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 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.4K- 16.76% |
$118K - $119K
|
11.9K
$603K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.41K- 19.2% |
$119K - $120K
|
10.1K
$513K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.57K- 79.38% |
$127K - $128K
|
668
$33.8K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.7K- 4.82% |
$133K - $134K
|
53.3K
$2.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.8K- 28.51% |
$138K - $139K
|
7.01K
$355K
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-3.01K- 20.8% |
$148K - $149K
|
11.5K
$580K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.31K- 94.98% |
$163K - $164K
|
175
$8.85K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-3.53K- 2.57% |
$174K - $175K
|
133K
$6.75M
|
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
SELL
|
- |
-3.7K- 12.73% |
$182K - $183K
|
25.3K
$1.28M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.27K- 37.38% |
$210K - $212K
|
7.16K
$362K
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-4.3K- 9.32% |
$212K - $213K
|
41.8K
$2.12M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.4K- 44.03% |
$217K - $218K
|
5.6K
$283K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-4.76K- 35.83% |
$235K - $236K
|
8.53K
$431K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.77K- 7.9% |
$235K - $237K
|
55.7K
$2.82M
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-4.87K- 3.16% |
$240K - $242K
|
149K
$7.54M
|
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-5K- 3.01% |
$246K - $248K
|
161K
$8.15M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-5.01K- 7.06% |
$247K - $248K
|
65.9K
$3.33M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-5.24K- 22.99% |
$258K - $260K
|
17.6K
$888K
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-5.37K- 3.69% |
$264K - $266K
|
140K
$7.09M
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-6.37K- 25.97% |
$314K - $316K
|
18.1K
$918K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-6.64K- 0.17% |
$327K - $330K
|
3.96M
$200M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.31K- 9.24% |
$360K - $362K
|
71.7K
$3.63M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-7.86K- 43.09% |
$387K - $390K
|
10.4K
$525K
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-8.05K- 5.98% |
$397K - $399K
|
127K
$6.41M
|
|
|
May 04, 2023
Q1 2023
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-8.78K- 21.9% |
$433K - $436K
|
31.3K
$1.58M
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-9.19K- 53.19% |
$453K - $456K
|
8.09K
$409K
|
|
|
May 18, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-9.46K- 11.26% |
$466K - $469K
|
74.5K
$3.77M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-9.58K- 7.01% |
$472K - $475K
|
127K
$6.43M
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-9.86K- 7.69% |
$486K - $489K
|
118K
$5.99M
|
|
|
May 09, 2023
Q1 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-10.1K- 22.18% |
$499K - $503K
|
35.6K
$1.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-11K- 7.37% |
$542K - $546K
|
138K
$6.99M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-11.3K- 32.89% |
$554K - $558K
|
23K
$1.16M
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-11.3K- 32.89% |
$554K - $558K
|
23K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-11.9K- 24.29% |
$586K - $590K
|
37.1K
$1.88M
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-12K- 7.47% |
$590K - $595K
|
148K
$7.51M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-12K- 12.61% |
$592K - $596K
|
83.3K
$4.21M
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-12.6K- 24.9% |
$620K - $624K
|
37.9K
$1.92M
|
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
SELL
|
- |
-13.5K- 31.6% |
$666K - $671K
|
29.3K
$1.48M
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-14K- 2.59% |
$688K - $693K
|
526K
$26.6M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-14K- 33.13% |
$690K - $695K
|
28.3K
$1.43M
|
|
|
Apr 17, 2023
Q1 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
SELL
|
- |
-14.1K- 17.02% |
$695K - $700K
|
68.8K
$3.48M
|
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-15.2K- 38.45% |
$749K - $754K
|
24.3K
$1.23M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-16.1K- 23.18% |
$792K - $798K
|
53.3K
$2.7M
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-16.1K- 11.83% |
$793K - $799K
|
120K
$6.07M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.7K- 2.61% |
$825K - $831K
|
624K
$31.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-20.2K- 80.5% |
$996K - $1M
|
4.9K
$248K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-21.1K- 26.44% |
$1.04M - $1.05M
|
58.8K
$2.97M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-22.8K- 19.26% |
$1.12M - $1.13M
|
95.6K
$4.84M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-23.1K- 28.19% |
$1.14M - $1.15M
|
58.8K
$2.97M
|
|
|
May 11, 2023
Q1 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-23.4K- 64.65% |
$1.15M - $1.16M
|
12.8K
$647K
|