Purchases and Sales Made in Q1 2023 in Black Rock Innovation & Growth Trust (BIGZ)
This table provides information about the institutional ownership of Black Rock Innovation & Growth Trust (BIGZ) during Q1 2023. The information is specifically focused on institutions that hold shares of BlackRock Innovation & Growth Trust.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.18KNew |
$8.11K - $9.48K
|
1.18K
$9.52K
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1KNew |
$6.87K - $8.03K
|
1K
$8.06K
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
851New |
$5.85K - $6.83K
|
851
$6.86K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
709+ 2.68% |
$4.87K - $5.69K
|
27.1K
$219K
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
448+ 2.84% |
$3.08K - $3.6K
|
16.2K
$131K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
431+ 3.43% |
$2.96K - $3.46K
|
13K
$105K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
334New |
$2.29K - $2.68K
|
334
$2.69K
|
|
May 05, 2023
Q1 2023
|
Carson Advisory Inc.
|
BUY
|
- |
278+ 1.91% |
$1.91K - $2.23K
|
14.9K
$120K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
100+ 0.2% |
$687 - $803
|
49K
$395K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
31+ 5.19% |
$213 - $249
|
628
$5.06K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
3+ 2.65% |
$20.6 - $24.1
|
116
$935
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-548- 1.51% |
$3.76K - $4.4K
|
35.8K
$288K
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1K- 9.09% |
$6.87K - $8.03K
|
10K
$80.6K
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.2K- 51.35% |
$8.24K - $9.64K
|
1.14K
$9.16K
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.25K- 4.76% |
$8.59K - $10K
|
25K
$202K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.8K- 3.54% |
$12.4K - $14.5K
|
49K
$395K
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-2.54K- 44.15% |
$17.4K - $20.4K
|
3.21K
$25.9K
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-2.8K- 7.14% |
$19.2K - $22.5K
|
36.4K
$293K
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.28K- 4.14% |
$22.5K - $26.4K
|
76K
$612K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.35K- 50.0% |
$23K - $26.9K
|
3.35K
$27K
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-5.65K- 9.62% |
$38.8K - $45.4K
|
53.1K
$428K
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-7.17K- 31.37% |
$49.2K - $57.6K
|
15.7K
$126K
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
SELL
|
- |
-7.46K- 66.61% |
$51.3K - $59.9K
|
3.74K
$30.1K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10.6K- 89.97% |
$72.8K - $85.1K
|
1.18K
$9.52K
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-13.2K- 38.94% |
$90.7K - $106K
|
20.7K
$167K
|
|
May 15, 2023
Q1 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-13.9K- 1.74% |
$95.5K - $112K
|
784K
$6.32M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15.3K- 53.14% |
$105K - $123K
|
13.5K
$109K
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-37.6K- 76.42% |
$258K - $302K
|
11.6K
$93.6K
|
|
Apr 12, 2023
Q1 2023
|
Epiq Partners, LLC
|
SELL
|
- |
-46.1K- 29.77% |
$317K - $371K
|
109K
$877K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-70.4K- 9.43% |
$484K - $565K
|
677K
$5.45M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-83.6K- 14.65% |
$574K - $671K
|
487K
$3.93M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-238K- 2.72% |
$1.63M - $1.91M
|
8.52M
$68.7M
|
|
May 12, 2023
Q1 2023
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-344K- 9.97% |
$2.37M - $2.76M
|
3.11M
$25.1M
|
|
May 16, 2023
Q1 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-373K- 99.86% |
$2.56M - $2.99M
|
511
$4.12K
|
|
May 12, 2023
Q1 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-623K- 14.76% |
$4.28M - $5.01M
|
3.6M
$29M
|
|
May 12, 2023
Q1 2023
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-769K- 18.62% |
$5.28M - $6.17M
|
3.36M
$27.1M
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-854K- 77.43% |
$5.87M - $6.86M
|
249K
$2.01M
|
|
May 15, 2023
Q1 2023
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-1.43M- 97.91% |
$9.85M - $11.5M
|
30.6K
$246K
|