
|
475K
$4.21M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-129K- 14.18% |
$1.07M - $1.16M
|
779K
$6.91M
|
|
|
May 15, 2025
Q1 2025
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-140K- 26.9% |
$1.16M - $1.26M
|
381K
$3.38M
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-213K- 43.58% |
$1.76M - $1.91M
|
275K
$2.44M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-280K- 96.55% |
$2.32M - $2.51M
|
10K
$88.6K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-414K- 72.81% |
$3.43M - $3.71M
|
155K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-623K- 15.25% |
$5.17M - $5.59M
|
3.46M
$30.7M
|