 |
| 03-Jan-13 | Reiterated |
Stifel Nicolaus |
Buy |
$208 → $222 |
|
| 20-Dec-12 | Downgrade |
Standpoint Research |
Buy → Hold |
|
|
| 25-Jul-12 | Initiated |
RBC Capital Mkts |
Outperform |
$221 |
|
| 04-May-12 | Upgrade |
Standpoint Research |
Hold → Buy |
$210 |
|
| 16-Mar-12 | Downgrade |
Deutsche Bank |
Buy → Hold |
$210 → $210 |
|
| 12-Jan-12 | Initiated |
UBS |
Buy |
$218 |
|
| 27-Dec-11 | Downgrade |
Standpoint Research |
Buy → Hold |
|
|
| 17-Oct-11 | Reiterated |
Ticonderoga |
Buy |
$225 → $190 |
|
| 15-Aug-11 | Initiated |
Standpoint Research |
Accumulate |
$195 |
|
| 04-May-11 | Upgrade |
Ticonderoga |
Neutral → Buy |
$225 |
|
| 07-Jan-11 | Reiterated |
Deutsche Bank |
Buy |
$195 → $210 |
|
| 21-Oct-10 | Downgrade |
Ticonderoga |
Buy → Neutral |
|
|
| 07-Jun-10 | Reiterated |
Deutsche Bank |
Hold |
$220 → $185 |
|
| 06-May-10 | Initiated |
UBS |
Buy |
$210 |
|
| 01-Apr-10 | Downgrade |
Deutsche Bank |
Buy → Hold |
|
|
| 01-Apr-10 | Downgrade |
Citigroup |
Buy → Sell |
|
|
| 17-Mar-10 | Upgrade |
Credit Suisse |
Neutral → Outperform |
|
|
| 15-Jan-10 | Reiterated |
Credit Suisse |
Neutral |
$247 → $249 |
|
| 23-Sep-09 | Upgrade |
Deutsche Securities |
Hold → Buy |
$180 → $230 |
|
| 25-Aug-09 | Downgrade |
Pali Research |
Buy → Neutral |
|
|
|
|
| 20-May-13 12:00AM | JPMorgan Holders Led by Chairmen-CEOs to Vote on Dimon at Bloomberg |
| 18-May-13 02:06PM | Dueling Jobs (and Big Paydays) at New York Times |
| 01:30PM | The Giant of Shareholders, Quietly Stirring at New York Times |
| 06:12AM | [$$] This Time, Gold Bugs May Have a Point at Barrons.com |
| 17-May-13 05:08PM | BlackRock: We're In 'Methadone Market,' Sell Your Inflation Hedges at Barrons.com |
| 04:25PM | Money Fund 2.0 Will Be 'Ultra Short,' Or An ETF at Barrons.com |
| 01:28PM | Big Risks From A Market Plunge Part 1 at Motley Fool |
| 10:30AM | BlackRock: Could $400 Be On The Horizon? at Seeking Alpha |
| 10:25AM | Did Big Money Managers Drive Down Gold's Price? at Barrons.com |
| 08:30AM | U.S. Money Funds Deutsche Bank Holdings at Lowest Since 2011 at Bloomberg |
| 05:06AM | Bankers push for Italian SME-backed covered bonds at Reuters |
| 12:05AM | Gold Heads for Worst Slump Since March 2009 as Holdings Contract at Bloomberg |
| 12:01AM | Platts, AMD Trade Secrets, Goldman Sachs: Compliance at Bloomberg |
| 16-May-13 04:59PM | 13F Watch: Funds Add Healthcare And Trim Technology As Activists Take Center Stage at Seeking Alpha |
| 04:50PM | Highfields Buys Dell in Quarter, Exits BlackRock Stake at Bloomberg |
| 02:28PM | 4 Financial Stock Stories For Thursday Perusal at Wall St. Cheat Sheet |
| 01:53PM | T. Rowe dumps some Dell at Fortune |
| 11:30AM | BlackRock Has Alternative to Money Funds: Credit Markets at Bloomberg |
| 05:59AM | JPMorgan Chief's Fate Comes Down to a Close Vote at CNBC |
| 05:24AM | Gold Near One-Month Low as Soros, Blackrock Reduce ETP Holdings at Bloomberg |
| 02:26AM | Analysis - Blackstone and peers have a bargain for you: themselves Reuters |
