Purchases and Sales Made in Q1 2024 in Black Rock Innovation & Growth Trust (BIGZ)
This table provides information about the institutional ownership of Black Rock Innovation & Growth Trust (BIGZ) during Q1 2024. The information is specifically focused on institutions that hold shares of BlackRock Innovation & Growth Trust.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
8.2M+ 18.75% |
$57.7M - $67.3M
|
52M
$390M
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
3.02M+ 142.49% |
$21.2M - $24.7M
|
5.13M
$38.5M
|
|
May 15, 2024
Q1 2024
|
Sessa Capital Im, L.P.
New York, NY |
BUY
|
- |
2.38MNew |
$16.8M - $19.5M
|
2.38M
$17.9M
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
367K+ 12.79% |
$2.58M - $3.01M
|
3.24M
$24.3M
|
|
May 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
292K+ 24.22% |
$2.05M - $2.39M
|
1.5M
$11.2M
|
|
May 15, 2024
Q1 2024
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
197KNew |
$1.38M - $1.61M
|
197K
$1.47M
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
145K+ 159.56% |
$1.02M - $1.19M
|
235K
$1.76M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
126K+ 9.5% |
$884K - $1.03M
|
1.45M
$10.9M
|
|
May 13, 2024
Q1 2024
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
118KNew |
$829K - $968K
|
118K
$885K
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
80K+ 240.24% |
$562K - $656K
|
113K
$850K
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
29.2KNew |
$206K - $240K
|
29.2K
$219K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
25.1K+ 85.65% |
$177K - $206K
|
54.5K
$409K
|
|
May 16, 2024
Q1 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
21.3KNew |
$150K - $175K
|
21.3K
$160K
|
|
May 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
20KNew |
$141K - $164K
|
20K
$150K
|
|
May 15, 2024
Q1 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
17.9K+ 24.03% |
$125K - $146K
|
92.1K
$691K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17K+ 0.92% |
$119K - $139K
|
1.86M
$13.9M
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.4K+ 0.3% |
$115K - $134K
|
5.41M
$40.6M
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
16.1KNew |
$113K - $132K
|
16.1K
$121K
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
15KNew |
$105K - $123K
|
15K
$113K
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
13.4KNew |
$94.5K - $110K
|
13.4K
$101K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.9K+ 37.42% |
$90.8K - $106K
|
47.4K
$356K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
11.5K+ 156.15% |
$81K - $94.5K
|
18.9K
$142K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.1K+ 661.22% |
$56.9K - $66.4K
|
9.33K
$69.9K
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6.46KNew |
$45.4K - $52.9K
|
6.46K
$48.4K
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
6.26K+ 27.51% |
$44K - $51.3K
|
29K
$218K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.2K+ 9.85% |
$43.6K - $50.9K
|
69.2K
$519K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.53KNew |
$38.9K - $45.4K
|
5.53K
$41.5K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.81K+ 14.25% |
$33.8K - $39.4K
|
38.6K
$289K
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
4KNew |
$28.1K - $32.8K
|
4K
$30K
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3.9K+ 77.89% |
$27.4K - $31.9K
|
8.9K
$66.7K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.78K+ 9.48% |
$19.5K - $22.8K
|
32.1K
$241K
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.46KNew |
$17.3K - $20.2K
|
2.46K
$18.5K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.57K+ 2.4% |
$11K - $12.9K
|
67.1K
$503K
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
647+ 0.19% |
$4.55K - $5.31K
|
333K
$2.5M
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
600New |
$4.22K - $4.92K
|
600
$4.5K
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
500New |
$3.52K - $4.1K
|
500
$3.75K
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
313New |
$2.2K - $2.57K
|
313
$2.35K
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
311+ 2.91% |
$2.19K - $2.55K
|
11K
$82.5K
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
233+ 1.22% |
$1.64K - $1.91K
|
19.4K
$145K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
200New |
$1.41K - $1.64K
|
200
$1.5K
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
171+ 0.85% |
$1.2K - $1.4K
|
20.3K
$153K
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
74New |
$520 - $607
|
74
$555
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
48+ 1.21% |
$337 - $394
|
4.02K
$30.1K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6+ 0.02% |
$42.2 - $49.2
|
28.9K
$216K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-10- 3.85% |
$70.3 - $82
|
250
$1.88K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-124- 0.01% |
$872 - $1.02K
|
2.22M
$16.6M
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-207- 1.38% |
$1.46K - $1.7K
|
14.7K
$111K
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-421- 2.85% |
$2.96K - $3.45K
|
14.4K
$108K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-486- 2.11% |
$3.42K - $3.99K
|
22.5K
$169K
|