Institutional Ownership Blackrock Short Maturity Munic (MEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Munic (MEAR). We have compiled data on the 146 institutions that hold shares in the stock, with a total of 11.5 Million shares, which have been reported (via 13F filing form) to have a value of $579 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
2,399,515
shares
|
$120 Million
0.01% of portfolio
|
Q2 2024
Added 13.85%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,121,077
shares
|
$56.3 Million
4.21% of portfolio
|
Q3 2024
Added 30.33%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 16, 2024 Q3 2024 |
951,988
shares
|
$47.8 Million
5.27% of portfolio
|
Q3 2024
Added 8.58%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
703,289
shares
|
$35.3 Million
0.5% of portfolio
|
Q2 2024
Reduced 39.93%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
484,749
shares
|
$24.3 Million
0.95% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
391,345
shares
|
$19.6 Million
0.29% of portfolio
|
Q3 2024
Added 4.77%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
346,113
shares
|
$17.4 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.6%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 15, 2024 Q3 2024 |
337,663
shares
|
$17 Million
2.2% of portfolio
|
Q3 2024
Added 4.81%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
300,322
shares
|
$15.1 Million
0.01% of portfolio
|
Q2 2024
Added 77.75%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
194,513
shares
|
$9.77 Million
0.0% of portfolio
|
Q2 2024
Added 136.3%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 28, 2024 Q2 2024 |
186,901
shares
|
$9.38 Million
0.64% of portfolio
|
Q2 2024
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
183,190
shares
|
$9.2 Million
0.14% of portfolio
|
Q3 2023
Reduced 5.38%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
156,881
shares
|
$7.88 Million
0.03% of portfolio
|
Q3 2024
Added 119.96%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
150,223
shares
|
$7.54 Million
0.03% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Smart Money Group LLC
|
Aug 12, 2024 Q2 2024 |
149,551
shares
|
$7.51 Million
3.07% of portfolio
|
Q2 2024
Added 3.18%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Aug 09, 2024 Q2 2024 |
141,621
shares
|
$7.11 Million
4.18% of portfolio
|
Q2 2024
Added 14.48%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
138,902
shares
|
$6.97 Million
0.0% of portfolio
|
Q2 2024
Added 12.38%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
138,743
shares
|
$6.97 Million
0.23% of portfolio
|
Q3 2024
Added 11.72%
|
|
|
Source Financial Advisors LLC
New York, NY |
Jul 17, 2024 Q2 2024 |
134,035
shares
|
$6.73 Million
2.07% of portfolio
|
Q2 2024
Added 14.21%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 12, 2024 Q2 2024 |
130,044
shares
|
$6.53 Million
0.19% of portfolio
|
Q2 2024
Reduced 45.7%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
106,452
shares
|
$5.34 Million
0.01% of portfolio
|
Q2 2024
Added 5.37%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
88,153
shares
|
$4.43 Million
0.01% of portfolio
|
Q2 2024
Reduced 13.8%
|
|
|
Integrated Investment Consultants, LLC
|
Jul 19, 2024 Q2 2024 |
86,400
shares
|
$4.34 Million
1.26% of portfolio
|
Q4 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
82,126
shares
|
$4.12 Million
0.03% of portfolio
|
Q2 2024
Added 85.5%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Aug 13, 2024 Q2 2024 |
81,455
shares
|
$4.09 Million
1.26% of portfolio
|
Q2 2024
Added 12.26%
|