Purchases and Sales Made in Q4 2023 in Black Rock Inc. (BLK)
This table provides information about the institutional ownership of Black Rock Inc. (BLK) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
200+ 0.23% |
$120K - $164K
|
86.9K
$77.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
196+ 3.11% |
$117K - $161K
|
6.5K
$5.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
194+ 1.76% |
$116K - $159K
|
11.2K
$9.94M
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
190+ 8.74% |
$114K - $156K
|
2.36K
$2.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
190+ 3.8% |
$114K - $156K
|
5.19K
$4.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
188+ 1.6% |
$112K - $154K
|
11.9K
$10.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
187New |
$112K - $153K
|
187
$166K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
187New |
$112K - $153K
|
187
$166K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
186+ 37.73% |
$111K - $152K
|
679
$602K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
183+ 6.62% |
$109K - $150K
|
2.95K
$2.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
181+ 8.38% |
$108K - $148K
|
2.34K
$2.08M
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
179+ 1.81% |
$107K - $147K
|
10.1K
$8.92M
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
178+ 2.2% |
$106K - $146K
|
8.25K
$7.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
176+ 0.08% |
$105K - $144K
|
211K
$187M
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
BUY
|
- |
175+ 16.49% |
$105K - $143K
|
1.24K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
175+ 7.48% |
$105K - $143K
|
2.52K
$2.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
172New |
$103K - $141K
|
172
$153K
|
|
|
Feb 13, 2024
Q4 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
170+ 40.0% |
$102K - $139K
|
595
$528K
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
169+ 1.8% |
$101K - $138K
|
9.57K
$8.49M
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
168+ 1.18% |
$100K - $138K
|
14.5K
$12.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
165+ 101.23% |
$98.7K - $135K
|
328
$291K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
163+ 4.16% |
$97.5K - $133K
|
4.08K
$3.62M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
163+ 10.14% |
$97.5K - $133K
|
1.77K
$1.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
161+ 8.32% |
$96.3K - $132K
|
2.1K
$1.86M
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
160+ 21.51% |
$95.7K - $131K
|
904
$802K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
160+ 2285.71% |
$95.7K - $131K
|
167
$148K
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
159+ 3.95% |
$95.1K - $130K
|
4.19K
$3.71M
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
158+ 1.64% |
$94.5K - $129K
|
9.81K
$8.71M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
155+ 22.4% |
$92.7K - $127K
|
847
$751K
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
155+ 1.54% |
$92.7K - $127K
|
10.2K
$9.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
153+ 1.74% |
$91.5K - $125K
|
8.97K
$7.96M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
150+ 72.82% |
$89.7K - $123K
|
356
$316K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
150+ 1.53% |
$89.7K - $123K
|
9.93K
$8.81M
|
|
|
Jan 09, 2024
Q4 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
149+ 6.23% |
$89.1K - $122K
|
2.54K
$2.25M
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
147+ 7350.0% |
$87.9K - $120K
|
149
$132K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
145+ 2.15% |
$86.7K - $119K
|
6.9K
$6.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
145+ 7.41% |
$86.7K - $119K
|
2.1K
$1.86M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
143New |
$85.5K - $117K
|
143
$127K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
140+ 9.49% |
$83.7K - $115K
|
1.62K
$1.43M
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
137+ 70.26% |
$81.9K - $112K
|
332
$295K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
132+ 1.77% |
$78.9K - $108K
|
7.58K
$6.72M
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
130+ 0.86% |
$77.8K - $106K
|
15.3K
$13.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
129+ 20.51% |
$77.2K - $106K
|
758
$673K
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
129+ 430.0% |
$77.2K - $106K
|
159
$141K
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
128+ 8.13% |
$76.6K - $105K
|
1.7K
$1.51M
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
128+ 15.74% |
$76.6K - $105K
|
941
$835K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
127+ 23.87% |
$76K - $104K
|
659
$585K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
125+ 0.42% |
$74.8K - $102K
|
29.7K
$26.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
124+ 13.36% |
$74.2K - $102K
|
1.05K
$933K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
124+ 6.7% |
$74.2K - $102K
|
1.97K
$1.75M
|