Purchases and Sales Made in Q4 2022 in Black Rock Inc. (BLK)
This table provides information about the institutional ownership of Black Rock Inc. (BLK) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
54+ 14.36% |
$28.6K - $41.8K
|
430
$437K
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
54+ 2.54% |
$28.6K - $41.8K
|
2.18K
$2.21M
|
|
Jan 17, 2023
Q4 2022
|
Chronos Wealth Management, LLC
|
BUY
|
- |
53+ 1.83% |
$28.1K - $41.1K
|
2.95K
$3M
|
|
Jan 17, 2023
Q4 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
53+ 7.05% |
$28.1K - $41.1K
|
805
$818K
|
|
Feb 10, 2023
Q4 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
53+ 3.22% |
$28.1K - $41.1K
|
1.7K
$1.72M
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
53+ 4.32% |
$28.1K - $41.1K
|
1.28K
$1.3M
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
52+ 0.44% |
$27.6K - $40.3K
|
11.9K
$12M
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
51+ 0.69% |
$27K - $39.5K
|
7.4K
$7.52M
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
51+ 3.43% |
$27K - $39.5K
|
1.54K
$1.56M
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
51+ 7.18% |
$27K - $39.5K
|
761
$773K
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
50New |
$26.5K - $38.7K
|
50
$50.8K
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
50+ 45.45% |
$26.5K - $38.7K
|
160
$163K
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
50+ 3.03% |
$26.5K - $38.7K
|
1.7K
$1.73M
|
|
Feb 07, 2023
Q4 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
50+ 2.12% |
$26.5K - $38.7K
|
2.41K
$2.44M
|
|
Feb 13, 2023
Q4 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
50+ 7.05% |
$26.5K - $38.7K
|
759
$771K
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
50+ 4.01% |
$26.5K - $38.7K
|
1.3K
$1.32M
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
50+ 12.22% |
$26.5K - $38.7K
|
459
$466K
|
|
Feb 14, 2023
Q4 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
50+ 1.24% |
$26.5K - $38.7K
|
4.09K
$4.15M
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
49+ 5.06% |
$26K - $38K
|
1.02K
$1.03M
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
49+ 7.34% |
$26K - $38K
|
717
$728K
|
|
Feb 13, 2023
Q4 2022
|
Barings LLC
|
BUY
|
- |
49+ 8.61% |
$26K - $38K
|
618
$628K
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
49+ 6.72% |
$26K - $38K
|
778
$790K
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
48New |
$25.5K - $37.2K
|
48
$48.8K
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
48+ 1.51% |
$25.5K - $37.2K
|
3.24K
$3.29M
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
48+ 9.27% |
$25.5K - $37.2K
|
566
$575K
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
47New |
$24.9K - $36.4K
|
47
$47.7K
|
|
Feb 03, 2023
Q4 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
45+ 0.29% |
$23.9K - $34.9K
|
15.6K
$15.9M
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
45New |
$23.9K - $34.9K
|
45
$45.7K
|
|
Feb 08, 2023
Q4 2022
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
43+ 2.16% |
$22.8K - $33.3K
|
2.03K
$2.06M
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
BUY
|
- |
42+ 7.87% |
$22.3K - $32.5K
|
576
$585K
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
42+ 0.76% |
$22.3K - $32.5K
|
5.55K
$5.64M
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
41+ 2.85% |
$21.7K - $31.8K
|
1.48K
$1.5M
|
|
Jan 12, 2023
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
41+ 1.21% |
$21.7K - $31.8K
|
3.43K
$3.48M
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
41+ 11.11% |
$21.7K - $31.8K
|
410
$416K
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
41+ 4.81% |
$21.7K - $31.8K
|
893
$907K
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
BUY
|
- |
40+ 6.73% |
$21.2K - $31K
|
634
$644K
|
|
Feb 06, 2023
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
40+ 5.61% |
$21.2K - $31K
|
753
$765K
|
|
Feb 14, 2023
Q4 2022
|
Citizens & Northern Corp
|
BUY
|
- |
40+ 2.87% |
$21.2K - $31K
|
1.43K
$1.45M
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
39+ 2.8% |
$20.7K - $30.2K
|
1.43K
$1.46M
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
39New |
$20.7K - $30.2K
|
39
$39.6K
|
|
Feb 06, 2023
Q4 2022
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
39+ 12.7% |
$20.7K - $30.2K
|
346
$351K
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
38+ 13.77% |
$20.2K - $29.4K
|
314
$319K
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
37+ 6.61% |
$19.6K - $28.7K
|
597
$606K
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
37+ 0.91% |
$19.6K - $28.7K
|
4.1K
$4.17M
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
37+ 0.51% |
$19.6K - $28.7K
|
7.31K
$7.42M
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
36+ 2.31% |
$19.1K - $27.9K
|
1.59K
$1.62M
|
|
Jan 20, 2023
Q4 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
35+ 1.38% |
$18.6K - $27.1K
|
2.58K
$2.62M
|
|
Feb 08, 2023
Q4 2022
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
35+ 0.14% |
$18.6K - $27.1K
|
24.8K
$25.2M
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
35+ 6.64% |
$18.6K - $27.1K
|
562
$571K
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
34New |
$18K - $26.3K
|
34
$34.5K
|