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 16, 2023
Q3 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-138- 15.05% |
$88.8K - $104K
|
779
$691K
|
|
Nov 14, 2023
Q3 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-139- 29.02% |
$89.4K - $105K
|
340
$302K
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-143- 15.87% |
$92K - $108K
|
758
$673K
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-145- 1.14% |
$93.3K - $110K
|
12.6K
$11.2M
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-149- 8.1% |
$95.9K - $113K
|
1.69K
$1.5M
|
|
Oct 16, 2023
Q3 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-150- 3.42% |
$96.5K - $113K
|
4.24K
$3.76M
|
|
Nov 09, 2023
Q3 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-150- 7.61% |
$96.5K - $113K
|
1.82K
$1.61M
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-151- 15.04% |
$97.2K - $114K
|
853
$757K
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
SELL
|
- |
-151- 1.44% |
$97.2K - $114K
|
10.3K
$9.15M
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-154- 8.81% |
$99.1K - $117K
|
1.59K
$1.41M
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-156- 11.96% |
$100K - $118K
|
1.15K
$1.02M
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-162- 30.34% |
$104K - $123K
|
372
$330K
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-166- 2.16% |
$107K - $126K
|
7.53K
$6.68M
|
|
Nov 02, 2023
Q3 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-167- 1.51% |
$107K - $126K
|
10.9K
$9.67M
|
|
Oct 23, 2023
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-170- 27.96% |
$109K - $129K
|
438
$389K
|
|
Nov 13, 2023
Q3 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-170- 9.62% |
$109K - $129K
|
1.6K
$1.42M
|
|
Apr 22, 2024
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-170- 27.96% |
$109K - $129K
|
438
$389K
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-172- 15.36% |
$111K - $130K
|
948
$841K
|
|
Oct 18, 2023
Q3 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-173- 3.87% |
$111K - $131K
|
4.3K
$3.81M
|
|
Oct 03, 2023
Q3 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-174- 5.06% |
$112K - $132K
|
3.27K
$2.9M
|
|
Nov 03, 2023
Q3 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-180- 3.02% |
$116K - $136K
|
5.79K
$5.13M
|
|
Nov 13, 2023
Q3 2023
|
Addison Capital CO
|
SELL
|
- |
-184- 5.23% |
$118K - $139K
|
3.34K
$2.96M
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-185- 6.97% |
$119K - $140K
|
2.47K
$2.19M
|
|
Nov 13, 2023
Q3 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-185- 0.27% |
$119K - $140K
|
67.6K
$60M
|
|
Nov 13, 2023
Q3 2023
|
Candriam S.C.A.
|
SELL
|
- |
-186- 1.8% |
$120K - $141K
|
10.2K
$9.01M
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-186- 19.14% |
$120K - $141K
|
786
$697K
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-191- 3.5% |
$123K - $145K
|
5.27K
$4.68M
|
|
Oct 12, 2023
Q3 2023
|
Capital City Trust CO
|
SELL
|
- |
-191- 1.96% |
$123K - $145K
|
9.56K
$8.48M
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-191- 4.45% |
$123K - $145K
|
4.1K
$3.64M
|
|
Oct 11, 2023
Q3 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-192- 11.9% |
$124K - $145K
|
1.42K
$1.26M
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-194- 2.15% |
$125K - $147K
|
8.82K
$7.82M
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-197- 13.97% |
$127K - $149K
|
1.21K
$1.08M
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
SELL
|
- |
-198- 0.62% |
$127K - $150K
|
31.6K
$28M
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-199- 2.27% |
$128K - $151K
|
8.58K
$7.61M
|
|
Oct 31, 2023
Q3 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-200- 6.7% |
$129K - $151K
|
2.79K
$2.47M
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-201- 1.56% |
$129K - $152K
|
12.7K
$11.2M
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-201- 0.69% |
$129K - $152K
|
28.8K
$25.6M
|
|
Oct 24, 2023
Q3 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-202- 1.35% |
$130K - $153K
|
14.8K
$13.1M
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-202- 2.29% |
$130K - $153K
|
8.61K
$7.64M
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-206- 19.79% |
$133K - $156K
|
835
$741K
|
|
Oct 13, 2023
Q3 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-209- 22.21% |
$134K - $158K
|
732
$649K
|
|
Oct 26, 2023
Q3 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-210- 3.47% |
$135K - $159K
|
5.84K
$5.18M
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-214- 1.48% |
$138K - $162K
|
14.3K
$12.6M
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-215- 11.92% |
$138K - $163K
|
1.59K
$1.41M
|
|
Nov 13, 2023
Q3 2023
|
Mqs Management LLC
|
SELL
|
- |
-215- 21.18% |
$138K - $163K
|
800
$710K
|
|
Oct 23, 2023
Q3 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-216- 6.27% |
$139K - $163K
|
3.23K
$2.87M
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-219- 2.74% |
$141K - $166K
|
7.78K
$6.9M
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
SELL
|
- |
-220- 1.16% |
$142K - $166K
|
18.7K
$16.6M
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-223- 8.73% |
$143K - $169K
|
2.33K
$2.07M
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-224- 0.7% |
$144K - $169K
|
31.7K
$28.1M
|