Purchases and Sales Made in Q3 2022 in Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR) during Q3 2022. 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 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.22K- 9.85% |
$306K - $307K
|
56.9K
$2.88M
|
|
|
Nov 03, 2022
Q3 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-6.47K- 30.03% |
$318K - $319K
|
15.1K
$763K
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-6.86K- 43.05% |
$337K - $339K
|
9.08K
$459K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.14K- 4.22% |
$351K - $353K
|
162K
$8.19M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.31K- 7.35% |
$359K - $361K
|
92.1K
$4.66M
|
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-7.55K- 9.49% |
$371K - $373K
|
72K
$3.64M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.96K- 54.52% |
$392K - $393K
|
6.64K
$336K
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-8.08K- 28.88% |
$397K - $399K
|
19.9K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-8.24K- 5.66% |
$405K - $407K
|
137K
$6.94M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-8.28K- 50.06% |
$407K - $409K
|
8.26K
$418K
|
|
|
Nov 07, 2022
Q3 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-8.48K- 37.18% |
$417K - $418K
|
14.3K
$724K
|
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-8.76K- 5.55% |
$431K - $432K
|
149K
$7.53M
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-9K- 7.12% |
$443K - $444K
|
117K
$5.93M
|
|
|
Nov 18, 2022
Q3 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-9.99K- 83.05% |
$491K - $493K
|
2.04K
$103K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-10.1K- 1.87% |
$499K - $501K
|
531K
$26.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-10.4K- 7.0% |
$511K - $513K
|
138K
$6.98M
|
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-10.5K- 6.58% |
$516K - $518K
|
149K
$7.53M
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-11.1K- 61.31% |
$545K - $547K
|
7K
$354K
|
|
|
Nov 07, 2022
Q3 2022
|
Windsor Group LTD
|
SELL
|
- |
-11.4K- 6.97% |
$561K - $563K
|
152K
$7.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-11.6K- 32.81% |
$573K - $575K
|
23.8K
$1.21M
|
|
|
Nov 10, 2022
Q3 2022
|
Staley Capital Advisers Inc
|
SELL
|
- |
-13.4K- 8.38% |
$657K - $659K
|
146K
$7.39M
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-13.5K- 17.0% |
$662K - $665K
|
65.7K
$3.33M
|
|
|
Oct 25, 2022
Q3 2022
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-14.2K- 19.28% |
$697K - $700K
|
59.4K
$3M
|
|
|
Nov 01, 2022
Q3 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-15.1K- 6.62% |
$743K - $746K
|
213K
$10.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-15.6K- 44.3% |
$765K - $768K
|
19.6K
$990K
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-16.4K- 38.13% |
$806K - $809K
|
26.6K
$1.35M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-16.7K- 31.97% |
$819K - $822K
|
35.4K
$1.79M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-17.3K- 12.59% |
$851K - $855K
|
120K
$6.08M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-17.8K- 16.68% |
$873K - $877K
|
88.7K
$4.49M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.7K- 23.92% |
$920K - $923K
|
59.5K
$3.01M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-18.8K- 61.29% |
$923K - $927K
|
11.8K
$599K
|
|
|
Nov 09, 2022
Q3 2022
|
My Wealth Management Inc.
|
SELL
|
- |
-19.5K- 32.15% |
$959K - $962K
|
41.1K
$2.08M
|
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
SELL
|
- |
-19.7K- 23.61% |
$971K - $975K
|
63.9K
$3.23M
|
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-20.9K- 1.73% |
$1.03M - $1.03M
|
1.18M
$59.9M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21.2K- 3.19% |
$1.04M - $1.05M
|
643K
$32.6M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-21.9K- 40.34% |
$1.08M - $1.08M
|
32.4K
$1.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-22.7K- 98.45% |
$1.12M - $1.12M
|
359
$18.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-23K- 14.18% |
$1.13M - $1.13M
|
139K
$7.03M
|
|
|
Oct 12, 2022
Q3 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-23.1K- 52.3% |
$1.14M - $1.14M
|
21.1K
$1.07M
|
|
|
Oct 26, 2022
Q3 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-23.7K- 21.17% |
$1.17M - $1.17M
|
88.5K
$4.47M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-25.7K- 1.54% |
$1.26M - $1.27M
|
1.64M
$83.1M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-26.5K- 9.39% |
$1.31M - $1.31M
|
256K
$13M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-27K- 96.17% |
$1.33M - $1.33M
|
1.08K
$54.4K
|
|
|
Oct 28, 2022
Q3 2022
|
Financial Life Advisors
|
SELL
|
- |
-29.9K- 16.22% |
$1.47M - $1.47M
|
154K
$7.8M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-30K- 49.88% |
$1.48M - $1.48M
|
30.1K
$1.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-30.9K- 58.22% |
$1.52M - $1.52M
|
22.1K
$1.12M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-34.6K- 2.41% |
$1.7M - $1.71M
|
1.4M
$70.7M
|
|
|
Oct 04, 2022
Q3 2022
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-39.5K- 17.03% |
$1.94M - $1.95M
|
192K
$9.72M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-40.8K- 6.16% |
$2.01M - $2.01M
|
621K
$31.4M
|
|
|
Oct 14, 2022
Q3 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-41K- 11.95% |
$2.01M - $2.02M
|
302K
$15.3M
|