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 27, 2023
Q2 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-2- 0.1% |
$1.26K - $1.42K
|
2.1K
$2.19M
|
|
Jul 31, 2023
Q2 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-2- 0.13% |
$1.26K - $1.42K
|
1.56K
$1.63M
|
|
Aug 02, 2023
Q2 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-2- 0.25% |
$1.26K - $1.42K
|
786
$821K
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-2- 0.57% |
$1.26K - $1.42K
|
350
$365K
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2- 0.46% |
$1.26K - $1.42K
|
433
$452K
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2- 0.43% |
$1.26K - $1.42K
|
460
$480K
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-2- 0.63% |
$1.26K - $1.42K
|
313
$327K
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-2- 0.03% |
$1.26K - $1.42K
|
7.93K
$8.28M
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-2- 0.23% |
$1.26K - $1.42K
|
861
$899K
|
|
Dec 12, 2024
Q2 2023
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-2- 0.36% |
$1.26K - $1.42K
|
551
$575K
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-3- 0.24% |
$1.89K - $2.13K
|
1.26K
$1.32M
|
|
Jul 25, 2023
Q2 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-3- 0.69% |
$1.89K - $2.13K
|
429
$448K
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-3- 60.0% |
$1.89K - $2.13K
|
2
$2.09K
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-3- 5.66% |
$1.89K - $2.13K
|
50
$52.2K
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3- 1.08% |
$1.89K - $2.13K
|
274
$286K
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-3- 0.06% |
$1.89K - $2.13K
|
5.05K
$5.27M
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-3- 15.79% |
$1.89K - $2.13K
|
16
$16.7K
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4- 44.44% |
$2.52K - $2.84K
|
5
$5.22K
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-4- 0.39% |
$2.52K - $2.84K
|
1.03K
$1.07M
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-4- 0.69% |
$2.52K - $2.84K
|
579
$605K
|
|
Jul 20, 2023
Q2 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-4- 0.02% |
$2.52K - $2.84K
|
16.5K
$17.2M
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-4- 0.07% |
$2.52K - $2.84K
|
5.88K
$6.14M
|
|
Jul 24, 2023
Q2 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-4- 0.66% |
$2.52K - $2.84K
|
602
$629K
|
|
Aug 03, 2023
Q2 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-4- 0.22% |
$2.52K - $2.84K
|
1.83K
$1.91M
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-4- 15.38% |
$2.52K - $2.84K
|
22
$23K
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-4- 0.93% |
$2.52K - $2.84K
|
425
$444K
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-4- 7.14% |
$2.52K - $2.84K
|
52
$54.3K
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-4- 0.3% |
$2.52K - $2.84K
|
1.32K
$1.38M
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-4- 0.33% |
$2.52K - $2.84K
|
1.19K
$1.25M
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4- 3.77% |
$2.52K - $2.84K
|
102
$107K
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-4- 0.34% |
$2.52K - $2.84K
|
1.16K
$1.21M
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-4- 0.25% |
$2.52K - $2.84K
|
1.6K
$1.67M
|
|
Jul 11, 2023
Q2 2023
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-5- 0.04% |
$3.15K - $3.56K
|
11.5K
$12M
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-5- 0.03% |
$3.15K - $3.56K
|
16.1K
$16.8M
|
|
Aug 02, 2023
Q2 2023
|
Hgk Asset Management Inc
|
SELL
|
- |
-5- 0.27% |
$3.15K - $3.56K
|
1.88K
$1.96M
|
|
Aug 08, 2023
Q2 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-5- 1.12% |
$3.15K - $3.56K
|
442
$462K
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-5- 0.49% |
$3.15K - $3.56K
|
1.01K
$1.05M
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-5- 1.21% |
$3.15K - $3.56K
|
409
$427K
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-5- 1.05% |
$3.15K - $3.56K
|
473
$494K
|
|
Aug 14, 2023
Q2 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-5- 0.23% |
$3.15K - $3.56K
|
2.21K
$2.3M
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-6- 33.33% |
$3.78K - $4.27K
|
12
$12.5K
|
|
Jul 21, 2023
Q2 2023
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-6- 0.29% |
$3.78K - $4.27K
|
2.04K
$2.13M
|
|
Jul 27, 2023
Q2 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-6- 0.2% |
$3.78K - $4.27K
|
2.93K
$3.05M
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-6- 0.33% |
$3.78K - $4.27K
|
1.8K
$1.88M
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-6- 0.24% |
$3.78K - $4.27K
|
2.45K
$2.55M
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-6- 0.81% |
$3.78K - $4.27K
|
734
$766K
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-6- 2.61% |
$3.78K - $4.27K
|
224
$234K
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-6- 0.76% |
$3.78K - $4.27K
|
783
$818K
|
|
Aug 14, 2023
Q2 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-6- 0.29% |
$3.78K - $4.27K
|
2.07K
$2.16M
|
|
Jul 14, 2023
Q2 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-7- 2.1% |
$4.4K - $4.98K
|
327
$341K
|