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 |
---|---|---|---|---|---|---|---|
Nov 12, 2020
Q3 2020
|
Private Capital Group, LLC
|
BUY
|
- |
2.79K+ 28.78% |
$140K - $140K
|
12.5K
$632K
|
|
Nov 12, 2020
Q3 2020
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
2.75K+ 6.54% |
$137K - $138K
|
44.8K
$2.27M
|
|
Oct 30, 2020
Q3 2020
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.74K+ 15.89% |
$137K - $137K
|
20K
$1.01M
|
|
Nov 06, 2020
Q3 2020
|
Windsor Group LTD
|
BUY
|
- |
2.72K+ 2.33% |
$136K - $136K
|
119K
$6.03M
|
|
Nov 16, 2020
Q3 2020
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.68K+ 1.16% |
$134K - $135K
|
235K
$11.9M
|
|
Oct 19, 2020
Q3 2020
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
2.42K+ 15.25% |
$121K - $121K
|
18.3K
$925K
|
|
Nov 02, 2020
Q3 2020
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
2.38K+ 9.08% |
$119K - $119K
|
28.6K
$1.45M
|
|
Nov 02, 2020
Q3 2020
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.36K+ 5.14% |
$118K - $118K
|
48.2K
$2.44M
|
|
Oct 07, 2020
Q3 2020
|
Howard Capital Management Inc.
|
BUY
|
- |
2.23K+ 49.63% |
$111K - $112K
|
6.71K
$339K
|
|
Nov 10, 2020
Q3 2020
|
Tranquility Partners, LLC
|
BUY
|
- |
2.18K+ 13.79% |
$109K - $109K
|
18K
$910K
|
|
Oct 15, 2020
Q3 2020
|
Davenport & CO LLC
|
BUY
|
- |
2.07K+ 28.86% |
$103K - $104K
|
9.25K
$468K
|
|
Oct 07, 2020
Q3 2020
|
Kwmg, LLC
|
BUY
|
- |
1.91K+ 1.23% |
$95.5K - $95.9K
|
157K
$7.93M
|
|
Nov 05, 2020
Q3 2020
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.87K+ 41.84% |
$93.4K - $93.8K
|
6.34K
$321K
|
|
Oct 09, 2020
Q3 2020
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.83K+ 18.17% |
$91.3K - $91.6K
|
11.9K
$601K
|
|
Nov 23, 2020
Q3 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.82K+ 193.91% |
$90.7K - $91K
|
2.75K
$139K
|
|
Oct 22, 2020
Q3 2020
|
Icon Wealth Partners, LLC
|
BUY
|
- |
1.81K+ 15.35% |
$90.2K - $90.6K
|
13.6K
$687K
|
|
Oct 29, 2020
Q3 2020
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.7K+ 6.1% |
$84.9K - $85.3K
|
29.6K
$1.5M
|
|
Oct 19, 2020
Q3 2020
|
One Advisory Partners, LLC
|
BUY
|
- |
1.51K+ 3.86% |
$75.4K - $75.6K
|
40.6K
$2.05M
|
|
Oct 27, 2020
Q3 2020
|
Western Wealth Management, LLC
|
BUY
|
- |
1.4K+ 19.71% |
$70.1K - $70.4K
|
8.52K
$431K
|
|
Oct 14, 2020
Q3 2020
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.32K+ 4.2% |
$65.9K - $66.1K
|
32.7K
$1.66M
|
|
Oct 23, 2020
Q3 2020
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.27K+ 2.22% |
$63.4K - $63.6K
|
58.4K
$2.95M
|
|
Nov 13, 2020
Q3 2020
|
Assetmark, Inc
|
BUY
|
- |
1.05K+ 2679.49% |
$52.2K - $52.4K
|
1.08K
$54.8K
|
|
Nov 10, 2020
Q3 2020
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
978+ 63.3% |
$48.9K - $49K
|
2.52K
$128K
|
|
Nov 13, 2020
Q3 2020
|
Belpointe Asset Management LLC
|
BUY
|
- |
970+ 2.11% |
$48.5K - $48.6K
|
47K
$2.38M
|
|
Oct 14, 2020
Q3 2020
|
Raymond James Trust N.A.
