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 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
13+ 8.44% |
$8.36K - $9.84K
|
167
$176K
|
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
13+ 1.59% |
$8.36K - $9.84K
|
830
$875K
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
BUY
|
- |
12+ 1.96% |
$7.72K - $9.08K
|
624
$658K
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
12+ 1.24% |
$7.72K - $9.08K
|
982
$1.04M
|
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
12New |
$7.72K - $9.08K
|
12
$12.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Matrix Trust CO
|
BUY
|
- |
12+ 0.76% |
$7.72K - $9.08K
|
1.6K
$1.69M
|
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
12+ 1.11% |
$7.72K - $9.08K
|
1.09K
$1.15M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
12+ 0.29% |
$7.72K - $9.08K
|
4.21K
$4.44M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
11+ 2.39% |
$7.08K - $8.32K
|
471
$497K
|
|
|
Nov 07, 2023
Q3 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
11+ 0.62% |
$7.08K - $8.32K
|
1.8K
$1.89M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
11+ 0.47% |
$7.08K - $8.32K
|
2.36K
$2.48M
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
11+ 28.21% |
$7.08K - $8.32K
|
50
$52.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
10+ 1.52% |
$6.43K - $7.57K
|
669
$705K
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
10+ 38.46% |
$6.43K - $7.57K
|
36
$38K
|
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
10+ 1.4% |
$6.43K - $7.57K
|
725
$764K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
10+ 250.0% |
$6.43K - $7.57K
|
14
$14.8K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
10+ 0.24% |
$6.43K - $7.57K
|
4.21K
$4.44M
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
10+ 9.26% |
$6.43K - $7.57K
|
118
$124K
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
10+ 2.58% |
$6.43K - $7.57K
|
398
$420K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
9+ 40.91% |
$5.79K - $6.81K
|
31
$32.7K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
9+ 7.14% |
$5.79K - $6.81K
|
135
$142K
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
9+ 0.24% |
$5.79K - $6.81K
|
3.7K
$3.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
BUY
|
- |
9New |
$5.79K - $6.81K
|
9
$9.49K
|
|
|
Oct 31, 2023
Q3 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
9+ 0.33% |
$5.79K - $6.81K
|
2.76K
$2.91M
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
9+ 2.89% |
$5.79K - $6.81K
|
320
$337K
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
9+ 1.83% |
$5.79K - $6.81K
|
502
$529K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9+ 5.45% |
$5.79K - $6.81K
|
174
$183K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
9+ 1.0% |
$5.79K - $6.81K
|
912
$962K
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
BUY
|
- |
8+ 1.11% |
$5.15K - $6.05K
|
726
$765K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
8+ 0.49% |
$5.15K - $6.05K
|
1.65K
$1.73M
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
8+ 0.82% |
$5.15K - $6.05K
|
980
$1.03M
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
8+ 2.3% |
$5.15K - $6.05K
|
356
$375K
|
|
|
Jun 25, 2024
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
8+ 0.94% |
$5.15K - $6.05K
|
859
$906K
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
7+ 0.67% |
$4.5K - $5.3K
|
1.05K
$1.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
7+ 10.0% |
$4.5K - $5.3K
|
77
$81.2K
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
7+ 1.7% |
$4.5K - $5.3K
|
419
$442K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
7+ 140.0% |
$4.5K - $5.3K
|
12
$12.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
7+ 0.37% |
$4.5K - $5.3K
|
1.88K
$1.98M
|
|
|
Nov 01, 2023
Q3 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
7+ 1.45% |
$4.5K - $5.3K
|
490
$517K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
7+ 2.06% |
$4.5K - $5.3K
|
346
$365K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
7+ 1.09% |
$4.5K - $5.3K
|
651
$686K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
7+ 7.78% |
$4.5K - $5.3K
|
97
$102K
|
|
|
Dec 13, 2023
Q3 2023
|
Stonebridge Capital Management Inc
Los Angeles, CA |
BUY
|
- |
7+ 0.62% |
$4.5K - $5.3K
|
1.14K
$1.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6+ 120.0% |
$3.86K - $4.54K
|
11
$11.6K
|
|
|
Oct 11, 2023
Q3 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.35% |
$3.86K - $4.54K
|
1.72K
$1.81M
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
6+ 1.87% |
$3.86K - $4.54K
|
327
$345K
|
|
|
Oct 13, 2023
Q3 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.25% |
$3.86K - $4.54K
|
2.39K
$2.52M
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
6+ 12.0% |
$3.86K - $4.54K
|
56
$59K
|
|
|
Oct 27, 2023
Q3 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
6+ 0.57% |
$3.86K - $4.54K
|
1.06K
$1.12M
|
|
|
Nov 06, 2023
Q3 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
6+ 1.38% |
$3.86K - $4.54K
|
440
$464K
|