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 18, 2024
Q4 2023
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-9- 0.44% |
$5.38K - $7.37K
|
2.03K
$2.14M
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
SELL
|
- |
-9- 2.8% |
$5.38K - $7.37K
|
312
$329K
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-9- 0.54% |
$5.38K - $7.37K
|
1.67K
$1.76M
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-9- 7.44% |
$5.38K - $7.37K
|
112
$118K
|
|
Feb 06, 2024
Q4 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-9- 0.93% |
$5.38K - $7.37K
|
963
$1.02M
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-9- 56.25% |
$5.38K - $7.37K
|
7
$7.38K
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-10- 1.94% |
$5.98K - $8.19K
|
506
$533K
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-10- 2.17% |
$5.98K - $8.19K
|
451
$475K
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-10- 27.78% |
$5.98K - $8.19K
|
26
$27.4K
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-10- 2.82% |
$5.98K - $8.19K
|
345
$364K
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
SELL
|
- |
-10- 1.05% |
$5.98K - $8.19K
|
943
$994K
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-10- 8.47% |
$5.98K - $8.19K
|
108
$114K
|
|
Feb 09, 2024
Q4 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-10- 0.09% |
$5.98K - $8.19K
|
10.9K
$11.5M
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-10- 0.67% |
$5.98K - $8.19K
|
1.49K
$1.57M
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-10- 1.59% |
$5.98K - $8.19K
|
620
$654K
|
|
Jan 08, 2024
Q4 2023
|
Tealwood Asset Management Inc
|
SELL
|
- |
-11- 0.65% |
$6.58K - $9.01K
|
1.67K
$1.76M
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-11- 1.2% |
$6.58K - $9.01K
|
908
$957K
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-11- 1.8% |
$6.58K - $9.01K
|
600
$633K
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-11- 0.06% |
$6.58K - $9.01K
|
20K
$21.1M
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-11- 2.85% |
$6.58K - $9.01K
|
375
$395K
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-11- 2.95% |
$6.58K - $9.01K
|
362
$382K
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
SELL
|
- |
-11- 2.37% |
$6.58K - $9.01K
|
454
$479K
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-11- 0.54% |
$6.58K - $9.01K
|
2.02K
$2.13M
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-11- 0.27% |
$6.58K - $9.01K
|
4.1K
$4.32M
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-11- 1.02% |
$6.58K - $9.01K
|
1.07K
$1.13M
|
|
Mar 07, 2024
Q4 2023
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-11- 0.57% |
$6.58K - $9.01K
|
1.91K
$2.02M
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-12- 22.22% |
$7.18K - $9.83K
|
42
$44.3K
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-12- 8.96% |
$7.18K - $9.83K
|
122
$129K
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-12- 3.17% |
$7.18K - $9.83K
|
367
$387K
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
SELL
|
- |
-12- 1.92% |
$7.18K - $9.83K
|
612
$645K
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-12- 0.87% |
$7.18K - $9.83K
|
1.37K
$1.45M
|
|
Jan 23, 2024
Q4 2023
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-12- 0.06% |
$7.18K - $9.83K
|
19.3K
$20.3M
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-12- 3.73% |
$7.18K - $9.83K
|
310
$327K
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-12- 2.55% |
$7.18K - $9.83K
|
459
$484K
|
|
Feb 07, 2024
Q4 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-12- 0.13% |
$7.18K - $9.83K
|
9.11K
$9.6M
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-12- 1.14% |
$7.18K - $9.83K
|
1.04K
$1.09M
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-13- 3.98% |
$7.78K - $10.6K
|
314
$331K
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-13- 7.78% |
$7.78K - $10.6K
|
154
$162K
|
|
Jan 29, 2024
Q4 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-13- 3.54% |
$7.78K - $10.6K
|
354
$373K
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-13- 7.88% |
$7.78K - $10.6K
|
152
$160K
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-13- 0.5% |
$7.78K - $10.6K
|
2.59K
$2.73M
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-13- 3.3% |
$7.78K - $10.6K
|
381
$402K
|
|
Mar 04, 2024
Q4 2023
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-13- 1.54% |
$7.78K - $10.6K
|
829
$874K
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14- 0.34% |
$8.37K - $11.5K
|
4.09K
$4.31M
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-14- 0.59% |
$8.37K - $11.5K
|
2.34K
$2.47M
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-14- 2.55% |
$8.37K - $11.5K
|
535
$564K
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-14- 2.32% |
$8.37K - $11.5K
|
589
$621K
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-15- 44.12% |
$8.97K - $12.3K
|
19
$20K
|
|
Jan 19, 2024
Q4 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-15- 0.87% |
$8.97K - $12.3K
|
1.7K
$1.79M
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-15- 1.58% |
$8.97K - $12.3K
|
934
$985K
|