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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
8.94K+ 82.26% |
$443K - $446K
|
19.8K
$1M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
BUY
|
- |
8.51K+ 9.16% |
$422K - $425K
|
101K
$5.13M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8.46K+ 35.39% |
$419K - $422K
|
32.4K
$1.64M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
8.38K+ 7.05% |
$415K - $418K
|
127K
$6.44M
|
|
|
Oct 16, 2023
Q3 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
8.21KNew |
$407K - $410K
|
8.21K
$415K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.96K+ 11.05% |
$394K - $397K
|
80K
$4.05M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
7.2KNew |
$357K - $359K
|
7.2K
$364K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.97KNew |
$346K - $348K
|
6.97K
$353K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
6.69K+ 4.86% |
$331K - $334K
|
144K
$7.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.43K+ 1831.62% |
$319K - $321K
|
6.78K
$343K
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.46K+ 30.46% |
$270K - $272K
|
23.4K
$1.18M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.37KNew |
$266K - $268K
|
5.37K
$272K
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
5.03KNew |
$249K - $251K
|
5.03K
$254K
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
BUY
|
- |
4.98K+ 2.15% |
$247K - $249K
|
236K
$12M
|
|
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
4.38KNew |
$217K - $218K
|
4.38K
$221K
|
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
4.15K+ 10.34% |
$206K - $207K
|
44.3K
$2.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
4.14K+ 4.53% |
$205K - $206K
|
95.4K
$4.83M
|
|
|
Nov 06, 2023
Q3 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
4.12KNew |
$204K - $206K
|
4.12K
$208K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.03K+ 12.8% |
$200K - $201K
|
35.6K
$1.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.47K+ 966.3% |
$172K - $173K
|
3.83K
$194K
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.34K+ 9.24% |
$165K - $166K
|
39.4K
$1.99M
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.11K+ 6.57% |
$154K - $155K
|
50.4K
$2.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.94K+ 2.74% |
$146K - $147K
|
110K
$5.58M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
2.88KNew |
$143K - $144K
|
2.88K
$146K
|
|
|
Nov 07, 2023
Q3 2023
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
2.61K+ 3.9% |
$129K - $130K
|
69.5K
$3.52M
|
|
|
Oct 12, 2023
Q3 2023
|
New Capital Management LP
|
BUY
|
- |
2.55K+ 45.8% |
$126K - $127K
|
8.11K
$410K
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
2.44K+ 1.44% |
$121K - $121K
|
172K
$8.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2.4K+ 32.75% |
$119K - $120K
|
9.73K
$492K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
2.4K+ 3.34% |
$119K - $120K
|
74K
$3.75M
|
|
|
Oct 23, 2023
Q3 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
2.17K+ 12.84% |
$108K - $108K
|
19.1K
$965K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
1.93K+ 1.99% |
$95.8K - $96.4K
|
98.8K
$5M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.81K+ 6.58% |
$89.5K - $90.2K
|
29.3K
$1.48M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.77K+ 4.16% |
$87.7K - $88.3K
|
44.3K
$2.24M
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
1.67K+ 1.03% |
$82.9K - $83.5K
|
165K
$8.34M
|
|
|
Oct 25, 2023
Q3 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.56K+ 1.04% |
$77.1K - $77.6K
|
152K
$7.67M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.51KNew |
$74.6K - $75.1K
|
1.51K
$76.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.42K+ 4.32% |
$70.4K - $70.9K
|
34.3K
$1.74M
|
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.26K+ 4.84% |
$62.4K - $62.9K
|
27.3K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.24K+ 4.64% |
$61.6K - $62K
|
28K
$1.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.21K+ 9.65% |
$60.1K - $60.5K
|
13.8K
$696K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.18K+ 5.9% |
$58.6K - $59K
|
21.2K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.17K+ 3.39% |
$57.9K - $58.3K
|
35.7K
$1.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.04K+ 3.1% |
$51.3K - $51.7K
|
34.5K
$1.74M
|
|
|
Oct 11, 2023
Q3 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
1.01K+ 1005.0% |
$49.8K - $50.1K
|
1.11K
$55.9K
|
|
|
Oct 16, 2023
Q3 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
985+ 2.9% |
$48.8K - $49.1K
|
34.9K
$1.77M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
900+ 22.11% |
$44.6K - $44.9K
|
4.97K
$251K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
851+ 6.69% |
$42.2K - $42.5K
|
13.6K
$687K
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
753+ 1.63% |
$37.3K - $37.6K
|
46.9K
$2.37M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
736+ 23.95% |
$36.5K - $36.7K
|
3.81K
$193K
|
|
|
Oct 27, 2023
Q3 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
694+ 1.21% |
$34.4K - $34.6K
|
58.2K
$2.95M
|