Purchases and Sales Made in Q4 2023 in Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
830K+ 37.95% |
$41.3M - $42M
|
3.02M
$153M
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
BUY
|
- |
562K+ 52.59% |
$28M - $28.4M
|
1.63M
$82.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
413K+ 389.14% |
$20.5M - $20.8M
|
519K
$26.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
272K+ 27.25% |
$13.5M - $13.7M
|
1.27M
$64.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
237K+ 721.57% |
$11.8M - $12M
|
270K
$13.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
232K+ 16.46% |
$11.5M - $11.7M
|
1.64M
$83.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
211KNew |
$10.5M - $10.6M
|
211K
$10.7M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
164K+ 3054.82% |
$8.15M - $8.29M
|
169K
$8.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
161K+ 43.02% |
$8M - $8.14M
|
535K
$27.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
153KNew |
$7.62M - $7.75M
|
153K
$7.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
142K+ 19.85% |
$7.05M - $7.17M
|
857K
$43.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
141K+ 6.86% |
$7.03M - $7.15M
|
2.2M
$112M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
131K+ 10.19% |
$6.51M - $6.62M
|
1.42M
$71.9M
|
|
|
Feb 22, 2024
Q4 2023
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
93.9KNew |
$4.66M - $4.74M
|
93.9K
$4.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
90K+ 79669.03% |
$4.47M - $4.55M
|
90.1K
$4.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
90K+ 18.52% |
$4.47M - $4.55M
|
576K
$29.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
87.6KNew |
$4.35M - $4.42M
|
87.6K
$4.44M
|
|
|
Jan 17, 2024
Q4 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
73K+ 16.48% |
$3.63M - $3.69M
|
516K
$26.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
55.6KNew |
$2.76M - $2.81M
|
55.6K
$2.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
45.3K+ 9.66% |
$2.25M - $2.29M
|
514K
$26.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
44.1K+ 30.01% |
$2.19M - $2.23M
|
191K
$9.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
43.1K+ 51.16% |
$2.14M - $2.18M
|
127K
$6.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
39K+ 120.4% |
$1.94M - $1.97M
|
71.4K
$3.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
38.5K+ 37.77% |
$1.91M - $1.95M
|
141K
$7.13M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
37.9K+ 6.93% |
$1.88M - $1.92M
|
585K
$29.7M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
36.2K+ 68.87% |
$1.8M - $1.83M
|
88.9K
$4.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
36K+ 31.04% |
$1.79M - $1.82M
|
152K
$7.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
35.8K+ 2.91% |
$1.78M - $1.81M
|
1.27M
$64.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
34.6KNew |
$1.72M - $1.75M
|
34.6K
$1.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
33K+ 24.0% |
$1.64M - $1.67M
|
170K
$8.65M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
30.4KNew |
$1.51M - $1.53M
|
30.4K
$1.54M
|
|
|
Jan 23, 2024
Q4 2023
|
Planning Alternatives LTD
|
BUY
|
- |
27.6K+ 24.34% |
$1.37M - $1.39M
|
141K
$7.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
26.6K+ 8.35% |
$1.32M - $1.34M
|
345K
$17.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
18.3K+ 86.11% |
$909K - $924K
|
39.5K
$2M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
17.7KNew |
$881K - $895K
|
17.7K
$899K
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
16.3K+ 17.19% |
$810K - $823K
|
111K
$5.64M
|
|
|
Feb 02, 2024
Q4 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
15.9KNew |
$790K - $803K
|
15.9K
$806K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
15.8K+ 50.67% |
$785K - $798K
|
47K
$2.38M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
14.1KNew |
$699K - $711K
|
14.1K
$713K
|
|
|
Feb 13, 2024
Q4 2023
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
12.8KNew |
$635K - $645K
|
12.8K
$648K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
12.6K+ 93.0% |
$628K - $638K
|
26.2K
$1.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
11.7K+ 15.48% |
$583K - $593K
|
87.6K
$4.44M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
11.4KNew |
$567K - $577K
|
11.4K
$579K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
11.3K+ 122.02% |
$560K - $570K
|
20.5K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
10.7KNew |
$532K - $541K
|
10.7K
$543K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10.3K+ 36.88% |
$514K - $522K
|
38.4K
$1.95M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.1KNew |
$501K - $509K
|
10.1K
$511K
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
BUY
|
- |
10K+ 9.89% |
$498K - $506K
|
111K
$5.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
9.83K+ 29.11% |
$488K - $496K
|
43.6K
$2.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
9.46K+ 18.75% |
$470K - $478K
|
59.9K
$3.04M
|