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 348 institutions that hold shares in the stock, with a total of 38.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
3,377,335
shares
|
$170 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
2,965,140
shares
|
$149 Million
16.79% of portfolio
|
Q3 2024
Added 10.09%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
2,408,636
shares
|
$121 Million
12.68% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,343,803
shares
|
$118 Million
0.01% of portfolio
|
Q3 2024
Added 7.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
2,050,644
shares
|
$103 Million
0.05% of portfolio
|
Q3 2024
Added 6.61%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,601,674
shares
|
$80.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.89%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,497,696
shares
|
$75.5 Million
0.0% of portfolio
|
Q2 2024
Added 8.82%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
1,375,530
shares
|
$69.3 Million
14.48% of portfolio
|
Q3 2024
Added 13.87%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,329,642
shares
|
$67 Million
0.09% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,325,012
shares
|
$66.8 Million
5.8% of portfolio
|
Q4 2022
Reduced 5.25%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
959,599
shares
|
$48.4 Million
0.01% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
798,300
shares
|
$40.2 Million
0.06% of portfolio
|
Q3 2024
Added 39.66%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
625,024
shares
|
$31.5 Million
1.24% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
531,103
shares
|
$26.8 Million
4.73% of portfolio
|
Q3 2022
Reduced 1.87%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
489,798
shares
|
$24.7 Million
0.09% of portfolio
|
Q3 2024
Added 8.42%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
485,560
shares
|
$24.5 Million
0.01% of portfolio
|
Q3 2024
Added 33.67%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
470,468
shares
|
$23.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
458,490
shares
|
$23.1 Million
0.07% of portfolio
|
Q3 2024
Reduced 11.12%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
448,615
shares
|
$22.6 Million
0.05% of portfolio
|
Q3 2024
Reduced 32.17%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
412,683
shares
|
$20.8 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
411,587
shares
|
$20.7 Million
0.03% of portfolio
|
Q3 2024
Reduced 23.91%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
392,856
shares
|
$19.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 39.57%
|
|
|
Securian Asset Management, Inc
|
Nov 13, 2024 Q3 2024 |
318,620
shares
|
$16.1 Million
0.48% of portfolio
|
Q4 2023
Reduced 39.38%
|
|
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
Feb 14, 2024 Q4 2023 |
317,615
shares
|
$16 Million
12.71% of portfolio
|
Q1 2023
Reduced 65.56%
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
Nov 05, 2024 Q3 2024 |
272,341
shares
|
$13.7 Million
12.35% of portfolio
|
Q3 2024
Added 12.81%
|