Purchases and Sales Made in Q4 2023 in Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-12.2K- 8.69% |
$606K - $616K
|
128K
$6.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-12.5K- 32.5% |
$620K - $630K
|
25.9K
$1.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-12.6K- 17.79% |
$624K - $634K
|
58K
$2.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-13K- 33.58% |
$647K - $658K
|
25.7K
$1.31M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-13.3K- 27.93% |
$663K - $674K
|
34.4K
$1.75M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-13.8K- 27.73% |
$687K - $699K
|
36K
$1.83M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-16.2K- 7.99% |
$804K - $817K
|
186K
$9.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-16.4K- 11.03% |
$813K - $827K
|
132K
$6.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-16.5K- 60.81% |
$820K - $834K
|
10.6K
$539K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-18.2K- 16.99% |
$905K - $920K
|
89K
$4.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-20.2K- 18.29% |
$1M - $1.02M
|
90.2K
$4.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-21.2K- 20.77% |
$1.05M - $1.07M
|
80.8K
$4.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-23.1K- 13.06% |
$1.15M - $1.17M
|
154K
$7.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-27.2K- 21.16% |
$1.35M - $1.37M
|
101K
$5.14M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-29K- 29.48% |
$1.44M - $1.47M
|
69.4K
$3.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-36K- 91.34% |
$1.79M - $1.82M
|
3.42K
$173K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-37K- 63.52% |
$1.84M - $1.87M
|
21.3K
$1.08M
|
|
|
Jan 18, 2024
Q4 2023
|
Values First Advisors, Inc.
|
SELL
|
- |
-42.8K- 44.9% |
$2.13M - $2.16M
|
52.6K
$2.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-49.1K- 80.14% |
$2.44M - $2.48M
|
12.2K
$616K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-53.6K- 44.31% |
$2.66M - $2.71M
|
67.4K
$3.42M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-63.2K- 79.0% |
$3.14M - $3.19M
|
16.8K
$852K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-65.6K- 6.33% |
$3.26M - $3.31M
|
971K
$49.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-95.4K- 86.11% |
$4.74M - $4.82M
|
15.4K
$780K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-132K- 78.85% |
$6.56M - $6.67M
|
35.4K
$1.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-205K- 51.74% |
$10.2M - $10.4M
|
191K
$9.71M
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-207K- 39.38% |
$10.3M - $10.5M
|
319K
$16.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-263K- 33.14% |
$13.1M - $13.3M
|
531K
$26.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-313K- 20.74% |
$15.6M - $15.8M
|
1.2M
$60.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-321K- 50.24% |
$15.9M - $16.2M
|
318K
$16.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-837K- 43.46% |
$41.6M - $42.3M
|
1.09M
$55.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.52M- 42.46% |
$125M - $127M
|
3.42M
$173M
|