Purchases and Sales Made in Q3 2020 in Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR) during Q3 2020. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2020
Q3 2020
|
Envestnet Asset Management Inc
|
BUY
|
- |
857K+ 12.87% |
$42.8M - $43M
|
7.52M
$380M
|
|
|
Nov 04, 2020
Q3 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
255K+ 32.05% |
$12.7M - $12.8M
|
1.05M
$53.1M
|
|
|
Oct 13, 2020
Q3 2020
|
Beacon Financial Group
|
BUY
|
- |
171K+ 175.67% |
$8.56M - $8.59M
|
269K
$13.6M
|
|
|
Nov 10, 2020
Q3 2020
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
145K+ 59.98% |
$7.27M - $7.3M
|
388K
$19.6M
|
|
|
Dec 10, 2020
Q3 2020
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
102K+ 94.18% |
$5.07M - $5.09M
|
209K
$10.6M
|
|
|
Oct 27, 2020
Q3 2020
|
Montecito Bank & Trust
|
BUY
|
- |
85.3K+ 107.35% |
$4.26M - $4.28M
|
165K
$8.34M
|
|
|
Oct 29, 2020
Q3 2020
|
55 I, LLC
Boston, MA |
BUY
|
- |
84.3K+ 90.37% |
$4.21M - $4.23M
|
178K
$8.98M
|
|
|
Nov 13, 2020
Q3 2020
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
79.1K+ 95.5% |
$3.95M - $3.97M
|
162K
$8.19M
|
|
|
Nov 16, 2020
Q3 2020
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
75.9K+ 45.71% |
$3.79M - $3.81M
|
242K
$12.2M
|
|
|
Nov 02, 2020
Q3 2020
|
Trustcore Financial Services, LLC
|
BUY
|
- |
68.5K+ 181.86% |
$3.42M - $3.43M
|
106K
$5.37M
|
|
|
Nov 13, 2020
Q3 2020
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
59.6K+ 34.61% |
$2.98M - $2.99M
|
232K
$11.7M
|
|
|
Oct 29, 2020
Q3 2020
|
Ifp Advisors, Inc
|
BUY
|
- |
53.5K+ 580.93% |
$2.67M - $2.68M
|
62.7K
$3.17M
|
|
|
Oct 16, 2020
Q3 2020
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
50K+ 5.69% |
$2.5M - $2.51M
|
929K
$47M
|
|
|
Nov 12, 2020
Q3 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
49.4KNew |
$2.47M - $2.48M
|
49.4K
$2.5M
|
|
|
Oct 23, 2020
Q3 2020
|
Sol Capital Management CO
|
BUY
|
- |
42.9K+ 428.57% |
$2.14M - $2.15M
|
52.9K
$2.68M
|
|
|
Aug 05, 2021
Q3 2020
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
40.8KNew |
$2.04M - $2.04M
|
40.8K
$2.06M
|
|
|
Nov 12, 2020
Q3 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
40.3K+ 37.81% |
$2.02M - $2.02M
|
147K
$7.44M
|
|
|
Nov 03, 2020
Q3 2020
|
Park Avenue Securities LLC
|
BUY
|
- |
39.1K+ 6.33% |
$1.95M - $1.96M
|
657K
$33.2M
|
|
|
Nov 16, 2020
Q3 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
38K+ 55.01% |
$1.9M - $1.91M
|
107K
$5.42M
|
|
|
Oct 26, 2020
Q3 2020
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
37.2KNew |
$1.86M - $1.87M
|
37.2K
$1.88M
|
|
|
Oct 29, 2020
Q3 2020
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
32.8K+ 63.45% |
$1.64M - $1.64M
|
84.4K
$4.27M
|
|
|
Nov 12, 2020
Q3 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
32.7KNew |
$1.63M - $1.64M
|
32.7K
$1.65M
|
|
|
Nov 02, 2020
Q3 2020
|
Meridian Financial Partners LLC
|
BUY
|
- |
32.5KNew |
$1.62M - $1.63M
|
32.5K
$1.64M
|
|
|
Nov 12, 2020
Q3 2020
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
30.9K+ 56.58% |
$1.55M - $1.55M
|
85.6K
$4.33M
|
|
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
