Purchases and Sales Made in Q1 2023 in Black Rock Inc. (BLK)
This table provides information about the institutional ownership of Black Rock Inc. (BLK) during Q1 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 |
---|---|---|---|---|---|---|---|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
122New |
$76.3K - $94K
|
122
$131K
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
118+ 12.78% |
$73.8K - $90.9K
|
1.04K
$1.12M
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
118+ 0.39% |
$73.8K - $90.9K
|
30K
$32.3M
|
|
May 12, 2023
Q1 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
118+ 2.05% |
$73.8K - $90.9K
|
5.88K
$6.33M
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
117+ 5.49% |
$73.2K - $90.2K
|
2.25K
$2.42M
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
116New |
$72.6K - $89.4K
|
116
$125K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
114New |
$71.3K - $87.9K
|
114
$123K
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
113+ 16.21% |
$70.7K - $87.1K
|
810
$871K
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
113+ 16.21% |
$70.7K - $87.1K
|
810
$871K
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
110+ 22.96% |
$68.8K - $84.8K
|
589
$633K
|
|
Apr 18, 2023
Q1 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
109+ 6.99% |
$68.2K - $84K
|
1.67K
$1.8M
|
|
Apr 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
108+ 4.49% |
$67.6K - $83.2K
|
2.51K
$2.7M
|
|
May 02, 2023
Q1 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
108+ 12.22% |
$67.6K - $83.2K
|
992
$1.07M
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
107+ 1.06% |
$67K - $82.5K
|
10.2K
$11M
|
|
May 11, 2023
Q1 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
105+ 11.56% |
$65.7K - $80.9K
|
1.01K
$1.09M
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
104+ 0.36% |
$65.1K - $80.2K
|
28.7K
$30.9M
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
104+ 11.76% |
$65.1K - $80.2K
|
988
$1.06M
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
103+ 6.06% |
$64.5K - $79.4K
|
1.8K
$1.94M
|
|
May 04, 2023
Q1 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
101+ 14.9% |
$63.2K - $77.8K
|
779
$838K
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
100+ 0.81% |
$62.6K - $77.1K
|
12.4K
$13.4M
|
|
May 04, 2023
Q1 2023
|
Skylands Capital, LLC
|
BUY
|
- |
100+ 2.77% |
$62.6K - $77.1K
|
3.72K
$4M
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
100+ 2.75% |
$62.6K - $77.1K
|
3.74K
$4.02M
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
100+ 0.15% |
$62.6K - $77.1K
|
65.8K
$70.8M
|
|
May 15, 2023
Q1 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
100+ 33.33% |
$62.6K - $77.1K
|
400
$430K
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
98+ 15.19% |
$61.3K - $75.5K
|
743
$799K
|
|
May 15, 2023
Q1 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
98+ 5.58% |
$61.3K - $75.5K
|
1.85K
$1.99M
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
97+ 24.94% |
$60.7K - $74.8K
|
486
$523K
|
|
May 09, 2023
Q1 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
97+ 2.18% |
$60.7K - $74.8K
|
4.54K
$4.89M
|
|
May 11, 2023
Q1 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
97+ 23.1% |
$60.7K - $74.8K
|
517
$556K
|
|
May 05, 2023
Q1 2023
|
Lindenwold Advisors
|
BUY
|
- |
95+ 2.99% |
$59.4K - $73.2K
|
3.28K
$3.52M
|
|
Jun 27, 2023
Q1 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
92+ 3.83% |
$57.6K - $70.9K
|
2.5K
$2.68M
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
90+ 2.41% |
$56.3K - $69.4K
|
3.82K
$4.11M
|
|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
89+ 11.82% |
$55.7K - $68.6K
|
842
$906K
|
|
May 11, 2023
Q1 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
89+ 11.7% |
$55.7K - $68.6K
|
850
$914K
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
BUY
|
- |
87New |
$54.4K - $67.1K
|
87
$93.6K
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
86+ 11.05% |
$53.8K - $66.3K
|
864
$929K
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
86New |
$53.8K - $66.3K
|
86
$92.5K
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
84+ 11.91% |
$52.6K - $64.7K
|
789
$849K
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
83+ 8.11% |
$51.9K - $64K
|
1.11K
$1.19M
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
83+ 0.8% |
$51.9K - $64K
|
10.5K
$11.3M
|
|
May 11, 2023
Q1 2023
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
83+ 1.68% |
$51.9K - $64K
|
5.02K
$5.39M
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
81+ 19.47% |
$50.7K - $62.4K
|
497
$535K
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
BUY
|
- |
80+ 15.53% |
$50.1K - $61.7K
|
595
$640K
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
80+ 7.84% |
$50.1K - $61.7K
|
1.1K
$1.18M
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
80New |
$50.1K - $61.7K
|
80
$86K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
79+ 0.71% |
$49.4K - $60.9K
|
11.2K
$12M
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
79+ 19.22% |
$49.4K - $60.9K
|
490
$527K
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
78+ 2.28% |
$48.8K - $60.1K
|
3.5K
$3.77M
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
76+ 8.5% |
$47.6K - $58.6K
|
970
$1.04M
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
75+ 2.3% |
$46.9K - $57.8K
|
3.34K
$3.59M
|