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 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
4.33KNew |
$4.04M - $4.61M
|
4.33K
$4.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
54+ 22.69% |
$50.4K - $57.5K
|
292
$286K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
87+ 9.39% |
$81.3K - $92.7K
|
1.01K
$994K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1- 0.26% |
$934 - $1.07K
|
383
$375K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
177+ 0.55% |
$165K - $189K
|
32.1K
$31.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
215New |
$201K - $229K
|
215
$211K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-86- 19.41% |
$80.3K - $91.6K
|
357
$350K
|
|
|
Jan 10, 2025
Q4 2024
|
Jacobs & CO
|
BUY
|
- |
198New |
$185K - $211K
|
198
$194K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
229New |
$214K - $244K
|
229
$224K
|
|
|
Jan 08, 2025
Q4 2024
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
12+ 2.44% |
$11.2K - $12.8K
|
504
$494K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-7- 1.96% |
$6.54K - $7.46K
|
351
$344K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
39+ 13.83% |
$36.4K - $41.5K
|
321
$315K
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-90- 27.86% |
$84.1K - $95.9K
|
233
$228K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-4- 1.23% |
$3.74K - $4.26K
|
322
$316K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
28+ 5.54% |
$26.2K - $29.8K
|
533
$522K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
63+ 8.06% |
$58.8K - $67.1K
|
845
$828K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
43+ 6.53% |
$40.2K - $45.8K
|
701
$687K
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
293New |
$274K - $312K
|
293
$287K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
15+ 3.5% |
$14K - $16K
|
443
$434K
|
|
| Q3 2024 | |||||||
|
May 30, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
387New |
$303K - $367K
|
387
$379K
|
|
|
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
1.99K+ 32.67% |
$1.55M - $1.88M
|
8.06K
$7.9M
|
|
|
May 14, 2025
Q3 2024
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
CALL |
31KNew |
$24.3M - $29.4M
|
31K
$30.4M
|
|
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
265K+ 6.1% |
$207M - $251M
|
4.61M
$4.52B
|
|
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
61+ 4.07% |
$47.7K - $57.9K
|
1.56K
$1.53M
|
|
|
Apr 04, 2025
Q3 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
558New |
$437K - $530K
|
558
$547K
|
|
|
Mar 28, 2025
Q3 2024
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
682New |
$534K - $648K
|
682
$668K
|
|
|
Mar 04, 2025
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-137- 9.68% |
$107K - $130K
|
1.28K
$1.25M
|
|
|
Feb 20, 2025
Q3 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-819- 1.73% |
$641K - $778K
|
46.7K
$45.7M
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.02% |
$782 - $950
|
4.07K
$3.99M
|
|
|
Feb 07, 2025
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-18.3K- 30.42% |
$14.3M - $17.4M
|
41.8K
$41M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-299K- 16.52% |
$234M - $284M
|
1.51M
$1.48B
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-46- 8.85% |
$36K - $43.7K
|
474
$464K
|
|
|
Dec 12, 2024
Q3 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
103+ 20.6% |
$80.6K - $97.8K
|
603
$591K
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-3- 0.28% |
$2.35K - $2.85K
|
1.06K
$1.03M
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
5New |
$3.91K - $4.75K
|
5
$4.9K
|
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-335- 1.09% |
$262K - $318K
|
30.5K
$29.9M
|
|
|
Dec 06, 2024
Q3 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
10+ 3.75% |
$7.82K - $9.5K
|
277
$271K
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-27- 1.43% |
$21.1K - $25.6K
|
1.86K
$1.82M
|
|
|
Dec 03, 2024
Q3 2024
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
546New |
$427K - $518K
|
546
$535K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-9- 7.69% |
$7.04K - $8.55K
|
108
$106K
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-874- 19.85% |
$684K - $830K
|
3.53K
$3.46M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.29K- 7.93% |
$4.14M - $5.02M
|
61.4K
$60.2M
|
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-1K- 14.21% |
$782K - $950K
|
6.04K
$5.91M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-160- 3.78% |
$125K - $152K
|
4.07K
$3.99M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-254K- 99.06% |
$199M - $241M
|
2.41K
$2.36M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
36.4KNew |
$28.4M - $34.5M
|
36.4K
$35.6M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
BUY
|
- |
84+ 1.69% |
$65.7K - $79.8K
|
5.05K
$4.95M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
71+ 6.64% |
$55.5K - $67.4K
|
1.14K
$1.12M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2K+ 36.94% |
$1.57M - $1.9M
|
7.43K
$7.28M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.58K- 4.03% |
$1.24M - $1.5M
|
37.6K
$36.9M
|
|