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 350 institutions that hold shares in the stock, with a total of 39.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
127,674
shares
|
$6.48 Million
0.01% of portfolio
|
Q3 2024
Reduced 17.14%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
127,255
shares
|
$6.45 Million
1.16% of portfolio
|
Q3 2023
Added 7.05%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
126,072
shares
|
$6.39 Million
0.51% of portfolio
|
Q2 2024
Reduced 8.04%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
123,299
shares
|
$6.25 Million
1.49% of portfolio
|
Q3 2024
Reduced 6.75%
|
|
|
Staley Capital Advisers Inc
|
Nov 08, 2024 Q3 2024 |
122,550
shares
|
$6.22 Million
0.29% of portfolio
|
Q2 2024
Added 5.06%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
121,640
shares
|
$6.17 Million
1.1% of portfolio
|
Q4 2024
Added 17.47%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
120,842
shares
|
$6.13 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
117,985
shares
|
$5.98 Million
0.39% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
115,387
shares
|
$5.85 Million
1.02% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
110,496
shares
|
$5.6 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
110,195
shares
|
$5.59 Million
0.26% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
109,830
shares
|
$5.57 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
107,762
shares
|
$5.47 Million
0.09% of portfolio
|
Q3 2024
Reduced 10.68%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
100,189
shares
|
$5.08 Million
0.03% of portfolio
|
Q4 2024
Added 6.17%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
96,729
shares
|
$4.91 Million
0.02% of portfolio
|
Q3 2024
Reduced 24.15%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
89,003
shares
|
$4.51 Million
0.07% of portfolio
|
Q3 2024
Reduced 15.86%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
88,036
shares
|
$4.47 Million
0.93% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
87,300
shares
|
$4.43 Million
0.83% of portfolio
|
Q4 2024
Added 48.8%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
87,170
shares
|
$4.42 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
85,352
shares
|
$4.33 Million
0.01% of portfolio
|
Q3 2024
Added 23.02%
|
|
|
Values First Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
83,300
shares
|
$4.22 Million
2.38% of portfolio
|
Q4 2024
Added 52.29%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 14, 2025 Q4 2024 |
82,583
shares
|
$4.19 Million
1.28% of portfolio
|
Q4 2024
Added 18.76%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
80,272
shares
|
$4.07 Million
1.59% of portfolio
|
Q3 2024
Reduced 16.64%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
79,648
shares
|
$4.04 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Canal Insurance CO
|
Jan 22, 2025 Q4 2024 |
78,000
shares
|
$3.96 Million
1.03% of portfolio
|
Q4 2024
Reduced 22.0%
|