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 26, 2023
Q3 2023
|
Gratus Capital LLC
|
BUY
|
- |
323New |
$208K - $244K
|
323
$341K
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
321+ 3.45% |
$207K - $243K
|
9.62K
$10.1M
|
|
|
Nov 07, 2023
Q3 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
314+ 4.02% |
$202K - $238K
|
8.13K
$8.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
314+ 29.76% |
$202K - $238K
|
1.37K
$1.44M
|
|
|
Oct 12, 2023
Q3 2023
|
Baker Boyer National Bank
|
BUY
|
- |
313New |
$201K - $237K
|
313
$330K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
298+ 3.81% |
$192K - $225K
|
8.12K
$8.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
295+ 65.85% |
$190K - $223K
|
743
$784K
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
294+ 0.93% |
$189K - $222K
|
31.9K
$33.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
BUY
|
- |
293+ 39.33% |
$189K - $222K
|
1.04K
$1.09M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
293+ 56.35% |
$189K - $222K
|
813
$858K
|
|
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
293+ 56.35% |
$189K - $222K
|
813
$858K
|
|
|
Nov 14, 2023
Q3 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
292+ 14.93% |
$188K - $221K
|
2.25K
$2.37M
|
|
|
Nov 21, 2023
Q3 2023
|
Braun Stacey Associates Inc
|
BUY
|
- |
292+ 1.09% |
$188K - $221K
|
27K
$28.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
289+ 26.88% |
$186K - $219K
|
1.36K
$1.44M
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
285+ 52.88% |
$183K - $216K
|
824
$869K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
284+ 5.29% |
$183K - $215K
|
5.65K
$5.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
283+ 10.11% |
$182K - $214K
|
3.08K
$3.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
280+ 16.71% |
$180K - $212K
|
1.96K
$2.06M
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
279+ 14.16% |
$180K - $211K
|
2.25K
$2.37M
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
BUY
|
- |
271+ 6.16% |
$174K - $205K
|
4.67K
$4.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
268+ 4.13% |
$172K - $203K
|
6.76K
$7.13M
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
264+ 24.65% |
$170K - $200K
|
1.34K
$1.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
264+ 4.93% |
$170K - $200K
|
5.62K
$5.93M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
262+ 12.64% |
$169K - $198K
|
2.33K
$2.46M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
262+ 5.6% |
$169K - $198K
|
4.94K
$5.21M
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
261+ 0.49% |
$168K - $197K
|
53.8K
$56.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
261+ 74.36% |
$168K - $197K
|
612
$646K
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
254+ 5.37% |
$163K - $192K
|
4.99K
$5.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
254+ 6.74% |
$163K - $192K
|
4.03K
$4.25M
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
250+ 3.2% |
$161K - $189K
|
8.07K
$8.52M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
250+ 12.54% |
$161K - $189K
|
2.24K
$2.37M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
247+ 79.94% |
$159K - $187K
|
556
$586K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
245+ 3.2% |
$158K - $185K
|
7.9K
$8.33M
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
245+ 64.3% |
$158K - $185K
|
626
$660K
|
|
|
Oct 05, 2023
Q3 2023
|
Sarasin & Partners LLP
|
BUY
|
- |
243+ 0.39% |
$156K - $184K
|
62.8K
$66.3M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
243+ 32.62% |
$156K - $184K
|
988
$1.04M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
239+ 17.81% |
$154K - $181K
|
1.58K
$1.67M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
236+ 5.12% |
$152K - $179K
|
4.85K
$5.11M
|
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
233+ 0.96% |
$150K - $176K
|
24.5K
$25.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
230+ 7.98% |
$148K - $174K
|
3.11K
$3.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
230New |
$148K - $174K
|
230
$243K
|
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
BUY
|
- |
226+ 45.66% |
$145K - $171K
|
721
$761K
|
|
|
Nov 03, 2023
Q3 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
223+ 5.89% |
$143K - $169K
|
4.01K
$4.23M
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
220+ 5.08% |
$142K - $166K
|
4.55K
$4.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
220+ 2.32% |
$142K - $166K
|
9.7K
$10.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
214+ 22.2% |
$138K - $162K
|
1.18K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
213New |
$137K - $161K
|
213
$225K
|
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
212+ 1.59% |
$136K - $160K
|
13.6K
$14.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
210+ 38.89% |
$135K - $159K
|
750
$791K
|
|
|
Nov 13, 2023
Q3 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
208+ 34.72% |
$134K - $157K
|
807
$851K
|