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 30, 2023
Q3 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-238- 2.79% |
$153K - $180K
|
8.28K
$8.74M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-242- 34.42% |
$156K - $183K
|
461
$486K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-242- 0.22% |
$156K - $183K
|
108K
$114M
|
|
|
Nov 03, 2023
Q3 2023
|
Amica Retiree Medical Trust
|
SELL
|
- |
-243- 15.58% |
$156K - $184K
|
1.32K
$1.39M
|
|
|
Nov 08, 2023
Q3 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-244- 1.31% |
$157K - $185K
|
18.4K
$19.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-245- 11.69% |
$158K - $185K
|
1.85K
$1.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-247- 1.74% |
$159K - $187K
|
14K
$14.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-248- 38.63% |
$160K - $188K
|
394
$416K
|
|
|
Nov 13, 2023
Q3 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-248- 26.02% |
$160K - $188K
|
705
$744K
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-249- 10.35% |
$160K - $188K
|
2.16K
$2.28M
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-250- 23.47% |
$161K - $189K
|
815
$860K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-261- 22.58% |
$168K - $197K
|
895
$944K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
- |
-268- 89.93% |
$172K - $203K
|
30
$31.6K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-272- 32.5% |
$175K - $206K
|
565
$596K
|
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-274- 4.14% |
$176K - $207K
|
6.34K
$6.69M
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-275- 11.79% |
$177K - $208K
|
2.06K
$2.17M
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
SELL
|
- |
-285- 3.27% |
$183K - $216K
|
8.43K
$8.89M
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
SELL
|
- |
-292- 40.78% |
$188K - $221K
|
424
$447K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-293- 6.2% |
$189K - $222K
|
4.43K
$4.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-298- 6.7% |
$192K - $225K
|
4.15K
$4.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-303- 7.33% |
$195K - $229K
|
3.83K
$4.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-303- 21.23% |
$195K - $229K
|
1.12K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-305- 9.22% |
$196K - $231K
|
3K
$3.17M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-311- 45.74% |
$200K - $235K
|
369
$389K
|
|
|
Oct 31, 2023
Q3 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-314- 17.18% |
$202K - $238K
|
1.51K
$1.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-314Closed |
$202K - $238K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-315- 3.25% |
$203K - $238K
|
9.39K
$9.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-317- 6.82% |
$204K - $240K
|
4.33K
$4.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-319- 19.45% |
$205K - $241K
|
1.32K
$1.39M
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-330- 48.1% |
$212K - $250K
|
356
$376K
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
SELL
|
- |
-333- 1.03% |
$214K - $252K
|
31.9K
$33.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-335- 13.44% |
$216K - $253K
|
2.16K
$2.28M
|
|
|
Oct 18, 2023
Q3 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-338- 2.05% |
$217K - $256K
|
16.2K
$17M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-345- 40.45% |
$222K - $261K
|
508
$536K
|
|
|
Nov 14, 2023
Q3 2023
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-345- 45.88% |
$222K - $261K
|
407
$429K
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-350- 9.48% |
$225K - $265K
|
3.34K
$3.53M
|
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-350- 23.55% |
$225K - $265K
|
1.14K
$1.2M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-354- 6.49% |
$228K - $268K
|
5.1K
$5.38M
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-358- 1.45% |
$230K - $271K
|
24.4K
$25.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-359- 0.89% |
$231K - $272K
|
39.9K
$42.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-361- 13.98% |
$232K - $273K
|
2.22K
$2.34M
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-363- 24.1% |
$234K - $275K
|
1.14K
$1.21M
|
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-365- 6.29% |
$235K - $276K
|
5.44K
$5.74M
|
|
|
Oct 12, 2023
Q3 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-367- 42.38% |
$236K - $278K
|
499
$526K
|
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-378- 10.64% |
$243K - $286K
|
3.17K
$3.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-387- 1.87% |
$249K - $293K
|
20.3K
$21.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-387- 10.76% |
$249K - $293K
|
3.21K
$3.39M
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-398Closed |
$256K - $301K
|
0
$0
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-398- 23.89% |
$256K - $301K
|
1.27K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-399- 4.8% |
$257K - $302K
|
7.92K
$8.35M
|