Purchases and Sales Made in Q3 2023 in Blackrock Short Maturity Munic (MEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Munic (MEAR) during Q3 2023. The information is specifically focused on institutions that hold shares of BLACKROCK SHORT MATURITY MUNIC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.13M+ 1015.54% |
$56.2M - $56.5M
|
1.24M
$62.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
574KNew |
$28.5M - $28.7M
|
574K
$28.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
168K+ 318.88% |
$8.36M - $8.39M
|
221K
$11.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
122K+ 551.53% |
$6.05M - $6.08M
|
144K
$7.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Smart Money Group LLC
|
BUY
|
- |
109KNew |
$5.41M - $5.43M
|
109K
$5.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
82.1K+ 111.72% |
$4.08M - $4.1M
|
156K
$7.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
64.4K+ 86.86% |
$3.21M - $3.22M
|
139K
$6.96M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
60K+ 82.22% |
$2.98M - $3M
|
133K
$6.67M
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
56.5KNew |
$2.81M - $2.82M
|
56.5K
$2.84M
|
|
|
Nov 27, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
54KNew |
$2.69M - $2.7M
|
54K
$2.71M
|
|
|
Oct 10, 2023
Q3 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
50.3K+ 7.89% |
$2.5M - $2.51M
|
688K
$34.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
42.3K+ 20.29% |
$2.1M - $2.11M
|
251K
$12.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
32.3K+ 30.2% |
$1.61M - $1.62M
|
139K
$7M
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
32.1KNew |
$1.6M - $1.6M
|
32.1K
$1.61M
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
24.1KNew |
$1.2M - $1.2M
|
24.1K
$1.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
23.9K+ 46.66% |
$1.19M - $1.19M
|
75K
$3.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
17.3K+ 45.88% |
$860K - $864K
|
55K
$2.76M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.9K+ 42.63% |
$789K - $792K
|
53.1K
$2.66M
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
BUY
|
- |
15.6K+ 41.19% |
$776K - $779K
|
53.4K
$2.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
15.3K+ 28.1% |
$760K - $763K
|
69.6K
$3.49M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.7K+ 64.33% |
$683K - $686K
|
35.1K
$1.76M
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
BUY
|
- |
13.1K+ 2.93% |
$651K - $654K
|
459K
$23M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
12KNew |
$595K - $597K
|
12K
$600K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.4K+ 44.16% |
$519K - $521K
|
34K
$1.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
10.3KNew |
$515K - $517K
|
10.3K
$519K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
10.1K+ 187.57% |
$505K - $507K
|
15.6K
$781K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
10KNew |
$499K - $501K
|
10K
$503K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.84KNew |
$490K - $492K
|
9.84K
$494K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
9.65KNew |
$480K - $482K
|
9.65K
$484K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8.7KNew |
$433K - $435K
|
8.7K
$437K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
6.96K+ 11.78% |
$346K - $348K
|
66.1K
$3.32M
|
|
|
Oct 26, 2023
Q3 2023
|
Peoples Bank
|
BUY
|
- |
5.83KNew |
$290K - $292K
|
5.83K
$293K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.7K+ 9.36% |
$284K - $285K
|
66.6K
$3.34M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
4.9KNew |
$244K - $245K
|
4.9K
$246K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
4.58KNew |
$228K - $229K
|
4.58K
$230K
|
|
|
Nov 08, 2023
Q3 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
4.07KNew |
$202K - $203K
|
4.07K
$204K
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
4.05KNew |
$202K - $202K
|
4.05K
$203K
|
|
|
Nov 07, 2023
Q3 2023
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
3.58K+ 12.25% |
$178K - $179K
|
32.8K
$1.65M
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
3.55K+ 19.52% |
$177K - $178K
|
21.8K
$1.09M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.06K+ 8.96% |
$152K - $153K
|
37.1K
$1.86M
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
BUY
|
- |
2.86K+ 7.34% |
$142K - $143K
|
41.8K
$2.1M
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.2KNew |
$109K - $110K
|
2.2K
$110K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.75K+ 70.06% |
$87.1K - $87.4K
|
4.25K
$213K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.59K+ 13.31% |
$79.1K - $79.5K
|
13.5K
$679K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.54K+ 17.33% |
$76.8K - $77.2K
|
10.5K
$525K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.47K+ 18.08% |
$73.2K - $73.5K
|
9.61K
$482K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.27K+ 10.72% |
$63.1K - $63.4K
|
13.1K
$658K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1.24K+ 1.25% |
$61.6K - $61.9K
|
100K
$5.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
806+ 9.66% |
$40.1K - $40.3K
|
9.15K
$459K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
400New |
$19.9K - $20K
|
400
$20.1K
|