Institutional Ownership Blackrock Short Maturity Munic (MEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Munic (MEAR). We have compiled data on the 156 institutions that hold shares in the stock, with a total of 11.8 Million shares, which have been reported (via 13F filing form) to have a value of $595 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
79,718
shares
|
$4.01 Million
0.05% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 12, 2024 Q3 2024 |
77,600
shares
|
$3.9 Million
0.09% of portfolio
|
Q3 2024
Reduced 10.19%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
77,082
shares
|
$3.87 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.56%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
67,398
shares
|
$3.39 Million
0.26% of portfolio
|
Q3 2024
Added 8.58%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
66,079
shares
|
$3.32 Million
0.6% of portfolio
|
Q3 2023
Added 11.78%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 06, 2024 Q3 2024 |
62,763
shares
|
$3.15 Million
1.56% of portfolio
|
Q3 2024
Added 12.01%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
61,530
shares
|
$3.09 Million
0.1% of portfolio
|
Q3 2024
Added 8.01%
|
|
|
Elmwood Wealth Management, Inc.
|
Oct 11, 2024 Q3 2024 |
59,405
shares
|
$2.98 Million
1.34% of portfolio
|
Q3 2024
Added 37.62%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
58,691
shares
|
$2.95 Million
0.01% of portfolio
|
Q3 2024
Added 66.28%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
58,681
shares
|
$2.95 Million
0.0% of portfolio
|
Q3 2024
Reduced 19.87%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
58,640
shares
|
$2.95 Million
0.32% of portfolio
|
Q3 2024
Added 39.14%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
58,085
shares
|
$2.92 Million
0.43% of portfolio
|
Q2 2024
Added 57.66%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
56,477
shares
|
$2.84 Million
0.0% of portfolio
|
Q3 2024
Added 582.17%
|
|
|
Kwmg, LLC
|
Oct 07, 2024 Q3 2024 |
50,060
shares
|
$2.52 Million
0.26% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
48,626
shares
|
$2.44 Million
0.5% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
45,760
shares
|
$2.3 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
44,152
shares
|
$2.22 Million
0.04% of portfolio
|
Q4 2022
Reduced 6.98%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
43,917
shares
|
$2.21 Million
0.0% of portfolio
|
Q2 2024
Reduced 90.2%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
41,595
shares
|
$2.09 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.2%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
40,703
shares
|
$2.04 Million
0.0% of portfolio
|
Q3 2024
Added 15.87%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
40,150
shares
|
$2.02 Million
0.1% of portfolio
|
Q3 2023
Reduced 20.1%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
39,990
shares
|
$2.01 Million
0.08% of portfolio
|
Q3 2024
Added 56.89%
|
|
|
Highland Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
39,766
shares
|
$2 Million
0.71% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
36,715
shares
|
$1.84 Million
0.11% of portfolio
|
Q3 2024
Added 14.32%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Oct 24, 2024 Q3 2024 |
34,514
shares
|
$1.73 Million
0.53% of portfolio
|
Q3 2024
Added 0.84%
|