Purchases and Sales Made in Q3 2023 in Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
350K+ 54.14% |
$17.3M - $17.5M
|
997K
$50.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
269K+ 211.16% |
$13.3M - $13.4M
|
397K
$20.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
198K+ 251.27% |
$9.8M - $9.86M
|
276K
$14M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
171K+ 202.36% |
$8.49M - $8.55M
|
256K
$13M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
162K+ 2840.0% |
$8.01M - $8.07M
|
167K
$8.49M
|
|
|
Oct 10, 2023
Q3 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
145K+ 22.4% |
$7.2M - $7.25M
|
794K
$40.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
96.7K+ 5.29% |
$4.79M - $4.82M
|
1.93M
$97.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
87.9K+ 285.82% |
$4.36M - $4.39M
|
119K
$6.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
82.5K+ 291.99% |
$4.09M - $4.12M
|
111K
$5.62M
|
|
|
Nov 02, 2023
Q3 2023
|
Astor Investment Management LLC
|
BUY
|
- |
82.1K+ 285.56% |
$4.07M - $4.1M
|
111K
$5.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
72K+ 12.72% |
$3.57M - $3.59M
|
638K
$32.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
70.5K+ 14.79% |
$3.49M - $3.52M
|
547K
$27.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
63.7K+ 122.03% |
$3.16M - $3.18M
|
116K
$5.88M
|
|
|
Oct 31, 2023
Q3 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
59.3K+ 15.46% |
$2.94M - $2.96M
|
443K
$22.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
58.3K+ 121.96% |
$2.89M - $2.91M
|
106K
$5.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
54.1KNew |
$2.68M - $2.7M
|
54.1K
$2.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
53.9K+ 101.2% |
$2.67M - $2.69M
|
107K
$5.44M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
45.9K+ 56.42% |
$2.28M - $2.29M
|
127K
$6.46M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
41.9KNew |
$2.08M - $2.09M
|
41.9K
$2.13M
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
36.2KNew |
$1.79M - $1.81M
|
36.2K
$1.84M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
35.8KNew |
$1.77M - $1.78M
|
35.8K
$1.81M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
33.2K+ 228.04% |
$1.65M - $1.66M
|
47.8K
$2.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
32.4K+ 13.27% |
$1.6M - $1.62M
|
276K
$14M
|
|
|
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
BUY
|
- |
30.5KNew |
$1.51M - $1.52M
|
30.5K
$1.55M
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
BUY
|
- |
29K+ 61.82% |
$1.44M - $1.45M
|
75.8K
$3.84M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
27.1K+ 65.79% |
$1.34M - $1.35M
|
68.2K
$3.46M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
22.9K+ 16.46% |
$1.14M - $1.14M
|
162K
$8.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
22.6K+ 28.41% |
$1.12M - $1.13M
|
102K
$5.17M
|
|
|
Oct 13, 2023
Q3 2023
|
First Citizens Financial Corp
|
BUY
|
- |
20.2KNew |
$1M - $1.01M
|
20.2K
$1.02M
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
19.7KNew |
$979K - $985K
|
19.7K
$1M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.5K+ 13.34% |
$866K - $871K
|
148K
$7.52M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
17.3K+ 9.34% |
$857K - $863K
|
202K
$10.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
16.9K+ 105.58% |
$836K - $842K
|
32.8K
$1.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
16.7KNew |
$828K - $834K
|
16.7K
$848K
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
15.9K+ 23.22% |
$787K - $792K
|
84.2K
$4.27M
|
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
15.5K+ 76.58% |
$769K - $774K
|
35.8K
$1.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
14.6K+ 63.42% |
$724K - $729K
|
37.6K
$1.91M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.5K+ 1.2% |
$720K - $725K
|
1.23M
$62.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.9KNew |
$691K - $695K
|
13.9K
$707K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
13.5KNew |
$670K - $674K
|
13.5K
$685K
|
|
|
Oct 23, 2023
Q3 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
12.6KNew |
$624K - $628K
|
12.6K
$639K
|
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
12.3K+ 0.97% |
$612K - $616K
|
1.29M
$65.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.7K+ 31.68% |
$582K - $586K
|
48.8K
$2.47M
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
10.4KNew |
$516K - $520K
|
10.4K
$528K
|
|
|
Nov 14, 2023
Q3 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
10.4K+ 129.99% |
$514K - $517K
|
18.3K
$930K
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
10.1KNew |
$499K - $502K
|
10.1K
$510K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.5KNew |
$471K - $474K
|
9.5K
$482K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.27KNew |
$459K - $462K
|
9.27K
$470K
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
9.24KNew |
$458K - $461K
|
9.24K
$469K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.02KNew |
$447K - $450K
|
9.02K
$457K
|