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 347 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 |
|---|---|---|---|---|---|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
46,379
shares
|
$2.35 Million
0.59% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
45,377
shares
|
$2.3 Million
0.01% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Oct 11, 2024 Q3 2024 |
45,287
shares
|
$2.29 Million
0.97% of portfolio
|
Q3 2024
Reduced 57.88%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
45,240
shares
|
$2.29 Million
0.0% of portfolio
|
Q3 2024
Added 16.54%
|
|
|
Lvw Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
44,767
shares
|
$2.26 Million
0.3% of portfolio
|
Q3 2024
Added 7.46%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
44,255
shares
|
$2.24 Million
0.0% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
43,830
shares
|
$2.22 Million
0.51% of portfolio
|
Q3 2024
Added 24.27%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
43,163
shares
|
$2.18 Million
0.14% of portfolio
|
Q3 2023
Reduced 5.99%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
41,556
shares
|
$2.1 Million
0.0% of portfolio
|
Q3 2024
Added 50.17%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
40,158
shares
|
$2.03 Million
0.13% of portfolio
|
Q3 2024
Added 15.44%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
40,105
shares
|
$2.03 Million
0.06% of portfolio
|
Q3 2024
Reduced 9.07%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
38,639
shares
|
$1.95 Million
0.24% of portfolio
|
Q3 2024
Added 13.54%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
37,728
shares
|
$1.91 Million
0.18% of portfolio
|
Q3 2024
Reduced 14.36%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
37,578
shares
|
$1.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Nov 12, 2024 Q3 2024 |
37,096
shares
|
$1.88 Million
0.68% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
34,150
shares
|
$1.73 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
33,584
shares
|
$1.7 Million
0.24% of portfolio
|
Q3 2024
Reduced 9.15%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
33,072
shares
|
$1.67 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
32,021
shares
|
$1.62 Million
0.08% of portfolio
|
Q3 2024
Reduced 53.48%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Oct 22, 2024 Q3 2024 |
31,959
shares
|
$1.62 Million
0.51% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Westside Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
30,200
shares
|
$1.53 Million
0.35% of portfolio
|
Q2 2024
Added 4.5%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
28,784
shares
|
$1.46 Million
0.05% of portfolio
|
Q3 2024
Added 15.72%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
27,588
shares
|
$1.4 Million
0.15% of portfolio
|
Q3 2024
Added 15.49%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
27,066
shares
|
$1.37 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
26,408
shares
|
$1.34 Million
0.07% of portfolio
|
Q3 2024
Reduced 10.21%
|