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 |
|---|---|---|---|---|---|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
123,299
shares
|
$6.21 Million
1.49% of portfolio
|
Q3 2024
Reduced 6.75%
|
|
|
Staley Capital Advisers Inc
|
Nov 08, 2024 Q3 2024 |
122,550
shares
|
$6.17 Million
0.29% of portfolio
|
Q2 2024
Added 5.06%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
120,842
shares
|
$6.09 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
117,985
shares
|
$5.94 Million
0.39% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
117,193
shares
|
$5.9 Million
1.03% of portfolio
|
Q3 2024
Reduced 8.84%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
115,871
shares
|
$5.84 Million
0.01% of portfolio
|
Q3 2024
Reduced 83.6%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
113,667
shares
|
$5.73 Million
0.29% of portfolio
|
Q3 2024
Reduced 9.23%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
110,496
shares
|
$5.57 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
109,830
shares
|
$5.53 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
108,161
shares
|
$5.45 Million
0.53% of portfolio
|
Q3 2024
Added 10.78%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
107,762
shares
|
$5.43 Million
0.09% of portfolio
|
Q3 2024
Reduced 10.68%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
103,552
shares
|
$5.22 Million
0.96% of portfolio
|
Q3 2024
Reduced 35.82%
|
|
|
Canal Insurance CO
|
Oct 30, 2024 Q3 2024 |
100,000
shares
|
$5.04 Million
1.19% of portfolio
|
Q1 2020
New holding
|
|
|
Integrated Investment Consultants, LLC
|
Nov 12, 2024 Q3 2024 |
99,842
shares
|
$5.03 Million
0.11% of portfolio
|
Q3 2024
Added 1169.77%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
96,729
shares
|
$4.87 Million
0.02% of portfolio
|
Q3 2024
Reduced 24.15%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
94,364
shares
|
$4.75 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
89,003
shares
|
$4.48 Million
0.07% of portfolio
|
Q3 2024
Reduced 15.86%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
88,036
shares
|
$4.43 Million
0.93% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
87,170
shares
|
$4.39 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
85,352
shares
|
$4.3 Million
0.01% of portfolio
|
Q3 2024
Added 23.02%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
80,272
shares
|
$4.04 Million
1.59% of portfolio
|
Q3 2024
Reduced 16.64%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
79,648
shares
|
$4.01 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
77,181
shares
|
$3.89 Million
0.11% of portfolio
|
Q3 2024
Added 10.74%
|
|
|
Sage Capital Advisors,Llc
|
Oct 08, 2024 Q3 2024 |
72,890
shares
|
$3.67 Million
1.0% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
72,573
shares
|
$3.66 Million
0.62% of portfolio
|
Q3 2024
Added 8.53%
|