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 38.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nikulski Financial, Inc.
|
Oct 28, 2024 Q3 2024 |
4,120
shares
|
$207,524
0.06% of portfolio
|
Q3 2024
Reduced 88.63%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
4,000
shares
|
$201,480
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,000
shares
|
$201,480
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 13, 2024 Q3 2024 |
3,978
shares
|
$200,371
0.03% of portfolio
|
Q3 2024
Reduced 8.93%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
3,966
shares
|
$199,767
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
3,948
shares
|
$198,860
0.0% of portfolio
|
Q1 2024
Added 3.65%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
3,014
shares
|
$151,815
0.02% of portfolio
|
Q3 2024
Reduced 36.27%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
2,936
shares
|
$147,886
0.01% of portfolio
|
Q3 2023
Reduced 0.47%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
2,608
shares
|
$131,364
0.01% of portfolio
|
Q3 2024
Reduced 16.54%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
2,287
shares
|
$115,196
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
2,077
shares
|
$104,618
0.26% of portfolio
|
Q3 2024
Reduced 41.54%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,974
shares
|
$99,430
0.0% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
1,634
shares
|
$82,304
0.01% of portfolio
|
Q1 2024
Added 389.22%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1,618
shares
|
$81,498
0.05% of portfolio
|
Q1 2023
Reduced 7.17%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
1,491
shares
|
$75,101
0.0% of portfolio
|
Q3 2024
Added 12.36%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
1,435
shares
|
$72,280
0.05% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
1,358
shares
|
$68,402
0.0% of portfolio
|
Q3 2024
Reduced 52.9%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
1,274
shares
|
$64,171
0.01% of portfolio
|
Q2 2024
Reduced 28.18%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
1,115
shares
|
$56,162
0.01% of portfolio
|
Q2 2024
Reduced 4.7%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,075
shares
|
$54,147
2.47% of portfolio
|
Q3 2022
Reduced 96.17%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
1,000
shares
|
$50,370
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
971
shares
|
$48,909
0.02% of portfolio
|
Q4 2023
Reduced 3.38%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
966
shares
|
$48,657
0.02% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
945
shares
|
$47,599
0.01% of portfolio
|
Q2 2023
Reduced 2.58%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
934
shares
|
$47,045
0.02% of portfolio
|
Q2 2024
Reduced 41.04%
|