Purchases and Sales Made in Q2 2022 in Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-40.6K- 6.98% |
$2M - $2.01M
|
541K
$27.4M
|
|
Jul 14, 2022
Q2 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-44.9KClosed |
$2.21M - $2.23M
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-46.1K- 56.29% |
$2.27M - $2.28M
|
35.8K
$1.81M
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-48.4K- 63.38% |
$2.38M - $2.4M
|
28K
$1.42M
|
|
Aug 01, 2022
Q2 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-48.8K- 43.1% |
$2.4M - $2.42M
|
64.4K
$3.27M
|
|
Jul 25, 2022
Q2 2022
|
Spinnaker Trust
|
SELL
|
- |
-50K- 31.57% |
$2.46M - $2.48M
|
108K
$5.5M
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-52.8K- 13.5% |
$2.6M - $2.62M
|
339K
$17.2M
|
|
Aug 16, 2022
Q2 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-53.1K- 37.91% |
$2.61M - $2.63M
|
86.9K
$4.41M
|
|
Aug 10, 2022
Q2 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-53.2KClosed |
$2.62M - $2.64M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-67K- 3.15% |
$3.3M - $3.32M
|
2.06M
$104M
|
|
Jul 11, 2022
Q2 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-70.6KClosed |
$3.47M - $3.5M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-71.6K- 7.72% |
$3.52M - $3.55M
|
856K
$43.4M
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-97.1K- 88.46% |
$4.78M - $4.82M
|
12.7K
$642K
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-111K- 5.1% |
$5.48M - $5.52M
|
2.07M
$105M
|
|
Aug 12, 2022
Q2 2022
|
Texas Treasury Safekeeping Trust CO
Austin, TX |
SELL
|
- |
-114KClosed |
$5.62M - $5.66M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-121K- 90.38% |
$5.96M - $6M
|
12.9K
$653K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-124K- 53.88% |
$6.12M - $6.16M
|
106K
$5.4M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-138K- 14.14% |
$6.82M - $6.86M
|
841K
$42.6M
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-157K- 9.15% |
$7.7M - $7.76M
|
1.55M
$78.8M
|
|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-163K- 50.86% |
$8.03M - $8.09M
|
158K
$7.99M
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-182K- 44.57% |
$8.94M - $9.01M
|
226K
$11.5M
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-231K- 97.98% |
$11.4M - $11.5M
|
4.76K
$241K
|
|
Aug 11, 2022
Q2 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-243K- 47.27% |
$12M - $12.1M
|
271K
$13.8M
|
|
Aug 15, 2022
Q2 2022
|
Enstar Group LTD
Hamilton, D0 |
SELL
|
- |
-916KClosed |
$45.1M - $45.4M
|
0
$0
|