29.6KNew |
$1.48M - $1.49M
|
29.6K
$1.5M
|
|
|
Oct 21, 2020
Q3 2020
|
G&S Capital LLC
|
BUY
|
- |
28.3K+ 79.76% |
$1.41M - $1.42M
|
63.7K
$3.22M
|
|
|
Nov 06, 2020
Q3 2020
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
26.1K+ 6.99% |
$1.3M - $1.31M
|
399K
$20.2M
|
|
|
Nov 13, 2020
Q3 2020
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
26K+ 33.92% |
$1.3M - $1.3M
|
103K
$5.19M
|
|
|
Oct 29, 2020
Q3 2020
|
Smart Money Group LLC
|
BUY
|
- |
25.2K+ 60.96% |
$1.26M - $1.26M
|
66.4K
$3.36M
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
21.3K+ 109.98% |
$1.06M - $1.07M
|
40.7K
$2.06M
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
20.4K+ 10.01% |
$1.02M - $1.02M
|
224K
$11.3M
|
|
|
Nov 13, 2020
Q3 2020
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
20.3KNew |
$1.01M - $1.02M
|
20.3K
$1.03M
|
|
|
Nov 04, 2020
Q3 2020
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.1K+ 7.54% |
$1M - $1.01M
|
287K
$14.5M
|
|
|
May 26, 2023
Q3 2020
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
20K+ 19.01% |
$999K - $1M
|
125K
$6.33M
|
|
|
Nov 12, 2020
Q3 2020
|
Ahrens Investment Partners LLC
|
BUY
|
- |
18.3KNew |
$914K - $918K
|
18.3K
$926K
|
|
|
Nov 05, 2020
Q3 2020
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
17.9K+ 23.37% |
$896K - $899K
|
94.7K
$4.79M
|
|
|
Oct 16, 2020
Q3 2020
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
17.7K+ 28.6% |
$887K - $890K
|
79.8K
$4.04M
|
|
|
Nov 16, 2020
Q3 2020
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
17.3K+ 333.56% |
$864K - $867K
|
22.5K
$1.14M
|
|
|
Oct 26, 2020
Q3 2020
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
17.1K+ 192.51% |
$855K - $859K
|
26K
$1.32M
|
|
|
Nov 06, 2020
Q3 2020
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
16.4KNew |
$822K - $824K
|
16.4K
$832K
|
|
|
Oct 19, 2020
Q3 2020
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
16.3KNew |
$816K - $818K
|
16.3K
$826K
|
|
|
Nov 03, 2020
Q3 2020
|
Klingman & Associates, LLC
|
BUY
|
- |
15.8K+ 5.09% |
$789K - $792K
|
326K
$16.5M
|
|
|
Nov 16, 2020
Q3 2020
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
15.2K+ 344.68% |
$760K - $762K
|
19.6K
$992K
|
|
|
Nov 13, 2020
Q3 2020
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
14.2K+ 156.83% |
$711K - $713K
|
23.3K
$1.18M
|
|
|
Nov 12, 2020
Q3 2020
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
14.2KNew |
$708K - $710K
|
14.2K
$717K
|
|
|
Nov 13, 2020
Q3 2020
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
14.2K+ 74.34% |
$707K - $710K
|
33.2K
$1.68M
|
|
|
Nov 03, 2020
Q3 2020
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13.2K+ 22.75% |
$660K - $662K
|
71.2K
$3.6M
|
|
|
Mar 11, 2024
Q3 2020
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
12.6K+ 22.71% |
$630K - $632K
|
68.1K
$3.44M
|
|
|
Nov 06, 2020
Q3 2020
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
12KNew |
$600K - $602K
|
12K
$607K
|
|
|
Nov 12, 2020
Q3 2020
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
11.6K+ 224.43% |
$578K - $581K
|
16.7K
$847K
|