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 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
17+ 1.93% |
$10.6K - $13.1K
|
898
$912K
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
17+ 48.57% |
$10.6K - $13.1K
|
52
$52.8K
|
|
May 11, 2023
Q1 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
17New |
$10.6K - $13.1K
|
17
$17.3K
|
|
May 22, 2023
Q1 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
17+ 3.22% |
$10.6K - $13.1K
|
545
$554K
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
16+ 1.84% |
$10K - $12.3K
|
884
$898K
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
16+ 0.1% |
$10K - $12.3K
|
16.5K
$16.7M
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
16+ 2.51% |
$10K - $12.3K
|
653
$663K
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
16+ 2.15% |
$10K - $12.3K
|
759
$771K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
16+ 0.93% |
$10K - $12.3K
|
1.74K
$1.77M
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
16+ 1.54% |
$10K - $12.3K
|
1.06K
$1.07M
|
|
Apr 06, 2023
Q1 2023
|
Chronos Wealth Management, LLC
|
BUY
|
- |
15+ 0.51% |
$9.39K - $11.6K
|
2.97K
$3.02M
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
15+ 0.12% |
$9.39K - $11.6K
|
12.5K
$12.7M
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
15+ 2.38% |
$9.39K - $11.6K
|
646
$656K
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
15+ 2.51% |
$9.39K - $11.6K
|
612
$622K
|
|
May 12, 2023
Q1 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
15+ 4.4% |
$9.39K - $11.6K
|
356
$362K
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
15+ 250.0% |
$9.39K - $11.6K
|
21
$21.3K
|
|
May 15, 2023
Q1 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
15+ 2.08% |
$9.39K - $11.6K
|
736
$748K
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
14+ 0.74% |
$8.76K - $10.8K
|
1.92K
$1.95M
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
14+ 3.32% |
$8.76K - $10.8K
|
436
$443K
|
|
May 19, 2023
Q1 2023
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
14+ 0.7% |
$8.76K - $10.8K
|
2K
$2.03M
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
14+ 0.18% |
$8.76K - $10.8K
|
7.63K
$7.75M
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
13+ 0.4% |
$8.14K - $10K
|
3.3K
$3.35M
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
12+ 0.8% |
$7.51K - $9.25K
|
1.51K
$1.54M
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
12+ 1.12% |
$7.51K - $9.25K
|
1.08K
$1.1M
|
|
May 15, 2023
Q1 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
12+ 0.62% |
$7.51K - $9.25K
|
1.94K
$1.97M
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
12+ 92.31% |
$7.51K - $9.25K
|
25
$25.4K
|
|
May 10, 2023
Q1 2023
|
Klk Capital Management LLC
Los Angeles, CA |
BUY
|
- |
11+ 1.02% |
$6.88K - $8.48K
|
1.09K
$1.1M
|
|
May 11, 2023
Q1 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
11+ 3.24% |
$6.88K - $8.48K
|
351
$356K
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
11+ 0.54% |
$6.88K - $8.48K
|
2.03K
$2.06M
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
11+ 0.36% |
$6.88K - $8.48K
|
3.09K
$3.14M
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
10+ 0.87% |
$6.26K - $7.71K
|
1.16K
$1.18M
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
9+ 5.08% |
$5.63K - $6.94K
|
186
$189K
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
9+ 1.63% |
$5.63K - $6.94K
|
561
$570K
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
8+ 30.77% |
$5.01K - $6.17K
|
34
$34.5K
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
8New |
$5.01K - $6.17K
|
8
$8.13K
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
8+ 0.18% |
$5.01K - $6.17K
|
4.34K
$4.41M
|
|
May 12, 2023
Q1 2023
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
8+ 2.2% |
$5.01K - $6.17K
|
371
$377K
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
7+ 2.1% |
$4.38K - $5.4K
|
341
$346K
|
|
May 03, 2023
Q1 2023
|
Cowen Prime Advisors LLC
|
BUY
|
- |
7New |
$4.38K - $5.4K
|
7
$7.11K
|
|
May 04, 2023
Q1 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
7+ 0.39% |
$4.38K - $5.4K
|
1.81K
$1.84M
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
7+ 1.21% |
$4.38K - $5.4K
|
587
$596K
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
7New |
$4.38K - $5.4K
|
7
$7.11K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7+ 0.79% |
$4.38K - $5.4K
|
888
$902K
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7+ 15.91% |
$4.38K - $5.4K
|
51
$51.8K
|
|
Apr 18, 2023
Q1 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
6+ 0.7% |
$3.75K - $4.62K
|
858
$871K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
6New |
$3.75K - $4.62K
|
6
$6.09K
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
6+ 0.63% |
$3.75K - $4.62K
|
966
$981K
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.13% |
$3.75K - $4.62K
|
4.59K
$4.66M
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
6+ 25.0% |
$3.75K - $4.62K
|
30
$30.5K
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
6+ 2.68% |
$3.75K - $4.62K
|
230
$234K
|