Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
623K+ 35.36% |
$4.66M - $5.23M
|
2.39M
$20.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
543K+ 379.87% |
$4.06M - $4.56M
|
686K
$5.94M
|
|
|
Nov 09, 2023
Q3 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
534KNew |
$3.99M - $4.48M
|
534K
$4.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
468KNew |
$3.5M - $3.93M
|
468K
$4.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
424KNew |
$3.17M - $3.56M
|
424K
$3.67M
|
|
|
Nov 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
232K+ 173.0% |
$1.73M - $1.95M
|
366K
$3.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
227KNew |
$1.69M - $1.9M
|
227K
$1.96M
|
|
|
Nov 02, 2023
Q3 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
205K+ 31.19% |
$1.53M - $1.72M
|
861K
$7.45M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
134K+ 11.76% |
$998K - $1.12M
|
1.27M
$11M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
118K+ 24.69% |
$882K - $991K
|
597K
$5.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
113KNew |
$845K - $949K
|
113K
$980K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
107K+ 4.44% |
$801K - $900K
|
2.52M
$21.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
91K+ 311.75% |
$680K - $764K
|
120K
$1.04M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
89KNew |
$665K - $747K
|
89K
$771K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
84.4K+ 5.62% |
$631K - $708K
|
1.59M
$13.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
73.3KNew |
$547K - $615K
|
73.3K
$635K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
66.4K+ 8.13% |
$496K - $557K
|
884K
$7.65M
|
|
|
Oct 10, 2023
Q3 2023
|
Stolper CO
|
BUY
|
- |
58.6KNew |
$438K - $491K
|
58.6K
$507K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
56.3K+ 99.28% |
$421K - $472K
|
113K
$979K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
40.6K+ 6.05% |
$304K - $341K
|
713K
$6.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.2K+ 3.11% |
$293K - $329K
|
1.3M
$11.3M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
37.5KNew |
$280K - $315K
|
37.5K
$325K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
30.7K+ 13.34% |
$229K - $258K
|
261K
$2.26M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
29.3KNew |
$219K - $246K
|
29.3K
$254K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
23.2KNew |
$173K - $194K
|
23.2K
$201K
|
|
|
Nov 02, 2023
Q3 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
21.5KNew |
$161K - $180K
|
21.5K
$186K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
20.9KNew |
$156K - $175K
|
20.9K
$181K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.9K+ 8.2% |
$134K - $150K
|
237K
$2.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.9KNew |
$134K - $150K
|
17.9K
$155K
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
16.7KNew |
$125K - $140K
|
16.7K
$145K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.1K+ 5.13% |
$120K - $135K
|
329K
$2.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
15.7KNew |
$117K - $132K
|
15.7K
$136K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.1K+ 6.59% |
$113K - $127K
|
244K
$2.11M
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
14.8KNew |
$110K - $124K
|
14.8K
$128K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.9K+ 0.66% |
$104K - $117K
|
2.11M
$18.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
12.3K+ 204.73% |
$91.8K - $103K
|
18.3K
$158K
|
|
|
Nov 21, 2023
Q3 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
12.2KNew |
$91.2K - $102K
|
12.2K
$106K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.4KNew |
$85.5K - $96K
|
11.4K
$99.1K
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
10KNew |
$74.8K - $84K
|
10K
$86.7K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9.47K+ 15.08% |
$70.8K - $79.5K
|
72.3K
$626K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
7.88K+ 19.31% |
$58.8K - $66.1K
|
48.7K
$421K
|
|
|
Oct 31, 2023
Q3 2023
|
Granite Shares Advisors LLC
|
BUY
|
- |
6.54K+ 3.99% |
$48.9K - $54.9K
|
171K
$1.48M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.14K+ 2.7% |
$38.4K - $43.1K
|
195K
$1.69M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.38KNew |
$32.7K - $36.7K
|
4.38K
$37.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.69K+ 29.29% |
$27.6K - $31K
|
16.3K
$141K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
3.18K+ 16.73% |
$23.7K - $26.6K
|
22.2K
$192K
|
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
3.16K+ 28.03% |
$23.6K - $26.5K
|
14.4K
$125K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
2.27KNew |
$17K - $19.1K
|
2.27K
$19.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.13K+ 10.78% |
$15.9K - $17.9K
|
21.9K
$190K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.96K+ 13.36% |
$14.6K - $16.4K
|
16.6K
$144K
|