Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Blackrock Short Maturity Bond Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

$3.55 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 13, 2019	SELL	N/A	-6,650 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	N/A	6,650 New	6,650 $334,000

Others Institutions Holding NEAR

# of Institutions

347

Shares Held

38.7M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

3.38M
Shares

$171 Million
0.01% of portfolio
Bramshill Investments, LLC Naples, FL

2.97M
Shares

$150 Million
16.79% of portfolio
Clearwater Capital Advisors, LLC

2.41M
Shares

$122 Million
12.68% of portfolio
Morgan Stanley New York, NY

2.34M
Shares

$119 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

2.05M
Shares

$104 Million
0.05% of portfolio

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