Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
750New |
$6.02K - $6.45K
|
750
$6.21K
|
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
BUY
|
- |
746+ 2.03% |
$5.99K - $6.42K
|
37.6K
$311K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
595+ 1.36% |
$4.78K - $5.12K
|
44.3K
$367K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
494+ 1.58% |
$3.97K - $4.25K
|
31.8K
$263K
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
415+ 1.57% |
$3.33K - $3.57K
|
26.8K
$222K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
345+ 2.81% |
$2.77K - $2.97K
|
12.6K
$104K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
304+ 2.03% |
$2.44K - $2.61K
|
15.3K
$127K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
283+ 1.02% |
$2.27K - $2.43K
|
28K
$231K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
173+ 0.67% |
$1.39K - $1.49K
|
25.8K
$214K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
161+ 1.36% |
$1.29K - $1.38K
|
12K
$99.3K
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
137+ 1.14% |
$1.1K - $1.18K
|
12.2K
$101K
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
BUY
|
- |
129+ 1.28% |
$1.04K - $1.11K
|
10.2K
$84.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
117+ 0.42% |
$940 - $1.01K
|
28K
$231K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
109New |
$875 - $937
|
109
$903
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
108+ 0.75% |
$867 - $929
|
14.5K
$120K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
96+ 2.02% |
$771 - $826
|
4.84K
$40.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
79+ 0.39% |
$634 - $679
|
20.4K
$169K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
77+ 0.79% |
$618 - $662
|
9.87K
$81.7K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
58+ 0.16% |
$466 - $499
|
36.1K
$299K
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
44+ 2.02% |
$353 - $378
|
2.23K
$18.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
43+ 0.2% |
$345 - $370
|
21.4K
$177K
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
35+ 2.03% |
$281 - $301
|
1.76K
$14.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
19+ 0.19% |
$153 - $163
|
10K
$83K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
4+ 0.01% |
$32.1 - $34.4
|
40.8K
$338K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
SELL
|
- |
-29- 0.17% |
$233 - $249
|
17.3K
$144K
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-100- 0.75% |
$803 - $860
|
13.2K
$110K
|
|
|
Aug 15, 2023
Q2 2023
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-193- 0.38% |
$1.55K - $1.66K
|
50K
$414K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-296- 1.35% |
$2.38K - $2.55K
|
21.7K
$179K
|
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-507- 0.35% |
$4.07K - $4.36K
|
146K
$1.21M
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-582- 4.02% |
$4.67K - $5.01K
|
13.9K
$115K
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-641- 3.24% |
$5.15K - $5.51K
|
19.2K
$159K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-650- 46.43% |
$5.22K - $5.59K
|
750
$6.21K
|
|
|
Jul 10, 2023
Q2 2023
|
David J Yvars Group
|
SELL
|
- |
-805- 0.41% |
$6.46K - $6.92K
|
197K
$1.63M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-858- 2.91% |
$6.89K - $7.38K
|
28.7K
$237K
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-941- 1.61% |
$7.56K - $8.09K
|
57.4K
$475K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.01KClosed |
$8.08K - $8.65K
|
0
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.05K- 5.25% |
$8.41K - $9K
|
18.9K
$157K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.1K- 1.42% |
$8.86K - $9.49K
|
76.4K
$633K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.11K- 8.2% |
$8.89K - $9.52K
|
12.4K
$103K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.21K- 4.7% |
$9.68K - $10.4K
|
24.4K
$202K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.28K- 2.76% |
$10.3K - $11K
|
45K
$373K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.39K- 5.36% |
$11.2K - $12K
|
24.6K
$203K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.42K- 4.24% |
$11.4K - $12.2K
|
32.1K
$266K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.51K- 12.49% |
$12.1K - $13K
|
10.6K
$87.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.67K- 2.29% |
$13.4K - $14.3K
|
71.1K
$589K
|
|
|
Aug 10, 2023
Q2 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-1.75K- 1.05% |
$14K - $15K
|
164K
$1.36M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2.19K- 5.21% |
$17.6K - $18.8K
|
39.9K
$330K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.46K- 14.38% |
$19.7K - $21.1K
|
14.6K
$121K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.5K- 16.32% |
$20.1K - $21.5K
|
12.8K
$106K
|