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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-3- 0.51% |
$1.88K - $2.31K
|
587
$631K
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-3- 0.5% |
$1.88K - $2.31K
|
592
$637K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-4- 0.84% |
$2.5K - $3.08K
|
472
$508K
|
|
|
Apr 10, 2023
Q1 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-4- 0.29% |
$2.5K - $3.08K
|
1.39K
$1.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-4- 0.21% |
$2.5K - $3.08K
|
1.87K
$2.01M
|
|
|
Apr 14, 2023
Q1 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-4- 0.52% |
$2.5K - $3.08K
|
760
$817K
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-4- 0.39% |
$2.5K - $3.08K
|
1.03K
$1.11M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4- 0.59% |
$2.5K - $3.08K
|
678
$729K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-4- 0.48% |
$2.5K - $3.08K
|
824
$886K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-4- 0.45% |
$2.5K - $3.08K
|
889
$956K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-4- 0.39% |
$2.5K - $3.08K
|
1.01K
$1.09M
|
|
|
Apr 04, 2023
Q1 2023
|
Private Asset Management Inc
|
SELL
|
- |
-5- 0.12% |
$3.13K - $3.85K
|
4.33K
$4.66M
|
|
|
Apr 19, 2023
Q1 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-5- 0.1% |
$3.13K - $3.85K
|
5.16K
$5.55M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-5- 12.5% |
$3.13K - $3.85K
|
35
$37.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
SELL
|
- |
-5- 0.32% |
$3.13K - $3.85K
|
1.56K
$1.67M
|
|
|
May 04, 2023
Q1 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-5- 1.12% |
$3.13K - $3.85K
|
440
$473K
|
|
|
May 09, 2023
Q1 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-5- 0.03% |
$3.13K - $3.85K
|
19.2K
$20.6M
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-5- 0.43% |
$3.13K - $3.85K
|
1.15K
$1.24M
|
|
|
May 09, 2023
Q1 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-5- 0.04% |
$3.13K - $3.85K
|
12.2K
$13.2M
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-5- 0.12% |
$3.13K - $3.85K
|
4.18K
$4.49M
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-5- 29.41% |
$3.13K - $3.85K
|
12
$12.9K
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
SELL
|
- |
-5- 0.34% |
$3.13K - $3.85K
|
1.47K
$1.59M
|
|
|
Nov 16, 2023
Q1 2023
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-5- 9.43% |
$3.13K - $3.85K
|
48
$51.6K
|
|
|
Apr 06, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-6- 1.61% |
$3.75K - $4.62K
|
366
$394K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-6- 0.84% |
$3.75K - $4.62K
|
711
$765K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-6- 1.4% |
$3.75K - $4.62K
|
424
$456K
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-6- 1.31% |
$3.75K - $4.62K
|
453
$487K
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-6- 0.6% |
$3.75K - $4.62K
|
999
$1.07M
|
|
|
May 04, 2023
Q1 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-6- 1.1% |
$3.75K - $4.62K
|
538
$579K
|
|
|
May 10, 2023
Q1 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-6- 0.81% |
$3.75K - $4.62K
|
734
$789K
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-6- 0.67% |
$3.75K - $4.62K
|
887
$954K
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-6- 0.68% |
$3.75K - $4.62K
|
876
$942K
|
|
|
Sep 12, 2023
Q1 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-6- 0.63% |
$3.75K - $4.62K
|
953
$1.02M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-6- 1.35% |
$3.75K - $4.62K
|
440
$473K
|
|
|
Apr 13, 2023
Q1 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-7- 1.54% |
$4.38K - $5.4K
|
449
$483K
|
|
|
Apr 17, 2023
Q1 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-7- 1.36% |
$4.38K - $5.4K
|
508
$546K
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-7- 0.07% |
$4.38K - $5.4K
|
10.7K
$11.5M
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-7Closed |
$4.38K - $5.4K
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-7- 1.78% |
$4.38K - $5.4K
|
387
$416K
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-7- 0.68% |
$4.38K - $5.4K
|
1.02K
$1.1M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-7Closed |
$4.38K - $5.4K
|
0
$0
|
|
|
Apr 04, 2023
Q1 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-8- 0.68% |
$5.01K - $6.17K
|
1.16K
$1.25M
|
|
|
Apr 12, 2023
Q1 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-8- 1.03% |
$5.01K - $6.17K
|
768
$826K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-8- 1.23% |
$5.01K - $6.17K
|
643
$692K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-8- 0.38% |
$5.01K - $6.17K
|
2.08K
$2.24M
|
|
|
May 05, 2023
Q1 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-8- 1.75% |
$5.01K - $6.17K
|
448
$482K
|
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-8- 1.8% |
$5.01K - $6.17K
|
436
$469K
|
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-8- 1.53% |
$5.01K - $6.17K
|
514
$553K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-8- 1.47% |
$5.01K - $6.17K
|
536
$576K
|
|
|
May 16, 2023
Q1 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-8- 33.33% |
$5.01K - $6.17K
|
16
$17.2K
|