Purchases and Sales Made in Q3 2024 in Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR) during Q3 2024. 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 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.92K- 2.41% |
$146K - $150K
|
118K
$5.97M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3K- 10.21% |
$150K - $154K
|
26.4K
$1.34M
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-3.38K- 9.15% |
$170K - $174K
|
33.6K
$1.7M
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-3.4K- 18.14% |
$170K - $174K
|
15.3K
$776K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.42K- 4.11% |
$171K - $175K
|
79.6K
$4.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4K- 9.07% |
$200K - $205K
|
40.1K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.53K- 51.58% |
$227K - $233K
|
4.26K
$215K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-4.62K- 32.09% |
$232K - $237K
|
9.79K
$495K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-5.45K- 18.24% |
$273K - $279K
|
24.4K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.89K- 28.85% |
$295K - $302K
|
14.5K
$734K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-6.28K- 4.09% |
$314K - $322K
|
147K
$7.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-6.33K- 14.36% |
$317K - $325K
|
37.7K
$1.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.49K- 4.39% |
$325K - $333K
|
141K
$7.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-6.76K- 8.58% |
$339K - $347K
|
72.1K
$3.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-7.3K- 26.59% |
$366K - $375K
|
20.2K
$1.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
SELL
|
- |
-8.93K- 6.75% |
$447K - $458K
|
123K
$6.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.05K- 1.89% |
$453K - $464K
|
470K
$23.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-11.3K- 37.14% |
$568K - $582K
|
19.2K
$970K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-11.4K- 8.84% |
$569K - $583K
|
117K
$5.93M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-11.6K- 9.23% |
$579K - $593K
|
114K
$5.75M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-12.1K- 44.35% |
$604K - $618K
|
15.1K
$765K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-12.9K- 10.68% |
$645K - $661K
|
108K
$5.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-13.6K- 58.94% |
$679K - $696K
|
9.44K
$478K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-15K- 3.51% |
$752K - $770K
|
413K
$20.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-16K- 16.64% |
$803K - $822K
|
80.3K
$4.06M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-16.8K- 15.86% |
$840K - $861K
|
89K
$4.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-23.6K- 48.73% |
$1.18M - $1.21M
|
24.9K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-26.4K- 17.14% |
$1.32M - $1.35M
|
128K
$6.46M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-30.8K- 24.15% |
$1.54M - $1.58M
|
96.7K
$4.89M
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-32.1K- 88.63% |
$1.61M - $1.65M
|
4.12K
$208K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-32.8K- 34.37% |
$1.64M - $1.68M
|
62.7K
$3.17M
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-33.5K- 36.36% |
$1.68M - $1.72M
|
58.7K
$2.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-35.4K- 16.51% |
$1.77M - $1.81M
|
179K
$9.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-36.8K- 53.48% |
$1.84M - $1.89M
|
32K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-40.5K- 18.19% |
$2.03M - $2.08M
|
182K
$9.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-49.8K- 76.47% |
$2.5M - $2.56M
|
15.3K
$776K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-57.3K- 11.12% |
$2.87M - $2.94M
|
458K
$23.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-57.8K- 35.82% |
$2.9M - $2.97M
|
104K
$5.24M
|
|
|
Oct 11, 2024
Q3 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-62.2K- 57.88% |
$3.12M - $3.19M
|
45.3K
$2.29M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-63.2K- 30.18% |
$3.17M - $3.24M
|
146K
$7.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-65.5K- 92.21% |
$3.28M - $3.36M
|
5.53K
$280K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-80.7K- 2.33% |
$4.04M - $4.14M
|
3.38M
$171M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-80.8K- 94.83% |
$4.05M - $4.14M
|
4.4K
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-94.2K- 90.05% |
$4.72M - $4.83M
|
10.4K
$527K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-129K- 85.16% |
$6.45M - $6.61M
|
22.4K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-129K- 23.91% |
$6.48M - $6.63M
|
412K
$20.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-137K- 7.89% |
$6.87M - $7.04M
|
1.6M
$81M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-176K- 76.63% |
$8.79M - $9.01M
|
53.5K
$2.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-213K- 32.17% |
$10.7M - $10.9M
|
449K
$22.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-256K- 80.2% |
$12.8M - $13.1M
|
63.2K
$3.2M
|