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 345 institutions that hold shares in the stock, with a total of 40.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.06 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
83,065
shares
|
$4.26 Million
0.27% of portfolio
|
Q2 2024
Added 0.06%
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
78,868
shares
|
$4.04 Million
0.0% of portfolio
|
Q2 2024
Added 9.14%
|
|
Sage Capital Advisors,Llc
|
Jul 09, 2024 Q2 2024 |
72,908
shares
|
$3.74 Million
1.07% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jul 25, 2024 Q2 2024 |
71,020
shares
|
$3.64 Million
0.37% of portfolio
|
Q2 2024
Added 9.93%
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
69,935
shares
|
$3.59 Million
1.35% of portfolio
|
Q2 2022
Added 12.62%
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
69,697
shares
|
$3.57 Million
0.11% of portfolio
|
Q2 2024
Added 87.49%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
69,381
shares
|
$3.56 Million
0.01% of portfolio
|
Q2 2024
Added 23.19%
|
|
Smithfield Trust CO
Pittsburgh, PA |
Jul 31, 2024 Q2 2024 |
68,838
shares
|
$3.53 Million
0.18% of portfolio
|
Q1 2024
Reduced 14.84%
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
67,352
shares
|
$3.45 Million
1.54% of portfolio
|
Q4 2023
Reduced 44.31%
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
66,868
shares
|
$3.43 Million
0.58% of portfolio
|
Q2 2024
Reduced 31.56%
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 15, 2024 Q2 2024 |
66,714
shares
|
$3.42 Million
1.08% of portfolio
|
Q2 2024
Added 2.59%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
65,183
shares
|
$3.34 Million
0.04% of portfolio
|
Q2 2024
Reduced 69.22%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
63,714
shares
|
$3.27 Million
0.13% of portfolio
|
Q3 2022
Added 6.89%
|
|
Clayton Financial Group LLC
St. Louis, MO |
Aug 01, 2024 Q2 2024 |
62,322
shares
|
$3.2 Million
1.36% of portfolio
|
Q2 2024
Added 10.93%
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
59,490
shares
|
$3.05 Million
0.06% of portfolio
|
Q2 2024
Reduced 5.79%
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Aug 08, 2024 Q2 2024 |
59,448
shares
|
$3.05 Million
1.95% of portfolio
|
Q2 2024
Added 1.54%
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 15, 2024 Q2 2024 |
58,616
shares
|
$3.01 Million
0.74% of portfolio
|
Q2 2024
Reduced 2.11%
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jul 10, 2024 Q2 2024 |
54,109
shares
|
$2.77 Million
1.43% of portfolio
|
Q2 2024
Reduced 6.5%
|
|
Kkm Financial LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
53,317
shares
|
$2.73 Million
1.28% of portfolio
|
Q2 2024
Added 2.19%
|
|
Values First Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
53,197
shares
|
$2.73 Million
1.62% of portfolio
|
Q2 2024
Added 3.06%
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
52,912
shares
|
$2.71 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.98%
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
52,864
shares
|
$2.71 Million
0.12% of portfolio
|
Q2 2024
Added 4.29%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
52,801
shares
|
$2.71 Million
0.01% of portfolio
|
Q2 2024
Added 2.74%
|
|
Financial Advocates Investment Management
Olympia, WA |
Jul 26, 2024 Q2 2024 |
52,352
shares
|
$2.68 Million
0.17% of portfolio
|
Q2 2024
Added 14.26%
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 31, 2024 Q2 2024 |
52,020
shares
|
$2.67 Million
0.52% of portfolio
|
Q2 2024
Added 10.27%
|