Latest Institutional Transactions on Black Rock Enhanced Equity Dividend Trust (BDJ)
This table provides information on the latest institutional transactions involving Black Rock Enhanced Equity Dividend Trust (BDJ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
25.2K+ 78.86% |
$195K - $208K
|
57.1K
$490K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.16K+ 0.17% |
$9K - $9.63K
|
690K
$5.93M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
13.5KNew |
$104K - $111K
|
13.5K
$116K
|
|
| Q4 2023 | |||||||
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.38KClosed |
$30.3K - $34.6K
|
0
$0
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2.69KNew |
$18.6K - $21.2K
|
2.69K
$23.1K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
307New |
$2.12K - $2.43K
|
307
$2.64K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
10KNew |
$69.2K - $79.1K
|
10K
$85.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.37K- 32.28% |
$37.1K - $42.5K
|
11.3K
$96.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12.6KNew |
$86.9K - $99.3K
|
12.6K
$108K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
11.3KNew |
$78.2K - $89.3K
|
11.3K
$97K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.2KNew |
$15.2K - $17.4K
|
2.2K
$18.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-786- 5.37% |
$5.44K - $6.22K
|
13.8K
$119K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
15.1KNew |
$104K - $119K
|
15.1K
$130K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-55- 0.7% |
$381 - $435
|
7.76K
$66.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-11.9K- 45.53% |
$82.5K - $94.3K
|
14.3K
$122K
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
13.8KNew |
$95.7K - $109K
|
13.8K
$119K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-8.24K- 38.8% |
$57K - $65.1K
|
13K
$112K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
18KNew |
$125K - $142K
|
18K
$155K
|
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
18.1KNew |
$125K - $143K
|
18.1K
$156K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12KNew |
$83K - $94.9K
|
12K
$103K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
714New |
$4.94K - $5.65K
|
714
$6.13K
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-3K- 3.38% |
$20.8K - $23.7K
|
85.7K
$736K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.2K+ 240.0% |
$8.3K - $9.49K
|
1.7K
$14.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
126+ 115.6% |
$872 - $997
|
235
$2.02K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
512New |
$3.54K - $4.05K
|
512
$4.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.25K- 14.33% |
$8.65K - $9.89K
|
7.47K
$64.2K
|
|
| Q3 2023 | |||||||
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-378Closed |
$2.82K - $3.17K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
23.2KNew |
$173K - $194K
|
23.2K
$199K
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-6.61K- 86.87% |
$49.4K - $55.5K
|
1K
$8.59K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
323+ 2.11% |
$2.41K - $2.71K
|
15.6K
$134K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-4.84KClosed |
$36.2K - $40.6K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.8K- 14.06% |
$13.4K - $15.1K
|
11K
$94.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-15.5K- 54.18% |
$116K - $130K
|
13.1K
$113K
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
10KNew |
$74.8K - $84K
|
10K
$86K
|
|
|
Nov 02, 2023
Q3 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
21.5KNew |
$161K - $180K
|
21.5K
$185K
|
|
|
Oct 31, 2023
Q3 2023
|
Granite Shares Advisors LLC
|
BUY
|
- |
6.54K+ 3.99% |
$48.9K - $54.9K
|
171K
$1.47M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-4K- 66.4% |
$29.9K - $33.6K
|
2.02K
$17.4K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.67K+ 2.07% |
$12.5K - $14K
|
82.4K
$708K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
699+ 46.6% |
$5.22K - $5.86K
|
2.2K
$18.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.59KNew |
$20.8K - $22.2K
|
2.59K
$22.2K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
10KNew |
$80.7K - $86.4K
|
10K
$86.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-17.6K- 35.99% |
$141K - $151K
|
31.3K
$269K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
16.1KNew |
$129K - $139K
|
16.1K
$138K
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
BUY
|
- |
129+ 1.28% |
$1.04K - $1.11K
|
10.2K
$87.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.51K- 12.49% |
$12.1K - $13K
|
10.6K
$90.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1K+ 8.32% |
$8.03K - $8.6K
|
13K
$112K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
750New |
$6.02K - $6.45K
|
750
$6.44K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
4.38KNew |
$35.1K - $37.6K
|
4.38K
$37.6K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
21.4KNew |
$172K - $184K
|
21.4K
$184K
|
|