Purchases and Sales Made in Q3 2023 in Black Rock Inc. (BLK)
This table provides information about the institutional ownership of Black Rock Inc. (BLK) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
6+ 12.0% |
$3.86K - $4.54K
|
56
$49.7K
|
|
|
Oct 27, 2023
Q3 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
6+ 0.57% |
$3.86K - $4.54K
|
1.06K
$942K
|
|
|
Nov 06, 2023
Q3 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
6+ 1.38% |
$3.86K - $4.54K
|
440
$390K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
6+ 3.03% |
$3.86K - $4.54K
|
204
$181K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
6New |
$3.86K - $4.54K
|
6
$5.32K
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
6+ 1.97% |
$3.86K - $4.54K
|
310
$275K
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
6+ 1.01% |
$3.86K - $4.54K
|
601
$533K
|
|
|
Oct 11, 2023
Q3 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
5+ 0.32% |
$3.22K - $3.78K
|
1.58K
$1.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
5+ 0.74% |
$3.22K - $3.78K
|
684
$607K
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
5+ 0.47% |
$3.22K - $3.78K
|
1.06K
$941K
|
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
BUY
|
- |
5+ 0.15% |
$3.22K - $3.78K
|
3.28K
$2.91M
|
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
5+ 0.02% |
$3.22K - $3.78K
|
20.2K
$17.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5+ 0.04% |
$3.22K - $3.78K
|
11.4K
$10.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
5+ 0.25% |
$3.22K - $3.78K
|
2.03K
$1.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
5+ 0.08% |
$3.22K - $3.78K
|
6.01K
$5.33M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5+ 0.73% |
$3.22K - $3.78K
|
692
$614K
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
5+ 0.3% |
$3.22K - $3.78K
|
1.68K
$1.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
5+ 1.4% |
$3.22K - $3.78K
|
361
$320K
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
4+ 1.26% |
$2.57K - $3.03K
|
321
$285K
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
4+ 0.8% |
$2.57K - $3.03K
|
504
$447K
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
4+ 0.74% |
$2.57K - $3.03K
|
541
$480K
|
|
|
Oct 24, 2023
Q3 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
4+ 0.26% |
$2.57K - $3.03K
|
1.57K
$1.39M
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
4+ 0.46% |
$2.57K - $3.03K
|
870
$772K
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
4+ 0.5% |
$2.57K - $3.03K
|
803
$712K
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
4+ 0.86% |
$2.57K - $3.03K
|
468
$415K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4+ 0.54% |
$2.57K - $3.03K
|
738
$655K
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
4+ 0.65% |
$2.57K - $3.03K
|
622
$552K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
4+ 0.45% |
$2.57K - $3.03K
|
898
$797K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
4+ 2.58% |
$2.57K - $3.03K
|
159
$141K
|
|
|
Feb 09, 2024
Q3 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
4+ 0.18% |
$2.57K - $3.03K
|
2.21K
$1.96M
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3+ 0.79% |
$1.93K - $2.27K
|
385
$342K
|
|
|
Oct 16, 2023
Q3 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
3+ 0.8% |
$1.93K - $2.27K
|
379
$336K
|
|
|
Oct 18, 2023
Q3 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
3+ 0.53% |
$1.93K - $2.27K
|
574
$509K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3+ 11.11% |
$1.93K - $2.27K
|
30
$26.6K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
3+ 13.64% |
$1.93K - $2.27K
|
25
$22.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
3+ 1.28% |
$1.93K - $2.27K
|
238
$211K
|
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
3+ 0.33% |
$1.93K - $2.27K
|
919
$815K
|
|
|
Nov 01, 2023
Q3 2023
|
Hyman Charles D
|
BUY
|
- |
3+ 0.21% |
$1.93K - $2.27K
|
1.45K
$1.28M
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 0.66% |
$1.93K - $2.27K
|
459
$407K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.23% |
$1.93K - $2.27K
|
1.32K
$1.17M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
2New |
$1.29K - $1.51K
|
2
$1.77K
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
2+ 0.58% |
$1.29K - $1.51K
|
347
$308K
|
|
|
Oct 19, 2023
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2+ 0.24% |
$1.29K - $1.51K
|
848
$752K
|
|
|
Oct 27, 2023
Q3 2023
|
West Bancorporation Inc
|
BUY
|
- |
2+ 0.43% |
$1.29K - $1.51K
|
465
$413K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2+ 8.7% |
$1.29K - $1.51K
|
25
$22.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
2+ 0.03% |
$1.29K - $1.51K
|
6.3K
$5.59M
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2+ 1.68% |
$1.29K - $1.51K
|
121
$107K
|
|
|
Nov 08, 2023
Q3 2023
|
Weil Company, Inc.
|
BUY
|
- |
2+ 0.57% |
$1.29K - $1.51K
|
353
$313K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2+ 5.26% |
$1.29K - $1.51K
|
40
$35.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
2New |
$1.29K - $1.51K
|
2
$1.77K
|