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 |
|---|---|---|---|---|---|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 12, 2024 Q3 2024 |
19,520
shares
|
$987,516
0.35% of portfolio
|
Q3 2024
Added 97.59%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Oct 30, 2024 Q3 2024 |
19,179
shares
|
$970,265
0.36% of portfolio
|
Q3 2024
Reduced 37.14%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
18,690
shares
|
$945,527
0.01% of portfolio
|
Q2 2024
Added 74.67%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
18,433
shares
|
$932,525
0.25% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
17,923
shares
|
$906,724
0.33% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
17,818
shares
|
$901,412
0.1% of portfolio
|
Q3 2024
Reduced 6.35%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
16,577
shares
|
$838,630
0.21% of portfolio
|
Q4 2022
Reduced 5.11%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
16,538
shares
|
$836,657
0.02% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Nov 04, 2024 Q3 2024 |
16,204
shares
|
$819,760
0.45% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Oct 22, 2024 Q3 2024 |
15,340
shares
|
$776,050
0.56% of portfolio
|
Q3 2024
Reduced 18.14%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
15,336
shares
|
$775,848
0.01% of portfolio
|
Q3 2024
Reduced 76.47%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
15,125
shares
|
$765,173
0.08% of portfolio
|
Q3 2024
Reduced 44.35%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 13, 2024 Q3 2024 |
14,762
shares
|
$746,809
0.24% of portfolio
|
Q2 2024
Added 7.23%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
14,682
shares
|
$742,762
0.0% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Jgp Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
14,550
shares
|
$736,084
0.1% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
14,512
shares
|
$734,162
0.01% of portfolio
|
Q3 2024
Reduced 28.85%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
14,332
shares
|
$725,055
0.02% of portfolio
|
Q3 2024
Added 31.75%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
14,189
shares
|
$717,821
0.36% of portfolio
|
Q3 2024
Reduced 7.51%
|
|
|
One Advisory Partners, LLC
|
Oct 17, 2024 Q3 2024 |
13,964
shares
|
$706,438
0.32% of portfolio
|
Q3 2024
Added 24.62%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
13,807
shares
|
$698,496
0.02% of portfolio
|
Q3 2024
Reduced 8.12%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
13,626
shares
|
$689,339
0.54% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 22, 2024 Q3 2024 |
13,534
shares
|
$684,685
0.08% of portfolio
|
Q3 2024
Reduced 7.6%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
13,522
shares
|
$684,077
0.16% of portfolio
|
Q3 2024
Added 18.56%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
13,441
shares
|
$679,980
0.22% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
13,290
shares
|
$672,341
0.01% of portfolio
|
Q3 2024
Reduced 0.25%
|