Purchases and Sales Made in Q3 2023 in Black Rock Inc. (BLK)
This table provides information about the institutional ownership of Black Rock Inc. (BLK) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
130+ 8.95% |
$83.6K - $98.4K
|
1.58K
$1.45M
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
129+ 13.23% |
$83K - $97.6K
|
1.1K
$1.01M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
122+ 17.68% |
$78.5K - $92.3K
|
812
$744K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
121+ 4.89% |
$77.9K - $91.5K
|
2.6K
$2.38M
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
119+ 0.19% |
$76.6K - $90K
|
62.4K
$57.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
119+ 0.57% |
$76.6K - $90K
|
21K
$19.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
117+ 7.05% |
$75.3K - $88.5K
|
1.78K
$1.63M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
116+ 3.41% |
$74.6K - $87.8K
|
3.52K
$3.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
116New |
$74.6K - $87.8K
|
116
$106K
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
116+ 223.08% |
$74.6K - $87.8K
|
168
$154K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
115+ 8.03% |
$74K - $87K
|
1.55K
$1.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
115+ 0.24% |
$74K - $87K
|
47.1K
$43.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
114+ 3.19% |
$73.3K - $86.3K
|
3.69K
$3.38M
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
114+ 542.86% |
$73.3K - $86.3K
|
135
$124K
|
|
|
Nov 01, 2023
Q3 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
114+ 14.11% |
$73.3K - $86.3K
|
922
$845K
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
114+ 2.97% |
$73.3K - $86.3K
|
3.95K
$3.62M
|
|
|
Feb 11, 2025
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
114+ 3.19% |
$73.3K - $86.3K
|
3.69K
$3.38M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
112+ 1.66% |
$72.1K - $84.7K
|
6.87K
$6.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
112+ 7.99% |
$72.1K - $84.7K
|
1.51K
$1.39M
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
112+ 5.84% |
$72.1K - $84.7K
|
2.03K
$1.86M
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
111+ 13.12% |
$71.4K - $84K
|
957
$877K
|
|
|
Oct 10, 2023
Q3 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
110+ 0.57% |
$70.8K - $83.2K
|
19.3K
$17.7M
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
110+ 16.82% |
$70.8K - $83.2K
|
764
$700K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
110New |
$70.8K - $83.2K
|
110
$101K
|
|
|
Oct 26, 2023
Q3 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
109+ 6.68% |
$70.1K - $82.5K
|
1.74K
$1.6M
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
108+ 4.33% |
$69.5K - $81.7K
|
2.6K
$2.38M
|
|
|
Nov 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
108+ 30.34% |
$69.5K - $81.7K
|
464
$425K
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
106+ 30.11% |
$68.2K - $80.2K
|
458
$420K
|
|
|
Nov 13, 2023
Q3 2023
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
105+ 0.03% |
$67.6K - $79.4K
|
364K
$334M
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
104+ 7.95% |
$66.9K - $78.7K
|
1.41K
$1.29M
|
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
104+ 4.83% |
$66.9K - $78.7K
|
2.26K
$2.07M
|
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
104+ 8.67% |
$66.9K - $78.7K
|
1.3K
$1.19M
|
|
|
Nov 02, 2023
Q3 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
104+ 1.46% |
$66.9K - $78.7K
|
7.23K
$6.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
103+ 34.33% |
$66.3K - $77.9K
|
403
$369K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
101+ 1.14% |
$65K - $76.4K
|
8.98K
$8.22M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
100New |
$64.3K - $75.7K
|
100
$91.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
100+ 0.25% |
$64.3K - $75.7K
|
39.4K
$36.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Amf Tjanstepension Ab
|
BUY
|
- |
100+ 0.2% |
$64.3K - $75.7K
|
50.5K
$46.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
100+ 4.46% |
$64.3K - $75.7K
|
2.34K
$2.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Bamco Inc
New York, NY |
BUY
|
- |
100+ 4.76% |
$64.3K - $75.7K
|
2.2K
$2.02M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
99+ 10.09% |
$63.7K - $74.9K
|
1.08K
$990K
|
|
|
Oct 20, 2023
Q3 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
99+ 0.8% |
$63.7K - $74.9K
|
12.4K
$11.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
98+ 2.11% |
$63.1K - $74.1K
|
4.75K
$4.35M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
98+ 7.14% |
$63.1K - $74.1K
|
1.47K
$1.35M
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
BUY
|
- |
96+ 4.94% |
$61.8K - $72.6K
|
2.04K
$1.87M
|
|
|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
96+ 320.0% |
$61.8K - $72.6K
|
126
$115K
|
|
|
Oct 18, 2023
Q3 2023
|
Papp L Roy & Associates
|
BUY
|
- |
94+ 0.23% |
$60.5K - $71.1K
|
40.6K
$37.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
93+ 0.82% |
$59.8K - $70.4K
|
11.4K
$10.5M
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
BUY
|
- |
93+ 11.58% |
$59.8K - $70.4K
|
896
$821K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
92+ 219.05% |
$59.2K - $69.6K
|
134
$123K
|