| 15-May-13 05:00PM | iShares Diversified Alternatives Trust (NYSEArca: ALT) to Cease Trading on May 29, 2013 Business Wire |
| 04:38PM | Highfields Capital Buys Dell in Quarter, Exits BlackRock Stake at Bloomberg |
| 01:04PM | BLACKROCK INC. Financials EDGAR Online Financials |
| 12:15PM | Are Your Dividend Stocks Overvalued? at Motley Fool |
| 11:24AM | Insiders Pile Into Holdings of XLF at Forbes |
| 11:01AM | Investing in This Investment Provider Has Reaped Big Dividends at Motley Fool |
| 14-May-13 09:51PM | BlackRocks Lyttleton Falls From 2008 Star to Arrest With Wife at Bloomberg |
| 05:23PM | Financial Engines Focuses On 401(k) Market For Growth at Investor's Business Daily |
| 05:00PM | BlackRock Inc (BLK): Today's Featured Financial Winner at TheStreet |
| 03:14PM | 3 Undervalued U.S. Financials With A Greater Than 2% Dividend Yield at Seeking Alpha |
| 02:12PM | BlackRocks Cassese Likes Dividend Growth, Railroads: Tom Keene at Bloomberg |
| 01:35PM | Vanguard's Emerging Market Bond Offering Set for June at Barrons.com |
| 12:58PM | Midday Movers: DELL, SODA, APOL & More at CNBC |
| 12:41PM | Ex-BlackRock Manager Said to Be Arrested in U.K. Probe at Bloomberg |
| 11:26AM | Fidelity gets SEC permission to run actively managed ETFs at Reuters |
| 09:52AM | The Morning Leverage: Norwest Equity Unloads Gun Maker at The Wall Street Journal |
| 09:24AM | Former BlackRock fund manager arrested in insider trading probe Reuters |
| 07:00AM | Blackrock: My Preferred Way To Play Rising Markets at Seeking Alpha |
| 04:31AM | Rio Tinto on Track to Cut $2 Billion Costs This Year, Walsh Says at Bloomberg |
| 13-May-13 07:56PM | Ex-BlackRock manager arrested in U.K. insider probe, Bloomberg says at theflyonthewall.com |
| 06:24PM | Ex-BlackRock Manager Said to Be Arrested in UK Probe at Bloomberg |
| 05:04PM | BlackRock's Earnings Beat Last Year's by 16% at Motley Fool |
| 03:39PM | Gold Bears Pull $20.8 Billion as BlackRock Says Buy: Commodities at Bloomberg |
| 02:25PM | Gravity Investing Strategy Points to Seemingly Unavoidable Trends in the Market and to Some of the Companies Poised to Benefit from Secular Changes Wall Street Transcript |
| 01:03PM | 5 Stocks Driving The Financial Sector Higher at TheStreet |
| 12:54PM | BlackRock Stock Hits New 52-Week High (BLK) at TheStreet |
| 09:44AM | Would Jamie Dimon Really Leave JPMorgan Over This Proxy Feud? at Motley Fool |
| 12-May-13 04:00PM | Gold Bears Pull $20.8 Billion as BlackRock Says Buy: Commodities at Bloomberg |
| 08:52AM | Twitters New Valuation: Billions, Baby, Billions at Wall St. Cheat Sheet |
| 11-May-13 06:07AM | [$$] Going Active at Barrons.com |
| 12:01AM | Twitter Seen Valued at $10 Billion Based on GSV Holding at Bloomberg |
| 10-May-13 05:37PM | Twitter Said to Be Worth $10 Billion Based on GSV Holding at Bloomberg |
| 05:09PM | This Man May Decide Jamie Dimon's Fate at CNBC |
