Purchases and Sales Made in Q4 2023 in Blackrock Short Maturity Munic (MEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Munic (MEAR) during Q4 2023. The information is specifically focused on institutions that hold shares of BLACKROCK SHORT MATURITY MUNIC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
2.32K+ 44.75% |
$115K - $116K
|
7.51K
$375K
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.53K+ 13.97% |
$76.1K - $76.7K
|
12.5K
$625K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.5KNew |
$74.5K - $75K
|
1.5K
$74.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.43K+ 24.36% |
$71K - $71.6K
|
7.3K
$365K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.15K+ 3.39% |
$57.3K - $57.8K
|
35.2K
$1.76M
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
1K+ 24.89% |
$49.7K - $50.1K
|
5.02K
$251K
|
|
|
Jan 31, 2024
Q4 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
868+ 1.61% |
$43.1K - $43.5K
|
54.9K
$2.74M
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
726+ 3.0% |
$36.1K - $36.3K
|
24.9K
$1.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
678+ 5.7% |
$33.7K - $33.9K
|
12.6K
$628K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
515+ 4.93% |
$25.6K - $25.8K
|
11K
$548K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
325New |
$16.1K - $16.3K
|
325
$16.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
218+ 5.13% |
$10.8K - $10.9K
|
4.47K
$223K
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
200+ 30.96% |
$9.93K - $10K
|
846
$42.3K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
92New |
$4.57K - $4.61K
|
92
$4.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
86+ 1.1% |
$4.27K - $4.31K
|
7.93K
$396K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
43+ 0.57% |
$2.14K - $2.15K
|
7.56K
$378K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
10+ 0.05% |
$497 - $501
|
18.9K
$945K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 0.14% |
$149 - $150
|
2.19K
$109K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2+ 0.04% |
$99.3 - $100
|
4.67K
$234K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1+ 0.68% |
$49.7 - $50.1
|
148
$7.39K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$49.7 - $50.1
|
1
$50
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-4- 1.74% |
$199 - $200
|
226
$11.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-89- 0.98% |
$4.42K - $4.46K
|
8.98K
$449K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-94- 0.38% |
$4.67K - $4.71K
|
24.4K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-258- 2.69% |
$12.8K - $12.9K
|
9.35K
$467K
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-300- 5.24% |
$14.9K - $15K
|
5.42K
$271K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-322- 2.38% |
$16K - $16.1K
|
13.2K
$660K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-335- 0.69% |
$16.6K - $16.8K
|
47.9K
$2.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-423- 2.08% |
$21K - $21.2K
|
20K
$997K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-489- 1.65% |
$24.3K - $24.5K
|
29.1K
$1.46M
|
|
|
Feb 08, 2024
Q4 2023
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-624- 1.9% |
$31K - $31.2K
|
32.1K
$1.61M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-710- 78.11% |
$35.3K - $35.5K
|
199
$9.94K
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-714- 14.66% |
$35.5K - $35.7K
|
4.16K
$208K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-813- 2.97% |
$40.4K - $40.7K
|
26.5K
$1.32M
|
|
|
Jan 30, 2024
Q4 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-1.15K- 1.86% |
$57.1K - $57.6K
|
60.7K
$3.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.2K- 19.35% |
$59.6K - $60.1K
|
5K
$250K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
SELL
|
- |
-1.48K- 15.94% |
$73.5K - $74.1K
|
7.81K
$390K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-2K- 16.73% |
$99.3K - $100K
|
9.95K
$497K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.28K- 14.65% |
$113K - $114K
|
13.3K
$663K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.3K- 15.47% |
$114K - $115K
|
12.5K
$627K
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-2.56K- 17.7% |
$127K - $128K
|
11.9K
$594K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.04K- 22.46% |
$151K - $152K
|
10.5K
$525K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.2K- 35.8% |
$159K - $160K
|
5.73K
$286K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-4.54K- 4.53% |
$226K - $227K
|
95.7K
$4.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.79K- 44.15% |
$287K - $290K
|
7.32K
$366K
|
|
|
Feb 14, 2024
Q4 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-7.4K- 13.69% |
$368K - $370K
|
46.6K
$2.33M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8.75K- 23.56% |
$435K - $438K
|
28.4K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.46K- 45.03% |
$470K - $473K
|
11.5K
$577K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-10K- 39.68% |
$497K - $501K
|
15.2K
$761K
|