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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-2- 0.24% |
$1.2K - $1.64K
|
834
$871K
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-2- 0.32% |
$1.2K - $1.64K
|
621
$648K
|
|
|
Feb 13, 2024
Q4 2023
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-2- 0.1% |
$1.2K - $1.64K
|
1.99K
$2.08M
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-3- 0.83% |
$1.79K - $2.46K
|
359
$375K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-3- 0.44% |
$1.79K - $2.46K
|
681
$711K
|
|
|
Jan 22, 2024
Q4 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-3- 0.17% |
$1.79K - $2.46K
|
1.81K
$1.89M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3- 27.27% |
$1.79K - $2.46K
|
8
$8.35K
|
|
|
Feb 06, 2024
Q4 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-3- 0.32% |
$1.79K - $2.46K
|
942
$984K
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-3- 0.16% |
$1.79K - $2.46K
|
1.85K
$1.93M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-3- 1.08% |
$1.79K - $2.46K
|
275
$287K
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-3- 0.79% |
$1.79K - $2.46K
|
378
$395K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-3- 0.44% |
$1.79K - $2.46K
|
677
$707K
|
|
|
Feb 13, 2024
Q4 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-3- 0.55% |
$1.79K - $2.46K
|
545
$569K
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.53% |
$2.39K - $3.28K
|
757
$790K
|
|
|
Jan 19, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-4- 0.09% |
$2.39K - $3.28K
|
4.49K
$4.68M
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-4- 0.15% |
$2.39K - $3.28K
|
2.75K
$2.88M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-4- 0.93% |
$2.39K - $3.28K
|
425
$444K
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-4- 0.82% |
$2.39K - $3.28K
|
483
$504K
|
|
|
Feb 09, 2024
Q4 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-4- 0.18% |
$2.39K - $3.28K
|
2.2K
$2.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-4- 7.69% |
$2.39K - $3.28K
|
48
$50.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-4- 0.09% |
$2.39K - $3.28K
|
4.43K
$4.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-4- 0.43% |
$2.39K - $3.28K
|
934
$975K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-4- 57.14% |
$2.39K - $3.28K
|
3
$3.13K
|
|
|
Feb 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-4- 0.3% |
$2.39K - $3.28K
|
1.33K
$1.39M
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-5- 0.32% |
$2.99K - $4.1K
|
1.56K
$1.62M
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-5- 0.14% |
$2.99K - $4.1K
|
3.69K
$3.85M
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-5- 1.23% |
$2.99K - $4.1K
|
403
$421K
|
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-5- 1.09% |
$2.99K - $4.1K
|
452
$472K
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-5- 83.33% |
$2.99K - $4.1K
|
1
$1.04K
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-5- 0.96% |
$2.99K - $4.1K
|
518
$541K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-5- 0.36% |
$2.99K - $4.1K
|
1.4K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-5- 0.35% |
$2.99K - $4.1K
|
1.42K
$1.48M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-6- 7.79% |
$3.59K - $4.91K
|
71
$74.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6- 0.2% |
$3.59K - $4.91K
|
2.92K
$3.05M
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-6- 1.41% |
$3.59K - $4.91K
|
421
$440K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-6Closed |
$3.59K - $4.91K
|
0
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-7- 5.19% |
$4.19K - $5.73K
|
128
$134K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-7- 1.03% |
$4.19K - $5.73K
|
671
$701K
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-7- 0.58% |
$4.19K - $5.73K
|
1.2K
$1.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-7- 18.92% |
$4.19K - $5.73K
|
30
$31.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-7- 1.04% |
$4.19K - $5.73K
|
666
$695K
|
|
|
Feb 08, 2024
Q4 2023
|
Addison Capital CO
|
SELL
|
- |
-8- 0.24% |
$4.78K - $6.55K
|
3.33K
$3.47M
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-8- 2.15% |
$4.78K - $6.55K
|
364
$380K
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-8- 1.98% |
$4.78K - $6.55K
|
396
$413K
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-8- 0.98% |
$4.78K - $6.55K
|
807
$843K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-8- 2.49% |
$4.78K - $6.55K
|
313
$327K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-8- 2.51% |
$4.78K - $6.55K
|
311
$325K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-8- 5.03% |
$4.78K - $6.55K
|
151
$158K
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-8- 0.61% |
$4.78K - $6.55K
|
1.3K
$1.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-8- 0.51% |
$4.78K - $6.55K
|
1.56K
$1.63M
|