Purchases and Sales Made in Q1 2023 in Black Rock Inc. (BLK)
This table provides information about the institutional ownership of Black Rock Inc. (BLK) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
178+ 0.22% |
$111K - $137K
|
80.6K
$81.9M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
176+ 6.76% |
$110K - $136K
|
2.78K
$2.82M
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
BUY
|
- |
174+ 9.69% |
$109K - $134K
|
1.97K
$2M
|
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
173+ 51.18% |
$108K - $133K
|
511
$519K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
173+ 19.7% |
$108K - $133K
|
1.05K
$1.07M
|
|
|
Apr 06, 2023
Q1 2023
|
Red Spruce Capital, LLC
|
BUY
|
- |
170+ 5.24% |
$106K - $131K
|
3.41K
$3.47M
|
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
169+ 10.24% |
$106K - $130K
|
1.82K
$1.85M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
167+ 19.6% |
$105K - $129K
|
1.02K
$1.03M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
167+ 0.25% |
$105K - $129K
|
67.2K
$68.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
166+ 3.94% |
$104K - $128K
|
4.38K
$4.45M
|
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
164+ 9.92% |
$103K - $126K
|
1.82K
$1.85M
|
|
|
Apr 24, 2023
Q1 2023
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
163+ 1.43% |
$102K - $126K
|
11.5K
$11.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
161+ 22.55% |
$101K - $124K
|
875
$889K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
161+ 3.8% |
$101K - $124K
|
4.4K
$4.47M
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
160+ 2.38% |
$100K - $123K
|
6.89K
$7M
|
|
|
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
160+ 18.37% |
$100K - $123K
|
1.03K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
160+ 1.66% |
$100K - $123K
|
9.83K
$9.98M
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
158+ 14.3% |
$98.9K - $122K
|
1.26K
$1.28M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
157+ 3.38% |
$98.2K - $121K
|
4.81K
$4.88M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
BUY
|
- |
156+ 1.21% |
$97.6K - $120K
|
13.1K
$13.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
155+ 36.21% |
$97K - $119K
|
583
$592K
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
155+ 41.44% |
$97K - $119K
|
529
$537K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
152+ 0.26% |
$95.1K - $117K
|
59.3K
$60.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
151+ 20.71% |
$94.5K - $116K
|
880
$894K
|
|
|
Apr 17, 2023
Q1 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
150+ 0.54% |
$93.9K - $116K
|
27.7K
$28.1M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
149+ 15.41% |
$93.2K - $115K
|
1.12K
$1.13M
|
|
|
May 08, 2023
Q1 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
149+ 8.87% |
$93.2K - $115K
|
1.83K
$1.86M
|
|
|
Apr 19, 2023
Q1 2023
|
Eastern Bank
|
BUY
|
- |
147+ 0.45% |
$92K - $113K
|
32.8K
$33.4M
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
147New |
$92K - $113K
|
147
$149K
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
BUY
|
- |
145+ 2.06% |
$90.7K - $112K
|
7.19K
$7.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
141+ 5.01% |
$88.2K - $109K
|
2.96K
$3M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
141New |
$88.2K - $109K
|
141
$143K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
140+ 5.05% |
$87.6K - $108K
|
2.92K
$2.96M
|
|
|
Apr 12, 2023
Q1 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
139+ 2.86% |
$87K - $107K
|
5K
$5.08M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
138+ 13.77% |
$86.4K - $106K
|
1.14K
$1.16M
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
132+ 75.0% |
$82.6K - $102K
|
308
$313K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
132+ 0.06% |
$82.6K - $102K
|
225K
$229M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
132+ 6.43% |
$82.6K - $102K
|
2.19K
$2.22M
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
130+ 7.34% |
$81.4K - $100K
|
1.9K
$1.93M
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
130+ 100.0% |
$81.4K - $100K
|
260
$264K
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
130+ 6.11% |
$81.4K - $100K
|
2.26K
$2.29M
|
|
|
May 05, 2023
Q1 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
130+ 5.78% |
$81.4K - $100K
|
2.38K
$2.42M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
129+ 8.69% |
$80.7K - $99.4K
|
1.61K
$1.64M
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
129+ 8.1% |
$80.7K - $99.4K
|
1.72K
$1.75M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
128+ 1.68% |
$80.1K - $98.7K
|
7.75K
$7.87M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
127+ 1.56% |
$79.5K - $97.9K
|
8.25K
$8.38M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
126+ 7.77% |
$78.8K - $97.1K
|
1.75K
$1.77M
|
|
|
May 12, 2023
Q1 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
126+ 0.36% |
$78.8K - $97.1K
|
35K
$35.5M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
124+ 0.92% |
$77.6K - $95.6K
|
13.6K
$13.8M
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
123+ 7.62% |
$77K - $94.8K
|
1.74K
$1.77M
|