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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
43+ 3.94% |
$27.1K - $30.6K
|
1.13K
$1.25M
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
42+ 12.88% |
$26.4K - $29.9K
|
368
$404K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
42New |
$26.4K - $29.9K
|
42
$46.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
42+ 2.77% |
$26.4K - $29.9K
|
1.56K
$1.71M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
41+ 6.83% |
$25.8K - $29.2K
|
641
$704K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
40+ 8.75% |
$25.2K - $28.4K
|
497
$546K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
40+ 4.23% |
$25.2K - $28.4K
|
985
$1.08M
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
40+ 2.41% |
$25.2K - $28.4K
|
1.7K
$1.87M
|
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
40+ 5.54% |
$25.2K - $28.4K
|
762
$837K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
39+ 3.83% |
$24.5K - $27.7K
|
1.06K
$1.16M
|
|
|
Jul 31, 2023
Q2 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
39+ 0.93% |
$24.5K - $27.7K
|
4.21K
$4.63M
|
|
|
Aug 01, 2023
Q2 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
39+ 0.55% |
$24.5K - $27.7K
|
7.12K
$7.82M
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
39New |
$24.5K - $27.7K
|
39
$42.8K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
39+ 156.0% |
$24.5K - $27.7K
|
64
$70.3K
|
|
|
Jul 06, 2023
Q2 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
38+ 10.22% |
$23.9K - $27K
|
410
$450K
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
38+ 2.08% |
$23.9K - $27K
|
1.87K
$2.05M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
38+ 158.33% |
$23.9K - $27K
|
62
$68.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
38New |
$23.9K - $27K
|
38
$41.7K
|
|
|
Jul 12, 2023
Q2 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
37+ 0.19% |
$23.3K - $26.3K
|
19.2K
$21M
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
37+ 7.74% |
$23.3K - $26.3K
|
515
$565K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
37+ 8.2% |
$23.3K - $26.3K
|
488
$536K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
36New |
$22.7K - $25.6K
|
36
$39.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
36+ 9.57% |
$22.7K - $25.6K
|
412
$452K
|
|
|
Jul 20, 2023
Q2 2023
|
Sather Financial Group Inc
|
BUY
|
- |
36+ 7.17% |
$22.7K - $25.6K
|
538
$591K
|
|
|
Jul 20, 2023
Q2 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
36+ 0.81% |
$22.7K - $25.6K
|
4.47K
$4.91M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
36+ 3.73% |
$22.7K - $25.6K
|
1K
$1.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
36+ 13.85% |
$22.7K - $25.6K
|
296
$325K
|
|
|
Aug 11, 2023
Q2 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
36+ 0.39% |
$22.7K - $25.6K
|
9.25K
$10.2M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
35+ 4.36% |
$22K - $24.9K
|
838
$920K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
35+ 3.72% |
$22K - $24.9K
|
975
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
35+ 0.96% |
$22K - $24.9K
|
3.67K
$4.03M
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
34+ 22.97% |
$21.4K - $24.2K
|
182
$200K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
34+ 3.42% |
$21.4K - $24.2K
|
1.03K
$1.13M
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
34+ 1.93% |
$21.4K - $24.2K
|
1.8K
$1.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
34+ 5.77% |
$21.4K - $24.2K
|
623
$684K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
33+ 3.73% |
$20.8K - $23.5K
|
917
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
33+ 0.34% |
$20.8K - $23.5K
|
9.86K
$10.8M
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
33New |
$20.8K - $23.5K
|
33
$36.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
32+ 5.09% |
$20.1K - $22.8K
|
661
$726K
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
32+ 10.09% |
$20.1K - $22.8K
|
349
$383K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
32+ 4.78% |
$20.1K - $22.8K
|
701
$770K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
32+ 1.84% |
$20.1K - $22.8K
|
1.77K
$1.95M
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
32New |
$20.1K - $22.8K
|
32
$35.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
31+ 5.07% |
$19.5K - $22K
|
643
$706K
|
|
|
Aug 11, 2023
Q2 2023
|
Citizens & Northern Corp
|
BUY
|
- |
31+ 2.13% |
$19.5K - $22K
|
1.48K
$1.63M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
31+ 4.14% |
$19.5K - $22K
|
780
$856K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
31+ 4.14% |
$19.5K - $22K
|
780
$856K
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
30+ 3.19% |
$18.9K - $21.3K
|
970
$1.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
30+ 0.66% |
$18.9K - $21.3K
|
4.57K
$5.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
30+ 4.59% |
$18.9K - $21.3K
|
684
$751K
|