Purchases and Sales Made in Q4 2021 in Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.02M+ 36.72% |
$101M - $101M
|
7.52M
$380M
|
|
|
Feb 14, 2022
Q4 2021
|
Enstar Group LTD
Hamilton, D0 |
BUY
|
- |
916KNew |
$45.7M - $45.9M
|
916K
$46.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
416K+ 7.41% |
$20.8M - $20.9M
|
6.03M
$305M
|
|
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
354KNew |
$17.7M - $17.7M
|
354K
$17.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust Bank
|
BUY
|
- |
306KNew |
$15.3M - $15.3M
|
306K
$15.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
217K+ 68.12% |
$10.8M - $10.9M
|
535K
$27.1M
|
|
|
Jan 20, 2022
Q4 2021
|
Members Capital Advisors Inc
|
BUY
|
- |
200KNew |
$9.98M - $10M
|
200K
$10.1M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
184KNew |
$9.16M - $9.2M
|
184K
$9.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
166K+ 23078.55% |
$8.27M - $8.31M
|
166K
$8.42M
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
138KNew |
$6.88M - $6.91M
|
138K
$6.97M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Os, LLC
|
BUY
|
- |
121KNew |
$6.03M - $6.05M
|
121K
$6.11M
|
|
|
Mar 10, 2022
Q4 2021
|
Values First Advisors, Inc.
|
BUY
|
- |
120KNew |
$5.97M - $6M
|
120K
$6.05M
|
|
|
Sep 25, 2024
Q4 2021
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
114KNew |
$5.69M - $5.71M
|
114K
$5.77M
|
|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
98.1K+ 12.55% |
$4.9M - $4.92M
|
880K
$44.5M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
94.4K+ 22.26% |
$4.71M - $4.73M
|
518K
$26.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
85.1K+ 3.4% |
$4.25M - $4.26M
|
2.59M
$131M
|
|
|
Feb 04, 2022
Q4 2021
|
My Wealth Management Inc.
|
BUY
|
- |
82.1KNew |
$4.1M - $4.11M
|
82.1K
$4.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
76.7K+ 6.23% |
$3.83M - $3.85M
|
1.31M
$66.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
72.8K+ 36.67% |
$3.64M - $3.65M
|
271K
$13.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
72K+ 135.1% |
$3.6M - $3.61M
|
125K
$6.34M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
70.5K+ 251.36% |
$3.52M - $3.53M
|
98.6K
$4.99M
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
58.7KNew |
$2.93M - $2.94M
|
58.7K
$2.97M
|
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
53.2K+ 64.87% |
$2.65M - $2.66M
|
135K
$6.84M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
48.6K+ 5.92% |
$2.43M - $2.44M
|
870K
$44M
|
|
|
Feb 10, 2022
Q4 2021
|
Securian Asset Management, Inc
|
BUY
|
- |
43.4K+ 8.7% |
$2.17M - $2.17M
|
542K
$27.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
BUY
|
- |
39.1K+ 24.83% |
$1.95M - $1.96M
|
196K
$9.94M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
35.5K+ 88.73% |
$1.77M - $1.78M
|
75.6K
$3.82M
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
BUY
|
- |
35.1K+ 14.46% |
$1.75M - $1.76M
|
278K
$14M
|
|
|
Feb 03, 2022
Q4 2021
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
33KNew |
$1.65M - $1.66M
|
33K
$1.67M
|
|
|
Feb 01, 2022
Q4 2021
|
Waddell & Associates, LLC
|
BUY
|
- |
32.5KNew |
$1.62M - $1.63M
|
32.5K
$1.64M
|
|
|
Feb 11, 2022
Q4 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
32.2K+ 118.15% |
$1.61M - $1.61M
|
59.4K
$3M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
31.3K+ 14.79% |
$1.56M - $1.57M
|
243K
$12.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
30.3K+ 19.22% |
$1.51M - $1.52M
|
188K
$9.52M
|
|
|
Apr 12, 2022
Q4 2021
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
28.3KNew |
$1.41M - $1.42M
|
28.3K
$1.43M
|
|
|
Feb 15, 2022
Q4 2021
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
28.2KNew |
$1.41M - $1.41M
|
28.2K
$1.42M
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
27.9KNew |
$1.39M - $1.4M
|
27.9K
$1.41M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
27.8KNew |
$1.39M - $1.39M
|
27.8K
$1.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
27.5K+ 26.38% |
$1.37M - $1.38M
|
132K
$6.66M
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
26.4K+ 10.1% |
$1.32M - $1.32M
|
288K
$14.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
25.5KNew |
$1.27M - $1.28M
|
25.5K
$1.29M
|
|
|
Feb 02, 2022
Q4 2021
|
Darrow Company, Inc.
|
BUY
|
- |
23.7KNew |
$1.18M - $1.19M
|
23.7K
$1.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
22.1K+ 26.29% |
$1.1M - $1.11M
|
106K
$5.38M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21K+ 75.61% |
$1.05M - $1.05M
|
48.7K
$2.46M
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
20.3KNew |
$1.01M - $1.02M
|
20.3K
$1.03M
|
|
|
Jan 13, 2022
Q4 2021
|
First Citizens Financial Corp
|
BUY
|
- |
19.9KNew |
$996K - $1M
|
19.9K
$1.01M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
19.9K+ 8.99% |
$992K - $996K
|
241K
$12.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
18.8K+ 292.47% |
$938K - $942K
|
25.2K
$1.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
18K+ 5.58% |
$899K - $903K
|
341K
$17.2M
|
|
|
Feb 07, 2022
Q4 2021
|
Neirg Wealth Management, LLC
|
BUY
|
- |
16.9KNew |
$844K - $847K
|
16.9K
$855K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
16.7K+ 75.55% |
$832K - $835K
|
38.7K
$1.96M
|