Purchases and Sales Made in Q2 2023 in Black Rock Inc. (BLK)
This table provides information about the institutional ownership of Black Rock Inc. (BLK) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
17+ 2.18% |
$10.7K - $12.1K
|
796
$840K
|
|
|
Aug 11, 2023
Q2 2023
|
Covenant Partners, LLC
|
BUY
|
- |
17+ 1.28% |
$10.7K - $12.1K
|
1.35K
$1.42M
|
|
|
Jul 19, 2023
Q2 2023
|
Highview Capital Management LLC
|
BUY
|
- |
16+ 1.08% |
$10.1K - $11.4K
|
1.5K
$1.58M
|
|
|
Jul 27, 2023
Q2 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
16+ 1.88% |
$10.1K - $11.4K
|
866
$913K
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
16+ 2.19% |
$10.1K - $11.4K
|
745
$786K
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
16+ 0.33% |
$10.1K - $11.4K
|
4.91K
$5.17M
|
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
16+ 1.9% |
$10.1K - $11.4K
|
858
$905K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
16+ 0.34% |
$10.1K - $11.4K
|
4.72K
$4.98M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
16+ 5.99% |
$10.1K - $11.4K
|
283
$299K
|
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
16+ 1.9% |
$10.1K - $11.4K
|
858
$905K
|
|
|
Jul 11, 2023
Q2 2023
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
15+ 4.24% |
$9.44K - $10.7K
|
369
$389K
|
|
|
Jul 26, 2023
Q2 2023
|
Field & Main Bank
|
BUY
|
- |
15+ 1.81% |
$9.44K - $10.7K
|
842
$888K
|
|
|
Aug 08, 2023
Q2 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
15+ 2.19% |
$9.44K - $10.7K
|
699
$737K
|
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
BUY
|
- |
15+ 12.82% |
$9.44K - $10.7K
|
132
$139K
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
15+ 2.56% |
$9.44K - $10.7K
|
602
$635K
|
|
|
Jul 17, 2023
Q2 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
14+ 1.4% |
$8.81K - $9.96K
|
1.01K
$1.07M
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
14+ 2.66% |
$8.81K - $9.96K
|
540
$570K
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Advisors LLC
|
BUY
|
- |
14+ 0.04% |
$8.81K - $9.96K
|
31.8K
$33.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
14+ 0.65% |
$8.81K - $9.96K
|
2.17K
$2.28M
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
14+ 1.32% |
$8.81K - $9.96K
|
1.08K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
14+ 0.79% |
$8.81K - $9.96K
|
1.79K
$1.89M
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
13+ 0.89% |
$8.18K - $9.25K
|
1.48K
$1.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
13+ 0.06% |
$8.18K - $9.25K
|
20.1K
$21.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
12+ 0.77% |
$7.55K - $8.53K
|
1.58K
$1.66M
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
12+ 6.45% |
$7.55K - $8.53K
|
198
$209K
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
BUY
|
- |
12+ 0.81% |
$7.55K - $8.53K
|
1.49K
$1.57M
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
12New |
$7.55K - $8.53K
|
12
$12.7K
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
BUY
|
- |
11+ 1.56% |
$6.92K - $7.82K
|
718
$757K
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
BUY
|
- |
11+ 1.05% |
$6.92K - $7.82K
|
1.06K
$1.11M
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
11+ 0.32% |
$6.92K - $7.82K
|
3.41K
$3.59M
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
11+ 2.43% |
$6.92K - $7.82K
|
464
$489K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
11+ 9.65% |
$6.92K - $7.82K
|
125
$132K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
11+ 0.59% |
$6.92K - $7.82K
|
1.87K
$1.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
11+ 1.99% |
$6.92K - $7.82K
|
563
$594K
|
|
|
Aug 07, 2023
Q2 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
10+ 0.28% |
$6.29K - $7.11K
|
3.6K
$3.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
10+ 1.36% |
$6.29K - $7.11K
|
746
$787K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
10New |
$6.29K - $7.11K
|
10
$10.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
9+ 1.46% |
$5.66K - $6.4K
|
624
$658K
|
|
|
Jul 13, 2023
Q2 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
9+ 1.02% |
$5.66K - $6.4K
|
889
$938K
|
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
9+ 0.17% |
$5.66K - $6.4K
|
5.17K
$5.45M
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
9+ 2.37% |
$5.66K - $6.4K
|
388
$409K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
9+ 2.28% |
$5.66K - $6.4K
|
404
$426K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
9New |
$5.66K - $6.4K
|
9
$9.49K
|
|
|
Aug 07, 2023
Q2 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
9+ 0.77% |
$5.66K - $6.4K
|
1.17K
$1.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
9+ 0.97% |
$5.66K - $6.4K
|
937
$988K
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
BUY
|
- |
9+ 0.13% |
$5.66K - $6.4K
|
7.2K
$7.59M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
9+ 1.69% |
$5.66K - $6.4K
|
540
$570K
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
9New |
$5.66K - $6.4K
|
9
$9.49K
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
9+ 2.49% |
$5.66K - $6.4K
|
371
$391K
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
9+ 0.63% |
$5.66K - $6.4K
|
1.43K
$1.51M
|