Latest Institutional Transactions on Black Rock Inc. (BLK)
This table provides information on the latest institutional transactions involving Black Rock Inc. (BLK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 01, 2023
Q4 2022
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-145- 7.94% |
$76.9K - $112K
|
1.68K
$1.72M
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
282New |
$150K - $218K
|
282
$288K
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
321New |
$170K - $249K
|
321
$328K
|
|
Jan 31, 2023
Q4 2022
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
300New |
$159K - $232K
|
300
$306K
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
34New |
$18K - $26.3K
|
34
$34.7K
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-1.9K- 20.18% |
$1.01M - $1.47M
|
7.51K
$7.66M
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-93- 91.18% |
$49.3K - $72.1K
|
9
$9.18K
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
12+ 2.28% |
$6.36K - $9.3K
|
539
$550K
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
3+ 0.35% |
$1.59K - $2.32K
|
862
$880K
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-40- 4.32% |
$21.2K - $31K
|
886
$904K
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-11- 20.0% |
$5.83K - $8.52K
|
44
$44.9K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-98- 4.78% |
$52K - $75.9K
|
1.95K
$1.99M
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-109- 7.11% |
$57.8K - $84.4K
|
1.42K
$1.45M
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2New |
$1.06K - $1.55K
|
2
$2.04K
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
SELL
|
- |
-70- 2.28% |
$37.1K - $54.2K
|
2.99K
$3.06M
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
24+ 0.4% |
$12.7K - $18.6K
|
6.05K
$6.18M
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-625- 4.9% |
$331K - $484K
|
12.1K
$12.4M
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-20- 66.67% |
$10.6K - $15.5K
|
10
$10.2K
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-276- 0.42% |
$146K - $214K
|
64.9K
$66.3M
|
|
Jan 20, 2023
Q4 2022
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-300- 37.5% |
$159K - $232K
|
500
$510K
|
|
Jan 20, 2023
Q4 2022
|
Grandfield & Dodd, LLC
|
BUY
|
- |
338New |
$179K - $262K
|
338
$345K
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
1.63K+ 9.43% |
$865K - $1.26M
|
18.9K
$19.3M
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
4New |
$2.12K - $3.1K
|
4
$4.08K
|
|
Jan 18, 2023
Q4 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-45- 5.98% |
$23.9K - $34.9K
|
707
$721K
|
|
Jan 18, 2023
Q4 2022
|
Crew Capital Management, Ltd.
|
BUY
|
- |
325New |
$172K - $252K
|
325
$332K
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
6New |
$3.18K - $4.65K
|
6
$6.12K
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
848+ 14.05% |
$450K - $657K
|
6.88K
$7.02M
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-800- 80.0% |
$424K - $620K
|
200
$204K
|
|
Jan 11, 2023
Q4 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-29- 7.77% |
$15.4K - $22.5K
|
344
$351K
|
|
Jan 11, 2023
Q4 2022
|
Hall Laurie J Trustee
|
SELL
|
- |
-12- 24.0% |
$6.36K - $9.3K
|
38
$38.8K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
7New |
$3.71K - $5.42K
|
7
$7.14K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
26New |
$13.8K - $20.1K
|
26
$26.5K
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-40- 7.94% |
$21.2K - $31K
|
464
$473K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
2New |
$1.06K - $1.55K
|
2
$2.04K
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
100New |
$53K - $77.5K
|
100
$102K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
31New |
$16.4K - $24K
|
31
$31.6K
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
50New |
$26.5K - $38.7K
|
50
$51K
|
|
Jan 04, 2023
Q4 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-4.41KClosed |
$2.34M - $3.41M
|
0
$0
|
|
Jan 03, 2023
Q4 2022
|
Impac Tfolio, LLC
|
SELL
|
- |
-17- 4.25% |
$9.02K - $13.2K
|
383
$391K
|
|
Q3 2022 | |||||||
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-118Closed |
$64.9K - $89.3K
|
0
$0
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-1- 1.75% |
$550 - $757
|
56
$57.1K
|
|
Feb 03, 2023
Q3 2022
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
5+ 0.91% |
$2.75K - $3.79K
|
552
$563K
|
|
Jan 26, 2023
Q3 2022
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
1.79K+ 5.27% |
$982K - $1.35M
|
35.7K
$36.4M
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.56K- 7.51% |
$858K - $1.18M
|
19.2K
$19.6M
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
576New |
$317K - $436K
|
576
$588K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1K+ 4.88% |
$550K - $757K
|
21.5K
$21.9M
|
|
Nov 21, 2022
Q3 2022
|
Capital Impact Advisors, LLC
Boston, MA |
SELL
|
- |
-226- 45.75% |
$124K - $171K
|
268
$273K
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
21New |
$11.6K - $15.9K
|
21
$21.4K
|
|
Nov 15, 2022
Q3 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
3New |
$1.65K - $2.27K
|
3
$3.06K
|
|
Nov 15, 2022
Q3 2022
|
Mainstay Capital Management LLC
|
SELL
|
- |
-17- 0.88% |
$9.35K - $12.9K
|
1.92K
$1.96M
|