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 |
|---|---|---|---|---|---|---|---|
|
Sep 18, 2023
Q1 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
6+ 0.21% |
$3.75K - $4.62K
|
2.82K
$3.03M
|
|
|
Apr 11, 2023
Q1 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
5+ 0.76% |
$3.13K - $3.85K
|
659
$709K
|
|
|
Apr 13, 2023
Q1 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
5+ 0.44% |
$3.13K - $3.85K
|
1.14K
$1.22M
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
5+ 0.55% |
$3.13K - $3.85K
|
911
$980K
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
5+ 0.71% |
$3.13K - $3.85K
|
705
$758K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5+ 0.42% |
$3.13K - $3.85K
|
1.2K
$1.29M
|
|
|
Apr 20, 2023
Q1 2023
|
44 Wealth Management LLC
|
BUY
|
- |
5+ 1.15% |
$3.13K - $3.85K
|
441
$474K
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
BUY
|
- |
5+ 0.47% |
$3.13K - $3.85K
|
1.07K
$1.15M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
5+ 0.36% |
$3.13K - $3.85K
|
1.38K
$1.49M
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
5+ 0.38% |
$3.13K - $3.85K
|
1.31K
$1.41M
|
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
5+ 0.14% |
$3.13K - $3.85K
|
3.59K
$3.86M
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
5+ 0.64% |
$3.13K - $3.85K
|
783
$842K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
5+ 100.0% |
$3.13K - $3.85K
|
10
$10.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4+ 0.56% |
$2.5K - $3.08K
|
715
$769K
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4+ 1.02% |
$2.5K - $3.08K
|
396
$426K
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
4+ 1.03% |
$2.5K - $3.08K
|
392
$422K
|
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
4+ 1.05% |
$2.5K - $3.08K
|
386
$415K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
4+ 80.0% |
$2.5K - $3.08K
|
9
$9.68K
|
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
BUY
|
- |
4+ 0.17% |
$2.5K - $3.08K
|
2.33K
$2.51M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
4New |
$2.5K - $3.08K
|
4
$4.3K
|
|
|
Apr 13, 2023
Q1 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
3+ 0.55% |
$1.88K - $2.31K
|
553
$595K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3+ 150.0% |
$1.88K - $2.31K
|
5
$5.38K
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.61% |
$1.88K - $2.31K
|
496
$533K
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
BUY
|
- |
3+ 0.03% |
$1.88K - $2.31K
|
10.6K
$11.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
3+ 0.67% |
$1.88K - $2.31K
|
454
$488K
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3+ 0.99% |
$1.88K - $2.31K
|
307
$330K
|
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
3New |
$1.88K - $2.31K
|
3
$3.23K
|
|
|
May 03, 2023
Q1 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
3+ 0.13% |
$1.88K - $2.31K
|
2.25K
$2.42M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3+ 1.73% |
$1.88K - $2.31K
|
176
$189K
|
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
3+ 6.0% |
$1.88K - $2.31K
|
53
$57K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
3+ 0.94% |
$1.88K - $2.31K
|
322
$346K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 0.75% |
$1.88K - $2.31K
|
404
$435K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3+ 0.41% |
$1.88K - $2.31K
|
742
$798K
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
3+ 0.7% |
$1.88K - $2.31K
|
429
$461K
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
3+ 0.04% |
$1.88K - $2.31K
|
7.93K
$8.53M
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
3+ 100.0% |
$1.88K - $2.31K
|
6
$6.45K
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
3New |
$1.88K - $2.31K
|
3
$3.23K
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 10.53% |
$1.25K - $1.54K
|
21
$22.6K
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
BUY
|
- |
2+ 0.19% |
$1.25K - $1.54K
|
1.05K
$1.12M
|
|
|
Apr 13, 2023
Q1 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
2+ 0.54% |
$1.25K - $1.54K
|
372
$400K
|
|
|
Apr 17, 2023
Q1 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2+ 0.64% |
$1.25K - $1.54K
|
315
$339K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 9.09% |
$1.25K - $1.54K
|
24
$25.8K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.43% |
$1.25K - $1.54K
|
463
$498K
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
2+ 0.18% |
$1.25K - $1.54K
|
1.12K
$1.21M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2+ 0.16% |
$1.25K - $1.54K
|
1.28K
$1.38M
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
2+ 0.08% |
$1.25K - $1.54K
|
2.58K
$2.77M
|
|
|
May 03, 2023
Q1 2023
|
Baillie Gifford & CO
|
BUY
|
- |
2+ 8.33% |
$1.25K - $1.54K
|
26
$28K
|
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
2+ 0.17% |
$1.25K - $1.54K
|
1.16K
$1.25M
|
|
|
Apr 11, 2023
Q1 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
1+ 0.04% |
$626 - $771
|
2.48K
$2.66M
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1+ 0.08% |
$626 - $771
|
1.24K
$1.34M
|