| 02:42PM | Blackrock Becomes #222 Most Shorted S&P 500 Component, Replacing Costco Wholesale at TheStreet |
| 12:34PM | Countrywide II Off to the Races at TheStreet |
| 09:58AM | Countrywide II Off to the Races at TheStreet |
| 09-May-13 01:27PM | Dimon Faces 'Whale' of a Battle to Maintain Dominance of J.P. Morgan at Fox Business |
| 01:26PM | Commodity Investors Withdrew a Record $9.3 Billion Last Month Bloomberg |
| 01:26PM | Commodity Investors Withdrew a Record $9.3 Billion Last Month at Bloomberg |
| 01:19PM | Trusting Markets Fueled by QE: Surveillance (5/9) at Bloomberg |
| 12:46PM | Fidelity Follows Rivals With Reduced-Volatility Offering at Bloomberg |
| 11:27AM | Commodity ETPs suffer record outflows in April-BlackRock at Reuters |
| 10:33AM | Analysts' Actions: AOL BLK MGM TSLA ICUI TheStreet |
| 09:45AM | BLACKROCK INC. Files SEC form 8-K, Change in Directors or Principal Officers EDGAR Online |
| 09:27AM | Analysts' Actions: AWK BLK MGM TSLA ICUI TheStreet |
| 09:22AM | Stock Downgrades: Tumi Has Too Much Baggage at Minyanville |
| 07:34AM | BlackRock President Kapito Says He Would Still Put Money in Gold at Bloomberg |
| 07:24AM | Stocks to Rise on Buybacks, No IPOs, Kapito Says at Bloomberg |
| 07:00AM | Can a Great Stock Also Be a Great Fund Family? Morningstar |
| 03:34AM | Rio Tinto expects Mongolia nod for copper exports soon at Reuters |
| 08-May-13 08:33PM | BlackRock Vote on Dimons Future Highlights JPMorgan Link at Bloomberg |
| 01:20PM | Invest In This Financial Stock For Long Term Returns at Motley Fool |
| 12:23PM | BlackRock: Fundamental Stock Research Analysis at Seeking Alpha |
| 12:15PM | Calpers to Vote in Favor of Stripping Dimon of Chairman Title at Fox Business |
| 07:58AM | BlackRocks Hambro Seeks Talks With Rio on $5 Billion Expansion at Bloomberg |
| 07-May-13 09:00PM | Small Firm Could Turn the Vote on Dimon at New York Times |
| 05:48PM | BlackRock Hits New 52-Week High Zacks |
| 05:08PM | J.P. Morgan should split roles of chairman and CEO, second proxy firm says at MarketWatch |
| 04:26PM | Larry Fink Doesn't Know What Will Happen to Jamie Dimon at The Wall Street Journal |
| 04:09PM | Invest 'Heavily' in Stocks: BlackRock's Larry Fink at CNBC |
| 04:02PM | Larry Fink Doesn't Know What Will Happen to Jamie Dimon at The Wall Street Journal |
| 03:15PM | [video] Fink: Focus on Long-Term Needs at CNBC |
| 02:26PM | Larry Fink's radical retirement recommendation at Fortune |
| 02:21PM | Larry Fink's radical retirement recommendation at Fortune |
| 01:25PM | Midday Movers: P, WFC, C & More at CNBC |
| 01:13PM | Fink Says U.S. Workers Need Mandatory Retirement Savings at Bloomberg |
| 12:04PM | BlackRock CEO Declares Longevity Defining Challenge of Our Age Business Wire |
| 10:11AM | The Revolt Against Jamie Dimon at Forbes |
| 10:00AM | New BlackRock Investor Pulse Survey Investing in a Low Yield Environment: Investors Worried about the Financial Realities of Longevity Business Wire |
