Purchases and Sales Made in Q4 2022 in Blackrock Short Maturity Munic (MEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Munic (MEAR) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
850+ 1.77% |
$42.1K - $42.3K
|
48.8K
$2.45M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
836+ 3.4% |
$41.4K - $41.6K
|
25.4K
$1.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
659+ 1.8% |
$32.7K - $32.8K
|
37.2K
$1.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
543+ 0.75% |
$26.9K - $27K
|
73.4K
$3.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
473+ 3.66% |
$23.5K - $23.6K
|
13.4K
$673K
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
446+ 0.16% |
$22.1K - $22.2K
|
273K
$13.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
442New |
$21.9K - $22K
|
442
$22.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
91New |
$4.51K - $4.53K
|
91
$4.57K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
87+ 0.94% |
$4.31K - $4.33K
|
9.32K
$468K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
81+ 100.0% |
$4.02K - $4.03K
|
162
$8.14K
|
|
|
Jan 17, 2023
Q4 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
57+ 0.24% |
$2.83K - $2.84K
|
24.3K
$1.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
38+ 0.52% |
$1.88K - $1.89K
|
7.39K
$371K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10+ 0.03% |
$496 - $498
|
33.8K
$1.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$49.6 - $49.8
|
0
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7- 7.37% |
$347 - $349
|
88
$4.42K
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-37- 0.49% |
$1.83K - $1.84K
|
7.49K
$376K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-62- 0.44% |
$3.07K - $3.09K
|
14.2K
$712K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-74- 7.07% |
$3.67K - $3.69K
|
972
$48.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-146- 1.97% |
$7.24K - $7.27K
|
7.27K
$365K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-563- 1.92% |
$27.9K - $28K
|
28.8K
$1.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-794- 9.39% |
$39.4K - $39.5K
|
7.66K
$385K
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-862- 12.52% |
$42.7K - $42.9K
|
6.03K
$303K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1K- 15.88% |
$49.6K - $49.8K
|
5.3K
$266K
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.13K- 7.84% |
$56.2K - $56.4K
|
13.3K
$669K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.77K- 18.11% |
$87.6K - $88K
|
7.99K
$401K
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
SELL
|
- |
-1.95K- 8.03% |
$96.6K - $97K
|
22.3K
$1.12M
|
|
|
Feb 01, 2023
Q4 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-2.28K- 13.74% |
$113K - $113K
|
14.3K
$718K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.36K- 2.5% |
$117K - $117K
|
91.8K
$4.61M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-2.82K- 11.45% |
$140K - $141K
|
21.8K
$1.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-2.92K- 17.46% |
$145K - $146K
|
13.8K
$695K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3K- 7.75% |
$149K - $149K
|
35.7K
$1.79M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.32K- 6.98% |
$164K - $165K
|
44.2K
$2.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-3.99K- 13.31% |
$198K - $198K
|
26K
$1.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.45K- 27.13% |
$221K - $222K
|
12K
$601K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-4.69K- 4.75% |
$233K - $234K
|
94.1K
$4.73M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-5.3K- 52.66% |
$263K - $264K
|
4.76K
$239K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.57K- 45.96% |
$276K - $278K
|
6.55K
$329K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-8.12K- 43.56% |
$402K - $404K
|
10.5K
$528K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.3K- 19.78% |
$412K - $414K
|
33.7K
$1.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.63K- 28.72% |
$428K - $430K
|
21.4K
$1.08M
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-11.9K- 14.18% |
$588K - $591K
|
71.7K
$3.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-20.7K- 46.52% |
$1.03M - $1.03M
|
23.8K
$1.19M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-27K- 16.49% |
$1.34M - $1.34M
|
137K
$6.86M
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-35.9K- 11.62% |
$1.78M - $1.79M
|
273K
$13.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-37.3K- 45.74% |
$1.85M - $1.86M
|
44.3K
$2.22M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-44.9K- 81.02% |
$2.23M - $2.24M
|
10.5K
$528K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-49.1K- 69.66% |
$2.44M - $2.45M
|
21.4K
$1.07M
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-53.6K- 22.1% |
$2.66M - $2.67M
|
189K
$9.49M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-58.7K- 88.01% |
$2.91M - $2.92M
|
8K
$402K
|