Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 11, 2022
Q4 2021
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
3.97MNew |
$37.2M - $41.1M
|
3.97M
$32.6M
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
310K+ 1199.94% |
$2.9M - $3.21M
|
336K
$2.76M
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
190K+ 7.6% |
$1.78M - $1.97M
|
2.7M
$22.2M
|
|
Jan 28, 2022
Q4 2021
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
160KNew |
$1.5M - $1.66M
|
160K
$1.32M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
150KNew |
$1.41M - $1.56M
|
150K
$1.24M
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
121K+ 8.44% |
$1.13M - $1.25M
|
1.55M
$12.7M
|
|
Jan 24, 2022
Q4 2021
|
David J Yvars Group
|
BUY
|
- |
109K+ 102.25% |
$1.02M - $1.13M
|
215K
$1.77M
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
103KNew |
$962K - $1.06M
|
103K
$845K
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
102K+ 12.55% |
$951K - $1.05M
|
911K
$7.49M
|
|
Feb 11, 2022
Q4 2021
|
Saxon Interests, Inc.
|
BUY
|
- |
98.3KNew |
$921K - $1.02M
|
98.3K
$809K
|
|
Feb 15, 2022
Q4 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
76.7K+ 281.8% |
$718K - $795K
|
104K
$855K
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
67.5KNew |
$632K - $700K
|
67.5K
$555K
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
65K+ 1581.25% |
$609K - $674K
|
69.1K
$569K
|
|
Feb 14, 2022
Q4 2021
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
57.2KNew |
$536K - $593K
|
57.2K
$471K
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
57KNew |
$534K - $592K
|
57K
$469K
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
50.6K+ 1.88% |
$474K - $525K
|
2.75M
$22.6M
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
45.8KNew |
$429K - $474K
|
45.8K
$377K
|
|
Feb 14, 2022
Q4 2021
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
41K+ 25.24% |
$384K - $425K
|
204K
$1.67M
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
37.8KNew |
$354K - $392K
|
37.8K
$311K
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
37.1K+ 2.8% |
$348K - $385K
|
1.36M
$11.2M
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
34.7KNew |
$326K - $360K
|
34.7K
$286K
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
33.1K+ 6.19% |
$311K - $344K
|
569K
$4.68M
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
28.4KNew |
$266K - $294K
|
28.4K
$234K
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
26.3KNew |
$246K - $273K
|
26.3K
$216K
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
25.4KNew |
$238K - $264K
|
25.4K
$209K
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
24.8KNew |
$232K - $257K
|
24.8K
$204K
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
23KNew |
$215K - $238K
|
23K
$189K
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
22.9KNew |
$215K - $238K
|
22.9K
$189K
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.5K+ 4.92% |
$201K - $222K
|
458K
$3.77M
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
17K+ 2.98% |
$159K - $176K
|
587K
$4.83M
|
|
Feb 15, 2022
Q4 2021
|
Maple Capital Management, Inc.
|
BUY
|
- |
16.6KNew |
$156K - $172K
|
16.6K
$137K
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
14.8KNew |
$139K - $153K
|
14.8K
$122K
|
|
Feb 02, 2022
Q4 2021
|
Ignite Planners, LLC
|
BUY
|
- |
11.1KNew |
$104K - $115K
|
11.1K
$91.4K
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
10.5KNew |
$98.4K - $109K
|
10.5K
$86.4K
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
10.1KNew |
$94.3K - $104K
|
10.1K
$82.8K
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
9.07K+ 1.41% |
$85K - $94K
|
654K
$5.38M
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.99K+ 5.88% |
$84.3K - $93.3K
|
162K
$1.33M
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
7.7KNew |
$72.1K - $79.8K
|
7.7K
$63.4K
|
|
Feb 14, 2022
Q4 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
7.64K+ 2.13% |
$71.6K - $79.2K
|
366K
$3.01M
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
7.25K+ 40.17% |
$67.9K - $75.2K
|
25.3K
$208K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.99K+ 2.85% |
$56.1K - $62.1K
|
216K
$1.78M
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.9K+ 5.67% |
$55.2K - $61.1K
|
110K
$904K
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5K+ 31.59% |
$46.8K - $51.8K
|
20.8K
$171K
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
3.73K+ 2.57% |
$35K - $38.7K
|
149K
$1.23M
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
3.7KNew |
$34.7K - $38.4K
|
3.7K
$30.5K
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.5K+ 13.59% |
$32.8K - $36.3K
|
29.2K
$241K
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.33KNew |
$31.2K - $34.5K
|
3.33K
$27.4K
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3K+ 28.07% |
$28.1K - $31.1K
|
13.7K
$113K
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.82KNew |
$26.4K - $29.3K
|
2.82K
$23.2K
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.61K+ 25.68% |
$24.4K - $27K
|
12.8K
$105K
|