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
|
Belpointe Asset Management LLC
|
BUY
|
- |
372+ 3.23% |
$18.5K - $18.6K
|
11.9K
$597K
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
358+ 4.78% |
$17.8K - $17.9K
|
7.84K
$394K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
321+ 2.21% |
$16K - $16K
|
14.8K
$745K
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
230New |
$11.4K - $11.5K
|
230
$11.5K
|
|
Oct 24, 2023
Q3 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
203+ 0.85% |
$10.1K - $10.1K
|
24.2K
$1.21M
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
165+ 2.24% |
$8.21K - $8.25K
|
7.52K
$377K
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
119+ 2.35% |
$5.92K - $5.95K
|
5.19K
$261K
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
38+ 0.42% |
$1.89K - $1.9K
|
9.07K
$455K
|
|
Oct 25, 2023
Q3 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
22+ 0.06% |
$1.09K - $1.1K
|
34.4K
$1.73M
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-9- 0.23% |
$448 - $450
|
3.89K
$195K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-35Closed |
$1.74K - $1.75K
|
0
$0
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-71- 3.15% |
$3.53K - $3.55K
|
2.18K
$110K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-77- 7.81% |
$3.83K - $3.85K
|
909
$45.6K
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-140- 0.55% |
$6.97K - $7K
|
25.2K
$1.27M
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-140- 1.26% |
$6.97K - $7K
|
11K
$551K
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-213- 4.14% |
$10.6K - $10.6K
|
4.93K
$248K
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-253- 63.25% |
$12.6K - $12.6K
|
147
$7.38K
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
SELL
|
- |
-297- 3.1% |
$14.8K - $14.8K
|
9.29K
$466K
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-353- 6.76% |
$17.6K - $17.6K
|
4.87K
$245K
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-400- 8.7% |
$19.9K - $20K
|
4.2K
$211K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-438- 4.62% |
$21.8K - $21.9K
|
9.04K
$454K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-548- 5.78% |
$27.3K - $27.4K
|
8.93K
$448K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-600- 2.39% |
$29.9K - $30K
|
24.5K
$1.23M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.13K- 1.0% |
$56K - $56.2K
|
112K
$5.6M
|
|
Oct 27, 2023
Q3 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-1.15K- 7.69% |
$57.2K - $57.5K
|
13.8K
$693K
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.19K- 79.15% |
$59.1K - $59.4K
|
313
$15.7K
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-1.2K- 1.9% |
$59.7K - $60K
|
61.8K
$3.1M
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.32K- 21.99% |
$65.5K - $65.8K
|
4.67K
$235K
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.5K- 27.16% |
$74.5K - $74.9K
|
4.02K
$202K
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.75K- 8.48% |
$87.1K - $87.5K
|
18.9K
$949K
|
|
Nov 03, 2023
Q3 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.88K- 2.34% |
$93.4K - $93.8K
|
78.3K
$3.93M
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.9K- 6.03% |
$94.5K - $94.9K
|
29.6K
$1.49M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2K- 20.02% |
$99.5K - $99.9K
|
7.99K
$401K
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.15K- 21.68% |
$107K - $107K
|
7.77K
$390K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.4K- 10.26% |
$119K - $120K
|
21K
$1.05M
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-3.27K- 5.4% |
$163K - $163K
|
57.3K
$2.88M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-4.34K- 31.0% |
$216K - $217K
|
9.66K
$485K
|
|
Nov 14, 2023
Q3 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-4.81K- 19.09% |
$239K - $240K
|
20.4K
$1.02M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.92K- 4.92% |
$245K - $246K
|
94.9K
$4.76M
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.73K- 22.35% |
$285K - $287K
|
19.9K
$1M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.42K- 55.81% |
$369K - $371K
|
5.87K
$295K
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-7.53K- 17.67% |
$375K - $376K
|
35.1K
$1.76M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.62K- 35.98% |
$379K - $381K
|
13.6K
$680K
|
|
Oct 30, 2023
Q3 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-10.1K- 20.1% |
$503K - $505K
|
40.2K
$2.02M
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-10.4K- 5.38% |
$518K - $520K
|
183K
$9.2M
|
|
Nov 09, 2023
Q3 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-15.6K- 22.4% |
$776K - $780K
|
54K
$2.71M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-18.3K- 16.92% |
$911K - $915K
|
89.9K
$4.51M
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-38.3K- 44.26% |
$1.9M - $1.91M
|
48.2K
$2.42M
|