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 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.71% |
$643 - $757
|
141
$149K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1+ 0.31% |
$643 - $757
|
320
$337K
|
|
|
Oct 10, 2023
Q3 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
1+ 0.21% |
$643 - $757
|
485
$511K
|
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
BUY
|
- |
1+ 0.31% |
$643 - $757
|
321
$338K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
1+ 0.22% |
$643 - $757
|
447
$471K
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1+ 0.23% |
$643 - $757
|
439
$463K
|
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1+ 0.2% |
$643 - $757
|
512
$540K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1New |
$643 - $757
|
1
$1.05K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 100.0% |
$643 - $757
|
2
$2.11K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1+ 100.0% |
$643 - $757
|
2
$2.11K
|
|
|
Nov 08, 2023
Q3 2023
|
Rede Wealth, LLC
|
BUY
|
- |
1+ 0.15% |
$643 - $757
|
681
$718K
|
|
|
Nov 09, 2023
Q3 2023
|
Excalibur Management Corp
|
BUY
|
- |
1+ 0.26% |
$643 - $757
|
382
$403K
|
|
|
Nov 13, 2023
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1+ 0.12% |
$643 - $757
|
859
$906K
|
|
|
Nov 13, 2023
Q3 2023
|
Belmont Capital, LLC
|
BUY
|
- |
1+ 3.57% |
$643 - $757
|
29
$30.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
1+ 0.97% |
$643 - $757
|
104
$110K
|
|
|
Nov 13, 2023
Q3 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
1+ 0.15% |
$643 - $757
|
656
$692K
|
|
|
Nov 15, 2023
Q3 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1+ 0.17% |
$643 - $757
|
603
$636K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1+ 0.15% |
$643 - $757
|
658
$694K
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1- 0.29% |
$643 - $757
|
349
$368K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1- 0.36% |
$643 - $757
|
273
$288K
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-1- 0.27% |
$643 - $757
|
364
$384K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
SELL
|
- |
-1- 0.19% |
$643 - $757
|
518
$546K
|
|
|
Nov 02, 2023
Q3 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1- 0.13% |
$643 - $757
|
785
$828K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1- 0.17% |
$643 - $757
|
579
$610K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1- 0.1% |
$643 - $757
|
1.01K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-1- 0.18% |
$643 - $757
|
548
$578K
|
|
|
Nov 13, 2023
Q3 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-1- 0.01% |
$643 - $757
|
9.79K
$10.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-2- 0.16% |
$1.29K - $1.51K
|
1.26K
$1.33M
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-2- 0.18% |
$1.29K - $1.51K
|
1.09K
$1.15M
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-2- 0.09% |
$1.29K - $1.51K
|
2.16K
$2.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-2- 0.51% |
$1.29K - $1.51K
|
388
$409K
|
|
|
Nov 13, 2023
Q3 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-2- 0.44% |
$1.29K - $1.51K
|
457
$482K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-2- 3.23% |
$1.29K - $1.51K
|
60
$63.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-2- 0.33% |
$1.29K - $1.51K
|
603
$636K
|
|
|
Nov 29, 2023
Q3 2023
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-2- 0.1% |
$1.29K - $1.51K
|
1.99K
$2.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-3- 0.31% |
$1.93K - $2.27K
|
969
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-3- 0.72% |
$1.93K - $2.27K
|
415
$438K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3- 0.65% |
$1.93K - $2.27K
|
462
$487K
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3- 0.9% |
$1.93K - $2.27K
|
332
$350K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-3- 5.45% |
$1.93K - $2.27K
|
52
$54.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-3- 30.0% |
$1.93K - $2.27K
|
7
$7.38K
|
|
|
Oct 10, 2023
Q3 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-4- 0.88% |
$2.57K - $3.03K
|
449
$473K
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-4- 0.42% |
$2.57K - $3.03K
|
952
$1M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-4- 1.87% |
$2.57K - $3.03K
|
210
$221K
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-4- 0.74% |
$2.57K - $3.03K
|
538
$567K
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-4- 0.29% |
$2.57K - $3.03K
|
1.37K
$1.44M
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-4- 1.08% |
$2.57K - $3.03K
|
367
$387K
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-4- 0.18% |
$2.57K - $3.03K
|
2.19K
$2.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-4- 8.33% |
$2.57K - $3.03K
|
44
$46.4K
|