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 |
---|---|---|---|---|---|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
20,071
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Aletheian Wealth Advisors LLC
|
Jul 26, 2024 Q2 2024 |
19,701
shares
|
$1.01 Million
0.54% of portfolio
|
Q2 2024
Added 3.17%
|
|
Beacon Financial Group
|
Aug 06, 2024 Q2 2024 |
19,026
shares
|
$975,653
0.11% of portfolio
|
Q2 2024
Reduced 8.65%
|
|
American Institute For Advanced Investment Management, LLP
|
Jul 23, 2024 Q2 2024 |
18,740
shares
|
$960,987
0.73% of portfolio
|
Q2 2024
Reduced 3.6%
|
|
Stephens Inc
|
Aug 06, 2024 Q2 2024 |
18,690
shares
|
$958,423
0.01% of portfolio
|
Q2 2024
Added 74.67%
|
|
Investment Advisory Group, LLC
|
Jul 31, 2024 Q2 2024 |
18,123
shares
|
$929,347
0.36% of portfolio
|
Q1 2024
Added 2.26%
|
|
Hrt Financial LP
New York, NY |
Aug 12, 2024 Q2 2024 |
17,803
shares
|
$912,937
0.01% of portfolio
|
Q2 2024
Added 326.01%
|
|
Rosenberg Matthew Hamilton
|
Jul 26, 2024 Q2 2024 |
17,261
shares
|
$885,144
0.26% of portfolio
|
Q2 2024
Reduced 45.07%
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2024 Q2 2024 |
16,620
shares
|
$852,273
0.02% of portfolio
|
Q2 2024
Reduced 1.81%
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
16,577
shares
|
$850,068
0.21% of portfolio
|
Q4 2022
Reduced 5.11%
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Jul 19, 2024 Q2 2024 |
16,220
shares
|
$831,761
0.48% of portfolio
|
Q2 2024
Reduced 0.85%
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 07, 2024 Q2 2024 |
15,341
shares
|
$786,686
0.4% of portfolio
|
Q2 2024
Reduced 10.1%
|
|
Dakota Wealth Management
|
Jul 19, 2024 Q2 2024 |
15,028
shares
|
$770,635
0.02% of portfolio
|
Q2 2024
Reduced 4.67%
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Aug 15, 2024 Q2 2024 |
14,762
shares
|
$756,995
0.25% of portfolio
|
Q2 2024
Added 7.23%
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 26, 2024 Q2 2024 |
14,647
shares
|
$751,098
0.09% of portfolio
|
Q1 2024
Reduced 4.54%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
14,601
shares
|
$748,739
0.0% of portfolio
|
Q2 2024
Reduced 4.34%
|
|
Jgp Wealth Management, LLC
|
Jul 12, 2024 Q2 2024 |
14,498
shares
|
$743,457
0.1% of portfolio
|
Q2 2024
New holding
|
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
Jul 29, 2024 Q2 2024 |
14,482
shares
|
$742,636
0.44% of portfolio
|
Q1 2024
Reduced 26.63%
|
|
Sugarloaf Wealth Management, LLC
|
Jul 08, 2024 Q2 2024 |
14,409
shares
|
$738,893
0.16% of portfolio
|
Q2 2024
Reduced 26.05%
|
|
Centurion Wealth Management LLC
Mclean, VA |
Apr 29, 2024 Q1 2024 |
14,327
shares
|
$734,688
0.28% of portfolio
|
Q1 2024
Reduced 0.2%
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
14,117
shares
|
$723,919
0.06% of portfolio
|
Q2 2024
Reduced 24.6%
|
|
Chicago Partners Investment Group LLC
|
Jul 31, 2024 Q2 2024 |
13,904
shares
|
$712,997
0.03% of portfolio
|
Q2 2024
Reduced 6.53%
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
13,667
shares
|
$700,843
0.0% of portfolio
|
Q2 2024
Added 0.23%
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Aug 08, 2024 Q2 2024 |
13,453
shares
|
$689,869
0.53% of portfolio
|
Q2 2024
Added 1.2%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
13,323
shares
|
$683,203
0.01% of portfolio
|
Q2 2024
New holding
|