Purchases and Sales Made in Q1 2023 in Blackrock Short Maturity Bond (NEAR)

NEAR Quotes by TradingView

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
Apr 20, 2023 Q1 2023
Wbh Advisory Inc

BUY
 -
9.2K
+ 14.0%
$453K - $457K
74.9K $3.79M
May 03, 2023 Q1 2023
Capital Advisors, Ltd. LLC

BUY
 -
9.09K
+ 32.26%
$448K - $451K
37.3K $1.89M
May 12, 2023 Q1 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
8.48K
New
$418K - $421K
8.48K $429K
May 04, 2023 Q1 2023
Pinnacle Associates LTD

BUY
 -
8.26K
+ 9.55%
$407K - $410K
94.7K $4.79M
Apr 27, 2023 Q1 2023
Core Wealth Advisors, Inc.

Lakeland, FL
BUY
 -
7.87K
+ 522.15%
$388K - $391K
9.38K $475K
May 12, 2023 Q1 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
7.19K
+ 4.56%
$354K - $357K
165K $8.34M
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
7.04K
+ 11.26%
$347K - $350K
69.6K $3.52M
May 04, 2023 Q1 2023
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
6.68K
+ 17.98%
$329K - $331K
43.8K $2.22M
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
6.26K
+ 2.98%
$308K - $311K
216K $10.9M
May 08, 2023 Q1 2023
Brown Advisory Inc

BUY
 -
6.13K
New
$302K - $304K
6.13K $310K
Apr 19, 2023 Q1 2023
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
5.7K
New
$281K - $283K
5.7K $288K
May 15, 2023 Q1 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
5.68K
New
$280K - $282K
5.68K $287K
May 12, 2023 Q1 2023
Jacobson & Schmitt Advisors, LLC

BUY
 -
5.48K
+ 9.79%
$270K - $272K
61.4K $3.11M
May 04, 2023 Q1 2023
Barclays PLC

London, X0
BUY
 -
4.97K
New
$245K - $247K
4.97K $251K
May 02, 2023 Q1 2023
Great Valley Advisor Group, Inc.

BUY
 -
4.95K
New
$244K - $246K
4.95K $250K
May 11, 2023 Q1 2023
Parcion Private Wealth LLC

Bellevue, WA
BUY
 -
4.72K
New
$233K - $234K
4.72K $239K
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
4.63K
+ 5.39%
$228K - $230K
90.5K $4.58M
Apr 11, 2023 Q1 2023
Columbia Trust CO 01012016

BUY
 -
4.31K
+ 1.52%
$212K - $214K
288K $14.6M
May 11, 2023 Q1 2023
West Hill Financial Advisors, Inc.

BUY
 -
4.26K
New
$210K - $211K
4.26K $215K
Apr 24, 2023 Q1 2023
Klaas Financial Asset Advisors, LLC

Loves Park, IL
BUY
 -
4.24K
+ 2.94%
$209K - $210K
149K $7.52M
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
4.18K
+ 0.45%
$206K - $207K
935K $47.3M
May 10, 2023 Q1 2023
Northwest Wealth Management, LLC

BUY
 -
4.05K
New
$200K - $201K
4.05K $205K
Apr 24, 2023 Q1 2023
Fifth Third Bancorp

BUY
 -
3.78K
+ 657.04%
$186K - $187K
4.35K $220K
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
3.3K
+ 24.23%
$163K - $164K
16.9K $856K
May 08, 2023 Q1 2023
Ropes Wealth Advisors LLC

Boston, MA
BUY
 -
3.03K
+ 58.61%
$149K - $150K
8.2K $415K
Aug 14, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
2.79K
+ 5.29%
$138K - $139K
55.7K $2.82M
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
2.45K
New
$121K - $122K
2.45K $124K
Apr 12, 2023 Q1 2023
National Bank Of Canada

BUY
 -
2.42K
+ 10.98%
$119K - $120K
24.5K $1.24M
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
2.25K
+ 10.66%
$111K - $112K
23.4K $1.18M
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
1.98K
+ 20.73%
$97.7K - $98.4K
11.6K $584K
May 02, 2023 Q1 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
1.33K
New
$65.4K - $65.8K
1.33K $67.1K
May 10, 2023 Q1 2023
Roble, Belko & Company, Inc

Sewickley, PA
BUY
 -
1.32K
+ 2.23%
$65.2K - $65.6K
60.8K $3.07M
Apr 20, 2023 Q1 2023
Lvz, Inc.

BUY
 -
1.29K
+ 7.16%
$63.5K - $64K
19.3K $977K
May 04, 2023 Q1 2023
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
1.29K
+ 2.79%
$63.5K - $64K
47.6K $2.41M
May 04, 2023 Q1 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
1.2K
+ 5.74%
$59K - $59.4K
22K $1.12M
May 02, 2023 Q1 2023
Investment Advisory Group, LLC

BUY
 -
1.16K
+ 7.74%
$57.1K - $57.6K
16.1K $817K
Apr 06, 2023 Q1 2023
Patten Group, Inc.

BUY
 -
1.03K
+ 3.17%
$50.9K - $51.3K
33.6K $1.7M
Apr 06, 2023 Q1 2023
New Capital Management LP

BUY
 -
1.02K
+ 22.52%
$50.4K - $50.8K
5.57K $282K
Apr 27, 2023 Q1 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
973
+ 22.04%
$47.9K - $48.3K
5.39K $273K
May 10, 2023 Q1 2023
Wealth Alliance

Mellville, NY
BUY
 -
966
+ 10.73%
$47.6K - $47.9K
9.97K $504K
Apr 18, 2023 Q1 2023
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
907
+ 7.41%
$44.7K - $45K
13.1K $665K
May 10, 2023 Q1 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
863
+ 2.09%
$42.5K - $42.8K
42.1K $2.13M
May 11, 2023 Q1 2023
Nikulski Financial, Inc.

BUY
 -
817
+ 2.51%
$40.2K - $40.5K
33.4K $1.69M
May 11, 2023 Q1 2023
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
800
+ 13.68%
$39.4K - $39.7K
6.65K $336K
Apr 06, 2023 Q1 2023
Kwmg, LLC

BUY
 -
780
+ 0.37%
$38.4K - $38.7K
211K $10.7M
May 12, 2023 Q1 2023
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
748
+ 5.62%
$36.8K - $37.1K
14K $711K
May 04, 2023 Q1 2023
Neirg Wealth Management, LLC

BUY
 -
735
+ 4.45%
$36.2K - $36.5K
17.3K $873K
Apr 12, 2023 Q1 2023
Oxinas Partners Wealth Management LLC

BUY
 -
733
+ 3.68%
$36.1K - $36.4K
20.6K $1.04M
Aug 30, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
575
+ 5.73%
$28.3K - $28.5K
10.6K $537K

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