Purchases and Sales Made in Q1 2024 in Black Rock Inc. (BLK)
This table provides information about the institutional ownership of Black Rock Inc. (BLK) during Q1 2024. 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 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
10+ 0.86% |
$7.74K - $8.42K
|
1.18K
$1.12M
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
BUY
|
- |
10+ 3.61% |
$7.74K - $8.42K
|
287
$274K
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
10+ 71.43% |
$7.74K - $8.42K
|
24
$22.9K
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10+ 1.96% |
$7.74K - $8.42K
|
521
$498K
|
|
May 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
10+ 1.97% |
$7.74K - $8.42K
|
517
$494K
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
9+ 2.81% |
$6.97K - $7.58K
|
329
$314K
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
9+ 9.28% |
$6.97K - $7.58K
|
106
$101K
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
9New |
$6.97K - $7.58K
|
9
$8.6K
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
9+ 0.44% |
$6.97K - $7.58K
|
2.07K
$1.98M
|
|
Apr 25, 2024
Q1 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
9+ 2.96% |
$6.97K - $7.58K
|
313
$299K
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
9+ 9.68% |
$6.97K - $7.58K
|
102
$97.5K
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
9+ 0.24% |
$6.97K - $7.58K
|
3.76K
$3.59M
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
9+ 1.07% |
$6.97K - $7.58K
|
851
$813K
|
|
May 13, 2024
Q1 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
9+ 0.08% |
$6.97K - $7.58K
|
11.2K
$10.7M
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
9+ 0.98% |
$6.97K - $7.58K
|
927
$886K
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
BUY
|
- |
8+ 1.17% |
$6.19K - $6.74K
|
689
$658K
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
8+ 0.55% |
$6.19K - $6.74K
|
1.46K
$1.39M
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
8New |
$6.19K - $6.74K
|
8
$7.65K
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
8+ 0.84% |
$6.19K - $6.74K
|
957
$915K
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8+ 1.83% |
$6.19K - $6.74K
|
445
$425K
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
7+ 2.19% |
$5.42K - $5.89K
|
327
$312K
|
|
Apr 23, 2024
Q1 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
7+ 0.91% |
$5.42K - $5.89K
|
779
$744K
|
|
Apr 23, 2024
Q1 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
7+ 2.45% |
$5.42K - $5.89K
|
293
$280K
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
7+ 1.75% |
$5.42K - $5.89K
|
406
$388K
|
|
Apr 25, 2024
Q1 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
7+ 1.33% |
$5.42K - $5.89K
|
533
$509K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
7+ 0.25% |
$5.42K - $5.89K
|
2.86K
$2.73M
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
7+ 2.09% |
$5.42K - $5.89K
|
342
$327K
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
7+ 0.38% |
$5.42K - $5.89K
|
1.86K
$1.77M
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
7+ 0.29% |
$5.42K - $5.89K
|
2.42K
$2.31M
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
7+ 0.92% |
$5.42K - $5.89K
|
768
$734K
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
7New |
$5.42K - $5.89K
|
7
$6.69K
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7+ 2.5% |
$5.42K - $5.89K
|
287
$274K
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
7+ 0.28% |
$5.42K - $5.89K
|
2.47K
$2.36M
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
BUY
|
- |
7New |
$5.42K - $5.89K
|
7
$6.69K
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
6+ 1.37% |
$4.65K - $5.05K
|
443
$423K
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6+ 0.83% |
$4.65K - $5.05K
|
725
$693K
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
6+ 0.29% |
$4.65K - $5.05K
|
2.04K
$1.95M
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
6+ 1.49% |
$4.65K - $5.05K
|
410
$392K
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6+ 0.31% |
$4.65K - $5.05K
|
1.94K
$1.85M
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
6+ 0.32% |
$4.65K - $5.05K
|
1.89K
$1.81M
|
|
May 07, 2024
Q1 2024
|
Sather Financial Group Inc
|
BUY
|
- |
6+ 1.03% |
$4.65K - $5.05K
|
588
$562K
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
6+ 1.23% |
$4.65K - $5.05K
|
494
$472K
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
5+ 1.02% |
$3.87K - $4.21K
|
496
$474K
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
5New |
$3.87K - $4.21K
|
5
$4.78K
|
|
Apr 25, 2024
Q1 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
5+ 0.55% |
$3.87K - $4.21K
|
920
$879K
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
5+ 0.61% |
$3.87K - $4.21K
|
826
$789K
|
|
May 01, 2024
Q1 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
5+ 0.21% |
$3.87K - $4.21K
|
2.33K
$2.23M
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
BUY
|
- |
5+ 0.26% |
$3.87K - $4.21K
|
1.9K
$1.82M
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
5+ 1.82% |
$3.87K - $4.21K
|
280
$268K
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5+ 0.57% |
$3.87K - $4.21K
|
885
$846K
|