Institutional Ownership Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR). We have compiled data on the 357 institutions that hold shares in the stock, with a total of 41 Million shares, which have been reported (via 13F filing form) to have a value of $2.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
80,272
shares
|
$4.06 Million
1.59% of portfolio
|
Q3 2024
Reduced 16.64%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
79,648
shares
|
$4.02 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Canal Insurance CO
|
Jan 22, 2025 Q4 2024 |
78,000
shares
|
$3.94 Million
1.03% of portfolio
|
Q4 2024
Reduced 22.0%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
75,841
shares
|
$3.83 Million
1.38% of portfolio
|
Q4 2024
Added 5.41%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
74,108
shares
|
$3.74 Million
0.11% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
73,029
shares
|
$3.69 Million
0.01% of portfolio
|
Q4 2024
Reduced 36.97%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
72,573
shares
|
$3.67 Million
0.62% of portfolio
|
Q3 2024
Added 8.53%
|
|
|
Sage Capital Advisors,Llc
|
Jan 10, 2025 Q4 2024 |
72,564
shares
|
$3.67 Million
0.98% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
72,104
shares
|
$3.64 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.58%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
69,935
shares
|
$3.53 Million
1.35% of portfolio
|
Q2 2022
Added 12.62%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
67,352
shares
|
$3.4 Million
1.54% of portfolio
|
Q4 2023
Reduced 44.31%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
64,138
shares
|
$3.24 Million
0.11% of portfolio
|
Q4 2024
Added 13.11%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
63,714
shares
|
$3.22 Million
0.13% of portfolio
|
Q3 2022
Added 6.89%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
63,200
shares
|
$3.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 80.2%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
62,669
shares
|
$3.17 Million
0.01% of portfolio
|
Q3 2024
Reduced 34.37%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
62,260
shares
|
$3.15 Million
1.71% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
62,104
shares
|
$3.14 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Jan 27, 2025 Q4 2024 |
61,642
shares
|
$3.11 Million
1.99% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
61,306
shares
|
$3.1 Million
0.05% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
60,300
shares
|
$3.05 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
60,239
shares
|
$3.04 Million
0.71% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
59,512
shares
|
$3.01 Million
0.2% of portfolio
|
Q3 2024
Added 321.56%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
58,674
shares
|
$2.96 Million
0.52% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
53,511
shares
|
$2.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 76.63%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
52,997
shares
|
$2.68 Million
0.01% of portfolio
|
Q3 2024
Added 0.37%
|