Family Management Corp Blackrock Short Maturity Bond Transaction History

Family Management Corp

$523 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 14, 2019	SELL	N/A	-7,119 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	7,119 New	7,119 $355,000

Others Institutions Holding NEAR

# of Institutions

348

Shares Held

40.6M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

3.45M
Shares

$173 Million
0.02% of portfolio
Morgan Stanley New York, NY

2.48M
Shares

$125 Million
0.01% of portfolio
Bramshill Investments, LLC Naples, FL

2.42M
Shares

$121 Million
14.54% of portfolio
Wells Fargo & Company San Francisco, CA

1.77M
Shares

$88.9 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.74M
Shares

$87.1 Million
0.05% of portfolio

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