Purchases and Sales Made in Q3 2023 in Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.42K- 2.62% |
$70.1K - $70.6K
|
52.6K
$2.66M
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-1.62K- 15.79% |
$80.3K - $80.9K
|
8.65K
$437K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.78K- 6.09% |
$88.4K - $89K
|
27.5K
$1.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1.8K- 27.07% |
$89.2K - $89.8K
|
4.85K
$245K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.9K- 26.57% |
$93.9K - $94.6K
|
5.24K
$265K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.91K- 8.87% |
$94.5K - $95.2K
|
19.6K
$992K
|
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-2.02K- 17.82% |
$99.8K - $101K
|
9.29K
$470K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-2.06K- 2.87% |
$102K - $103K
|
69.5K
$3.51M
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-2.12K- 2.09% |
$105K - $106K
|
99.7K
$5.04M
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-2.14K- 1.59% |
$106K - $107K
|
132K
$6.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.19K- 2.26% |
$109K - $109K
|
94.8K
$4.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-2.19K- 2.1% |
$109K - $109K
|
102K
$5.16M
|
|
|
Oct 30, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-2.26K- 3.38% |
$112K - $113K
|
64.5K
$3.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-2.41K- 25.94% |
$119K - $120K
|
6.88K
$348K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.5K- 7.41% |
$124K - $125K
|
31.2K
$1.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.51K- 30.37% |
$124K - $125K
|
5.75K
$291K
|
|
|
Oct 31, 2023
Q3 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-2.51K- 14.51% |
$124K - $125K
|
14.8K
$748K
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-2.75K- 5.99% |
$136K - $137K
|
43.2K
$2.18M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.98K- 5.63% |
$147K - $148K
|
49.9K
$2.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.01K- 14.17% |
$149K - $150K
|
18.2K
$920K
|
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-3.14K- 5.11% |
$155K - $157K
|
58.3K
$2.95M
|
|
|
Oct 16, 2023
Q3 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-4K- 6.52% |
$198K - $200K
|
57.3K
$2.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-4.24K- 33.8% |
$210K - $211K
|
8.3K
$420K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.27K- 29.55% |
$212K - $213K
|
10.2K
$515K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-4.62K- 6.42% |
$229K - $230K
|
67.3K
$3.41M
|
|
|
Nov 01, 2023
Q3 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-5K- 33.39% |
$248K - $249K
|
9.98K
$505K
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.03K- 11.48% |
$249K - $251K
|
38.8K
$1.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.36K- 0.35% |
$266K - $268K
|
1.51M
$76.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-6.13K- 10.6% |
$304K - $306K
|
51.7K
$2.61M
|
|
|
Oct 10, 2023
Q3 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-6.3K- 17.57% |
$312K - $314K
|
29.6K
$1.49M
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-6.95K- 20.97% |
$344K - $347K
|
26.2K
$1.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-7.11K- 4.88% |
$352K - $355K
|
139K
$7.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.44K- 0.6% |
$418K - $421K
|
1.41M
$71.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.41K- 49.74% |
$466K - $470K
|
9.51K
$481K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.42K- 6.83% |
$467K - $470K
|
129K
$6.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-9.84K- 27.63% |
$487K - $491K
|
25.8K
$1.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-10.4K- 5.54% |
$514K - $518K
|
177K
$8.95M
|
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-10.5K- 29.21% |
$521K - $525K
|
25.5K
$1.29M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.6K- 23.82% |
$523K - $526K
|
33.7K
$1.71M
|
|
|
Oct 13, 2023
Q3 2023
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-11K- 10.22% |
$544K - $547K
|
96.4K
$4.88M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-12.2K- 14.68% |
$602K - $606K
|
70.6K
$3.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-13.6K- 21.09% |
$674K - $679K
|
50.9K
$2.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-14.1K- 8.76% |
$700K - $705K
|
147K
$7.44M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-14.7K- 11.33% |
$731K - $736K
|
115K
$5.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-15.8K- 0.76% |
$783K - $788K
|
2.06M
$104M
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-17.5K- 15.05% |
$865K - $871K
|
98.5K
$4.98M
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-18.8K- 40.69% |
$933K - $939K
|
27.4K
$1.39M
|
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-23.3K- 8.63% |
$1.15M - $1.16M
|
247K
$12.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
SELL
|
- |
-24K- 39.38% |
$1.19M - $1.2M
|
37K
$1.87M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-24.7K- 4.84% |
$1.22M - $1.23M
|
486K
$24.6M
|