Institutional Ownership Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR). We have compiled data on the 345 institutions that hold shares in the stock, with a total of 40.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.06 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
3,458,017
shares
|
$177 Million
0.02% of portfolio
|
Q2 2024
Added 0.23%
|
|
Bramshill Investments, LLC
Naples, FL |
Aug 14, 2024 Q2 2024 |
2,693,342
shares
|
$138 Million
14.88% of portfolio
|
Q2 2024
Added 11.31%
|
|
Clearwater Capital Advisors, LLC
|
Aug 06, 2024 Q2 2024 |
2,335,367
shares
|
$120 Million
13.12% of portfolio
|
Q2 2024
Added 55.54%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
2,188,477
shares
|
$112 Million
0.01% of portfolio
|
Q1 2024
Reduced 17.7%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
1,923,575
shares
|
$98.6 Million
0.05% of portfolio
|
Q2 2024
Added 10.67%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1,738,800
shares
|
$89.2 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.9%
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,497,696
shares
|
$76.8 Million
0.0% of portfolio
|
Q2 2024
Added 8.82%
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,325,012
shares
|
$67.9 Million
5.8% of portfolio
|
Q4 2022
Reduced 5.25%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
1,313,786
shares
|
$67.4 Million
0.1% of portfolio
|
Q2 2024
Added 3.17%
|
|
Tap Consulting, LLC
|
Aug 06, 2024 Q2 2024 |
1,207,966
shares
|
$61.9 Million
13.35% of portfolio
|
Q2 2024
Reduced 9.95%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
932,454
shares
|
$47.8 Million
0.01% of portfolio
|
Q2 2024
Reduced 5.84%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
706,360
shares
|
$36.2 Million
0.05% of portfolio
|
Q2 2024
Reduced 2.67%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
661,339
shares
|
$33.9 Million
0.08% of portfolio
|
Q2 2024
Reduced 8.41%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
650,078
shares
|
$33.3 Million
0.01% of portfolio
|
Q2 2024
Reduced 23.68%
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Jul 31, 2024 Q2 2024 |
584,286
shares
|
$30 Million
1.23% of portfolio
|
Q2 2024
Reduced 16.8%
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 09, 2024 Q2 2024 |
571,600
shares
|
$29.3 Million
0.05% of portfolio
|
Q2 2024
Reduced 27.89%
|
|
Richard P Slaughter Associates Inc
|
Jul 10, 2024 Q2 2024 |
548,777
shares
|
$28.1 Million
7.35% of portfolio
|
Q2 2024
Added 0.88%
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
540,896
shares
|
$27.7 Million
0.05% of portfolio
|
Q2 2024
Reduced 7.18%
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
531,103
shares
|
$27.2 Million
4.73% of portfolio
|
Q3 2022
Reduced 1.87%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
515,838
shares
|
$26.5 Million
0.08% of portfolio
|
Q2 2024
Reduced 36.52%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
479,517
shares
|
$24.6 Million
0.01% of portfolio
|
Q2 2024
Added 0.39%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
451,762
shares
|
$23.2 Million
0.08% of portfolio
|
Q2 2024
Reduced 2.05%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
427,696
shares
|
$21.9 Million
0.1% of portfolio
|
Q2 2024
Reduced 22.7%
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
363,252
shares
|
$18.6 Million
0.01% of portfolio
|
Q2 2024
Added 21.07%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
319,129
shares
|
$16.4 Million
0.02% of portfolio
|
Q2 2024
Reduced 13.4%
|