Purchases and Sales Made in Q3 2023 in Black Rock Inc. (BLK)
This table provides information about the institutional ownership of Black Rock Inc. (BLK) during Q3 2023. The information is specifically focused on institutions that hold shares of BlackRock Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 30, 2023
Q3 2023
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
460+ 3.35% |
$296K - $348K
|
14.2K
$12.9M
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
460+ 25.54% |
$296K - $348K
|
2.26K
$2.05M
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
458+ 32.05% |
$295K - $347K
|
1.89K
$1.71M
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
458+ 43.87% |
$295K - $347K
|
1.5K
$1.36M
|
|
Nov 02, 2023
Q3 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
456+ 40.43% |
$293K - $345K
|
1.58K
$1.44M
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
455+ 15.88% |
$293K - $344K
|
3.32K
$3.01M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
447+ 2.01% |
$288K - $338K
|
22.7K
$20.6M
|
|
Oct 27, 2023
Q3 2023
|
Narwhal Capital Management
|
BUY
|
- |
445+ 2.42% |
$286K - $337K
|
18.9K
$17.1M
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
444+ 4.74% |
$286K - $336K
|
9.82K
$8.91M
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
444New |
$286K - $336K
|
444
$403K
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
444+ 5.44% |
$286K - $336K
|
8.61K
$7.82M
|
|
Oct 23, 2023
Q3 2023
|
Norway Savings Bank
|
BUY
|
- |
433+ 110.46% |
$279K - $328K
|
825
$749K
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
432New |
$278K - $327K
|
432
$392K
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
429+ 19.81% |
$276K - $325K
|
2.6K
$2.36M
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
425+ 9.17% |
$273K - $322K
|
5.06K
$4.59M
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
422+ 54.1% |
$272K - $319K
|
1.2K
$1.09M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
415+ 3.03% |
$267K - $314K
|
14.1K
$12.8M
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
414+ 0.91% |
$266K - $313K
|
45.9K
$41.6M
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
410+ 98.8% |
$264K - $310K
|
825
$749K
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
410+ 98.8% |
$264K - $310K
|
825
$749K
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
409+ 15.24% |
$263K - $309K
|
3.09K
$2.81M
|
|
Nov 14, 2023
Q3 2023
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
401New |
$258K - $303K
|
401
$364K
|
|
Oct 13, 2023
Q3 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
397+ 30.01% |
$255K - $300K
|
1.72K
$1.56M
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
395+ 14.67% |
$254K - $299K
|
3.09K
$2.8M
|
|
Oct 13, 2023
Q3 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
391+ 4.78% |
$252K - $296K
|
8.56K
$7.77M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
386+ 4.09% |
$248K - $292K
|
9.83K
$8.92M
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
384+ 0.34% |
$247K - $291K
|
114K
$104M
|
|
Nov 13, 2023
Q3 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
381New |
$245K - $288K
|
381
$346K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
380+ 2.57% |
$244K - $288K
|
15.2K
$13.8M
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
373+ 2.48% |
$240K - $282K
|
15.4K
$14M
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
369+ 41.28% |
$237K - $279K
|
1.26K
$1.15M
|
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
360+ 105.26% |
$232K - $272K
|
702
$637K
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
359+ 20.26% |
$231K - $272K
|
2.13K
$1.93M
|
|
Nov 14, 2023
Q3 2023
|
Nbw Capital LLC
|
BUY
|
- |
358New |
$230K - $271K
|
358
$325K
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
358+ 0.26% |
$230K - $271K
|
136K
$123M
|
|
Oct 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
357+ 5.83% |
$230K - $270K
|
6.48K
$5.88M
|
|
Nov 30, 2023
Q3 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
350New |
$225K - $265K
|
350
$318K
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
348+ 29.47% |
$224K - $263K
|
1.53K
$1.39M
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
341New |
$219K - $258K
|
341
$310K
|
|
Oct 26, 2023
Q3 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
340+ 38.25% |
$219K - $257K
|
1.23K
$1.12M
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
338+ 1.39% |
$217K - $256K
|
24.6K
$22.3M
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
337+ 4.56% |
$217K - $255K
|
7.72K
$7.01M
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
337+ 3.19% |
$217K - $255K
|
10.9K
$9.91M
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
337+ 2.42% |
$217K - $255K
|
14.3K
$13M
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
336+ 29.73% |
$216K - $254K
|
1.47K
$1.33M
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
336+ 0.5% |
$216K - $254K
|
67.4K
$61.2M
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
334+ 2.13% |
$215K - $253K
|
16K
$14.5M
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
334+ 26.96% |
$215K - $253K
|
1.57K
$1.43M
|
|
Oct 12, 2023
Q3 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
333+ 3.14% |
$214K - $252K
|
10.9K
$9.93M
|
|
Oct 11, 2023
Q3 2023
|
Close Asset Management LTD
|
BUY
|
- |
331+ 8.71% |
$213K - $250K
|
4.13K
$3.75M
|