Latest Institutional Transactions on Black Rock Inc. (BLK)
This table provides information on the latest institutional transactions involving Black Rock Inc. (BLK) 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 18, 2024
Q1 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
SELL
|
- |
-808- 69.84% |
$626K - $680K
|
349
$346K
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1+ 0.35% |
$774 - $842
|
283
$281K
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
14New |
$10.8K - $11.8K
|
14
$13.9K
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-49- 4.36% |
$37.9K - $41.3K
|
1.07K
$1.06M
|
|
Apr 17, 2024
Q1 2024
|
Fulcrum Capital LLC
|
BUY
|
- |
28+ 0.42% |
$21.7K - $23.6K
|
6.7K
$6.64M
|
|
Apr 17, 2024
Q1 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
213New |
$165K - $179K
|
213
$211K
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-20- 2.33% |
$15.5K - $16.8K
|
840
$833K
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-4- 5.41% |
$3.1K - $3.37K
|
70
$69.4K
|
|
Apr 16, 2024
Q1 2024
|
Amf Tjanstepension Ab
|
SELL
|
- |
-9.4K- 24.5% |
$7.28M - $7.92M
|
29K
$28.7M
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
9+ 2.81% |
$6.97K - $7.58K
|
329
$326K
|
|
Apr 16, 2024
Q1 2024
|
Hs Management Partners, LLC
New York, NY |
SELL
|
- |
-65K- 46.0% |
$50.3M - $54.7M
|
76.3K
$75.7M
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-440- 58.12% |
$341K - $371K
|
317
$314K
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
BUY
|
- |
3+ 0.84% |
$2.32K - $2.53K
|
360
$357K
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-36- 0.91% |
$27.9K - $30.3K
|
3.93K
$3.9M
|
|
Apr 15, 2024
Q1 2024
|
Portman Square Capital LLP
London, X0 |
SELL
|
- |
-19- 3.93% |
$14.7K - $16K
|
465
$461K
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-3- 4.23% |
$2.32K - $2.53K
|
68
$67.4K
|
|
Apr 15, 2024
Q1 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-150- 35.29% |
$116K - $126K
|
275
$273K
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-3- 1.2% |
$2.32K - $2.53K
|
246
$244K
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-2- 0.28% |
$1.55K - $1.68K
|
702
$696K
|
|
Apr 15, 2024
Q1 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
12+ 1.74% |
$9.29K - $10.1K
|
703
$697K
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
76+ 27.74% |
$58.8K - $64K
|
350
$347K
|
|
Apr 12, 2024
Q1 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-400- 1.9% |
$310K - $337K
|
20.7K
$20.5M
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-36- 4.56% |
$27.9K - $30.3K
|
754
$748K
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
57+ 154.05% |
$44.1K - $48K
|
94
$93.2K
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
1.15KNew |
$887K - $965K
|
1.15K
$1.14M
|
|
Apr 11, 2024
Q1 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-10- 2.81% |
$7.74K - $8.42K
|
346
$343K
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
SELL
|
- |
-4- 1.1% |
$3.1K - $3.37K
|
358
$355K
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-483- 47.73% |
$374K - $407K
|
529
$525K
|
|
Apr 05, 2024
Q1 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
40New |
$31K - $33.7K
|
40
$39.7K
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
BUY
|
- |
240New |
$186K - $202K
|
240
$238K
|
|
Apr 03, 2024
Q1 2024
|
Campbell Capital Management Inc
|
BUY
|
- |
3.16K+ 78.9% |
$2.44M - $2.66M
|
7.16K
$7.1M
|
|
Q4 2023 | |||||||
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
30+ 29.7% |
$17.9K - $24.6K
|
131
$130K
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-1.25K- 69.08% |
$747K - $1.02M
|
559
$554K
|
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-12.3K- 45.82% |
$7.38M - $10.1M
|
14.6K
$14.5M
|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
905New |
$541K - $741K
|
905
$897K
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
43+ 4.92% |
$25.7K - $35.2K
|
917
$909K
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
250+ 100.0% |
$150K - $205K
|
500
$496K
|
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
102+ 23.29% |
$61K - $83.5K
|
540
$535K
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
3New |
$1.79K - $2.46K
|
3
$2.97K
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-27Closed |
$16.1K - $22.1K
|
0
$0
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
43New |
$25.7K - $35.2K
|
43
$42.6K
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
323New |
$193K - $265K
|
323
$320K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
28New |
$16.7K - $22.9K
|
28
$27.8K
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-124- 6.28% |
$74.2K - $102K
|
1.85K
$1.83M
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
28+ 1400.0% |
$16.7K - $22.9K
|
30
$29.7K
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
20New |
$12K - $16.4K
|
20
$19.8K
|
|
Feb 15, 2024
Q4 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-17.8K- 97.03% |
$10.6M - $14.6M
|
545
$540K
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
187New |
$112K - $153K
|
187
$185K
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
14New |
$8.37K - $11.5K
|
14
$13.9K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
15New |
$8.97K - $12.3K
|
15
$14.9K
|