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 |
|---|---|---|---|---|---|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
9,785
shares
|
$492,870
0.1% of portfolio
|
Q3 2024
Reduced 32.09%
|
|
|
Kfa Private Wealth Group, LLC
|
Oct 18, 2024 Q3 2024 |
9,608
shares
|
$483,954
0.24% of portfolio
|
Q3 2024
Reduced 12.26%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
9,510
shares
|
$479,018
0.0% of portfolio
|
Q2 2024
Added 4.39%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
9,443
shares
|
$475,643
0.0% of portfolio
|
Q3 2024
Reduced 58.94%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
9,235
shares
|
$465,166
0.09% of portfolio
|
Q3 2024
Reduced 12.36%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
9,201
shares
|
$463,454
0.28% of portfolio
|
Q3 2024
Added 24.15%
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
8,975
shares
|
$452,070
0.19% of portfolio
|
Q2 2023
Added 28.99%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
8,824
shares
|
$444,464
0.01% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
8,814
shares
|
$443,961
0.01% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
8,795
shares
|
$443,004
0.05% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Gs Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
8,675
shares
|
$436,959
0.2% of portfolio
|
Q2 2024
Reduced 13.03%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 08, 2024 Q3 2024 |
8,663
shares
|
$436,355
0.44% of portfolio
|
Q3 2024
Added 26.86%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Oct 29, 2024 Q3 2024 |
8,459
shares
|
$426,079
0.2% of portfolio
|
Q3 2024
Added 30.64%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
8,378
shares
|
$421,999
0.08% of portfolio
|
Q3 2023
Added 1.13%
|
|
|
Somerset Group LLC
Wayzata, MN |
Nov 12, 2024 Q3 2024 |
8,152
shares
|
$410,616
0.39% of portfolio
|
Q1 2023
Reduced 5.78%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2024 Q3 2024 |
8,031
shares
|
$404,521
0.14% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Providence First Trust CO
|
Nov 12, 2024 Q3 2024 |
8,013
shares
|
$403,614
0.18% of portfolio
|
Q3 2024
Reduced 13.48%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
7,938
shares
|
$399,837
0.02% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Oct 31, 2024 Q3 2024 |
7,889
shares
|
$397,368
0.2% of portfolio
|
Q3 2024
Added 57.59%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Oct 04, 2024 Q3 2024 |
7,855
shares
|
$395,656
0.37% of portfolio
|
Q1 2024
Reduced 0.63%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
7,514
shares
|
$378,480
0.02% of portfolio
|
Q3 2024
Added 45.42%
|
|
|
Windsor Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
7,487
shares
|
$377,120
0.11% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
7,309
shares
|
$368,154
0.05% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
7,208
shares
|
$363,066
0.03% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Oct 25, 2024 Q3 2024 |
7,157
shares
|
$360,498
0.11% of portfolio
|
Q3 2024
Reduced 28.62%
|