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 |
---|---|---|---|---|---|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Jul 25, 2024 Q2 2024 |
137,524
shares
|
$7.05 Million
5.43% of portfolio
|
Q2 2024
New holding
|
|
Financial Management Network Inc
|
Jul 22, 2024 Q2 2024 |
132,228
shares
|
$6.78 Million
1.78% of portfolio
|
Q2 2024
Added 9.48%
|
|
Montecito Bank & Trust
|
Jul 17, 2024 Q2 2024 |
128,554
shares
|
$6.59 Million
1.32% of portfolio
|
Q2 2024
Reduced 0.42%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 14, 2024 Q2 2024 |
127,529
shares
|
$6.54 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
127,255
shares
|
$6.53 Million
1.16% of portfolio
|
Q3 2023
Added 7.05%
|
|
Shufro Rose & CO LLC
|
Aug 13, 2024 Q2 2024 |
126,072
shares
|
$6.46 Million
0.52% of portfolio
|
Q2 2024
Reduced 8.04%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
125,506
shares
|
$6.44 Million
0.05% of portfolio
|
Q2 2024
Reduced 1.74%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Aug 02, 2024 Q2 2024 |
125,222
shares
|
$6.42 Million
0.33% of portfolio
|
Q2 2024
Reduced 18.57%
|
|
Staley Capital Advisers Inc
|
Aug 13, 2024 Q2 2024 |
122,550
shares
|
$6.28 Million
0.29% of portfolio
|
Q2 2024
Added 5.06%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
121,949
shares
|
$6.25 Million
0.01% of portfolio
|
Q2 2024
Reduced 24.61%
|
|
Lowe Brockenbrough & CO Inc
|
Aug 12, 2024 Q2 2024 |
120,900
shares
|
$6.2 Million
0.41% of portfolio
|
Q2 2024
Reduced 1.31%
|
|
Pinnacle Associates LTD
|
Jul 30, 2024 Q2 2024 |
120,647
shares
|
$6.19 Million
0.1% of portfolio
|
Q2 2024
Added 6.09%
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
111,566
shares
|
$5.72 Million
0.21% of portfolio
|
Q2 2024
Reduced 2.87%
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 26, 2024 Q2 2024 |
111,451
shares
|
$5.72 Million
2.66% of portfolio
|
Q2 2024
Added 9.32%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
110,543
shares
|
$5.67 Million
0.11% of portfolio
|
Q2 2024
Reduced 1.81%
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 16, 2024 Q2 2024 |
107,529
shares
|
$5.51 Million
2.46% of portfolio
|
Q2 2024
Reduced 17.38%
|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
105,778
shares
|
$5.42 Million
0.09% of portfolio
|
Q2 2024
Reduced 0.68%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
104,576
shares
|
$5.36 Million
0.0% of portfolio
|
Q2 2024
Reduced 42.01%
|
|
Canal Insurance CO
|
Aug 01, 2024 Q2 2024 |
100,000
shares
|
$5.13 Million
1.33% of portfolio
|
Q1 2020
New holding
|
|
Wbh Advisory Inc
|
Jul 11, 2024 Q2 2024 |
97,638
shares
|
$5.01 Million
0.5% of portfolio
|
Q2 2024
Added 8.43%
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
96,301
shares
|
$4.94 Million
2.05% of portfolio
|
Q2 2024
Reduced 16.43%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
95,493
shares
|
$4.9 Million
0.01% of portfolio
|
Q2 2024
Reduced 9.33%
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 12, 2024 Q2 2024 |
92,185
shares
|
$4.73 Million
1.11% of portfolio
|
Q2 2024
Reduced 73.07%
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Aug 09, 2024 Q2 2024 |
85,164
shares
|
$4.37 Million
1.5% of portfolio
|
Q2 2024
Reduced 1.17%
|
|
Jacobson & Schmitt Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
84,963
shares
|
$4.36 Million
0.97% of portfolio
|
Q2 2024
Added 12.13%
|