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 348 institutions that hold shares in the stock, with a total of 38.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
7,095
shares
|
$359,148
0.0% of portfolio
|
Q3 2024
Added 14.38%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
7,033
shares
|
$356,010
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
7,025
shares
|
$355,605
0.01% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Paragon Capital Management Inc
Provo, UT |
Oct 16, 2024 Q3 2024 |
7,011
shares
|
$354,896
0.26% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
7,000
shares
|
$354,340
0.05% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
6,938
shares
|
$351,201
0.0% of portfolio
|
Q3 2024
Added 58.44%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
6,916
shares
|
$350,087
0.17% of portfolio
|
Q3 2024
Reduced 8.04%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
6,915
shares
|
$350,037
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Meridian Management CO
|
Nov 04, 2024 Q3 2024 |
6,900
shares
|
$349,278
0.09% of portfolio
|
Q4 2023
Reduced 13.48%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
6,840
shares
|
$346,240
0.0% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
6,780
shares
|
$343,203
0.02% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
6,360
shares
|
$321,943
0.03% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
6,347
shares
|
$321,285
0.18% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 10, 2024 Q3 2024 |
6,333
shares
|
$320,576
0.09% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
6,117
shares
|
$309,642
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
6,000
shares
|
$303,720
0.07% of portfolio
|
Q1 2022
Reduced 25.0%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
5,688
shares
|
$287,926
0.01% of portfolio
|
Q3 2024
Added 4.39%
|
|
|
New Capital Management LP
|
Oct 07, 2024 Q3 2024 |
5,580
shares
|
$282,459
0.09% of portfolio
|
Q2 2024
Reduced 11.1%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
5,529
shares
|
$279,877
0.03% of portfolio
|
Q3 2024
Reduced 92.21%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
5,524
shares
|
$279,624
0.02% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Meitav Dash Investments LTD
|
Oct 28, 2024 Q3 2024 |
5,503
shares
|
$278,561
0.0% of portfolio
|
Q2 2024
Reduced 1.7%
|
|
|
Marshall Financial Group LLC
|
Oct 16, 2024 Q3 2024 |
5,443
shares
|
$275,524
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2024 Q3 2024 |
5,417
shares
|
$274,208
0.13% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
5,315
shares
|
$269,045
0.0% of portfolio
|
Q3 2024
Added 18.9%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Nov 13, 2024 Q3 2024 |
5,264
shares
|
$266,463
0.08% of portfolio
|
Q3 2024
Reduced 12.08%
|