|
BUY
|
- |
946+ 16.57% |
$47.3K - $47.4K
|
6.66K
$337K
|
|
Oct 13, 2020
Q3 2020
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
935New |
$46.7K - $46.9K
|
935
$47.3K
|
|
Oct 06, 2020
Q3 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
868+ 322.68% |
$43.4K - $43.5K
|
1.14K
$57.5K
|
|
Nov 12, 2020
Q3 2020
|
Stone X Group Inc.
|
BUY
|
- |
864+ 21.38% |
$43.2K - $43.3K
|
4.91K
$248K
|
|
Oct 19, 2020
Q3 2020
|
Good Life Advisors, LLC
|
BUY
|
- |
850+ 13.01% |
$42.5K - $42.6K
|
7.38K
$374K
|
|
Nov 13, 2020
Q3 2020
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
845+ 11.89% |
$42.2K - $42.4K
|
7.95K
$402K
|
|
Nov 12, 2020
Q3 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
755+ 1.83% |
$37.7K - $37.9K
|
42.1K
$2.13M
|
|
Nov 10, 2020
Q3 2020
|
Nikulski Financial, Inc.
|
BUY
|
- |
712+ 10.07% |
$35.6K - $35.7K
|
7.78K
$394K
|
|
Nov 10, 2020
Q3 2020
|
Makena Capital Management LLC
Menlo Park, CA |
BUY
|
- |
691+ 3.23% |
$34.5K - $34.7K
|
22.1K
$1.12M
|
|
Oct 21, 2020
Q3 2020
|
Sharkey, Howes & Javer
|
BUY
|
- |
580+ 2.15% |
$29K - $29.1K
|
27.6K
$1.4M
|
|
Oct 13, 2020
Q3 2020
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
549+ 9.0% |
$27.4K - $27.5K
|
6.65K
$336K
|
|
Oct 19, 2020
Q3 2020
|
Archford Capital Strategies, LLC
|
BUY
|
- |
544+ 2.97% |
$27.2K - $27.3K
|
18.8K
$953K
|
|
Jul 17, 2024
Q3 2020
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
527+ 310.0% |
$26.3K - $26.4K
|
697
$35.3K
|
|
Nov 06, 2020
Q3 2020
|
M&T Bank Corp
|
BUY
|
- |
482+ 5.99% |
$24.1K - $24.2K
|
8.53K
$432K
|
|
Oct 21, 2020
Q3 2020
|
Veracity Capital LLC
|
BUY
|
- |
456+ 9.27% |
$22.8K - $22.9K
|
5.38K
$272K
|
|
Nov 13, 2020
Q3 2020
|
Aveo Capital Partners, LLC
|
BUY
|
- |
401+ 2.64% |
$20K - $20.1K
|
15.6K
$788K
|
|
Nov 04, 2020
Q3 2020
|
Dakota Wealth Management
|
BUY
|
- |
395+ 0.9% |
$19.7K - $19.8K
|
44.2K
$2.23M
|
|
Oct 27, 2020
Q3 2020
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
368+ 1.51% |
$18.4K - $18.5K
|
24.7K
$1.25M
|
|
Nov 06, 2020
Q3 2020
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
367+ 3.04% |
$18.3K - $18.4K
|
12.5K
$630K
|
|
Nov 12, 2020
Q3 2020
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
359+ 0.52% |
$17.9K - $18K
|
69.7K
$3.53M
|
|
Nov 16, 2020
Q3 2020
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
343+ 2.89% |
$17.1K - $17.2K
|
12.2K
$617K
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
333+ 0.4% |
$16.6K - $16.7K
|
84.4K
$4.27M
|
|
Oct 20, 2020
Q3 2020
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
300+ 0.95% |
$15K - $15K
|
31.8K
$1.61M
|
|
Oct 28, 2020
Q3 2020
|
Atwood & Palmer Inc
|
BUY
|
- |
243New |
$12.1K - $12.2K
|
243
$12.3K
|
|
Nov 12, 2020
Q3 2020
|
First Manhattan CO
New York, NY |
BUY
|
- |
229+ 189.26% |
$11.4K - $11.5K
|
350
$17.7K
|
|
Oct 09, 2020
Q3 2020
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
226+ 0.92% |
$11.3K - $11.3K
|
24.8K
$1.25M
|