Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.04K+ 9.0% |
$24.5K - $26.3K
|
36.8K
$326K
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.66KNew |
$21.4K - $23K
|
2.66K
$23.6K
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.82KNew |
$14.6K - $15.7K
|
1.82K
$16.1K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.44K+ 7.31% |
$11.6K - $12.5K
|
21.1K
$187K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.23K+ 66.41% |
$9.89K - $10.6K
|
3.08K
$27.3K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.23KNew |
$9.87K - $10.6K
|
1.23K
$10.9K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.19KNew |
$9.53K - $10.3K
|
1.19K
$10.5K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
997+ 9.97% |
$8.02K - $8.62K
|
11K
$97.4K
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
950New |
$7.64K - $8.22K
|
950
$8.42K
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
881+ 2.01% |
$7.08K - $7.62K
|
44.7K
$396K
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
850+ 7.79% |
$6.83K - $7.35K
|
11.8K
$104K
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
725+ 6.87% |
$5.83K - $6.27K
|
11.3K
$99.9K
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
664New |
$5.34K - $5.74K
|
664
$5.88K
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
642+ 1.36% |
$5.16K - $5.55K
|
47.8K
$424K
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
560+ 12.33% |
$4.5K - $4.84K
|
5.1K
$45.2K
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
549+ 1.89% |
$4.41K - $4.75K
|
29.6K
$263K
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
449+ 1.56% |
$3.61K - $3.88K
|
29.2K
$259K
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
433+ 3.87% |
$3.48K - $3.75K
|
11.6K
$103K
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
399+ 0.41% |
$3.21K - $3.45K
|
96.8K
$858K
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
346+ 2.0% |
$2.78K - $2.99K
|
17.7K
$157K
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
333New |
$2.68K - $2.88K
|
333
$2.95K
|
|
Nov 14, 2024
Q3 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
281+ 1.25% |
$2.26K - $2.43K
|
22.7K
$202K
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
161+ 0.42% |
$1.29K - $1.39K
|
38.1K
$338K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
140+ 0.49% |
$1.13K - $1.21K
|
28.8K
$255K
|
|
Nov 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
129+ 0.45% |
$1.04K - $1.12K
|
28.7K
$254K
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
84+ 0.82% |
$675 - $727
|
10.4K
$91.7K
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
81+ 1.97% |
$651 - $701
|
4.2K
$37.2K
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
75+ 0.4% |
$603 - $649
|
19.1K
$169K
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
63+ 0.48% |
$507 - $545
|
13.2K
$117K
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
59+ 0.45% |
$474 - $510
|
13.3K
$118K
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
52+ 0.11% |
$418 - $450
|
46.9K
$416K
|
|
Nov 12, 2024
Q3 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
9+ 1.51% |
$72.4 - $77.9
|
606
$5.37K
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1- 0.15% |
$8.04 - $8.65
|
665
$5.89K
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-65- 0.05% |
$523 - $562
|
144K
$1.28M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-71- 10.92% |
$571 - $614
|
579
$5.13K
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-119- 0.95% |
$957 - $1.03K
|
12.4K
$109K
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-128- 1.26% |
$1.03K - $1.11K
|
10.1K
$89.2K
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
SELL
|
- |
-163- 0.26% |
$1.31K - $1.41K
|
62.1K
$550K
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-203- 1.05% |
$1.63K - $1.76K
|
19K
$169K
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-205- 0.97% |
$1.65K - $1.77K
|
21K
$186K
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-258- 20.3% |
$2.07K - $2.23K
|
1.01K
$8.98K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-270- 2.24% |
$2.17K - $2.34K
|
11.8K
$104K
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-279- 1.49% |
$2.24K - $2.41K
|
18.4K
$163K
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-350- 46.67% |
$2.81K - $3.03K
|
400
$3.54K
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-358- 0.77% |
$2.88K - $3.1K
|
46.1K
$409K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-400- 20.27% |
$3.22K - $3.46K
|
1.57K
$13.9K
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-406- 20.3% |
$3.26K - $3.51K
|
1.59K
$14.1K
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-561- 3.03% |
$4.51K - $4.85K
|
17.9K
$159K
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-639- 5.22% |
$5.14K - $5.53K
|
11.6K
$103K
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-683- 3.47% |
$5.49K - $5.91K
|
19K
$168K
|