| 09:15AM | Momentum Grows for Splitting J.P. Morgan CEO, Chairman Roles at Fox Business |
| 06:07AM | On the Fly: Periodicals Wrap-Up at theflyonthewall.com |
| 04:26AM | Three of JPMorgan's top investors undecided on Dimon's role: WSJ Reuters |
| 06-May-13 10:23PM | CMIA Targets $150 Million for New China Private-Equity Fund at Bloomberg |
| 10:15PM | Three of JPMorgan's top investors undecided on Dimon's roleL: WSJ Reuters |
| 10:07PM | Three of JPMorgan's top investors undecided on Dimon's role - WSJ at Reuters |
| 09:09PM | [$$] Big J.P. Morgan Holders Undecided on Dual Roles for Dimon at The Wall Street Journal |
| 08:04PM | [$$] Big J.P. Morgan Holders Undecided on Dual Roles for Dimon at The Wall Street Journal |
| 04:06PM | BlackRock Still Bullish On Junk Bonds at Barrons.com |
| 02:32PM | Are 6% Yields in Preferred Stock ETFs Worth the Risks? ETF Trends |
|
|
| BlackRock, Inc. is a publicly owned investment manager. The firm primarily provides its services to institutional, intermediary, and individual investors. It also manages accounts for corporate, public, union and industry pension plans, insurance companies, third-party mutual funds, endowments, foundations, charities, corporations, official institutions, and banks. The firm also provides offers global risk management and advisory services. It manages separate client-focused equity, fixed income, and balanced portfolios. The firm also launches and manages open-end and closed-end mutual funds, offshore funds, ETF's, unit trusts, and alternative investment vehicles including hedge funds and structured funds. It invests in the public equity, fixed income, real estate, and alternative markets across the globe. The firm primarily invests in growth, value, and core stocks of small-cap, mid-cap, SMID-cap, large-cap and multi-cap companies. It employs a fundamental and quantitative analysis with a bottom-up stock picking approach to make its investments. The firm employs liquidity, asset allocation, balanced, real estate, and alternative strategies to make its investments. BlackRock, Inc. was founded in 1988 and is based in New York City. |
|
| Insider Trading |
Relationship |
Date |
Transaction |
Cost |
#Shares |
Value ($) |
#Shares Total |
SEC Form 4 |
| Montag Thomas K. | Director | Apr 18 | Buy | 248.64 | 5,000 | 1,243,213 | 5,000 | Apr 22 04:02 PM | | Charrington N. James | Senior Managing Director | Feb 28 | Sale | 240.93 | 3,000 | 722,775 | 36,816 | Mar 04 04:51 PM | | Smith Jeff A | Senior Managing Director | Feb 14 | Sale | 243.50 | 1,650 | 401,775 | 31,473 | Feb 19 04:48 PM | | Goldstein Robert L. | Senior Managing Director | Feb 13 | Sale | 242.01 | 3,213 | 777,579 | 86,694 | Feb 14 04:20 PM | | Fairbairn Robert W | Senior Managing Director | Feb 11 | Sale | 237.59 | 8,400 | 1,995,776 | 83,404 | Feb 13 04:57 PM | | Feliciani Joseph | Principal Accounting Officer | Feb 11 | Sale | 239.37 | 5,176 | 1,238,990 | 8,319 | Feb 13 04:56 PM | | BlackRock Inc. | Director | Feb 07 | Sale | 