Latest Institutional Purchases of Blackrock Short Maturity Munic (MEAR)
This list provides information on the latest institutional transactions involving Blackrock Short Maturity Munic (MEAR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
1K+ 24.89% |
$49.7K - $50.1K
|
5.02K
$252K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
92New |
$4.57K - $4.61K
|
92
$4.62K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
9.65KNew |
$480K - $482K
|
9.65K
$485K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8.7KNew |
$433K - $435K
|
8.7K
$437K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
6.96K+ 11.78% |
$346K - $348K
|
66.1K
$3.32M
|
|
|
Oct 26, 2023
Q3 2023
|
Peoples Bank
|
BUY
|
- |
5.83KNew |
$290K - $292K
|
5.83K
$293K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
4.58KNew |
$228K - $229K
|
4.58K
$230K
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
4.05KNew |
$202K - $202K
|
4.05K
$204K
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.2KNew |
$109K - $110K
|
2.2K
$111K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
400New |
$19.9K - $20K
|
400
$20.1K
|
|
| Q2 2023 | |||||||
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
52.7KNew |
$2.62M - $2.63M
|
52.7K
$2.65M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
BUY
|
- |
8.97KNew |
$446K - $448K
|
8.97K
$451K
|
|
|
Jul 17, 2023
Q2 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
7.6K+ 53.67% |
$377K - $380K
|
21.8K
$1.09M
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.99KNew |
$397K - $399K
|
7.99K
$402K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2KNew |
$99.3K - $99.9K
|
2K
$100K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
1.78K+ 13.29% |
$88.3K - $88.8K
|
15.2K
$761K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
663New |
$32.9K - $33.1K
|
663
$33.3K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
627+ 2.47% |
$31.1K - $31.3K
|
26K
$1.31M
|
|
| Q4 2022 | |||||||
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
49KNew |
$2.43M - $2.44M
|
49K
$2.46M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
25.4KNew |
$1.26M - $1.26M
|
25.4K
$1.28M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
18.5KNew |
$917K - $921K
|
18.5K
$929K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
9.97KNew |
$494K - $496K
|
9.97K
$501K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
91New |
$4.51K - $4.53K
|
91
$4.57K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
81+ 100.0% |
$4.02K - $4.03K
|
162
$8.14K
|
|
| Q3 2022 | |||||||
|
Oct 31, 2022
Q3 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
25.6KNew |
$1.27M - $1.28M
|
25.6K
$1.29M
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
21.9KNew |
$1.09M - $1.09M
|
21.9K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
76New |
$3.77K - $3.79K
|
76
$3.82K
|
|
| Q2 2022 | |||||||
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
8.94KNew |
$443K - $445K
|
8.94K
$449K
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8.07K+ 54.8% |
$400K - $402K
|
22.8K
$1.14M
|
|
|
Aug 01, 2022
Q2 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
6.66KNew |
$330K - $332K
|
6.66K
$335K
|
|
|
Jul 29, 2022
Q2 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
4.02KNew |
$200K - $200K
|
4.02K
$202K
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
524+ 11.23% |
$26K - $26.1K
|
5.19K
$261K
|
|
| Q1 2022 | |||||||
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
9.39KNew |
$467K - $471K
|
9.39K
$472K
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2KNew |
$99.5K - $100K
|
2K
$100K
|
|
| Q4 2021 | |||||||
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
11.3KNew |
$568K - $569K
|
11.3K
$570K
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
5.04KNew |
$253K - $253K
|
5.04K
$253K
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
500New |
$25K - $25.1K
|
500
$25.1K
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.63KNew |
$81.8K - $82K
|
1.63K
$82K
|
|
| Q2 2021 | |||||||
|
Aug 10, 2021
Q2 2021
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
8.57K+ 46.87% |
$430K - $431K
|
26.8K
$1.35M
|
|
| Q1 2021 | |||||||
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
77New |
$3.86K - $3.87K
|
77
$3.87K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
5.61KNew |
N/A
|
5.61K
$282K
|
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.79KNew |
N/A
|
2.79K
$140K
|
|