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 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 |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
26,375
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
26,338
shares
|
$1.34 Million
0.03% of portfolio
|
Q3 2024
Added 21.38%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
25,037
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.05%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2024 Q3 2024 |
24,868
shares
|
$1.26 Million
0.2% of portfolio
|
Q3 2024
Reduced 48.73%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
24,415
shares
|
$1.24 Million
0.05% of portfolio
|
Q3 2024
Reduced 18.24%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
24,205
shares
|
$1.23 Million
0.15% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
24,120
shares
|
$1.22 Million
0.04% of portfolio
|
Q2 2024
Added 468.87%
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
23,400
shares
|
$1.19 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
22,733
shares
|
$1.15 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
22,430
shares
|
$1.14 Million
0.07% of portfolio
|
Q3 2024
Reduced 85.16%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
22,139
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2022
Reduced 58.22%
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
21,189
shares
|
$1.07 Million
0.14% of portfolio
|
Q4 2024
Added 45.63%
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
21,076
shares
|
$1.07 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
20,661
shares
|
$1.05 Million
0.05% of portfolio
|
Q3 2024
Added 63.15%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
20,621
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Nov 04, 2024 Q3 2024 |
20,383
shares
|
$1.03 Million
0.28% of portfolio
|
Q2 2024
Reduced 3.56%
|
|
|
Aletheian Wealth Advisors LLC
|
Oct 25, 2024 Q3 2024 |
20,320
shares
|
$1.03 Million
0.64% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
20,247
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
19,765
shares
|
$1 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
19,721
shares
|
$1 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.44%
|
|
|
Astor Investment Management LLC
|
Jan 22, 2025 Q4 2024 |
19,574
shares
|
$992,793
0.69% of portfolio
|
Q4 2024
Reduced 9.79%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
19,556
shares
|
$991,880
0.16% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Wj Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
19,550
shares
|
$991,576
0.37% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
19,213
shares
|
$974,483
0.33% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Oct 30, 2024 Q3 2024 |
19,179
shares
|
$972,758
0.36% of portfolio
|
Q3 2024
Reduced 37.14%
|