Purchases and Sales Made in Q4 2024 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 2024. 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 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3.54KNew |
$28.6K - $32K
|
3.54K
$31.3K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
3K+ 9.72% |
$24.3K - $27.1K
|
33.9K
$300K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.86K+ 2.58% |
$23.2K - $25.8K
|
114K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.53K+ 7.76% |
$20.5K - $22.8K
|
35.1K
$311K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.74K+ 5.39% |
$14.1K - $15.7K
|
34K
$301K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.68KNew |
$13.6K - $15.1K
|
1.68K
$14.8K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
1.67KNew |
$13.5K - $15.1K
|
1.67K
$14.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.26K+ 1.98% |
$10.2K - $11.4K
|
64.7K
$574K
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.15K+ 1.54% |
$9.32K - $10.4K
|
76K
$674K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1.09KNew |
$8.8K - $9.83K
|
1.09K
$9.63K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1K+ 4.73% |
$8.1K - $9.04K
|
22.1K
$196K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
974+ 1.5% |
$7.89K - $8.8K
|
66K
$585K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
800New |
$6.48K - $7.23K
|
800
$7.09K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
761+ 1.29% |
$6.16K - $6.88K
|
59.9K
$530K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
629New |
$5.09K - $5.69K
|
629
$5.57K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
325+ 0.83% |
$2.63K - $2.94K
|
39.5K
$350K
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
300+ 1.89% |
$2.43K - $2.71K
|
16.2K
$144K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
273+ 2.0% |
$2.21K - $2.47K
|
13.9K
$123K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
263+ 0.27% |
$2.13K - $2.38K
|
97.1K
$860K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
258+ 1.22% |
$2.09K - $2.33K
|
21.3K
$189K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
210+ 1.81% |
$1.7K - $1.9K
|
11.8K
$105K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
193New |
$1.56K - $1.74K
|
193
$1.71K
|
|
|
Feb 13, 2025
Q4 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
134+ 0.47% |
$1.09K - $1.21K
|
28.8K
$255K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
120+ 0.99% |
$972 - $1.08K
|
12.2K
$108K
|
|
|
Feb 25, 2025
Q4 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
104+ 0.23% |
$842 - $940
|
44.9K
$398K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
103+ 2.02% |
$834 - $931
|
5.2K
$46.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
100New |
$810 - $904
|
100
$886
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
72+ 0.54% |
$583 - $651
|
13.4K
$119K
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
65+ 0.49% |
$527 - $588
|
13.3K
$118K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
64+ 0.34% |
$518 - $579
|
19.1K
$169K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
46+ 0.42% |
$373 - $416
|
11.1K
$98.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
43+ 0.09% |
$348 - $389
|
47.8K
$424K
|
|
|
Feb 12, 2025
Q4 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
30+ 4.95% |
$243 - $271
|
636
$5.63K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
18New |
$146 - $163
|
18
$159
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
10New |
$81 - $90.4
|
10
$88.6
|
|
|
Feb 14, 2025
Q4 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
6+ 0.03% |
$48.6 - $54.2
|
22.8K
$202K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-28- 0.02% |
$227 - $253
|
144K
$1.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-36- -0.0% |
$292 - $325
|
1.08M
$9.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-69- 11.92% |
$559 - $624
|
510
$4.52K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-99- 24.75% |
$802 - $895
|
301
$2.67K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-114- 24.95% |
$923 - $1.03K
|
343
$3.04K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-155- 0.41% |
$1.26K - $1.4K
|
37.4K
$332K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-166- 4.46% |
$1.34K - $1.5K
|
3.55K
$31.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-199- 0.97% |
$1.61K - $1.8K
|
20.4K
$180K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-201- 1.09% |
$1.63K - $1.82K
|
18.2K
$162K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-304- 24.78% |
$2.46K - $2.75K
|
923
$8.18K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-305- 7.26% |
$2.47K - $2.76K
|
3.9K
$34.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-339- 3.01% |
$2.75K - $3.06K
|
10.9K
$96.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-396- 24.84% |
$3.21K - $3.58K
|
1.2K
$10.6K
|