Latest Institutional Transactions on Blackline, Inc. (BL)
This table provides information on the latest institutional transactions involving Blackline, Inc. (BL) 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 27, 2023
Q1 2023
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-14.3K- 31.12% |
$868K - $1.11M
|
31.8K
$1.81M
|
|
|
Apr 25, 2023
Q1 2023
|
First Bank & Trust
|
SELL
|
- |
-1.05K- 19.99% |
$63.5K - $81.4K
|
4.2K
$239K
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.09KNew |
$368K - $472K
|
6.09K
$347K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
59New |
$3.57K - $4.58K
|
59
$3.37K
|
|
|
Apr 20, 2023
Q1 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
3.3KNew |
$199K - $256K
|
3.3K
$188K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1.07KNew |
$64.6K - $82.9K
|
1.07K
$60.9K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
173KNew |
$10.5M - $13.5M
|
173K
$9.89M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
12.3K+ 23.43% |
$741K - $951K
|
64.5K
$3.68M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
15New |
$908 - $1.16K
|
15
$856
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
SELL
|
- |
-1.23K- 11.46% |
$74.2K - $95.2K
|
9.48K
$541K
|
|
| Q4 2022 | |||||||
|
Dec 09, 2024
Q4 2022
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-128KClosed |
$6.26M - $9.08M
|
0
$0
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.2KNew |
$157K - $228K
|
3.2K
$183K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
52New |
$2.55K - $3.7K
|
52
$2.97K
|
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
6.1KNew |
$299K - $434K
|
6.1K
$348K
|
|
|
Feb 14, 2023
Q4 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
61KNew |
$2.99M - $4.34M
|
61K
$3.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
57.7KNew |
$2.83M - $4.1M
|
57.7K
$3.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
52.6KNew |
$2.58M - $3.74M
|
52.6K
$3M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.37K+ 102.43% |
$116K - $168K
|
4.67K
$267K
|
|
|
Feb 13, 2023
Q4 2022
|
Dld Asset Management, LP
New York, NY |
BUY
|
PUT |
15K+ 150.0% |
$735K - $1.07M
|
25K
$1.43M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-5.91K- 10.06% |
$290K - $420K
|
52.8K
$3.01M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.16KNew |
$155K - $225K
|
3.16K
$180K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
1.75KNew |
$85.9K - $125K
|
1.75K
$100K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-632- 12.29% |
$31K - $45K
|
4.51K
$257K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
33New |
$1.62K - $2.35K
|
33
$1.88K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
BUY
|
- |
90+ 2.69% |
$4.41K - $6.4K
|
3.43K
$196K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
12New |
$588 - $854
|
12
$685
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
45New |
$2.21K - $3.2K
|
45
$2.57K
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
925+ 12.66% |
$51.6K - $70.2K
|
8.23K
$469K
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
44New |
$2.46K - $3.34K
|
44
$2.51K
|
|
|
Nov 15, 2022
Q3 2022
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-500- 33.33% |
$27.9K - $37.9K
|
1K
$57.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-608- 0.98% |
$33.9K - $46.1K
|
61.1K
$3.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Advisors LLC
|
BUY
|
- |
879New |
$49.1K - $66.7K
|
879
$50.1K
|
|
|
Nov 14, 2022
Q3 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
354+ 1.88% |
$19.8K - $26.9K
|
19.1K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
4.15KNew |
$232K - $315K
|
4.15K
$237K
|
|
|
Nov 14, 2022
Q3 2022
|
Whetstone Capital Advisors, LLC
Shawnee Mission, KS |
BUY
|
- |
30.4KNew |
$1.69M - $2.3M
|
30.4K
$1.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
664New |
$37.1K - $50.4K
|
664
$37.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-7.47K- 1.92% |
$417K - $567K
|
382K
$21.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
8+ 19.05% |
$447 - $607
|
50
$2.85K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-875- 16.98% |
$48.9K - $66.4K
|
4.28K
$244K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearlake Capital Group, L.P.
Santa Monica, CA |
BUY
|
- |
296K+ 5.47% |
$16.5M - $22.5M
|
5.71M
$326M
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
173New |
$9.66K - $13.1K
|
173
$9.87K
|
|
|
Nov 10, 2022
Q3 2022
|
Cna Financial Corp
Chicago, IL |
SELL
|
- |
-1.9K- 15.66% |
$106K - $144K
|
10.2K
$584K
|
|
|
Nov 10, 2022
Q3 2022
|
Toronado Partners, LLC
San Francisco, CA |
SELL
|
- |
-58.8K- 18.49% |
$3.28M - $4.46M
|
259K
$14.8M
|
|
|
Nov 08, 2022
Q3 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
10+ 66.67% |
$558 - $759
|
25
$1.43K
|
|
|
Nov 03, 2022
Q3 2022
|
Equitable Trust CO
|
SELL
|
- |
-1.27K- 8.03% |
$71.1K - $96.6K
|
14.6K
$832K
|
|
|
Nov 01, 2022
Q3 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
666New |
$37.2K - $50.5K
|
666
$38K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
105New |
$5.86K - $7.97K
|
105
$5.99K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
92New |
$5.14K - $6.98K
|
92
$5.25K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
78New |
$4.35K - $5.92K
|
78
$4.45K
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
155New |
$8.65K - $11.8K
|
155
$8.84K
|
|