Purchases and Sales Made in Q4 2023 in Black Rock Inc. (BLK)
This table provides information about the institutional ownership of Black Rock Inc. (BLK) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
259New |
$155K - $212K
|
259
$237K
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
259New |
$155K - $212K
|
259
$237K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
258New |
$154K - $211K
|
258
$236K
|
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
258New |
$154K - $211K
|
258
$236K
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
256New |
$153K - $210K
|
256
$235K
|
|
|
Jan 17, 2024
Q4 2023
|
Meyer Handelman CO
|
BUY
|
- |
255New |
$153K - $209K
|
255
$234K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
255+ 40.41% |
$153K - $209K
|
886
$812K
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
254New |
$152K - $208K
|
254
$233K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
252New |
$151K - $206K
|
252
$231K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
252New |
$151K - $206K
|
252
$231K
|
|
|
Jan 29, 2024
Q4 2023
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
251New |
$150K - $206K
|
251
$230K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
251+ 1.63% |
$150K - $206K
|
15.7K
$14.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
251New |
$150K - $206K
|
251
$230K
|
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
251New |
$150K - $206K
|
251
$230K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
251New |
$150K - $206K
|
251
$230K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
250New |
$150K - $205K
|
250
$229K
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
250+ 100.0% |
$150K - $205K
|
500
$458K
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
249New |
$149K - $204K
|
249
$228K
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
249+ 1.83% |
$149K - $204K
|
13.8K
$12.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
249New |
$149K - $204K
|
249
$228K
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
249New |
$149K - $204K
|
249
$228K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
249New |
$149K - $204K
|
249
$228K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
249New |
$149K - $204K
|
249
$228K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
249+ 0.34% |
$149K - $204K
|
72.6K
$66.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
BUY
|
- |
248New |
$148K - $203K
|
248
$227K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
247New |
$148K - $202K
|
247
$226K
|
|
|
Feb 05, 2024
Q4 2023
|
Brooktree Capital Management
|
BUY
|
- |
247New |
$148K - $202K
|
247
$226K
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
BUY
|
- |
244+ 75.54% |
$146K - $200K
|
567
$520K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
243+ 0.95% |
$145K - $199K
|
25.8K
$23.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
243+ 25.63% |
$145K - $199K
|
1.19K
$1.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
242+ 10.77% |
$145K - $198K
|
2.49K
$2.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
240+ 2.82% |
$144K - $197K
|
8.74K
$8.01M
|
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
239New |
$143K - $196K
|
239
$219K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
238New |
$142K - $195K
|
238
$218K
|
|
|
Feb 08, 2024
Q4 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
238+ 2.93% |
$142K - $195K
|
8.36K
$7.66M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
234+ 21.06% |
$140K - $192K
|
1.35K
$1.23M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
232+ 2.25% |
$139K - $190K
|
10.6K
$9.67M
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
BUY
|
- |
231+ 12.98% |
$138K - $189K
|
2.01K
$1.84M
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
231+ 0.43% |
$138K - $189K
|
54.1K
$49.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
229+ 5.71% |
$137K - $188K
|
4.24K
$3.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
228+ 1.61% |
$136K - $187K
|
14.4K
$13.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
227New |
$136K - $186K
|
227
$208K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
225+ 0.53% |
$135K - $184K
|
43K
$39.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
219+ 53.03% |
$131K - $179K
|
632
$579K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
219+ 9.98% |
$131K - $179K
|
2.41K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
219+ 1.9% |
$131K - $179K
|
11.8K
$10.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
216+ 105.88% |
$129K - $177K
|
420
$385K
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
BUY
|
- |
215+ 2388.89% |
$129K - $176K
|
224
$205K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
208+ 2.33% |
$124K - $170K
|
9.15K
$8.38M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
205+ 6.4% |
$123K - $168K
|
3.41K
$3.12M
|