Purchases and Sales Made in Q1 2023 in Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR) during Q1 2023. The information is specifically focused on institutions that hold shares of BLACKROCK SHORT MATURITY BOND .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.11M+ 4830.61% |
$54.8M - $55.2M
|
1.14M
$57.6M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
544KNew |
$26.8M - $27M
|
544K
$27.6M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
342K+ 489.76% |
$16.8M - $17M
|
412K
$20.9M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
289K+ 923.18% |
$14.2M - $14.3M
|
320K
$16.2M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
269K+ 172.48% |
$13.3M - $13.4M
|
426K
$21.6M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
225K+ 2.55% |
$11.1M - $11.2M
|
9.04M
$458M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
196K+ 13.16% |
$9.66M - $9.73M
|
1.69M
$85.5M
|
|
|
May 11, 2023
Q1 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
167K+ 8.73% |
$8.25M - $8.31M
|
2.09M
$106M
|
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
159K+ 57.9% |
$7.84M - $7.89M
|
434K
$22M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
145K+ 52.86% |
$7.15M - $7.2M
|
420K
$21.3M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
139K+ 158.37% |
$6.85M - $6.9M
|
227K
$11.5M
|
|
|
Apr 18, 2023
Q1 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
128KNew |
$6.29M - $6.33M
|
128K
$6.47M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
120KNew |
$5.92M - $5.97M
|
120K
$6.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
107KNew |
$5.29M - $5.32M
|
107K
$5.44M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
105K+ 69.5% |
$5.19M - $5.23M
|
257K
$13M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
78.8KNew |
$3.88M - $3.91M
|
78.8K
$3.99M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
76.6K+ 443.09% |
$3.77M - $3.8M
|
93.9K
$4.76M
|
|
|
May 02, 2023
Q1 2023
|
Friedenthal Financial
|
BUY
|
- |
74.7KNew |
$3.68M - $3.71M
|
74.7K
$3.79M
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
74K+ 71.14% |
$3.65M - $3.67M
|
178K
$9.03M
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
71.7K+ 6.13% |
$3.53M - $3.56M
|
1.24M
$62.9M
|
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
60K+ 7.98% |
$2.96M - $2.98M
|
812K
$41.2M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
51.7K+ 182.82% |
$2.54M - $2.56M
|
79.9K
$4.05M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
50.6KNew |
$2.49M - $2.51M
|
50.6K
$2.57M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
45.7K+ 49.12% |
$2.25M - $2.27M
|
139K
$7.03M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
38.6K+ 175.96% |
$1.9M - $1.92M
|
60.6K
$3.07M
|
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
36.7KNew |
$1.81M - $1.82M
|
36.7K
$1.86M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
31.9KNew |
$1.57M - $1.58M
|
31.9K
$1.62M
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
30.3K+ 86.72% |
$1.49M - $1.51M
|
65.3K
$3.31M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
28.5K+ 33.64% |
$1.4M - $1.41M
|
113K
$5.74M
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
28K+ 62.81% |
$1.38M - $1.39M
|
72.6K
$3.68M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27.3K+ 5.04% |
$1.34M - $1.35M
|
568K
$28.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
26.5KNew |
$1.31M - $1.32M
|
26.5K
$1.35M
|
|
|
May 12, 2023
Q1 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
23.2K+ 535.81% |
$1.14M - $1.15M
|
27.5K
$1.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Forte Asset Management LLC
|
BUY
|
- |
22K+ 52.21% |
$1.08M - $1.09M
|
64.1K
$3.25M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
22K+ 131.55% |
$1.08M - $1.09M
|
38.7K
$1.96M
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
21.2K+ 6.9% |
$1.05M - $1.05M
|
329K
$16.7M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
21.1K+ 35.95% |
$1.04M - $1.05M
|
79.9K
$4.05M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
21KNew |
$1.04M - $1.04M
|
21K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
20.2K+ 95.84% |
$995K - $1M
|
41.3K
$2.09M
|
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
BUY
|
- |
19.1K+ 31.96% |
$940K - $946K
|
78.8K
$3.99M
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
BUY
|
- |
18.8K+ 447.02% |
$928K - $935K
|
23.1K
$1.17M
|
|
|
May 01, 2023
Q1 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
17.9KNew |
$883K - $890K
|
17.9K
$909K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.6K+ 63.36% |
$820K - $826K
|
42.9K
$2.18M
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
16.4KNew |
$809K - $815K
|
16.4K
$833K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
14.8K+ 19.84% |
$729K - $734K
|
89.4K
$4.53M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
12.2KNew |
$601K - $606K
|
12.2K
$619K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
11.9KNew |
$587K - $591K
|
11.9K
$604K
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
11.9K+ 99.0% |
$587K - $591K
|
23.9K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.6K+ 91.97% |
$523K - $527K
|
22.2K
$1.12M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
9.93K+ 23.96% |
$489K - $493K
|
51.4K
$2.61M
|