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 |
|---|---|---|---|---|---|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
72,104
shares
|
$3.65 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.58%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
71,946
shares
|
$3.64 Million
1.38% of portfolio
|
Q3 2024
Added 15.44%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
69,935
shares
|
$3.54 Million
1.35% of portfolio
|
Q2 2022
Added 12.62%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Oct 15, 2024 Q3 2024 |
69,540
shares
|
$3.52 Million
1.07% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
67,352
shares
|
$3.41 Million
1.54% of portfolio
|
Q4 2023
Reduced 44.31%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
63,714
shares
|
$3.23 Million
0.13% of portfolio
|
Q3 2022
Added 6.89%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
63,200
shares
|
$3.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 80.2%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
62,669
shares
|
$3.17 Million
0.01% of portfolio
|
Q3 2024
Reduced 34.37%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
62,104
shares
|
$3.14 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
First Citizens Financial Corp
|
Oct 03, 2024 Q3 2024 |
62,001
shares
|
$3.14 Million
1.68% of portfolio
|
Q3 2024
Added 190.0%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Nov 07, 2024 Q3 2024 |
60,458
shares
|
$3.06 Million
1.91% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
60,300
shares
|
$3.05 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
60,181
shares
|
$3.05 Million
0.73% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
59,512
shares
|
$3.01 Million
0.2% of portfolio
|
Q3 2024
Added 321.56%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
59,214
shares
|
$3 Million
0.53% of portfolio
|
Q3 2024
Added 13.83%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
59,150
shares
|
$2.99 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 09, 2024 Q3 2024 |
58,669
shares
|
$2.97 Million
0.62% of portfolio
|
Q3 2024
Reduced 36.36%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
56,705
shares
|
$2.87 Million
0.09% of portfolio
|
Q3 2024
Added 26.03%
|
|
|
Values First Advisors, Inc.
|
Oct 23, 2024 Q3 2024 |
54,699
shares
|
$2.77 Million
1.54% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
53,511
shares
|
$2.71 Million
0.02% of portfolio
|
Q3 2024
Reduced 76.63%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
52,997
shares
|
$2.68 Million
0.01% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Oct 15, 2024 Q3 2024 |
52,974
shares
|
$2.68 Million
1.36% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
52,684
shares
|
$2.67 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
51,755
shares
|
$2.62 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
49,508
shares
|
$2.51 Million
1.2% of portfolio
|
Q3 2024
Added 5.02%
|