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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
76+ 8.5% |
$47.6K - $58.6K
|
970
$962K
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
75+ 2.3% |
$46.9K - $57.8K
|
3.34K
$3.31M
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
75New |
$46.9K - $57.8K
|
75
$74.4K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
75+ 11.13% |
$46.9K - $57.8K
|
749
$743K
|
|
|
Apr 26, 2023
Q1 2023
|
Highview Capital Management LLC
|
BUY
|
- |
74+ 5.24% |
$46.3K - $57K
|
1.49K
$1.47M
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
73New |
$45.7K - $56.3K
|
73
$72.4K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
73+ 7.17% |
$45.7K - $56.3K
|
1.09K
$1.08M
|
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
73+ 192.11% |
$45.7K - $56.3K
|
111
$110K
|
|
|
Apr 21, 2023
Q1 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
72+ 1.03% |
$45.1K - $55.5K
|
7.08K
$7.03M
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
72New |
$45.1K - $55.5K
|
72
$71.4K
|
|
|
May 09, 2023
Q1 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
70+ 6.6% |
$43.8K - $54K
|
1.13K
$1.12M
|
|
|
May 10, 2023
Q1 2023
|
Td Asset Management Inc
|
BUY
|
- |
70+ 0.11% |
$43.8K - $54K
|
63.4K
$62.9M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
70+ 23.18% |
$43.8K - $54K
|
372
$369K
|
|
|
Apr 10, 2023
Q1 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
69+ 0.9% |
$43.2K - $53.2K
|
7.73K
$7.67M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
69+ 11.56% |
$43.2K - $53.2K
|
666
$661K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
66+ 10.38% |
$41.3K - $50.9K
|
702
$696K
|
|
|
May 12, 2023
Q1 2023
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
66+ 3.25% |
$41.3K - $50.9K
|
2.1K
$2.08M
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
66+ 27.73% |
$41.3K - $50.9K
|
304
$302K
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
66+ 0.89% |
$41.3K - $50.9K
|
7.48K
$7.42M
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
65+ 17.38% |
$40.7K - $50.1K
|
439
$436K
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
64+ 1.83% |
$40K - $49.3K
|
3.56K
$3.53M
|
|
|
Oct 19, 2023
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
64+ 8.02% |
$40K - $49.3K
|
862
$855K
|
|
|
Jan 16, 2024
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
64+ 8.02% |
$40K - $49.3K
|
862
$855K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
63+ 12.05% |
$39.4K - $48.6K
|
586
$581K
|
|
|
Apr 07, 2023
Q1 2023
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
61+ 34.66% |
$38.2K - $47K
|
237
$235K
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
61+ 0.35% |
$38.2K - $47K
|
17.6K
$17.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
60+ 3.24% |
$37.5K - $46.2K
|
1.91K
$1.9M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
60+ 10.27% |
$37.5K - $46.2K
|
644
$639K
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
59+ 10.42% |
$36.9K - $45.5K
|
625
$620K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
59+ 3.7% |
$36.9K - $45.5K
|
1.66K
$1.64M
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
59+ 9.39% |
$36.9K - $45.5K
|
687
$682K
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
58+ 0.08% |
$36.3K - $44.7K
|
73.8K
$73.2M
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
58+ 156.76% |
$36.3K - $44.7K
|
95
$94.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
57+ 9.97% |
$35.7K - $43.9K
|
629
$624K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
57New |
$35.7K - $43.9K
|
57
$56.5K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
57+ 3.68% |
$35.7K - $43.9K
|
1.61K
$1.59M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
57+ 2.14% |
$35.7K - $43.9K
|
2.72K
$2.69M
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
56+ 1.91% |
$35K - $43.2K
|
2.99K
$2.97M
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
55+ 1.32% |
$34.4K - $42.4K
|
4.21K
$4.18M
|
|
|
May 10, 2023
Q1 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
55+ 5.25% |
$34.4K - $42.4K
|
1.1K
$1.09M
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
53+ 1.05% |
$33.2K - $40.8K
|
5.09K
$5.05M
|
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
53+ 5.98% |
$33.2K - $40.8K
|
940
$933K
|
|
|
May 10, 2023
Q1 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
53+ 5.98% |
$33.2K - $40.8K
|
940
$933K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
53New |
$33.2K - $40.8K
|
53
$52.6K
|
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
52+ 7.49% |
$32.5K - $40.1K
|
746
$740K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
51New |
$31.9K - $39.3K
|
51
$50.6K
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
51+ 3.37% |
$31.9K - $39.3K
|
1.56K
$1.55M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
51+ 5.87% |
$31.9K - $39.3K
|
920
$913K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
50+ 12.22% |
$31.3K - $38.5K
|
459
$455K
|
|
|
Apr 24, 2023
Q1 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
50+ 3.29% |
$31.3K - $38.5K
|
1.57K
$1.56M
|