Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.94K+ 34.8% |
$30.8K - $32.8K
|
15.3K
$133K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
3.75K+ 10.81% |
$29.2K - $31.2K
|
38.4K
$334K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.5K+ 11.62% |
$27.3K - $29.1K
|
33.6K
$293K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.3K+ 21.7% |
$25.7K - $27.4K
|
18.5K
$161K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.08K+ 3.52% |
$24K - $25.6K
|
90.5K
$789K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.33K+ 0.86% |
$18.2K - $19.4K
|
272K
$2.37M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.27K+ 13.03% |
$17.7K - $18.9K
|
19.7K
$172K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.25KNew |
$17.6K - $18.7K
|
2.25K
$19.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
2.15K+ 14.68% |
$16.8K - $17.9K
|
16.8K
$146K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
2.07K+ 32.95% |
$16.1K - $17.2K
|
8.33K
$72.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Stolper CO
|
BUY
|
- |
1.4K+ 2.3% |
$10.9K - $11.6K
|
62.3K
$542K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.17K+ 0.11% |
$9.11K - $9.7K
|
1.02M
$8.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
958New |
$7.48K - $7.97K
|
958
$8.34K
|
|
|
Jul 22, 2024
Q2 2024
|
David J Yvars Group
|
BUY
|
- |
858+ 0.75% |
$6.7K - $7.14K
|
115K
$1M
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
BUY
|
- |
834+ 2.07% |
$6.51K - $6.94K
|
41.2K
$359K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
800New |
$6.25K - $6.66K
|
800
$6.97K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
750New |
$5.86K - $6.24K
|
750
$6.53K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
698+ 1.42% |
$5.45K - $5.81K
|
50K
$435K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
678+ 1.38% |
$5.3K - $5.64K
|
49.6K
$432K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
662+ 1.42% |
$5.17K - $5.51K
|
47.2K
$411K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
655+ 2.04% |
$5.12K - $5.45K
|
32.7K
$285K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
592+ 0.92% |
$4.62K - $4.93K
|
65.2K
$568K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
505+ 2.87% |
$3.94K - $4.2K
|
18.1K
$158K
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
461+ 1.63% |
$3.6K - $3.84K
|
28.8K
$251K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
457New |
$3.57K - $3.8K
|
457
$3.98K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
356+ 2.1% |
$2.78K - $2.96K
|
17.3K
$151K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
325+ 15.48% |
$2.54K - $2.7K
|
2.43K
$21.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
320+ 1.14% |
$2.5K - $2.66K
|
28.4K
$248K
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
288+ 1.38% |
$2.25K - $2.4K
|
21.2K
$184K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
208+ 2.07% |
$1.62K - $1.73K
|
10.2K
$89.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
155New |
$1.21K - $1.29K
|
155
$1.35K
|
|
|
Aug 15, 2024
Q2 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
104+ 0.21% |
$812 - $865
|
50.4K
$439K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
87+ 0.85% |
$679 - $724
|
10.3K
$89.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
79+ 0.42% |
$617 - $657
|
19K
$165K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
74+ 1.66% |
$578 - $616
|
4.54K
$39.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
51+ 0.14% |
$398 - $424
|
37.8K
$329K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
51New |
$398 - $424
|
51
$444
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
44+ 0.15% |
$344 - $366
|
28.6K
$249K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
40+ 0.35% |
$312 - $333
|
11.6K
$101K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
26+ 0.11% |
$203 - $216
|
23.7K
$206K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
24+ 4.19% |
$187 - $200
|
597
$5.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-52- 0.28% |
$406 - $433
|
18.7K
$163K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-131- 0.28% |
$1.02K - $1.09K
|
45.9K
$400K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-175- 1.41% |
$1.37K - $1.46K
|
12.2K
$107K
|
|
|
Aug 14, 2024
Q2 2024
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-282- 0.74% |
$2.2K - $2.35K
|
37.8K
$330K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-300- 0.31% |
$2.34K - $2.5K
|
96.4K
$840K
|
|
|
Jul 17, 2024
Q2 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-312- 0.22% |
$2.44K - $2.6K
|
144K
$1.26M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-341- 0.13% |
$2.66K - $2.84K
|
260K
$2.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-365- 2.33% |
$2.85K - $3.04K
|
15.3K
$133K
|