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 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.02K+ 2.68% |
$32.7K - $38.2K
|
154K
$1.27M
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
3.97K+ 16.84% |
$32.3K - $37.7K
|
27.6K
$227K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.83K+ 1.89% |
$31.2K - $36.4K
|
206K
$1.7M
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
3.5K+ 294.69% |
$28.4K - $33.2K
|
4.68K
$38.5K
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.47K+ 5.05% |
$28.3K - $33K
|
72.3K
$595K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3KNew |
$24.4K - $28.5K
|
3K
$24.7K
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.91K+ 9.81% |
$23.7K - $27.6K
|
32.5K
$268K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.7KNew |
$22K - $25.7K
|
2.7K
$22.3K
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.57K+ 12.41% |
$20.9K - $24.4K
|
23.3K
$192K
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
2.53KNew |
$20.6K - $24K
|
2.53K
$20.8K
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.19K+ 2.98% |
$17.9K - $20.8K
|
75.8K
$624K
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.96K+ 6.67% |
$15.9K - $18.6K
|
31.3K
$258K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.78K+ 7.48% |
$14.4K - $16.9K
|
25.5K
$210K
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
1.7KNew |
$13.8K - $16.2K
|
1.7K
$14K
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.52K+ 14.7% |
$12.4K - $14.5K
|
11.9K
$97.8K
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
1.44KNew |
$11.7K - $13.6K
|
1.44K
$11.8K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
1.27KNew |
$10.3K - $12.1K
|
1.27K
$10.5K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.22K+ 11.05% |
$9.93K - $11.6K
|
12.3K
$101K
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.18K+ 10.86% |
$9.61K - $11.2K
|
12K
$99.2K
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.06K+ 1.44% |
$8.61K - $10.1K
|
74.5K
$613K
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1K+ 2.42% |
$8.16K - $9.53K
|
42.4K
$349K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
789+ 4.17% |
$6.42K - $7.5K
|
19.7K
$162K
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
777+ 1.9% |
$6.32K - $7.38K
|
41.7K
$343K
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
742New |
$6.04K - $7.05K
|
742
$6.11K
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
BUY
|
- |
642+ 1.9% |
$5.23K - $6.1K
|
34.4K
$283K
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
605+ 4.28% |
$4.92K - $5.75K
|
14.7K
$121K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
512+ 18.46% |
$4.17K - $4.86K
|
3.29K
$27K
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
504+ 1.39% |
$4.1K - $4.79K
|
36.7K
$302K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
488+ 1.7% |
$3.97K - $4.64K
|
29.1K
$240K
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
484+ 3.5% |
$3.94K - $4.6K
|
14.3K
$118K
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
468+ 2.38% |
$3.81K - $4.45K
|
20.1K
$166K
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
380+ 21.24% |
$3.09K - $3.61K
|
2.17K
$17.9K
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
281+ 1.81% |
$2.29K - $2.67K
|
15.8K
$130K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
255+ 2.55% |
$2.08K - $2.42K
|
10.3K
$84.5K
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
246+ 0.93% |
$2K - $2.34K
|
26.8K
$220K
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
241+ 1.2% |
$1.96K - $2.29K
|
20.4K
$168K
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
141+ 7.0% |
$1.15K - $1.34K
|
2.16K
$17.7K
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
139+ 1.24% |
$1.13K - $1.32K
|
11.3K
$93.1K
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
102+ 0.35% |
$830 - $969
|
29.1K
$240K
|
|
Feb 14, 2023
Q4 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
39+ 1.94% |
$317 - $371
|
2.05K
$16.8K
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
23+ 0.15% |
$187 - $219
|
15.6K
$128K
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
11+ 7.1% |
$89.5 - $105
|
166
$1.37K
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
10New |
$81.4 - $95
|
10
$82.3
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-18- 0.25% |
$147 - $171
|
7.27K
$59.8K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-55- 0.17% |
$448 - $523
|
32.3K
$266K
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-64- 0.81% |
$521 - $608
|
7.82K
$64.3K
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-130- 0.58% |
$1.06K - $1.24K
|
22.2K
$183K
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-352Closed |
$2.87K - $3.34K
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-428- 1.12% |
$3.48K - $4.07K
|
37.8K
$311K
|