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
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-497- 3.31% |
$4.05K - $4.72K
|
14.5K
$126K
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-600- 9.06% |
$4.88K - $5.7K
|
6.02K
$52.5K
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
SELL
|
- |
-602- 3.35% |
$4.9K - $5.72K
|
17.4K
$151K
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-735- 2.75% |
$5.98K - $6.98K
|
26K
$226K
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-850- 26.56% |
$6.92K - $8.08K
|
2.35K
$20.5K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-999- 4.81% |
$8.13K - $9.49K
|
19.8K
$172K
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.2K- 5.36% |
$9.76K - $11.4K
|
21.2K
$185K
|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.56K- 8.17% |
$12.7K - $14.8K
|
17.5K
$152K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.6K- 0.56% |
$13K - $15.2K
|
285K
$2.48M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.62K- 3.59% |
$13.2K - $15.4K
|
43.5K
$379K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.75K- 3.51% |
$14.3K - $16.6K
|
48.2K
$420K
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.76K- 11.2% |
$14.3K - $16.7K
|
13.9K
$121K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.92K- 4.08% |
$15.6K - $18.2K
|
45K
$392K
|
|
Jan 30, 2023
Q4 2022
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-1.92K- 1.7% |
$15.6K - $18.2K
|
111K
$966K
|
|
Jan 23, 2023
Q4 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-2.55K- 1.7% |
$20.8K - $24.3K
|
148K
$1.29M
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.9K- 5.54% |
$23.6K - $27.6K
|
49.4K
$430K
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.91K- 12.3% |
$23.6K - $27.6K
|
20.7K
$180K
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.26K- 14.31% |
$26.6K - $31K
|
19.5K
$170K
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-3.31K- 7.73% |
$26.9K - $31.4K
|
39.5K
$344K
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-3.5K- 28.64% |
$28.5K - $33.3K
|
8.72K
$76K
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-4.34K- 3.51% |
$35.3K - $41.2K
|
119K
$1.04M
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.03K- 12.13% |
$41K - $47.8K
|
36.4K
$317K
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-5.5K- 8.27% |
$44.7K - $52.2K
|
61K
$531K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.67K- 8.48% |
$46.2K - $53.9K
|
61.2K
$533K
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-5.88K- 4.35% |
$47.9K - $55.9K
|
129K
$1.13M
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.38K- 33.09% |
$51.9K - $60.6K
|
12.9K
$112K
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-7.12K- 0.47% |
$57.9K - $67.6K
|
1.52M
$13.3M
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-7.13K- 5.21% |
$58K - $67.7K
|
130K
$1.13M
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-8.73K- 28.8% |
$71.1K - $83K
|
21.6K
$188K
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-10K- 22.64% |
$81.6K - $95.3K
|
34.3K
$298K
|
|
Feb 16, 2023
Q4 2022
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-10.9K- 17.91% |
$89.1K - $104K
|
50.2K
$437K
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-15K- 2.51% |
$122K - $142K
|
582K
$5.07M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17.6K- 1.6% |
$144K - $168K
|
1.08M
$9.44M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-18K- 34.97% |
$147K - $171K
|
33.5K
$292K
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-24.5K- 5.13% |
$200K - $233K
|
453K
$3.95M
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-24.9K- 11.03% |
$203K - $236K
|
201K
$1.75M
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-28K- 57.89% |
$228K - $266K
|
20.4K
$177K
|
|
Feb 13, 2023
Q4 2022
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-42.7K- 19.73% |
$347K - $405K
|
174K
$1.51M
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-61K- 27.87% |
$496K - $579K
|
158K
$1.37M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-71.6K- 2.89% |
$583K - $680K
|
2.41M
$21M
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-104K- 31.37% |
$847K - $988K
|
228K
$1.98M
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-527K- 88.9% |
$4.29M - $5M
|
65.7K
$573K
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-534K- 11.72% |
$4.35M - $5.07M
|
4.02M
$35M
|