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Institutional Holders of NEAR

There is a long list of 330 institutional holders of NEAR within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of NEAR by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-NEAR table below, the initial column indicates the name of each top institutional holder of NEAR, with a link to that fund's top holdings. The next columns indicate the amount of NEAR stock held by each of the institutional holders of NEAR, followed by the NEAR position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE3,415,713$172,562 12/31/2023
     NEAR3,415,713$172,562 12/31/2023
Morgan Stanley3,018,941$152,517 12/31/2023
     NEAR3,018,941$152,517 12/31/2023
Bramshill Investments LLC2,203,882$111,340 12/31/2023
     NEAR2,203,882$111,340 12/31/2023
Wells Fargo & Company MN1,638,309$82,767 12/31/2023
     NEAR1,638,309$82,767 12/31/2023
Clearwater Capital Advisors LLC1,417,601$71,617 12/31/2023
     NEAR1,417,601$71,617 12/31/2023
BlackRock Inc.1,399,522$70,704 12/31/2023
     NEAR1,399,522$70,704 12/31/2023
TAP Consulting LLC1,341,422$67,688 03/31/2024
     NEAR1,341,422$67,688 03/31/2024
Raymond James Financial Services Advisors Inc.1,273,365$64,254 03/31/2024
     NEAR1,273,365$64,254 03/31/2024
Renaissance Technologies LLC1,268,300$64,075 12/31/2023
     NEAR1,268,300$64,075 12/31/2023
LPL Financial LLC1,197,874$60,517 12/31/2023
     NEAR1,197,874$60,517 12/31/2023
UBS Group AG1,088,490$54,991 12/31/2023
     NEAR1,088,490$54,991 12/31/2023
Captrust Financial Advisors970,866$49,048 12/31/2023
     NEAR970,866$49,048 12/31/2023
Envestnet Asset Management Inc.856,743$43,283 12/31/2023
     NEAR856,743$43,283 12/31/2023
Donaldson Capital Management LLC702,234$35,435 03/31/2024
     NEAR702,234$35,435 03/31/2024
Truist Financial Corp584,916$29,550 12/31/2023
     NEAR584,916$29,550 12/31/2023
CI Private Wealth LLC575,914$29,095 12/31/2023
     NEAR575,914$29,095 12/31/2023
CWM LLC553,276$27,918 03/31/2024
     NEAR553,276$27,918 03/31/2024
Richard P Slaughter Associates Inc543,975$27,449 03/31/2024
     NEAR543,975$27,449 03/31/2024
Cetera Investment Advisers535,379$27,047 12/31/2023
     NEAR535,379$27,047 12/31/2023
Royal Bank of Canada513,951$25,965 12/31/2023
     NEAR513,951$25,965 12/31/2023
Cambridge Investment Research Advisors Inc.461,209$23,273 03/31/2024
     NEAR461,209$23,273 03/31/2024
San Luis Wealth Advisors LLC342,263$17,271 03/31/2024
     NEAR342,263$17,271 03/31/2024
Securian Asset Management Inc318,620$16,078 03/31/2024
     NEAR318,620$16,078 03/31/2024
Kiwi Wealth Investments Limited Partnership317,615$16,046 12/31/2023
     NEAR317,615$16,046 12/31/2023
Advisor Group Holdings Inc.317,528$16,043 12/31/2023
     NEAR317,528$16,043 12/31/2023
Cetera Advisor Networks LLC280,639$14,178 12/31/2023
     NEAR280,639$14,178 12/31/2023
Clark Capital Management Group Inc.269,836$13,632 12/31/2023
     NEAR269,836$13,632 12/31/2023
InterOcean Capital Group LLC244,387$12,346 12/31/2023
     NEAR244,387$12,346 12/31/2023
Kwmg LLC242,547$12,239 03/31/2024
     NEAR242,547$12,239 03/31/2024
Alexander Randolph Advisory Inc.210,789$10,649 12/31/2023
     NEAR210,789$10,649 12/31/2023
Bank of Montreal Can191,492$9,674 12/31/2023
     NEAR191,492$9,674 12/31/2023
Gladstone Institutional Advisory LLC191,232$9,661 12/31/2023
     NEAR191,232$9,661 12/31/2023
Wealthsource Partners LLC186,220$9,408 12/31/2023
     NEAR186,220$9,408 12/31/2023
Ifrah Financial Services Inc.171,612$8,670 12/31/2023
     NEAR171,612$8,670 12/31/2023
Commonwealth Equity Services LLC170,486$8,613 12/31/2023
     NEAR170,486$8,613 12/31/2023
PFG Advisors165,577$8,365 12/31/2023
     NEAR165,577$8,365 12/31/2023
Shufro Rose & Co. LLC163,765$8,170 12/31/2023
     NEAR163,765$8,170 12/31/2023
Valley National Advisers Inc.159,344$8,038 03/31/2024
     NEAR159,344$8,038 03/31/2024
Klaas Financial Asset Advisors LLC156,730$7,909 03/31/2024
     NEAR156,730$7,909 03/31/2024
Adroit Compliance LLC153,312$7,745 12/31/2023
     NEAR153,312$7,745 12/31/2023
FinTrust Capital Advisors LLC151,892$7,674 12/31/2023
     NEAR151,892$7,674 12/31/2023
Crestone Asset Management LLC146,183$7,376 03/31/2024
     NEAR146,183$7,376 03/31/2024
Northwestern Mutual Wealth Management Co.140,507$7,098 12/31/2023
     NEAR140,507$7,098 12/31/2023
MML Investors Services LLC132,003$6,669 12/31/2023
     NEAR132,003$6,669 12/31/2023
GWM Advisors LLC130,953$6,618 12/31/2023
     NEAR130,953$6,618 12/31/2023
Ameliora Wealth Management Ltd.130,147$6,567 03/31/2024
     NEAR130,147$6,567 03/31/2024
Montecito Bank & Trust129,101$6,514 03/31/2024
     NEAR129,101$6,514 03/31/2024
Warren Averett Asset Management LLC128,055$6,469 12/31/2023
     NEAR128,055$6,469 12/31/2023
Lowe Brockenbrough & Co. Inc.127,654$6,449 12/31/2023
     NEAR127,654$6,449 12/31/2023
Cassady Schiller Wealth Management LLC127,350$6,434 12/31/2023
     NEAR127,350$6,434 12/31/2023

See All: Funds Holding NEAR
See Details: Top 10 Hedge Funds Holding NEAR
Also See: NEAR Holdings Changes

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