Purchases and Sales Made in Q3 2024 in Blackrock Short Maturity Munic (MEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Munic (MEAR) during Q3 2024. 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 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.05M+ 302.23% |
$52.3M - $52.7M
|
1.39M
$69.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
261K+ 30.33% |
$13M - $13.1M
|
1.12M
$56M
|
|
|
Nov 08, 2024
Q3 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
139K+ 170.98% |
$6.96M - $7.01M
|
221K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
122K+ 208.39% |
$6.12M - $6.16M
|
181K
$9.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
97.9KNew |
$4.89M - $4.93M
|
97.9K
$4.89M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
85.6K+ 119.96% |
$4.28M - $4.31M
|
157K
$7.84M
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
75.2K+ 8.58% |
$3.76M - $3.79M
|
952K
$47.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
61.4K+ 31.56% |
$3.07M - $3.09M
|
256K
$12.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
55.9K+ 29.91% |
$2.79M - $2.81M
|
243K
$12.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
48.2K+ 582.17% |
$2.41M - $2.43M
|
56.5K
$2.82M
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
47.3K+ 35.32% |
$2.37M - $2.38M
|
181K
$9.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
45.8KNew |
$2.29M - $2.3M
|
45.8K
$2.29M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
30.6K+ 96.41% |
$1.53M - $1.54M
|
62.3K
$3.11M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
24.4KNew |
$1.22M - $1.23M
|
24.4K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23.4K+ 66.28% |
$1.17M - $1.18M
|
58.7K
$2.93M
|
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
23.3KNew |
$1.17M - $1.17M
|
23.3K
$1.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.5K+ 7.5% |
$1.13M - $1.13M
|
323K
$16.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
18.4K+ 115.0% |
$919K - $926K
|
34.4K
$1.72M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
17.8K+ 4.77% |
$890K - $896K
|
391K
$19.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
16.5K+ 39.14% |
$825K - $830K
|
58.6K
$2.93M
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
16.2K+ 37.62% |
$812K - $818K
|
59.4K
$2.97M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
15.5K+ 4.81% |
$775K - $781K
|
338K
$16.9M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.9K+ 18.16% |
$746K - $751K
|
97K
$4.85M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
14.6K+ 11.72% |
$728K - $733K
|
139K
$6.93M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
14.5K+ 56.89% |
$725K - $730K
|
40K
$2M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.4KNew |
$620K - $624K
|
12.4K
$620K
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
11.6K+ 8.22% |
$582K - $586K
|
153K
$7.66M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
11.1KNew |
$557K - $561K
|
11.1K
$557K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.9K+ 112.71% |
$547K - $551K
|
20.6K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
10.4KNew |
$519K - $523K
|
10.4K
$519K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
8.77K+ 86.27% |
$438K - $441K
|
18.9K
$946K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.43K+ 52.61% |
$421K - $424K
|
24.5K
$1.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
7.33KNew |
$367K - $369K
|
7.33K
$366K
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
BUY
|
- |
7.01K+ 73.78% |
$350K - $353K
|
16.5K
$825K
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
7KNew |
$350K - $352K
|
7K
$350K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
6.87K+ 25.18% |
$344K - $346K
|
34.2K
$1.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
6.75K+ 39.08% |
$337K - $340K
|
24K
$1.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
6.73K+ 12.01% |
$337K - $339K
|
62.8K
$3.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
6.65KNew |
$332K - $335K
|
6.65K
$332K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.62K+ 75.05% |
$331K - $333K
|
15.4K
$772K
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
6.61KNew |
$330K - $333K
|
6.61K
$330K
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
6.03K+ 27.83% |
$301K - $304K
|
27.7K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.57K+ 15.87% |
$279K - $281K
|
40.7K
$2.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
5.33K+ 8.58% |
$266K - $268K
|
67.4K
$3.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
5.03KNew |
$252K - $253K
|
5.03K
$251K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.79K+ 70.61% |
$239K - $241K
|
11.6K
$578K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.73K+ 24.8% |
$236K - $238K
|
23.8K
$1.19M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.6K+ 14.32% |
$230K - $232K
|
36.7K
$1.83M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.56K+ 8.01% |
$228K - $230K
|
61.5K
$3.07M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
3.99K+ 132.83% |
$199K - $201K
|
6.99K
$349K
|