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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 3.23% |
$598 - $819
|
32
$31.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
249New |
$149K - $204K
|
249
$247K
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
270New |
$161K - $221K
|
270
$268K
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-12- 0.87% |
$7.18K - $9.83K
|
1.37K
$1.36M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3- 27.27% |
$1.79K - $2.46K
|
8
$7.93K
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
25+ 208.33% |
$15K - $20.5K
|
37
$36.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-49- 90.74% |
$29.3K - $40.1K
|
5
$4.96K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-13- 7.78% |
$7.78K - $10.6K
|
154
$153K
|
|
|
Jan 22, 2024
Q4 2023
|
Oak Thistle LLC
|
SELL
|
- |
-162- 17.22% |
$96.9K - $133K
|
779
$772K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-80- 53.33% |
$47.8K - $65.5K
|
70
$69.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
12.9KNew |
$7.72M - $10.6M
|
12.9K
$12.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
1New |
$598 - $819
|
1
$992
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-50- 5.49% |
$29.9K - $41K
|
861
$854K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
PUT |
1.5K+ 41.67% |
$897K - $1.23M
|
5.1K
$5.06M
|
|
|
Jan 17, 2024
Q4 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-33- 10.15% |
$19.7K - $27K
|
292
$290K
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
263New |
$157K - $215K
|
263
$261K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
400+ 13.68% |
$239K - $328K
|
3.32K
$3.29M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
19New |
$11.4K - $15.6K
|
19
$18.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
49New |
$29.3K - $40.1K
|
49
$48.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
250New |
$150K - $205K
|
250
$248K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
272New |
$163K - $223K
|
272
$270K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
75+ 22.94% |
$44.9K - $61.4K
|
402
$399K
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-10- 27.78% |
$5.98K - $8.19K
|
26
$25.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-25- 21.19% |
$15K - $20.5K
|
93
$92.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-534- 91.75% |
$319K - $437K
|
48
$47.6K
|
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-195- 4.33% |
$117K - $160K
|
4.31K
$4.27M
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
BUY
|
- |
287New |
$172K - $235K
|
287
$285K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
973+ 146.1% |
$582K - $797K
|
1.64K
$1.63M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-16- 0.91% |
$9.57K - $13.1K
|
1.75K
$1.73M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-20- 2.58% |
$12K - $16.4K
|
756
$750K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
20New |
$12K - $16.4K
|
20
$19.8K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-165- 20.27% |
$98.7K - $135K
|
649
$643K
|
|
| Q3 2023 | |||||||
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-32- 25.81% |
$20.6K - $24.2K
|
92
$91.2K
|
|
|
Apr 24, 2024
Q3 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-430- 5.96% |
$277K - $325K
|
6.79K
$6.73M
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-398Closed |
$256K - $301K
|
0
$0
|
|
|
Apr 09, 2024
Q3 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
36+ 3.53% |
$23.2K - $27.2K
|
1.06K
$1.05M
|
|
|
Feb 13, 2024
Q3 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-35- 0.44% |
$22.5K - $26.5K
|
7.98K
$7.91M
|
|
|
Feb 09, 2024
Q3 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
4+ 0.18% |
$2.57K - $3.03K
|
2.21K
$2.19M
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-14.6KClosed |
$9.4M - $11.1M
|
0
$0
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
1.5K+ 2.38% |
$965K - $1.13M
|
64.6K
$64.1M
|
|
|
Dec 14, 2023
Q3 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.69K+ 781.1% |
$1.73M - $2.03M
|
3.03K
$3.01M
|
|
|
Dec 13, 2023
Q3 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
BUY
|
- |
7+ 0.62% |
$4.5K - $5.3K
|
1.14K
$1.13M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
179New |
$115K - $135K
|
179
$177K
|
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
2.33KNew |
$1.5M - $1.76M
|
2.33K
$2.31M
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
11+ 28.21% |
$7.08K - $8.32K
|
50
$49.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
6+ 1.01% |
$3.86K - $4.54K
|
601
$596K
|
|
|
Nov 14, 2023
Q3 2023
|
Symmetry Investments LP
|
BUY
|
- |
2.96KNew |
$1.9M - $2.24M
|
2.96K
$2.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Charles Carroll Financial Partners, LLC
|
BUY
|
- |
25+ 0.3% |
$16.1K - $18.9K
|
8.26K
$8.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Birinyi Associates Inc
|
BUY
|
- |
500New |
$322K - $378K
|
500
$496K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
115+ 8.03% |
$74K - $87K
|
1.55K
$1.53M
|
|