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 22, 2024
Q4 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
7+ 0.46% |
$4.19K - $5.73K
|
1.52K
$1.39M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
7+ 0.32% |
$4.19K - $5.73K
|
2.17K
$1.98M
|
|
|
Feb 01, 2024
Q4 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
7+ 0.28% |
$4.19K - $5.73K
|
2.47K
$2.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
BUY
|
- |
7+ 0.82% |
$4.19K - $5.73K
|
860
$788K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
7+ 233.33% |
$4.19K - $5.73K
|
10
$9.16K
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
7+ 0.18% |
$4.19K - $5.73K
|
3.81K
$3.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
7+ 1.08% |
$4.19K - $5.73K
|
658
$603K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 1.63% |
$3.59K - $4.91K
|
375
$344K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
6+ 3.92% |
$3.59K - $4.91K
|
159
$146K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
6+ 0.52% |
$3.59K - $4.91K
|
1.15K
$1.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
6+ 0.24% |
$3.59K - $4.91K
|
2.54K
$2.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
6+ 0.12% |
$3.59K - $4.91K
|
4.98K
$4.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
6+ 0.98% |
$3.59K - $4.91K
|
616
$564K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
6+ 0.53% |
$3.59K - $4.91K
|
1.13K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
6+ 1.76% |
$3.59K - $4.91K
|
346
$317K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
5+ 16.13% |
$2.99K - $4.1K
|
36
$33K
|
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
5+ 0.75% |
$2.99K - $4.1K
|
674
$618K
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
5+ 1.13% |
$2.99K - $4.1K
|
448
$410K
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
BUY
|
- |
5+ 0.14% |
$2.99K - $4.1K
|
3.46K
$3.17M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
5+ 0.58% |
$2.99K - $4.1K
|
863
$791K
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
5New |
$2.99K - $4.1K
|
5
$4.58K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5+ 0.41% |
$2.99K - $4.1K
|
1.22K
$1.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5+ 0.2% |
$2.99K - $4.1K
|
2.5K
$2.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
5+ 0.23% |
$2.99K - $4.1K
|
2.19K
$2.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5+ 0.23% |
$2.99K - $4.1K
|
2.14K
$1.96M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
5New |
$2.99K - $4.1K
|
5
$4.58K
|
|
|
Jan 29, 2025
Q4 2023
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
5New |
$2.99K - $4.1K
|
5
$4.58K
|
|
|
Jan 04, 2024
Q4 2023
|
Riverwater Partners LLC
|
BUY
|
- |
4+ 0.95% |
$2.39K - $3.28K
|
425
$389K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
4+ 0.38% |
$2.39K - $3.28K
|
1.06K
$974K
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
4+ 0.85% |
$2.39K - $3.28K
|
472
$432K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
4+ 0.26% |
$2.39K - $3.28K
|
1.55K
$1.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
4New |
$2.39K - $3.28K
|
4
$3.67K
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
BUY
|
- |
4+ 1.23% |
$2.39K - $3.28K
|
329
$301K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
4New |
$2.39K - $3.28K
|
4
$3.67K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
4New |
$2.39K - $3.28K
|
4
$3.67K
|
|
|
Jan 09, 2024
Q4 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
3+ 0.85% |
$1.79K - $2.46K
|
356
$326K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
3+ 0.67% |
$1.79K - $2.46K
|
449
$411K
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
3+ 0.06% |
$1.79K - $2.46K
|
4.77K
$4.37M
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.6% |
$1.79K - $2.46K
|
507
$465K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
3New |
$1.79K - $2.46K
|
3
$2.75K
|
|
|
Jan 31, 2024
Q4 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.44% |
$1.79K - $2.46K
|
690
$632K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
3+ 0.29% |
$1.79K - $2.46K
|
1.03K
$943K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3+ 0.38% |
$1.79K - $2.46K
|
793
$727K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3+ 0.82% |
$1.79K - $2.46K
|
370
$339K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3+ 6.82% |
$1.79K - $2.46K
|
47
$43.1K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
3New |
$1.79K - $2.46K
|
3
$2.75K
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 10.53% |
$1.2K - $1.64K
|
21
$19.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
2+ 1.48% |
$1.2K - $1.64K
|
137
$126K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
2+ 0.17% |
$1.2K - $1.64K
|
1.16K
$1.07M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2+ 0.26% |
$1.2K - $1.64K
|
786
$720K
|