Purchases and Sales Made in Q4 2022 in Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
12.7K+ 17.7% |
$624K - $627K
|
84.6K
$4.29M
|
|
|
Feb 02, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
11.8KNew |
$577K - $581K
|
11.8K
$597K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.2K+ 7.95% |
$547K - $550K
|
152K
$7.69M
|
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
BUY
|
- |
10.9KNew |
$532K - $535K
|
10.9K
$550K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.5K+ 43.3% |
$517K - $520K
|
34.9K
$1.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
10.3KNew |
$504K - $507K
|
10.3K
$522K
|
|
|
Feb 06, 2023
Q4 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
9.39K+ 6.72% |
$460K - $463K
|
149K
$7.56M
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
BUY
|
- |
9.14K+ 38.94% |
$448K - $450K
|
32.6K
$1.65M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.01KNew |
$441K - $444K
|
9.01K
$457K
|
|
|
Feb 07, 2023
Q4 2022
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
8.43KNew |
$413K - $415K
|
8.43K
$427K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.07K+ 10.36% |
$395K - $398K
|
85.9K
$4.36M
|
|
|
Jan 20, 2023
Q4 2022
|
G&S Capital LLC
|
BUY
|
- |
7.94K+ 44.03% |
$389K - $391K
|
26K
$1.32M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
7.64KNew |
$374K - $377K
|
7.64K
$387K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
7.29K+ 121.45% |
$357K - $359K
|
13.3K
$674K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
7.01K+ 106.39% |
$344K - $346K
|
13.6K
$690K
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
6.98K+ 5.45% |
$342K - $344K
|
135K
$6.84M
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
6.42KNew |
$315K - $317K
|
6.42K
$326K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.41K+ 3.81% |
$314K - $316K
|
175K
$8.86M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.26KNew |
$307K - $308K
|
6.26K
$317K
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
6.06KNew |
$297K - $299K
|
6.06K
$307K
|
|
|
Feb 02, 2023
Q4 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
5.9KNew |
$289K - $291K
|
5.9K
$299K
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
5.85KNew |
$287K - $288K
|
5.85K
$297K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.84K+ 5.19% |
$286K - $288K
|
118K
$6M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.7KNew |
$280K - $281K
|
5.7K
$289K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
5.27KNew |
$258K - $260K
|
5.27K
$267K
|
|
|
Feb 15, 2023
Q4 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
4.85KNew |
$238K - $239K
|
4.85K
$246K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.57K+ 28.08% |
$224K - $225K
|
20.8K
$1.06M
|
|
|
Jan 11, 2023
Q4 2022
|
New Capital Management LP
|
BUY
|
- |
4.54KNew |
$223K - $224K
|
4.54K
$230K
|
|
|
Feb 09, 2023
Q4 2022
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
4.52KNew |
$221K - $223K
|
4.52K
$229K
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
4.33KNew |
$212K - $214K
|
4.33K
$220K
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.23KNew |
$207K - $208K
|
4.23K
$214K
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.2KNew |
$206K - $207K
|
4.2K
$213K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
4.01KNew |
$196K - $197K
|
4.01K
$203K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4K+ 79.95% |
$196K - $197K
|
9K
$456K
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.91K+ 33.19% |
$192K - $193K
|
15.7K
$796K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.05KNew |
$150K - $151K
|
3.05K
$155K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.03K+ 1457.21% |
$149K - $149K
|
3.24K
$164K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.9KNew |
$142K - $143K
|
2.9K
$147K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2.87K+ 0.94% |
$140K - $141K
|
308K
$15.6M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.58K+ 18.17% |
$126K - $127K
|
16.8K
$850K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.5KNew |
$123K - $123K
|
2.5K
$127K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
2.5K+ 912.41% |
$123K - $123K
|
2.77K
$141K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2.07K+ 12.96% |
$101K - $102K
|
18K
$913K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
2.03K+ 36.83% |
$99.3K - $99.9K
|
7.53K
$382K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.99K+ 18.77% |
$97.3K - $97.9K
|
12.6K
$637K
|
|
|
Jan 24, 2023
Q4 2022
|
Moseley Investment Management Inc
|
BUY
|
- |
1.86K+ 2.82% |
$91K - $91.6K
|
67.6K
$3.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.6KNew |
$78.6K - $79K
|
1.6K
$81.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.58KNew |
$77.6K - $78K
|
1.58K
$80.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.51KNew |
$73.9K - $74.3K
|
1.51K
$76.5K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.39KNew |
$68.3K - $68.7K
|
1.39K
$70.6K
|