9.00 | 94,000 | 846,000 | 0 | Feb 11 04:35 PM | | DAMMERMAN DENNIS D | Director | Feb 04 | Sale | 234.41 | 1,794 | 420,528 | 3,367 | Feb 06 04:31 PM | | Varley John S. | Director | Jan 18 | Buy | 233.59 | 427 | 99,742 | 1,030 | Jan 22 10:55 AM | | GROSFELD JAMES | Director | Nov 01 | Buy | 189.48 | 3,600 | 682,128 | 525,538 | Nov 05 04:02 PM | | GROSFELD JAMES | Director | Oct 31 | Buy | 189.07 | 25,000 | 4,726,750 | 100,000 | Nov 01 04:22 PM | | GROSFELD JAMES | Director | Oct 31 | Buy | 189.15 | 17,400 | 3,291,210 | 521,938 | Nov 01 04:22 PM | | GROSFELD JAMES | Director | Oct 25 | Buy | 187.41 | 25,000 | 4,685,250 | 75,000 | Oct 26 04:31 PM | | GROSFELD JAMES | Director | Oct 25 | Buy | 186.83 | 16,900 | 3,157,427 | 504,538 | Oct 26 04:31 PM | | GROSFELD JAMES | Director | Oct 24 | Buy | 189.82 | 25,000 | 4,745,500 | 62,000 | Oct 25 06:13 PM | | GROSFELD JAMES | Director | Oct 24 | Buy | 189.39 | 54,100 | 10,245,953 | 487,638 | Oct 25 06:13 PM | | GROSFELD JAMES | Director | Oct 23 | Buy | 187.61 | 28,998 | 5,440,441 | 433,538 | Oct 25 06:13 PM | | GROSFELD JAMES | Director | Oct 19 | Buy | 189.14 | 40,000 | 7,565,450 | 50,000 | Oct 22 06:04 PM | | GROSFELD JAMES | Director | Oct 19 | Buy | 189.69 | 59,998 | 11,380,991 | 404,540 | Oct 22 06:04 PM | | GROSFELD JAMES | Director | Oct 18 | Buy | 191.27 | 60,000 | 11,476,200 | 30,000 | Oct 22 06:02 PM | | GROSFELD JAMES | Director | Oct 18 | Buy | 190.40 | 140,002 | 26,656,569 | 344,542 | Oct 22 06:02 PM | | Kushel J. Richard | Senior Managing Director | Jul 27 | Option Exercise | 37.36 | 10,000 | 373,600 | 140,692 | Jul 30 04:39 PM | | Kushel J. Richard | Senior Managing Director | Jul 27 | Sale | 170.97 | 10,000 | 1,709,689 | 130,692 | Jul 30 04:39 PM | | Kushel J. Richard | Senior Managing Director | Jul 20 | Option Exercise | 37.36 | 5,000 | 186,800 | 135,692 | Jul 23 04:50 PM | | Kushel J. Richard | Senior Managing Director | Jul 20 | Sale | 174.12 | 5,000 | 870,604 | 130,692 | Jul 23 04:50 PM | | Kushel J. Richard | Senior Managing Director | Jul 19 | Option Exercise | 37.36 | 5,000 | 186,800 | 135,692 | Jul 23 04:50 PM | | Kushel J. Richard | Senior Managing Director | Jul 19 | Sale | 174.96 | 5,000 | 874,800 | 130,692 | Jul 23 04:50 PM | | Kushel J. Richard | Senior Managing Director | May 29 | Option Exercise | 37.36 | 25,000 | 934,000 | 155,692 | May 31 05:20 PM | | Kushel J. Richard | Senior Managing Director | May 29 | Sale | 172.46 | 25,000 | 4,311,469 | 130,692 | May 31 05:20 PM | | GROSFELD JAMES | Director | May 23 | Buy | 160.00 | 50,000 | 8,000,000 | 204,208 | May 24 04:31 PM | | GERBER MURRY | Director | May 23 | Buy | 160.00 | 3,000 | 480,000 | 37,196 | May 24 04:30 PM | | BARCLAYS BANK PLC /ENG/ | Director | May 23 | Sale | 156.80 | 2,621,134 | 410,993,811 | 0 | May 24 05:34 PM | | BARCLAYS BANK PLC /ENG/ | Director | May 22 | Sale | 156.80 | 32,588,888 | 5,109,937,648 | 0 | May 24 05:34 PM |
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