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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
75+ 19.23% |
$44.9K - $61.4K
|
465
$490K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
75New |
$44.9K - $61.4K
|
75
$79.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
BUY
|
- |
75+ 8.51% |
$44.9K - $61.4K
|
956
$1.01M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
74New |
$44.3K - $60.6K
|
74
$78.1K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
72+ 3.16% |
$43.1K - $59K
|
2.35K
$2.48M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
71+ 4.49% |
$42.5K - $58.1K
|
1.65K
$1.74M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
71+ 6.45% |
$42.5K - $58.1K
|
1.17K
$1.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
71+ 4.52% |
$42.5K - $58.1K
|
1.64K
$1.73M
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
70+ 304.35% |
$41.9K - $57.3K
|
93
$98.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
70+ 0.1% |
$41.9K - $57.3K
|
67.5K
$71.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
69+ 1.36% |
$41.3K - $56.5K
|
5.14K
$5.42M
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
68+ 11.13% |
$40.7K - $55.7K
|
679
$716K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
67+ 6.84% |
$40.1K - $54.9K
|
1.05K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
67+ 3.34% |
$40.1K - $54.9K
|
2.08K
$2.19M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
67+ 11.73% |
$40.1K - $54.9K
|
638
$673K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
66+ 16.75% |
$39.5K - $54.1K
|
460
$485K
|
|
|
Feb 13, 2024
Q4 2023
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
66+ 4.74% |
$39.5K - $54.1K
|
1.46K
$1.54M
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
66+ 11.54% |
$39.5K - $54.1K
|
638
$673K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
64+ 7.76% |
$38.3K - $52.4K
|
889
$938K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
64New |
$38.3K - $52.4K
|
64
$67.5K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
64+ 14.61% |
$38.3K - $52.4K
|
502
$530K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
64+ 7.76% |
$38.3K - $52.4K
|
889
$938K
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
62+ 4.75% |
$37.1K - $50.8K
|
1.37K
$1.44M
|
|
|
Feb 05, 2024
Q4 2023
|
St. Louis Trust CO
|
BUY
|
- |
62+ 3.88% |
$37.1K - $50.8K
|
1.66K
$1.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
62New |
$37.1K - $50.8K
|
62
$65.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
61+ 11.78% |
$36.5K - $50K
|
579
$611K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
61+ 12.01% |
$36.5K - $50K
|
569
$600K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
60+ 8.52% |
$35.9K - $49.1K
|
764
$806K
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
60+ 4.0% |
$35.9K - $49.1K
|
1.56K
$1.64M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
58+ 10.14% |
$34.7K - $47.5K
|
630
$665K
|
|
|
Jan 17, 2024
Q4 2023
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
57+ 0.97% |
$34.1K - $46.7K
|
5.96K
$6.28M
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
57New |
$34.1K - $46.7K
|
57
$60.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
56+ 1.2% |
$33.5K - $45.9K
|
4.71K
$4.97M
|
|
|
Jan 26, 2024
Q4 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
55+ 9.14% |
$32.9K - $45K
|
657
$693K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
55+ 15.45% |
$32.9K - $45K
|
411
$434K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
55New |
$32.9K - $45K
|
55
$58K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
54New |
$32.3K - $44.2K
|
54
$57K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
53+ 10.64% |
$31.7K - $43.4K
|
551
$581K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
53+ 1.76% |
$31.7K - $43.4K
|
3.06K
$3.22M
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
52+ 3.81% |
$31.1K - $42.6K
|
1.42K
$1.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
52+ 9.42% |
$31.1K - $42.6K
|
604
$637K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
52+ 2.07% |
$31.1K - $42.6K
|
2.56K
$2.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
51+ 3.01% |
$30.5K - $41.8K
|
1.75K
$1.84M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
51+ 3.84% |
$30.5K - $41.8K
|
1.38K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
51New |
$30.5K - $41.8K
|
51
$53.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
50+ 1.63% |
$29.9K - $41K
|
3.12K
$3.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
50+ 12.08% |
$29.9K - $41K
|
464
$489K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
50+ 277.78% |
$29.9K - $41K
|
68
$71.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
49New |
$29.3K - $40.1K
|
49
$51.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
47+ 2.31% |
$28.1K - $38.5K
|
2.08K
$2.19M
|