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
|
Worm Capital, LLC
Austin, TX |
SELL
|
- |
-190- 12.72% |
$114K - $156K
|
1.3K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-192- 11.23% |
$115K - $157K
|
1.52K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-192- 1.52% |
$115K - $157K
|
12.5K
$11.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-194- 16.72% |
$116K - $159K
|
966
$857K
|
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-195- 4.33% |
$117K - $160K
|
4.31K
$3.82M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-196- 0.62% |
$117K - $161K
|
31.7K
$28.1M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-196- 2.47% |
$117K - $161K
|
7.73K
$6.86M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-198- 0.01% |
$118K - $162K
|
2.02M
$1.79B
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 2.3% |
$120K - $164K
|
8.5K
$7.54M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-200- 2.28% |
$120K - $164K
|
8.57K
$7.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-203- 0.74% |
$121K - $166K
|
27.3K
$24.2M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-203- 0.38% |
$121K - $166K
|
53.9K
$47.8M
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-205- 3.23% |
$123K - $168K
|
6.14K
$5.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-205- 4.32% |
$123K - $168K
|
4.54K
$4.02M
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-206- 2.08% |
$123K - $169K
|
9.69K
$8.6M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
SELL
|
- |
-209- 23.64% |
$125K - $171K
|
675
$599K
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-212- 27.21% |
$127K - $174K
|
567
$503K
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-212- 22.29% |
$127K - $174K
|
739
$656K
|
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-216- 13.52% |
$129K - $177K
|
1.38K
$1.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-216- 2.33% |
$129K - $177K
|
9.07K
$8.04M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-219- 7.14% |
$131K - $179K
|
2.85K
$2.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-219- 0.46% |
$131K - $179K
|
46.9K
$41.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-223- 6.6% |
$133K - $183K
|
3.16K
$2.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-226- 8.99% |
$135K - $185K
|
2.29K
$2.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-226- 0.06% |
$135K - $185K
|
374K
$332M
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-227- 19.47% |
$136K - $186K
|
939
$833K
|
|
|
Jan 11, 2024
Q4 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-228- 1.46% |
$136K - $187K
|
15.4K
$13.7M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-229- 1.14% |
$137K - $188K
|
19.9K
$17.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-230- 1.44% |
$138K - $188K
|
15.7K
$14M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-231- 9.36% |
$138K - $189K
|
2.24K
$1.98M
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-235- 1.65% |
$141K - $192K
|
14K
$12.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-235- 4.64% |
$141K - $192K
|
4.83K
$4.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-238- 34.9% |
$142K - $195K
|
444
$394K
|
|
|
Feb 13, 2024
Q4 2023
|
Sws Partners
|
SELL
|
- |
-239- 5.25% |
$143K - $196K
|
4.31K
$3.83M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-241- 6.69% |
$144K - $197K
|
3.36K
$2.98M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-242- 16.11% |
$145K - $198K
|
1.26K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-242- 17.32% |
$145K - $198K
|
1.16K
$1.02M
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-243- 2.4% |
$145K - $199K
|
9.88K
$8.76M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-243- 24.6% |
$145K - $199K
|
745
$661K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-243- 24.6% |
$145K - $199K
|
745
$661K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-245- 31.53% |
$147K - $201K
|
532
$472K
|
|
|
Jan 26, 2024
Q4 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-245- 5.86% |
$147K - $201K
|
3.93K
$3.49M
|
|
|
Jan 11, 2024
Q4 2023
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-248- 5.98% |
$148K - $203K
|
3.9K
$3.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-249- 12.98% |
$149K - $204K
|
1.67K
$1.48M
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-250- 20.33% |
$150K - $205K
|
980
$869K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-250- 33.33% |
$150K - $205K
|
500
$444K
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-258- 0.92% |
$154K - $211K
|
27.8K
$24.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-263- 3.15% |
$157K - $215K
|
8.09K
$7.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-266- 21.84% |
$159K - $218K
|
952
$845K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-269- 11.54% |
$161K - $220K
|
2.06K
$1.83M
|