Purchases and Sales Made in Q1 2022 in Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR) during Q1 2022. The information is specifically focused on institutions that hold shares of BLACKROCK SHORT MATURITY BOND .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
817K+ 62.47% |
$40.5M - $40.8M
|
2.12M
$108M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
775K+ 12.85% |
$38.4M - $38.7M
|
6.81M
$345M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
770K+ 54.44% |
$38.1M - $38.5M
|
2.19M
$111M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
588K+ 3876.61% |
$29.1M - $29.4M
|
604K
$30.6M
|
|
|
May 09, 2022
Q1 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
572K+ 155.39% |
$28.3M - $28.6M
|
940K
$47.7M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
512K+ 109.59% |
$25.4M - $25.6M
|
979K
$49.7M
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
398K+ 41.66% |
$19.7M - $19.9M
|
1.35M
$68.7M
|
|
|
Apr 21, 2022
Q1 2022
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
351KNew |
$17.4M - $17.5M
|
351K
$17.8M
|
|
|
May 03, 2022
Q1 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
348K+ 38.85% |
$17.2M - $17.4M
|
1.24M
$63M
|
|
|
May 04, 2022
Q1 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
239KNew |
$11.9M - $12M
|
239K
$12.1M
|
|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
231K+ 4758.04% |
$11.4M - $11.6M
|
236K
$12M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
166K+ 16.18% |
$8.22M - $8.29M
|
1.19M
$60.4M
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
144KNew |
$7.14M - $7.2M
|
144K
$7.31M
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
131K+ 162.05% |
$6.51M - $6.57M
|
213K
$10.8M
|
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
BUY
|
- |
114K+ 40.99% |
$5.63M - $5.69M
|
391K
$19.9M
|
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
111KNew |
$5.51M - $5.56M
|
111K
$5.64M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
108K+ 9.95% |
$5.37M - $5.41M
|
1.2M
$60.7M
|
|
|
Apr 28, 2022
Q1 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
101KNew |
$4.98M - $5.02M
|
101K
$5.1M
|
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
BUY
|
- |
87.9KNew |
$4.35M - $4.39M
|
87.9K
$4.46M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
74.7K+ 128.94% |
$3.7M - $3.73M
|
133K
$6.73M
|
|
|
Apr 11, 2022
Q1 2022
|
Orser Capital Management, LLC
|
BUY
|
- |
70.6KNew |
$3.49M - $3.52M
|
70.6K
$3.58M
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
63.6K+ 129.73% |
$3.15M - $3.18M
|
113K
$5.71M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
63.6K+ 129.73% |
$3.15M - $3.18M
|
113K
$5.71M
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
48.1KNew |
$2.38M - $2.4M
|
48.1K
$2.44M
|
|
|
May 13, 2022
Q1 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
47.8K+ 5.43% |
$2.37M - $2.39M
|
927K
$47M
|
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
45.4KNew |
$2.25M - $2.27M
|
45.4K
$2.3M
|
|
|
May 16, 2022
Q1 2022
|
Astor Investment Management LLC
|
BUY
|
- |
42.4KNew |
$2.1M - $2.12M
|
42.4K
$2.15M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
39.6KNew |
$1.96M - $1.98M
|
39.6K
$2.01M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
38.1K+ 165.45% |
$1.89M - $1.9M
|
61.1K
$3.1M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
34.1K+ 59.03% |
$1.69M - $1.7M
|
91.9K
$4.66M
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
33.1K+ 199.54% |
$1.64M - $1.65M
|
49.7K
$2.52M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
32.7K+ 14.82% |
$1.62M - $1.64M
|
254K
$12.9M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
30.1K+ 31.6% |
$1.49M - $1.5M
|
125K
$6.36M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
28.9K+ 5.58% |
$1.43M - $1.45M
|
547K
$27.8M
|
|
|
May 31, 2022
Q1 2022
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
21.6KNew |
$1.07M - $1.08M
|
21.6K
$1.09M
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
21.2K+ 19.95% |
$1.05M - $1.06M
|
127K
$6.46M
|
|
|
Apr 15, 2022
Q1 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
20.4K+ 4.15% |
$1.01M - $1.02M
|
512K
$26M
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
20.1K+ 8.3% |
$997K - $1.01M
|
263K
$13.3M
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
19.1K+ 88.35% |
$943K - $952K
|
40.6K
$2.06M
|
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
BUY
|
- |
16.4K+ 11.62% |
$810K - $818K
|
157K
$7.97M
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
15.9K+ 42.51% |
$787K - $795K
|
53.3K
$2.7M
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
15.5K+ 86172.22% |
$768K - $775K
|
15.5K
$787K
|
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
BUY
|
- |
14.9K+ 45.98% |
$736K - $743K
|
47.2K
$2.39M
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
14.7K+ 5.11% |
$728K - $735K
|
303K
$15.3M
|
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
BUY
|
- |
14.4K+ 48.6% |
$711K - $718K
|
43.9K
$2.23M
|
|
|
May 11, 2022
Q1 2022
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
14K+ 325.74% |
$695K - $701K
|
18.3K
$930K
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
13.9KNew |
$686K - $692K
|
13.9K
$703K
|
|
|
May 09, 2022
Q1 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
13.5K+ 27.35% |
$667K - $673K
|
62.8K
$3.18M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
13.3K+ 30.0% |
$656K - $662K
|
57.4K
$2.91M
|
|
|
May 13, 2022
Q1 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
12.6K+ 44.42% |
$626K - $631K
|
41.1K
$2.08M
|