Institutional Ownership Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR). We have compiled data on the 348 institutions that hold shares in the stock, with a total of 40.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
3,449,932
shares
|
$174 Million
0.02% of portfolio
|
Q1 2024
Added 1.0%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
2,484,590
shares
|
$125 Million
0.01% of portfolio
|
Q1 2024
Reduced 17.7%
|
|
|
Bramshill Investments, LLC
Naples, FL |
May 15, 2024 Q1 2024 |
2,419,575
shares
|
$122 Million
14.54% of portfolio
|
Q1 2024
Added 9.79%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
1,772,518
shares
|
$89.2 Million
0.02% of portfolio
|
Q1 2024
Added 8.19%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
1,738,169
shares
|
$87.5 Million
0.05% of portfolio
|
Q1 2024
Added 45.1%
|
|
|
Clearwater Capital Advisors, LLC
|
May 09, 2024 Q1 2024 |
1,501,451
shares
|
$75.6 Million
8.49% of portfolio
|
Q1 2024
Added 5.91%
|
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
1,376,321
shares
|
$69.3 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.66%
|
|
|
Tap Consulting, LLC
|
Apr 22, 2024 Q1 2024 |
1,341,422
shares
|
$67.5 Million
15.16% of portfolio
|
Q1 2024
Reduced 17.81%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,325,012
shares
|
$66.7 Million
5.8% of portfolio
|
Q4 2022
Reduced 5.25%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
1,273,365
shares
|
$64.1 Million
0.1% of portfolio
|
Q1 2024
Added 0.59%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
990,262
shares
|
$49.8 Million
0.01% of portfolio
|
Q1 2024
Reduced 9.02%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
851,763
shares
|
$42.9 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.58%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
812,582
shares
|
$40.9 Million
0.14% of portfolio
|
Q1 2024
Reduced 16.3%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 13, 2024 Q1 2024 |
792,700
shares
|
$39.9 Million
0.06% of portfolio
|
Q1 2024
Reduced 37.5%
|
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
725,730
shares
|
$36.5 Million
0.06% of portfolio
|
Q1 2024
Added 24.07%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
722,072
shares
|
$36.3 Million
0.09% of portfolio
|
Q1 2024
Added 68.86%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 22, 2024 Q1 2024 |
702,234
shares
|
$35.3 Million
1.48% of portfolio
|
Q1 2024
Reduced 0.48%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
582,709
shares
|
$29.3 Million
0.05% of portfolio
|
Q1 2024
Added 1.18%
|
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
553,276
shares
|
$27.8 Million
0.14% of portfolio
|
Q1 2024
Added 6.66%
|
|
|
Richard P Slaughter Associates Inc
|
Apr 09, 2024 Q1 2024 |
543,975
shares
|
$27.4 Million
7.51% of portfolio
|
Q1 2024
Added 2.45%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
531,103
shares
|
$26.7 Million
4.73% of portfolio
|
Q3 2022
Reduced 1.87%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
477,676
shares
|
$24 Million
0.01% of portfolio
|
Q1 2024
Reduced 7.06%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
461,209
shares
|
$23.2 Million
0.09% of portfolio
|
Q1 2024
Added 33.61%
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
368,528
shares
|
$18.5 Million
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 11, 2024 Q1 2024 |
342,263
shares
|
$17.2 Million
9.07% of portfolio
|
Q1 2024
Reduced 33.64%
|
|