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Blackrock shares owned by Live Oak Private Wealth

Quarter-by-quarter ownership of Blackrock (BLK) shares owned by Live Oak Private Wealth from 13F filings

Historical chart of Live Oak Private Wealth investment in Blackrock

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All positions including Blackrock held by Live Oak Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Blackrock by Live Oak Private Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.1M 1.1k 1025.11

More positions owned by Live Oak Private Wealth

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Bank of America Corporation (BAC)
Charles Schwab Corporation (SCHW)
Lowe's Companies (LOW)
Alphabet Cap Stk Cl A (GOOGL)
UnitedHealth (UNH)
JPMorgan Chase & Co. (JPM)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Markel Corporation (MKL)
Hca Holdings (HCA)
Fiserv (FI)
Danaher Corporation (DHR)

View all positions for Live Oak Private Wealth

Top funds holding Blackrock

Principal Financial Group
Sumitomo Mitsui Trust Holdings
Montrusco Bolton Investment
Assenagon Asset Management
Rhumbline Advisers
Guinness Asset Management
Sarasin & Partners
Branch Banking & Trust Company
New York State Common Retirement Fund
Damian Sousa
Fiduciary Management
Wintrust Financial Corporation
Manning & Napier Advisors
New York State Teachers Retirement System
Janney Montgomery Scott

View all funds holding Blackrock