Purchases and Sales Made in Q4 2023 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 2023. 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 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
678K+ 26.91% |
$4.69M - $5.36M
|
3.2M
$26.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
656K+ 122.76% |
$4.54M - $5.19M
|
1.19M
$9.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
553K+ 118.18% |
$3.83M - $4.38M
|
1.02M
$8.39M
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
386K+ 105.62% |
$2.67M - $3.06M
|
752K
$6.18M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
269KNew |
$1.86M - $2.12M
|
269K
$2.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
187K+ 36.03% |
$1.29M - $1.48M
|
704K
$5.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
167K+ 1339.64% |
$1.15M - $1.32M
|
179K
$1.47M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
139K+ 776.09% |
$961K - $1.1M
|
157K
$1.29M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
128K+ 814.61% |
$885K - $1.01M
|
144K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
94.1K+ 5.93% |
$651K - $744K
|
1.68M
$13.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
88.6KNew |
$613K - $701K
|
88.6K
$728K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
76.4K+ 3.63% |
$529K - $605K
|
2.18M
$17.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
68.1K+ 7.7% |
$471K - $538K
|
952K
$7.81M
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
62.4KNew |
$432K - $494K
|
62.4K
$512K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
51.5KNew |
$357K - $408K
|
51.5K
$423K
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
49.3K+ 7.19% |
$341K - $390K
|
736K
$6.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
40.4K+ 6.32% |
$280K - $320K
|
680K
$5.58M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
38.8KNew |
$269K - $307K
|
38.8K
$319K
|
|
|
Feb 13, 2024
Q4 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
36.6KNew |
$254K - $290K
|
36.6K
$301K
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
35.9KNew |
$249K - $284K
|
35.9K
$295K
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
34.2K+ 279.86% |
$236K - $270K
|
46.4K
$381K
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
31.9KNew |
$221K - $252K
|
31.9K
$262K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
30.1KNew |
$208K - $238K
|
30.1K
$247K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
29.8K+ 52.41% |
$206K - $236K
|
86.7K
$712K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
28.6KNew |
$198K - $226K
|
28.6K
$235K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.6K+ 168.75% |
$184K - $210K
|
42.3K
$347K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
24.1KNew |
$167K - $191K
|
24.1K
$198K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.9K+ 105.71% |
$131K - $149K
|
36.8K
$302K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
18.3K+ 3.73% |
$127K - $145K
|
510K
$4.19M
|
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
18.1KNew |
$125K - $143K
|
18.1K
$149K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
18KNew |
$125K - $142K
|
18K
$148K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
17.7K+ 84.99% |
$123K - $140K
|
38.6K
$317K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
17.6KNew |
$122K - $140K
|
17.6K
$145K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
16.1KNew |
$112K - $128K
|
16.1K
$133K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
15.8KNew |
$109K - $125K
|
15.8K
$130K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
15.1KNew |
$104K - $119K
|
15.1K
$124K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.5KNew |
$100K - $115K
|
14.5K
$119K
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
13.8KNew |
$95.7K - $109K
|
13.8K
$114K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
13.1KNew |
$90.7K - $104K
|
13.1K
$108K
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12.6KNew |
$86.9K - $99.3K
|
12.6K
$103K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12.5K+ 17.25% |
$86.3K - $98.6K
|
84.8K
$696K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12KNew |
$83K - $94.9K
|
12K
$98.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
11.3KNew |
$78.2K - $89.3K
|
11.3K
$92.7K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.5K+ 27.21% |
$72.6K - $82.9K
|
49K
$402K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
10.2K+ 6.79% |
$70.8K - $80.9K
|
161K
$1.32M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
10.1K+ 11.4% |
$70.2K - $80.3K
|
99.2K
$814K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
10.1KNew |
$70K - $80K
|
10.1K
$83K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10K+ 1538.46% |
$69.2K - $79.1K
|
10.7K
$87.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
10KNew |
$69.2K - $79.1K
|
10K
$82.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
9.12K+ 24.32% |
$63.1K - $72.1K
|
46.6K
$383K
|
|