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
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-35- 3.08% |
$20.9K - $28.7K
|
1.1K
$1.01M
|
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
SELL
|
- |
-35- 19.44% |
$20.9K - $28.7K
|
145
$133K
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-35- 0.91% |
$20.9K - $28.7K
|
3.81K
$3.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-35- 1.02% |
$20.9K - $28.7K
|
3.41K
$3.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-35- 0.99% |
$20.9K - $28.7K
|
3.51K
$3.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-35- 3.83% |
$20.9K - $28.7K
|
880
$806K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-35- 0.28% |
$20.9K - $28.7K
|
12.7K
$11.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-36- 11.25% |
$21.5K - $29.5K
|
284
$260K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-36- 3.55% |
$21.5K - $29.5K
|
977
$895K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-36- 46.15% |
$21.5K - $29.5K
|
42
$38.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-37- 6.57% |
$22.1K - $30.3K
|
526
$482K
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-37- 3.45% |
$22.1K - $30.3K
|
1.03K
$947K
|
|
|
Feb 06, 2024
Q4 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-37- 43.53% |
$22.1K - $30.3K
|
48
$44K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-37- 0.49% |
$22.1K - $30.3K
|
7.49K
$6.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-37- 3.35% |
$22.1K - $30.3K
|
1.07K
$978K
|
|
|
Feb 08, 2024
Q4 2023
|
Lindenwold Advisors
|
SELL
|
- |
-38- 1.33% |
$22.7K - $31.1K
|
2.82K
$2.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-38- 5.16% |
$22.7K - $31.1K
|
699
$640K
|
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
SELL
|
- |
-39- 0.46% |
$23.3K - $31.9K
|
8.41K
$7.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-39- 5.15% |
$23.3K - $31.9K
|
719
$659K
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-40- 9.05% |
$23.9K - $32.8K
|
402
$368K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-40- 0.99% |
$23.9K - $32.8K
|
3.99K
$3.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-40- 6.39% |
$23.9K - $32.8K
|
586
$537K
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-41- 1.47% |
$24.5K - $33.6K
|
2.75K
$2.52M
|
|
|
Jan 18, 2024
Q4 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-41- 5.6% |
$24.5K - $33.6K
|
691
$633K
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-41- 1.9% |
$24.5K - $33.6K
|
2.12K
$1.94M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-41- 12.77% |
$24.5K - $33.6K
|
280
$257K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-41- 8.95% |
$24.5K - $33.6K
|
417
$382K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-41- 2.75% |
$24.5K - $33.6K
|
1.45K
$1.33M
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
SELL
|
- |
-42- 3.04% |
$25.1K - $34.4K
|
1.34K
$1.23M
|
|
|
Feb 02, 2024
Q4 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-42- 1.04% |
$25.1K - $34.4K
|
3.99K
$3.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-42- 4.69% |
$25.1K - $34.4K
|
854
$782K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-42- 2.21% |
$25.1K - $34.4K
|
1.86K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-42- 7.41% |
$25.1K - $34.4K
|
525
$481K
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-43- 7.56% |
$25.7K - $35.2K
|
526
$482K
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-43- 1.13% |
$25.7K - $35.2K
|
3.75K
$3.43M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-43- 4.8% |
$25.7K - $35.2K
|
852
$781K
|
|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-43- 1.52% |
$25.7K - $35.2K
|
2.78K
$2.55M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-44- 4.0% |
$26.3K - $36K
|
1.06K
$967K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-45- 4.06% |
$26.9K - $36.9K
|
1.06K
$975K
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-45- 6.91% |
$26.9K - $36.9K
|
606
$555K
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-46- 0.88% |
$27.5K - $37.7K
|
5.19K
$4.75M
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-46- 5.39% |
$27.5K - $37.7K
|
807
$739K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-47- 1.02% |
$28.1K - $38.5K
|
4.58K
$4.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-47- 2.89% |
$28.1K - $38.5K
|
1.58K
$1.45M
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-48- 5.66% |
$28.7K - $39.3K
|
800
$733K
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-48- 5.66% |
$28.7K - $39.3K
|
800
$733K
|
|
|
Jan 18, 2024
Q4 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-48- 0.25% |
$28.7K - $39.3K
|
19.2K
$17.6M
|
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
SELL
|
- |
-48- 11.76% |
$28.7K - $39.3K
|
360
$330K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-49- 90.74% |
$29.3K - $40.1K
|
5
$4.58K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-50- 37.04% |
$29.9K - $41K
|
85
$77.9K
|