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 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
15+ 2.3% |
$8.97K - $12.3K
|
668
$705K
|
|
|
Jan 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
15+ 3.16% |
$8.97K - $12.3K
|
490
$517K
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
15+ 0.47% |
$8.97K - $12.3K
|
3.18K
$3.36M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
15New |
$8.97K - $12.3K
|
15
$15.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
14+ 3.21% |
$8.37K - $11.5K
|
450
$475K
|
|
|
Jan 18, 2024
Q4 2023
|
Spreng Capital Management, Inc.
|
BUY
|
- |
14+ 1.06% |
$8.37K - $11.5K
|
1.33K
$1.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
14New |
$8.37K - $11.5K
|
14
$14.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
14+ 3.37% |
$8.37K - $11.5K
|
429
$453K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
14New |
$8.37K - $11.5K
|
14
$14.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
14+ 3.59% |
$8.37K - $11.5K
|
404
$426K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
14New |
$8.37K - $11.5K
|
14
$14.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
13+ 4.05% |
$7.78K - $10.6K
|
334
$352K
|
|
|
Feb 06, 2024
Q4 2023
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
13+ 48.15% |
$7.78K - $10.6K
|
40
$42.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12+ 8.51% |
$7.18K - $9.83K
|
153
$161K
|
|
|
Jan 19, 2024
Q4 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
12+ 0.37% |
$7.18K - $9.83K
|
3.24K
$3.42M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
12+ 1.34% |
$7.18K - $9.83K
|
910
$960K
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
12+ 2.54% |
$7.18K - $9.83K
|
484
$511K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
12+ 2.39% |
$7.18K - $9.83K
|
514
$542K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
12+ 3.22% |
$7.18K - $9.83K
|
385
$406K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
12+ 1.42% |
$7.18K - $9.83K
|
860
$907K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
11New |
$6.58K - $9.01K
|
11
$11.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
10+ 1.15% |
$5.98K - $8.19K
|
880
$928K
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
10+ 1.03% |
$5.98K - $8.19K
|
979
$1.03M
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
10+ 0.67% |
$5.98K - $8.19K
|
1.49K
$1.57M
|
|
|
Jan 31, 2024
Q4 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
10+ 2.36% |
$5.98K - $8.19K
|
433
$457K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
10+ 1.46% |
$5.98K - $8.19K
|
693
$731K
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
10+ 0.53% |
$5.98K - $8.19K
|
1.89K
$1.99M
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
10+ 0.64% |
$5.98K - $8.19K
|
1.58K
$1.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
10New |
$5.98K - $8.19K
|
10
$10.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
10+ 2.51% |
$5.98K - $8.19K
|
408
$430K
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
9+ 0.21% |
$5.38K - $7.37K
|
4.36K
$4.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
9+ 2.82% |
$5.38K - $7.37K
|
328
$346K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
9+ 1.88% |
$5.38K - $7.37K
|
488
$515K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
9New |
$5.38K - $7.37K
|
9
$9.49K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
9+ 0.78% |
$5.38K - $7.37K
|
1.16K
$1.22M
|
|
|
Jan 08, 2024
Q4 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
8+ 0.51% |
$4.78K - $6.55K
|
1.57K
$1.66M
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
8+ 0.14% |
$4.78K - $6.55K
|
5.77K
$6.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
8+ 4.6% |
$4.78K - $6.55K
|
182
$192K
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
8+ 0.39% |
$4.78K - $6.55K
|
2.03K
$2.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
8+ 0.23% |
$4.78K - $6.55K
|
3.51K
$3.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
8+ 3.51% |
$4.78K - $6.55K
|
236
$249K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
8+ 0.02% |
$4.78K - $6.55K
|
41K
$43.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 8.25% |
$4.78K - $6.55K
|
105
$111K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
7+ 2.35% |
$4.19K - $5.73K
|
305
$322K
|
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
7+ 1.4% |
$4.19K - $5.73K
|
506
$534K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7+ 0.65% |
$4.19K - $5.73K
|
1.09K
$1.15M
|
|
|
Jan 22, 2024
Q4 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
7+ 0.46% |
$4.19K - $5.73K
|
1.52K
$1.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
7+ 0.32% |
$4.19K - $5.73K
|
2.17K
$2.28M
|
|
|
Feb 01, 2024
Q4 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
7+ 0.28% |
$4.19K - $5.73K
|
2.47K
$2.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
BUY
|
- |
7+ 0.82% |
$4.19K - $5.73K
|
860
$907K
|