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 13, 2024
Q4 2023
|
Destination Wealth Management
|
BUY
|
- |
30+ 2.61% |
$17.9K - $24.6K
|
1.18K
$1.25M
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
30+ 29.7% |
$17.9K - $24.6K
|
131
$138K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
29+ 7.53% |
$17.3K - $23.8K
|
414
$437K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
29+ 6.89% |
$17.3K - $23.8K
|
450
$475K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
28+ 1400.0% |
$16.7K - $22.9K
|
30
$31.6K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
28New |
$16.7K - $22.9K
|
28
$29.5K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
28+ 2.21% |
$16.7K - $22.9K
|
1.3K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
27+ 3.35% |
$16.1K - $22.1K
|
834
$880K
|
|
|
Jan 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
26+ 2.54% |
$15.6K - $21.3K
|
1.05K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
26+ 8.39% |
$15.6K - $21.3K
|
336
$354K
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
25+ 208.33% |
$15K - $20.5K
|
37
$39K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
25+ 0.96% |
$15K - $20.5K
|
2.63K
$2.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
BUY
|
- |
25+ 1.34% |
$15K - $20.5K
|
1.9K
$2M
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
25+ 3.33% |
$15K - $20.5K
|
775
$817K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
25+ 5.06% |
$15K - $20.5K
|
519
$547K
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
24+ 5.71% |
$14.4K - $19.7K
|
444
$468K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
24+ 96.0% |
$14.4K - $19.7K
|
49
$51.7K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
23+ 6.32% |
$13.8K - $18.8K
|
387
$408K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
23+ 0.83% |
$13.8K - $18.8K
|
2.8K
$2.95M
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
23+ 7.32% |
$13.8K - $18.8K
|
337
$355K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
23+ 0.49% |
$13.8K - $18.8K
|
4.7K
$4.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
23+ 6.57% |
$13.8K - $18.8K
|
373
$393K
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
22+ 0.62% |
$13.2K - $18K
|
3.56K
$3.76M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
22New |
$13.2K - $18K
|
22
$23.2K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
21+ 2.09% |
$12.6K - $17.2K
|
1.03K
$1.08M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
21+ 38.89% |
$12.6K - $17.2K
|
75
$79.1K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
20New |
$12K - $16.4K
|
20
$21.1K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
20New |
$12K - $16.4K
|
20
$21.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
20+ 0.67% |
$12K - $16.4K
|
2.98K
$3.15M
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
20+ 0.38% |
$12K - $16.4K
|
5.22K
$5.51M
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
20+ 4.99% |
$12K - $16.4K
|
421
$444K
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
20+ 4.42% |
$12K - $16.4K
|
473
$499K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
20New |
$12K - $16.4K
|
20
$21.1K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
20+ 4.64% |
$12K - $16.4K
|
451
$476K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
19New |
$11.4K - $15.6K
|
19
$20K
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
19+ 2.13% |
$11.4K - $15.6K
|
911
$961K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
19+ 52.78% |
$11.4K - $15.6K
|
55
$58K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
19+ 4.46% |
$11.4K - $15.6K
|
445
$469K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
19+ 0.26% |
$11.4K - $15.6K
|
7.35K
$7.76M
|
|
|
Jan 26, 2024
Q4 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
18+ 1.82% |
$10.8K - $14.7K
|
1.01K
$1.06M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
18+ 2.91% |
$10.8K - $14.7K
|
637
$672K
|
|
|
Feb 12, 2024
Q4 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
18+ 3.68% |
$10.8K - $14.7K
|
507
$535K
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
17+ 1.48% |
$10.2K - $13.9K
|
1.17K
$1.23M
|
|
|
Jan 18, 2024
Q4 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
16+ 0.87% |
$9.57K - $13.1K
|
1.86K
$1.97M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
16+ 1.28% |
$9.57K - $13.1K
|
1.27K
$1.33M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
16+ 2.61% |
$9.57K - $13.1K
|
628
$662K
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
16+ 2.37% |
$9.57K - $13.1K
|
691
$729K
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
BUY
|
- |
16+ 0.22% |
$9.57K - $13.1K
|
7.36K
$7.77M
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
15+ 1.19% |
$8.97K - $12.3K
|
1.27K
$1.34M
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
15+ 2.87% |
$8.97K - $12.3K
|
538
$567K
|