Latest Institutional Transactions on Blackrock Short Maturity Bond (NEAR)
This table provides information on the latest institutional transactions involving Blackrock Short Maturity Bond (NEAR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.89K- 28.85% |
$295K - $302K
|
14.5K
$735K
|
|
|
Nov 14, 2024
Q3 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-325- 2.77% |
$16.3K - $16.7K
|
11.4K
$577K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-57.3K- 11.12% |
$2.87M - $2.94M
|
458K
$23.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-40.5K- 18.19% |
$2.03M - $2.08M
|
182K
$9.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-82- 0.49% |
$4.11K - $4.21K
|
16.5K
$837K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-94.2K- 90.05% |
$4.72M - $4.83M
|
10.4K
$527K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.05K- 1.89% |
$453K - $464K
|
470K
$23.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
7.03KNew |
$352K - $361K
|
7.03K
$356K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.53K- 51.58% |
$227K - $233K
|
4.26K
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-6.28K- 4.09% |
$314K - $322K
|
147K
$7.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4K- 9.07% |
$200K - $205K
|
40.1K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8K+ 63.15% |
$401K - $410K
|
20.7K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
90+ 1.03% |
$4.51K - $4.62K
|
8.81K
$446K
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
4KNew |
$200K - $205K
|
4K
$203K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-692- 13.76% |
$34.7K - $35.5K
|
4.34K
$220K
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
6+ 0.42% |
$301 - $308
|
1.44K
$72.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
5.71K+ 8.53% |
$286K - $293K
|
72.6K
$3.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
4.64K+ 21.38% |
$232K - $238K
|
26.3K
$1.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-176K- 76.63% |
$8.79M - $9.01M
|
53.5K
$2.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
122K+ 33.67% |
$6.13M - $6.28M
|
486K
$24.6M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
280+ 2.67% |
$14K - $14.4K
|
10.8K
$545K
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-390- 8.93% |
$19.5K - $20K
|
3.98K
$201K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
417+ 9.35% |
$20.9K - $21.4K
|
4.88K
$247K
|
|
|
Nov 13, 2024
Q3 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
272K+ 10.09% |
$13.6M - $13.9M
|
2.97M
$150M
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
BUY
|
- |
20.2KNew |
$1.01M - $1.04M
|
20.2K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-590K- 83.6% |
$29.6M - $30.3M
|
116K
$5.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-13.6K- 58.94% |
$679K - $696K
|
9.44K
$478K
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-605- 8.04% |
$30.3K - $31K
|
6.92K
$350K
|
|
|
Nov 13, 2024
Q3 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-723- 12.08% |
$36.2K - $37.1K
|
5.26K
$267K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-849- 6.21% |
$42.5K - $43.6K
|
12.8K
$649K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.42K+ 16.54% |
$322K - $329K
|
45.2K
$2.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
22.7KNew |
$1.14M - $1.17M
|
22.7K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 1.18% |
$50.1 - $51.3
|
86
$4.36K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-213K- 32.17% |
$10.7M - $10.9M
|
449K
$22.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-456- 4.42% |
$22.8K - $23.4K
|
9.87K
$500K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
227K+ 39.66% |
$11.4M - $11.6M
|
798K
$40.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-137K- 7.89% |
$6.87M - $7.04M
|
1.6M
$81.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-35.4K- 16.51% |
$1.77M - $1.81M
|
179K
$9.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-32.8K- 34.37% |
$1.64M - $1.68M
|
62.7K
$3.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.1K+ 8.0% |
$655K - $671K
|
176K
$8.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.11K- 0.91% |
$55.4K - $56.8K
|
121K
$6.12M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-2.3K- 10.44% |
$115K - $118K
|
19.7K
$999K
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
9.64K+ 97.59% |
$483K - $495K
|
19.5K
$988K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-36.8K- 53.48% |
$1.84M - $1.89M
|
32K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-6.76K- 8.58% |
$339K - $347K
|
72.1K
$3.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-2.01K- 95.48% |
$100K - $103K
|
95
$4.81K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
62.1KNew |
$3.11M - $3.19M
|
62.1K
$3.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-23.6K- 48.73% |
$1.18M - $1.21M
|
24.9K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-168- 3.65% |
$8.42K - $8.62K
|
4.43K
$224K
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
914+ 2.53% |
$45.8K - $46.9K
|
37.1K
$1.88M
|