Purchases and Sales Made in Q2 2023 in Black Rock Inc. (BLK)
This table provides information about the institutional ownership of Black Rock Inc. (BLK) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
64+ 2.52% |
$40.3K - $45.5K
|
2.6K
$2.85M
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
63+ 4.54% |
$39.6K - $44.8K
|
1.45K
$1.59M
|
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
63+ 1.06% |
$39.6K - $44.8K
|
6.01K
$6.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
63+ 0.99% |
$39.6K - $44.8K
|
6.42K
$7.05M
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
63+ 165.79% |
$39.6K - $44.8K
|
101
$111K
|
|
|
Jul 14, 2023
Q2 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
62+ 2.75% |
$39K - $44.1K
|
2.32K
$2.54M
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
62+ 16.49% |
$39K - $44.1K
|
438
$481K
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
62+ 1.15% |
$39K - $44.1K
|
5.48K
$6.01M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
62+ 1.32% |
$39K - $44.1K
|
4.76K
$5.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
62New |
$39K - $44.1K
|
62
$68.1K
|
|
|
Nov 16, 2023
Q2 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
62+ 116.98% |
$39K - $44.1K
|
115
$126K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
61+ 8.22% |
$38.4K - $43.4K
|
803
$882K
|
|
|
Jul 24, 2023
Q2 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
61+ 17.23% |
$38.4K - $43.4K
|
415
$456K
|
|
|
Aug 14, 2023
Q2 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
61+ 0.38% |
$38.4K - $43.4K
|
16.2K
$17.7M
|
|
|
Feb 13, 2025
Q2 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
60+ 1.67% |
$37.8K - $42.7K
|
3.65K
$4.01M
|
|
|
Aug 02, 2023
Q2 2023
|
Sitrin Capital Management LLC
|
BUY
|
- |
58+ 0.91% |
$36.5K - $41.2K
|
6.4K
$7.03M
|
|
|
Aug 02, 2023
Q2 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
58+ 6.64% |
$36.5K - $41.2K
|
931
$1.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
57+ 7.04% |
$35.9K - $40.5K
|
867
$952K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
57+ 7.04% |
$35.9K - $40.5K
|
867
$952K
|
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
BUY
|
- |
56+ 6.08% |
$35.2K - $39.8K
|
977
$1.07M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
55+ 4.57% |
$34.6K - $39.1K
|
1.26K
$1.38M
|
|
|
Jul 14, 2023
Q2 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
54+ 25.0% |
$34K - $38.4K
|
270
$296K
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
54+ 2.18% |
$34K - $38.4K
|
2.53K
$2.78M
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
53+ 5.01% |
$33.3K - $37.7K
|
1.11K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
53+ 14.76% |
$33.3K - $37.7K
|
412
$452K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
53+ 196.3% |
$33.3K - $37.7K
|
80
$87.8K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
53+ 24.65% |
$33.3K - $37.7K
|
268
$294K
|
|
|
Jul 24, 2023
Q2 2023
|
Marion Wealth Management
|
BUY
|
- |
52+ 2.5% |
$32.7K - $37K
|
2.13K
$2.34M
|
|
|
Jul 24, 2023
Q2 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
52+ 1.13% |
$32.7K - $37K
|
4.65K
$5.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
52+ 12.87% |
$32.7K - $37K
|
456
$501K
|
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
51+ 6.91% |
$32.1K - $36.3K
|
789
$866K
|
|
|
Jul 25, 2023
Q2 2023
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
49+ 10.43% |
$30.8K - $34.8K
|
519
$570K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
48+ 5.27% |
$30.2K - $34.1K
|
959
$1.05M
|
|
|
Jul 19, 2023
Q2 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
48+ 0.48% |
$30.2K - $34.1K
|
9.96K
$10.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
48New |
$30.2K - $34.1K
|
48
$52.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
47+ 0.88% |
$29.6K - $33.4K
|
5.38K
$5.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Castellan Group
Louisville, KY |
BUY
|
- |
47+ 1.57% |
$29.6K - $33.4K
|
3.03K
$3.33M
|
|
|
Jul 12, 2023
Q2 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
46+ 1.7% |
$28.9K - $32.7K
|
2.75K
$3.02M
|
|
|
Aug 21, 2023
Q2 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
46+ 0.95% |
$28.9K - $32.7K
|
4.88K
$5.36M
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
45+ 5.14% |
$28.3K - $32K
|
920
$1.01M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
45+ 33.33% |
$28.3K - $32K
|
180
$198K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
45+ 2.79% |
$28.3K - $32K
|
1.66K
$1.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
45+ 12.06% |
$28.3K - $32K
|
418
$459K
|
|
|
Aug 15, 2023
Q2 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
45+ 2.05% |
$28.3K - $32K
|
2.24K
$2.46M
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
44+ 8.16% |
$27.7K - $31.3K
|
583
$640K
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
44+ 0.6% |
$27.7K - $31.3K
|
7.39K
$8.11M
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
44+ 2.42% |
$27.7K - $31.3K
|
1.86K
$2.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
44+ 2.77% |
$27.7K - $31.3K
|
1.63K
$1.79M
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
44+ 1.79% |
$27.7K - $31.3K
|
2.51K
$2.75M
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
43+ 13.92% |
$27.1K - $30.6K
|
352
$387K
|