Purchases and Sales Made in Q1 2024 in Black Rock Inc. (BLK)
This table provides information about the institutional ownership of Black Rock Inc. (BLK) during Q1 2024. 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 13, 2024
Q1 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
279New |
$216K - $235K
|
279
$267K
|
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
278New |
$215K - $234K
|
278
$266K
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
275+ 0.36% |
$213K - $232K
|
75.8K
$72.4M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
272+ 31.12% |
$211K - $229K
|
1.15K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
272+ 2.2% |
$211K - $229K
|
12.6K
$12.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
271+ 24.84% |
$210K - $228K
|
1.36K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
270New |
$209K - $227K
|
270
$258K
|
|
|
Apr 23, 2024
Q1 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
269New |
$208K - $227K
|
269
$257K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
269New |
$208K - $227K
|
269
$257K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
269New |
$208K - $227K
|
269
$257K
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
266+ 0.49% |
$206K - $224K
|
54.4K
$51.9M
|
|
|
Apr 09, 2024
Q1 2024
|
Farmers Trust CO
|
BUY
|
- |
262New |
$203K - $221K
|
262
$250K
|
|
|
Apr 16, 2024
Q1 2024
|
Sara Bay Financial
|
BUY
|
- |
262+ 54.93% |
$203K - $221K
|
739
$706K
|
|
|
May 15, 2024
Q1 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
262New |
$203K - $221K
|
262
$250K
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
261+ 33.0% |
$202K - $220K
|
1.05K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
261New |
$202K - $220K
|
261
$249K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
260+ 8.42% |
$201K - $219K
|
3.35K
$3.2M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
258New |
$200K - $217K
|
258
$247K
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
257New |
$199K - $216K
|
257
$246K
|
|
|
May 14, 2024
Q1 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
257+ 2.68% |
$199K - $216K
|
9.83K
$9.39M
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
256+ 21.66% |
$198K - $216K
|
1.44K
$1.37M
|
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
255+ 1.76% |
$197K - $215K
|
14.7K
$14.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
252New |
$195K - $212K
|
252
$241K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
252New |
$195K - $212K
|
252
$241K
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
252+ 0.75% |
$195K - $212K
|
33.9K
$32.4M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
250+ 21.61% |
$194K - $211K
|
1.41K
$1.34M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
249+ 32.85% |
$193K - $210K
|
1.01K
$962K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
247New |
$191K - $208K
|
247
$236K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
247New |
$191K - $208K
|
247
$236K
|
|
|
Apr 29, 2024
Q1 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
247New |
$191K - $208K
|
247
$236K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
247New |
$191K - $208K
|
247
$236K
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
246+ 2.9% |
$190K - $207K
|
8.73K
$8.34M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
245New |
$190K - $206K
|
245
$234K
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
241New |
$187K - $203K
|
241
$230K
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
241New |
$187K - $203K
|
241
$230K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
BUY
|
- |
240New |
$186K - $202K
|
240
$229K
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
240New |
$186K - $202K
|
240
$229K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
240+ 19.7% |
$186K - $202K
|
1.46K
$1.39M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
240New |
$186K - $202K
|
240
$229K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
239+ 0.95% |
$185K - $201K
|
25.3K
$24.2M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
239+ 7.12% |
$185K - $201K
|
3.6K
$3.44M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
236+ 33.38% |
$183K - $199K
|
943
$901K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
235+ 160.96% |
$182K - $198K
|
381
$364K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
232New |
$180K - $195K
|
232
$222K
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
230+ 2.5% |
$178K - $194K
|
9.42K
$9M
|
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
229+ 5.4% |
$177K - $193K
|
4.47K
$4.27M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
223New |
$173K - $188K
|
223
$213K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
223+ 44.69% |
$173K - $188K
|
722
$690K
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
220+ 13.81% |
$170K - $185K
|
1.81K
$1.73M
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
216+ 0.53% |
$167K - $182K
|
41.2K
$39.4M
|