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 |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$598 - $819
|
1
$1.16K
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1+ 0.28% |
$598 - $819
|
361
$419K
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-68- 61.82% |
$40.7K - $55.7K
|
42
$48.7K
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
2.3KNew |
$1.38M - $1.88M
|
2.3K
$2.67M
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-75Closed |
$44.9K - $61.4K
|
0
$0
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
298New |
$178K - $244K
|
298
$346K
|
|
Feb 12, 2024
Q4 2023
|
Tredje Ap Fonden
|
BUY
|
- |
122+ 1.61% |
$73K - $99.9K
|
7.68K
$8.91M
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
484New |
$289K - $396K
|
484
$561K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
1.75KNew |
$1.05M - $1.44M
|
1.75K
$2.03M
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
BUY
|
- |
248New |
$148K - $203K
|
248
$288K
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-91- 20.5% |
$54.4K - $74.5K
|
353
$409K
|
|
Feb 12, 2024
Q4 2023
|
Taurus Asset Management, LLC
New York, NY |
BUY
|
- |
300New |
$179K - $246K
|
300
$348K
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-51- 8.6% |
$30.5K - $41.8K
|
542
$629K
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-502- 28.46% |
$300K - $411K
|
1.26K
$1.46M
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-4- 7.69% |
$2.39K - $3.28K
|
48
$55.7K
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
64New |
$38.3K - $52.4K
|
64
$74.2K
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-7- 18.92% |
$4.19K - $5.73K
|
30
$34.8K
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
489New |
$292K - $400K
|
489
$567K
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-4.19K- 64.76% |
$2.51M - $3.43M
|
2.28K
$2.65M
|
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-466- 51.32% |
$279K - $382K
|
442
$513K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-24- 3.2% |
$14.4K - $19.7K
|
726
$842K
|
|
Feb 08, 2024
Q4 2023
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-19.9K- 7.95% |
$11.9M - $16.3M
|
230K
$267M
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
418New |
$250K - $342K
|
418
$485K
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-19- 3.45% |
$11.4K - $15.6K
|
531
$616K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
262+ 0.96% |
$157K - $215K
|
27.7K
$32.1M
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
34New |
$20.3K - $27.8K
|
34
$39.4K
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
35+ 15.63% |
$20.9K - $28.7K
|
259
$300K
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-8- 2.49% |
$4.78K - $6.55K
|
313
$363K
|
|
Feb 07, 2024
Q4 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
551New |
$330K - $451K
|
551
$639K
|
|
Feb 07, 2024
Q4 2023
|
Qsemble Capital Management, LP
New York, NY |
SELL
|
- |
-2.6K- 86.63% |
$1.55M - $2.13M
|
401
$465K
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-5- 83.33% |
$2.99K - $4.1K
|
1
$1.16K
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
92New |
$55K - $75.3K
|
92
$107K
|
|
Feb 07, 2024
Q4 2023
|
Sea Town Holdings Pte. Ltd.
|
SELL
|
- |
-14.2K- 26.65% |
$8.51M - $11.7M
|
39.2K
$45.4M
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-12.2K- 54.25% |
$7.29M - $9.98M
|
10.3K
$11.9M
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
249New |
$149K - $204K
|
249
$289K
|
|
Feb 06, 2024
Q4 2023
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
13+ 48.15% |
$7.78K - $10.6K
|
40
$46.4K
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
BUY
|
- |
42+ 2.9% |
$25.1K - $34.4K
|
1.49K
$1.73M
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1- 0.26% |
$598 - $819
|
387
$449K
|
|
Feb 05, 2024
Q4 2023
|
Brooktree Capital Management
|
BUY
|
- |
247New |
$148K - $202K
|
247
$286K
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
251New |
$150K - $206K
|
251
$291K
|
|
Feb 02, 2024
Q4 2023
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-90- 5.18% |
$53.8K - $73.7K
|
1.65K
$1.91M
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-4- 0.82% |
$2.39K - $3.28K
|
483
$560K
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
283+ 2.93% |
$169K - $232K
|
9.93K
$11.5M
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
304New |
$182K - $249K
|
304
$353K
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-212- 27.21% |
$127K - $174K
|
567
$657K
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-54- 12.3% |
$32.3K - $44.2K
|
385
$446K
|
|
Jan 30, 2024
Q4 2023
|
Everence Capital Management Inc
|
SELL
|
- |
-1.44K- 26.5% |
$863K - $1.18M
|
4K
$4.64M
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
16+ 1.28% |
$9.57K - $13.1K
|
1.27K
$1.47M
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
259New |
$155K - $212K
|
259
$300K
|
|
Jan 30, 2024
Q4 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-80- 6.17% |
$47.8K - $65.5K
|
1.22K
$1.41M
|