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 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
256+ 10.54% |
$161K - $182K
|
2.68K
$2.83M
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
254+ 24.01% |
$160K - $181K
|
1.31K
$1.38M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
254+ 4.97% |
$160K - $181K
|
5.37K
$5.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
254+ 1.67% |
$160K - $181K
|
15.5K
$16.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
246+ 1.96% |
$155K - $175K
|
12.8K
$13.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
244+ 3.02% |
$154K - $174K
|
8.33K
$8.78M
|
|
|
Jul 27, 2023
Q2 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
236+ 4.01% |
$148K - $168K
|
6.12K
$6.45M
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
235+ 61.36% |
$148K - $167K
|
618
$652K
|
|
|
Aug 14, 2023
Q2 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
234+ 20.1% |
$147K - $166K
|
1.4K
$1.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
233+ 2.38% |
$147K - $166K
|
10K
$10.6M
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
233+ 50.32% |
$147K - $166K
|
696
$734K
|
|
|
Aug 04, 2023
Q2 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
231+ 6.49% |
$145K - $164K
|
3.79K
$4M
|
|
|
Jul 26, 2023
Q2 2023
|
Baskin Financial Services Inc.
|
BUY
|
- |
230+ 0.55% |
$145K - $164K
|
42.4K
$44.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
229+ 8.16% |
$144K - $163K
|
3.04K
$3.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
227+ 3.64% |
$143K - $161K
|
6.46K
$6.81M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
225+ 2.95% |
$142K - $160K
|
7.85K
$8.28M
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
224+ 19.98% |
$141K - $159K
|
1.35K
$1.42M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
223+ 8.21% |
$140K - $159K
|
2.94K
$3.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
222+ 12.14% |
$140K - $158K
|
2.05K
$2.16M
|
|
|
Aug 08, 2023
Q2 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
221+ 24.37% |
$139K - $157K
|
1.13K
$1.19M
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
217+ 19.62% |
$137K - $154K
|
1.32K
$1.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
215+ 2.35% |
$135K - $153K
|
9.38K
$9.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
210+ 5.15% |
$132K - $149K
|
4.29K
$4.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
210+ 3.33% |
$132K - $149K
|
6.51K
$6.87M
|
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
209+ 24.13% |
$131K - $149K
|
1.08K
$1.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
208+ 0.86% |
$131K - $148K
|
24.5K
$25.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Windward Capital Management CO
|
BUY
|
- |
207+ 0.5% |
$130K - $147K
|
41.9K
$44.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
200+ 4.41% |
$126K - $142K
|
4.73K
$4.99M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
200+ 1.69% |
$126K - $142K
|
12K
$12.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Uss Investment Management LTD
|
BUY
|
- |
200+ 0.61% |
$126K - $142K
|
32.9K
$34.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
199+ 2.41% |
$125K - $142K
|
8.45K
$8.92M
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
196+ 12.46% |
$123K - $139K
|
1.77K
$1.87M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
192+ 1.72% |
$121K - $137K
|
11.4K
$12M
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
190+ 2.66% |
$120K - $135K
|
7.34K
$7.75M
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
190+ 1.94% |
$120K - $135K
|
9.98K
$10.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
187+ 6.33% |
$118K - $133K
|
3.14K
$3.32M
|
|
|
Jul 11, 2023
Q2 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
185+ 16.26% |
$116K - $132K
|
1.32K
$1.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
181+ 23.82% |
$114K - $129K
|
941
$993K
|
|
|
Jul 18, 2023
Q2 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
181+ 4.88% |
$114K - $129K
|
3.89K
$4.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
178+ 1.92% |
$112K - $127K
|
9.44K
$9.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
176+ 2.08% |
$111K - $125K
|
8.62K
$9.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Tredje Ap Fonden
|
BUY
|
- |
175+ 2.39% |
$110K - $124K
|
7.49K
$7.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
173+ 1.28% |
$109K - $123K
|
13.7K
$14.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
171+ 6.77% |
$108K - $122K
|
2.7K
$2.85M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
164+ 5.06% |
$103K - $117K
|
3.4K
$3.59M
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
161+ 0.06% |
$101K - $115K
|
264K
$279M
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
161+ 16.51% |
$101K - $115K
|
1.14K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
161+ 4.79% |
$101K - $115K
|
3.52K
$3.72M
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
159+ 0.3% |
$100K - $113K
|
53.6K
$56.5M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
159+ 9.1% |
$100K - $113K
|
1.91K
$2.01M
|