Purchases and Sales Made in Q4 2022 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 2022. 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 13, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
592KNew |
$4.82M - $5.63M
|
592K
$4.87M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
490K+ 16.99% |
$3.99M - $4.65M
|
3.37M
$27.8M
|
|
Feb 13, 2023
Q4 2022
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
311KNew |
$2.53M - $2.95M
|
311K
$2.56M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
273K+ 25.8% |
$2.23M - $2.6M
|
1.33M
$11M
|
|
Feb 13, 2023
Q4 2022
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
172K+ 4.55% |
$1.4M - $1.63M
|
3.95M
$32.5M
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
147K+ 1405.01% |
$1.2M - $1.4M
|
158K
$1.3M
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
120K+ 439.42% |
$974K - $1.14M
|
147K
$1.21M
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
88.4KNew |
$720K - $840K
|
88.4K
$727K
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
61.7KNew |
$502K - $586K
|
61.7K
$508K
|
|
Feb 14, 2023
Q4 2022
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
59.5KNew |
$484K - $565K
|
59.5K
$490K
|
|
Feb 14, 2023
Q4 2022
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
55.2KNew |
$449K - $524K
|
55.2K
$454K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
46.7K+ 10.32% |
$380K - $443K
|
499K
$4.1M
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
35.8K+ 82.16% |
$292K - $340K
|
79.5K
$654K
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
35.2K+ 1.84% |
$287K - $335K
|
1.95M
$16M
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
35K+ 191.26% |
$285K - $333K
|
53.3K
$439K
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
34.7KNew |
$282K - $330K
|
34.7K
$285K
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
28.1K+ 90.14% |
$229K - $267K
|
59.3K
$488K
|
|
Feb 02, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
27.2KNew |
$222K - $259K
|
27.2K
$224K
|
|
Jan 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
26.6KNew |
$217K - $253K
|
26.6K
$219K
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
25.4K+ 211.88% |
$207K - $241K
|
37.4K
$308K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
25.2K+ 4.94% |
$205K - $239K
|
535K
$4.4M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
24.8K+ 4.22% |
$202K - $236K
|
612K
$5.04M
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
23.8K+ 3.15% |
$194K - $226K
|
780K
$6.42M
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
23.3KNew |
$190K - $222K
|
23.3K
$192K
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22K+ 2.09% |
$179K - $209K
|
1.07M
$8.83M
|
|
Feb 06, 2023
Q4 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
21.7KNew |
$176K - $206K
|
21.7K
$178K
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
20.9K+ 71.8% |
$170K - $199K
|
50.1K
$412K
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
20.3KNew |
$165K - $193K
|
20.3K
$167K
|
|
Feb 13, 2023
Q4 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
19.4KNew |
$158K - $184K
|
19.4K
$160K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
19.3KNew |
$157K - $183K
|
19.3K
$159K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.4K+ 5.84% |
$134K - $156K
|
298K
$2.45M
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
16.3KNew |
$132K - $154K
|
16.3K
$134K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.4K+ 0.63% |
$109K - $127K
|
2.13M
$17.5M
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
12.8KNew |
$104K - $122K
|
12.8K
$105K
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
12.7K+ 6.79% |
$103K - $121K
|
200K
$1.64M
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.9K+ 2.5% |
$96.5K - $113K
|
487K
$4.01M
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
11.5K+ 85.89% |
$93.8K - $109K
|
24.9K
$205K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.8K+ 75.35% |
$88K - $103K
|
25.1K
$207K
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
10.1KNew |
$82.6K - $96.4K
|
10.1K
$83.5K
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.61K+ 35.6% |
$70.1K - $81.8K
|
32.8K
$270K
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
7.42K+ 22.71% |
$60.4K - $70.5K
|
40.1K
$330K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
6.37K+ 8.94% |
$51.8K - $60.5K
|
77.6K
$639K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6.14K+ 25.81% |
$50K - $58.3K
|
29.9K
$246K
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.04K+ 59.01% |
$49.2K - $57.4K
|
16.3K
$134K
|
|
Jan 17, 2023
Q4 2022
|
David J Yvars Group
|
BUY
|
- |
5.69K+ 2.82% |
$46.3K - $54K
|
207K
$1.7M
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
5.1K+ 66.04% |
$41.5K - $48.5K
|
12.8K
$106K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.09K+ 0.97% |
$41.4K - $48.3K
|
531K
$4.37M
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5KNew |
$40.7K - $47.5K
|
5K
$41.2K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.45KNew |
$36.2K - $42.2K
|
4.45K
$36.6K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.4KNew |
$35.8K - $41.8K
|
4.4K
$36.2K
|