Purchases and Sales Made in Q3 2021 in Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR) during Q3 2021. 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 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.61MNew |
$281M - $282M
|
5.61M
$284M
|
|
|
Nov 15, 2021
Q3 2021
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
989K+ 409.11% |
$49.6M - $49.6M
|
1.23M
$62.3M
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
601K+ 102.03% |
$30.1M - $30.2M
|
1.19M
$60.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
273K+ 5.22% |
$13.7M - $13.7M
|
5.5M
$278M
|
|
|
Nov 05, 2021
Q3 2021
|
Conning Inc.
|
BUY
|
- |
248KNew |
$12.4M - $12.4M
|
248K
$12.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
238KNew |
$11.9M - $12M
|
238K
$12.1M
|
|
|
Oct 14, 2021
Q3 2021
|
Columbia Trust CO 01012016
|
BUY
|
- |
227K+ 85.79% |
$11.4M - $11.4M
|
492K
$24.9M
|
|
|
Nov 03, 2021
Q3 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
215K+ 107.03% |
$10.8M - $10.8M
|
416K
$21.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
211K+ 570.9% |
$10.6M - $10.6M
|
248K
$12.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
201K+ 67.83% |
$10.1M - $10.1M
|
497K
$25.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
200K+ 170.24% |
$10M - $10.1M
|
318K
$16.1M
|
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
182K+ 350.73% |
$9.12M - $9.12M
|
234K
$11.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
171KNew |
$8.58M - $8.59M
|
171K
$8.66M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
153K+ 2432.11% |
$7.69M - $7.69M
|
160K
$8.08M
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
137K+ 167.94% |
$6.84M - $6.85M
|
218K
$11M
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
87.8K+ 50.92% |
$4.4M - $4.4M
|
260K
$13.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
80.4K+ 6.41% |
$4.03M - $4.03M
|
1.33M
$67.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
75.9K+ 599.45% |
$3.8M - $3.81M
|
88.6K
$4.48M
|
|
|
Nov 04, 2021
Q3 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
73.8K+ 10.42% |
$3.7M - $3.7M
|
782K
$39.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
72.6KNew |
$3.64M - $3.64M
|
72.6K
$3.67M
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
69.7K+ 724.78% |
$3.49M - $3.5M
|
79.3K
$4.01M
|
|
|
Oct 29, 2021
Q3 2021
|
Live Oak Private Wealth LLC
|
BUY
|
- |
69.4K+ 202.67% |
$3.48M - $3.48M
|
104K
$5.24M
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
44.4K+ 26.6% |
$2.23M - $2.23M
|
211K
$10.7M
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
36.2KNew |
$1.82M - $1.82M
|
36.2K
$1.83M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
35.9K+ 205.65% |
$1.8M - $1.8M
|
53.3K
$2.7M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
32.2K+ 55.32% |
$1.61M - $1.61M
|
90.3K
$4.57M
|
|
|
Nov 05, 2021
Q3 2021
|
Crestone Asset Management LLC
|
BUY
|
- |
28.4KNew |
$1.42M - $1.43M
|
28.4K
$1.44M
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
25.9KNew |
$1.3M - $1.3M
|
25.9K
$1.31M
|
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
25K+ 10.59% |
$1.25M - $1.26M
|
261K
$13.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
22KNew |
$1.1M - $1.11M
|
22K
$1.12M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
20.1K+ 28.97% |
$1.01M - $1.01M
|
89.4K
$4.52M
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
17.5K+ 77.26% |
$875K - $876K
|
40.1K
$2.03M
|
|
|
Nov 10, 2021
Q3 2021
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
16.5K+ 12.01% |
$828K - $829K
|
154K
$7.8M
|
|
|
Oct 28, 2021
Q3 2021
|
Montecito Bank & Trust
|
BUY
|
- |
15.3K+ 6.72% |
$765K - $766K
|
243K
$12.3M
|
|
|
Nov 15, 2021
Q3 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
15K+ 268.87% |
$752K - $752K
|
20.6K
$1.04M
|
|
|
Oct 13, 2021
Q3 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
13.7K+ 8.14% |
$686K - $687K
|
182K
$9.2M
|
|
|
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
13.7K+ 1.55% |
$686K - $686K
|
897K
$45.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
13.4K+ 22.2% |
$671K - $672K
|
73.7K
$3.73M
|
|
|
Nov 12, 2021
Q3 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
12.4KNew |
$623K - $624K
|
12.4K
$629K
|
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
BUY
|
- |
11.7K+ 10.19% |
$584K - $585K
|
126K
$6.37M
|
|
|
Nov 10, 2021
Q3 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
11.6K+ 87.49% |
$579K - $579K
|
24.8K
$1.25M
|
|
|
Nov 02, 2021
Q3 2021
|
Spinnaker Trust
|
BUY
|
- |
11.5K+ 7.89% |
$577K - $577K
|
157K
$7.96M
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
11.4KNew |
$571K - $572K
|
11.4K
$577K
|
|
|
Nov 15, 2021
Q3 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
10.3KNew |
$517K - $517K
|
10.3K
$522K
|
|
|
Oct 28, 2021
Q3 2021
|
Wealthgate Family Office, LLC
|
BUY
|
- |
10KNew |
$501K - $502K
|
10K
$506K
|
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
9.76K+ 63.1% |
$489K - $490K
|
25.2K
$1.28M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubp Investment Advisors Sa
|
BUY
|
- |
9.36K+ 3.83% |
$469K - $469K
|
254K
$12.8M
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
8.77K+ 10.83% |
$440K - $440K
|
89.8K
$4.54M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.65K+ 2.08% |
$434K - $434K
|
424K
$21.4M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.61K+ 0.85% |
$431K - $432K
|
1.02M
$51.8M
|