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 |
---|---|---|---|---|---|---|---|
Nov 03, 2023
Q3 2023
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
23+ 0.28% |
$14.8K - $17.4K
|
8.35K
$8.8M
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
23+ 3.3% |
$14.8K - $17.4K
|
719
$758K
|
|
Oct 20, 2023
Q3 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
22+ 0.55% |
$14.2K - $16.6K
|
4K
$4.21M
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
22+ 7.86% |
$14.2K - $16.6K
|
302
$318K
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
22+ 43.14% |
$14.2K - $16.6K
|
73
$77K
|
|
Nov 06, 2023
Q3 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
22+ 1.19% |
$14.2K - $16.6K
|
1.88K
$1.98M
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
22+ 1.93% |
$14.2K - $16.6K
|
1.16K
$1.22M
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
22+ 2.96% |
$14.2K - $16.6K
|
766
$808K
|
|
Nov 13, 2023
Q3 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
21+ 4.49% |
$13.5K - $15.9K
|
489
$516K
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
21+ 1.94% |
$13.5K - $15.9K
|
1.1K
$1.16M
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
21+ 4.82% |
$13.5K - $15.9K
|
457
$482K
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
20+ 6.8% |
$12.9K - $15.1K
|
314
$331K
|
|
Oct 18, 2023
Q3 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
20+ 0.98% |
$12.9K - $15.1K
|
2.07K
$2.18M
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
20New |
$12.9K - $15.1K
|
20
$21.1K
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
20+ 2.65% |
$12.9K - $15.1K
|
776
$818K
|
|
Nov 01, 2023
Q3 2023
|
Berkshire Bank
|
BUY
|
- |
20+ 0.35% |
$12.9K - $15.1K
|
5.82K
$6.13M
|
|
Nov 14, 2023
Q3 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
20+ 2.18% |
$12.9K - $15.1K
|
938
$989K
|
|
Oct 31, 2023
Q3 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
19+ 1.68% |
$12.2K - $14.4K
|
1.15K
$1.21M
|
|
Oct 17, 2023
Q3 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
18+ 0.4% |
$11.6K - $13.6K
|
4.49K
$4.73M
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
18+ 1.64% |
$11.6K - $13.6K
|
1.12K
$1.18M
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
18+ 1.14% |
$11.6K - $13.6K
|
1.6K
$1.68M
|
|
Nov 14, 2023
Q3 2023
|
Distillate Capital Partners LLC
|
BUY
|
- |
18New |
$11.6K - $13.6K
|
18
$19K
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
18+ 0.07% |
$11.6K - $13.6K
|
24.3K
$25.6M
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
17+ 0.33% |
$10.9K - $12.9K
|
5.2K
$5.48M
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
17+ 0.51% |
$10.9K - $12.9K
|
3.34K
$3.52M
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
17+ 1.5% |
$10.9K - $12.9K
|
1.15K
$1.21M
|
|
Nov 14, 2023
Q3 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
16+ 0.33% |
$10.3K - $12.1K
|
4.9K
$5.16M
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
16+ 4.34% |
$10.3K - $12.1K
|
385
$406K
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
16+ 1.41% |
$10.3K - $12.1K
|
1.15K
$1.22M
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
16New |
$10.3K - $12.1K
|
16
$16.9K
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
15+ 78.95% |
$9.65K - $11.3K
|
34
$35.8K
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
15+ 2.26% |
$9.65K - $11.3K
|
678
$715K
|
|
Oct 30, 2023
Q3 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
15+ 0.61% |
$9.65K - $11.3K
|
2.46K
$2.59M
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
15+ 1.92% |
$9.65K - $11.3K
|
795
$838K
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
BUY
|
- |
15+ 2.71% |
$9.65K - $11.3K
|
569
$600K
|
|
Nov 13, 2023
Q3 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
15+ 2.04% |
$9.65K - $11.3K
|
750
$791K
|
|
Nov 13, 2023
Q3 2023
|
Ensemble Capital
Ensemble Capital Management, LLC | San Francisco, Ca
|
BUY
|
- |
15+ 1.83% |
$9.65K - $11.3K
|
836
$881K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15+ 0.28% |
$9.65K - $11.3K
|
5.35K
$5.64M
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
14+ 2.82% |
$9.01K - $10.6K
|
511
$539K
|
|
Nov 02, 2023
Q3 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
14+ 0.3% |
$9.01K - $10.6K
|
4.66K
$4.92M
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
14+ 0.9% |
$9.01K - $10.6K
|
1.57K
$1.66M
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
14+ 3.26% |
$9.01K - $10.6K
|
443
$467K
|
|
Nov 14, 2023
Q3 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
14+ 0.65% |
$9.01K - $10.6K
|
2.16K
$2.28M
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
14+ 0.86% |
$9.01K - $10.6K
|
1.65K
$1.74M
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
13+ 6.74% |
$8.36K - $9.84K
|
206
$217K
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
13+ 2.96% |
$8.36K - $9.84K
|
452
$477K
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
13+ 3.62% |
$8.36K - $9.84K
|
372
$392K
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
13+ 2.09% |
$8.36K - $9.84K
|
634
$668K
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
13+ 1.12% |
$8.36K - $9.84K
|
1.17K
$1.23M
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
13+ 3.61% |
$8.36K - $9.84K
|
373
$393K
|