Purchases and Sales Made in Q4 2022 in Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR) during Q4 2022. The information is specifically focused on institutions that hold shares of BLACKROCK SHORT MATURITY BOND .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-103- 2.2% |
$5.05K - $5.08K
|
4.58K
$231K
|
|
|
Jan 17, 2023
Q4 2022
|
4 J Wealth Management LLC
|
SELL
|
- |
-114- 1.07% |
$5.59K - $5.62K
|
10.5K
$531K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-121- 34.57% |
$5.93K - $5.97K
|
229
$11.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-153- 8.68% |
$7.5K - $7.54K
|
1.61K
$81.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-156- 13.55% |
$7.65K - $7.69K
|
995
$50.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-191- 0.57% |
$9.36K - $9.42K
|
33.1K
$1.67M
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-194- 3.37% |
$9.51K - $9.56K
|
5.57K
$281K
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-195- 3.98% |
$9.56K - $9.61K
|
4.71K
$237K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-205- 5.23% |
$10K - $10.1K
|
3.72K
$187K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-207- 17.77% |
$10.1K - $10.2K
|
958
$48.3K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-216- 0.14% |
$10.6K - $10.6K
|
158K
$7.94M
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-227- 31.57% |
$11.1K - $11.2K
|
492
$24.8K
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-282- 3.09% |
$13.8K - $13.9K
|
8.85K
$446K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-308- 2.6% |
$15.1K - $15.2K
|
11.5K
$582K
|
|
|
Feb 01, 2023
Q4 2022
|
My Wealth Management Inc.
|
SELL
|
- |
-310- 0.75% |
$15.2K - $15.3K
|
40.8K
$2.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-323- 15.63% |
$15.8K - $15.9K
|
1.74K
$87.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-381- 3.28% |
$18.7K - $18.8K
|
11.2K
$567K
|
|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-400- 8.95% |
$19.6K - $19.7K
|
4.07K
$205K
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-437- 8.23% |
$21.4K - $21.5K
|
4.88K
$246K
|
|
|
Jan 19, 2023
Q4 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-441- 6.22% |
$21.6K - $21.7K
|
6.65K
$335K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-518- 3.79% |
$25.4K - $25.5K
|
13.2K
$664K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-527- 5.01% |
$25.8K - $26K
|
10K
$504K
|
|
|
Jan 19, 2023
Q4 2022
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-527- 0.72% |
$25.8K - $26K
|
73.1K
$3.69M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-575- 50.0% |
$28.2K - $28.3K
|
575
$29K
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
SELL
|
- |
-620- 5.05% |
$30.4K - $30.6K
|
11.7K
$588K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-662- 76.8% |
$32.4K - $32.6K
|
200
$10.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-700- 54.35% |
$34.3K - $34.5K
|
588
$29.6K
|
|
|
Jan 19, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-710- 1.76% |
$34.8K - $35K
|
39.5K
$1.99M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-724- 90.16% |
$35.5K - $35.7K
|
79
$3.98K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-779- 2.91% |
$38.2K - $38.4K
|
25.9K
$1.31M
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-800- 5.07% |
$39.2K - $39.4K
|
15K
$755K
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-847- 10.62% |
$41.5K - $41.8K
|
7.13K
$359K
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-870- 14.41% |
$42.6K - $42.9K
|
5.17K
$260K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-892- 5.11% |
$43.7K - $44K
|
16.6K
$835K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.04K- 16.14% |
$50.9K - $51.2K
|
5.4K
$272K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.08K- 36.89% |
$53.1K - $53.4K
|
1.85K
$93.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-1.09K- 1.51% |
$53.4K - $53.7K
|
70.9K
$3.57M
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.11K- 2.57% |
$54.5K - $54.8K
|
42K
$2.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.14K- 0.83% |
$55.7K - $56K
|
136K
$6.86M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.16K- 17.2% |
$57K - $57.3K
|
5.6K
$282K
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-1.18K- 94.63% |
$57.8K - $58.2K
|
67
$3.38K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.2K- 7.2% |
$58.6K - $58.9K
|
15.4K
$776K
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-1.23K- 16.44% |
$60.2K - $60.6K
|
6.25K
$315K
|
|
|
Jan 17, 2023
Q4 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-1.25K- 8.29% |
$61.2K - $61.6K
|
13.8K
$697K
|
|
|
Jan 17, 2023
Q4 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-1.25K- 22.27% |
$61.3K - $61.6K
|
4.36K
$220K
|
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
SELL
|
- |
-1.28K- 22.73% |
$62.6K - $63K
|
4.34K
$219K
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.3K- 9.61% |
$63.8K - $64.1K
|
12.2K
$616K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-1.42K- 6.04% |
$69.5K - $70K
|
22.1K
$1.11M
|
|
|
Jan 10, 2023
Q4 2022
|
Kwmg, LLC
|
SELL
|
- |
-1.58K- 0.75% |
$77.4K - $77.8K
|
210K
$10.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.67K- 8.37% |
$81.6K - $82.1K
|
18.2K
$919K
|