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 12, 2023
Q1 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
49+ 8.38% |
$30.7K - $37.8K
|
634
$644K
|
|
|
May 03, 2023
Q1 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
48+ 5.05% |
$30K - $37K
|
999
$1.01M
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
48+ 12.24% |
$30K - $37K
|
440
$447K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
48+ 0.31% |
$30K - $37K
|
15.4K
$15.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
BUY
|
- |
47+ 2.75% |
$29.4K - $36.2K
|
1.75K
$1.78M
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
45+ 13.31% |
$28.2K - $34.7K
|
383
$389K
|
|
|
May 09, 2023
Q1 2023
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
45+ 8.32% |
$28.2K - $34.7K
|
586
$595K
|
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
BUY
|
- |
45+ 62.5% |
$28.2K - $34.7K
|
117
$119K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
45+ 4.84% |
$28.2K - $34.7K
|
975
$990K
|
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
44+ 4.6% |
$27.5K - $33.9K
|
1K
$1.02M
|
|
|
May 11, 2023
Q1 2023
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
43+ 1.49% |
$26.9K - $33.1K
|
2.93K
$2.98M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
42+ 5.09% |
$26.3K - $32.4K
|
867
$881K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
42+ 3.28% |
$26.3K - $32.4K
|
1.32K
$1.34M
|
|
|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
42+ 0.81% |
$26.3K - $32.4K
|
5.26K
$5.34M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
41+ 0.23% |
$25.7K - $31.6K
|
18K
$18.3M
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
41+ 1.44% |
$25.7K - $31.6K
|
2.88K
$2.93M
|
|
|
May 03, 2023
Q1 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
40+ 2.43% |
$25K - $30.8K
|
1.68K
$1.71M
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
40+ 6.51% |
$25K - $30.8K
|
654
$664K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
40+ 4.1% |
$25K - $30.8K
|
1.02K
$1.03M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
38+ 6.76% |
$23.8K - $29.3K
|
600
$609K
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
38+ 3.1% |
$23.8K - $29.3K
|
1.26K
$1.28M
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
37+ 7.37% |
$23.2K - $28.5K
|
539
$547K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
37+ 0.29% |
$23.2K - $28.5K
|
12.8K
$13M
|
|
|
May 01, 2023
Q1 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
37+ 4.6% |
$23.2K - $28.5K
|
842
$855K
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
37+ 1.82% |
$23.2K - $28.5K
|
2.07K
$2.11M
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
37+ 4.99% |
$23.2K - $28.5K
|
779
$791K
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
37+ 3.31% |
$23.2K - $28.5K
|
1.15K
$1.17M
|
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
36+ 0.76% |
$22.5K - $27.7K
|
4.78K
$4.85M
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
36+ 3.85% |
$22.5K - $27.7K
|
972
$987K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
35+ 2.37% |
$21.9K - $27K
|
1.51K
$1.54M
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
35+ 9.56% |
$21.9K - $27K
|
401
$407K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
35+ 2.28% |
$21.9K - $27K
|
1.57K
$1.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
34+ 89.47% |
$21.3K - $26.2K
|
72
$73.1K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
34+ 130.77% |
$21.3K - $26.2K
|
60
$60.9K
|
|
|
May 15, 2023
Q1 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
33+ 4.5% |
$20.7K - $25.4K
|
766
$778K
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
33+ 8.05% |
$20.7K - $25.4K
|
443
$450K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
32+ 5.97% |
$20K - $24.7K
|
568
$577K
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
32+ 4.91% |
$20K - $24.7K
|
684
$695K
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
32+ 0.8% |
$20K - $24.7K
|
4.03K
$4.09M
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
32+ 2.54% |
$20K - $24.7K
|
1.29K
$1.31M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
32+ 4.52% |
$20K - $24.7K
|
740
$752K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
32+ 0.07% |
$20K - $24.7K
|
48.1K
$48.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
31+ 1.14% |
$19.4K - $23.9K
|
2.76K
$2.8M
|
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
31+ 7.26% |
$19.4K - $23.9K
|
458
$465K
|
|
|
Apr 24, 2023
Q1 2023
|
Freedom Day Solutions, LLC
|
BUY
|
- |
30+ 8.7% |
$18.8K - $23.1K
|
375
$381K
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
BUY
|
- |
30+ 0.42% |
$18.8K - $23.1K
|
7.15K
$7.26M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
30+ 28.3% |
$18.8K - $23.1K
|
136
$138K
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
30+ 9.68% |
$18.8K - $23.1K
|
340
$345K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
29+ 74.36% |
$18.1K - $22.4K
|
68
$69.1K
|
|
|
Apr 06, 2023
Q1 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
28+ 1.32% |
$17.5K - $21.6K
|
2.15K
$2.18M
|