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 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-10- 0.79% |
$6.43K - $7.57K
|
1.25K
$1.32M
|
|
Oct 19, 2023
Q3 2023
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-10- 0.34% |
$6.43K - $7.57K
|
2.96K
$3.12M
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-10- 0.26% |
$6.43K - $7.57K
|
3.79K
$4M
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-10- 0.54% |
$6.43K - $7.57K
|
1.86K
$1.96M
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-10- 6.25% |
$6.43K - $7.57K
|
150
$158K
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-10- 1.51% |
$6.43K - $7.57K
|
651
$686K
|
|
Nov 09, 2023
Q3 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-10- 0.9% |
$6.43K - $7.57K
|
1.1K
$1.16M
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-10- 1.22% |
$6.43K - $7.57K
|
812
$856K
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-10- 0.27% |
$6.43K - $7.57K
|
3.66K
$3.86M
|
|
Nov 15, 2023
Q3 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-10- 1.88% |
$6.43K - $7.57K
|
523
$551K
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-10- 15.63% |
$6.43K - $7.57K
|
54
$56.9K
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-11- 1.31% |
$7.08K - $8.32K
|
827
$872K
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-11- 3.56% |
$7.08K - $8.32K
|
298
$314K
|
|
Oct 17, 2023
Q3 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-11- 0.6% |
$7.08K - $8.32K
|
1.82K
$1.91M
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-11- 0.34% |
$7.08K - $8.32K
|
3.18K
$3.35M
|
|
Nov 03, 2023
Q3 2023
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-11- 2.13% |
$7.08K - $8.32K
|
506
$533K
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-11- 4.6% |
$7.08K - $8.32K
|
228
$240K
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-11- 0.37% |
$7.08K - $8.32K
|
2.93K
$3.09M
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-11- 1.17% |
$7.08K - $8.32K
|
928
$978K
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-11- 1.01% |
$7.08K - $8.32K
|
1.07K
$1.13M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-11- 0.02% |
$7.08K - $8.32K
|
65.7K
$69.2M
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-11- 0.71% |
$7.08K - $8.32K
|
1.53K
$1.61M
|
|
Nov 14, 2023
Q3 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-11- 1.61% |
$7.08K - $8.32K
|
673
$710K
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-12- 21.82% |
$7.72K - $9.08K
|
43
$45.3K
|
|
Oct 16, 2023
Q3 2023
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-12- 0.6% |
$7.72K - $9.08K
|
1.97K
$2.08M
|
|
Oct 24, 2023
Q3 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-12- 0.91% |
$7.72K - $9.08K
|
1.3K
$1.37M
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-13- 0.89% |
$8.36K - $9.84K
|
1.45K
$1.52M
|
|
Oct 20, 2023
Q3 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-13- 0.96% |
$8.36K - $9.84K
|
1.34K
$1.41M
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-13- 10.74% |
$8.36K - $9.84K
|
108
$114K
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-13- 7.47% |
$8.36K - $9.84K
|
161
$170K
|
|
Nov 13, 2023
Q3 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-13- 0.88% |
$8.36K - $9.84K
|
1.47K
$1.55M
|
|
Oct 16, 2023
Q3 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-14- 1.75% |
$9.01K - $10.6K
|
788
$831K
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-14- 7.69% |
$9.01K - $10.6K
|
168
$177K
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-14- 1.93% |
$9.01K - $10.6K
|
710
$749K
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-15- 1.33% |
$9.65K - $11.3K
|
1.11K
$1.17M
|
|
Oct 18, 2023
Q3 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-15- 3.44% |
$9.65K - $11.3K
|
421
$444K
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-15- 1.25% |
$9.65K - $11.3K
|
1.19K
$1.25M
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-16- 0.9% |
$10.3K - $12.1K
|
1.77K
$1.86M
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-16- 1.57% |
$10.3K - $12.1K
|
1K
$1.06M
|
|
Nov 06, 2023
Q3 2023
|
Cottage Street Advisors LLC
|
SELL
|
- |
-16- 0.86% |
$10.3K - $12.1K
|
1.85K
$1.95M
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-16- 17.02% |
$10.3K - $12.1K
|
78
$82.2K
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-16- 1.19% |
$10.3K - $12.1K
|
1.33K
$1.4M
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-16- 2.48% |
$10.3K - $12.1K
|
628
$662K
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-16- 0.9% |
$10.3K - $12.1K
|
1.77K
$1.86M
|
|
Oct 10, 2023
Q3 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-17- 1.5% |
$10.9K - $12.9K
|
1.12K
$1.18M
|
|
Oct 25, 2023
Q3 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-17- 2.41% |
$10.9K - $12.9K
|
687
$724K
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-17- 2.89% |
$10.9K - $12.9K
|
571
$602K
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-17- 3.95% |
$10.9K - $12.9K
|
413
$435K
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
SELL
|
- |
-18- 1.03% |
$11.6K - $13.6K
|
1.72K
$1.82M
|
|
Oct 30, 2023
Q3 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-18- 1.35% |
$11.6K - $13.6K
|
1.32K
$1.39M
|