Latest Institutional Transactions on Black Rock Taxable Municipal Bond Trust (BBN)
This table provides information on the latest institutional transactions involving Black Rock Taxable Municipal Bond Trust (BBN) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.5K+ 16.13% |
$36.1K - $41.5K
|
18K
$298K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-11K- 45.2% |
$159K - $182K
|
13.3K
$221K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
1.5KNew |
$21.6K - $24.9K
|
1.5K
$24.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
505New |
$7.29K - $8.38K
|
505
$8.36K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-57- 15.97% |
$823 - $946
|
300
$4.97K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-42.1K- 69.81% |
$608K - $698K
|
18.2K
$301K
|
|
|
Jan 17, 2024
Q4 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-79.9K- 46.93% |
$1.15M - $1.33M
|
90.3K
$1.5M
|
|
| Q3 2023 | |||||||
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-1KClosed |
$14.8K - $16.7K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-307K- 99.08% |
$4.56M - $5.13M
|
2.86K
$47.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
134K+ 98.95% |
$1.98M - $2.23M
|
269K
$4.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.54K- 14.67% |
$82.2K - $92.5K
|
32.2K
$533K
|
|
|
Nov 08, 2023
Q3 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-96.7K- 36.34% |
$1.43M - $1.61M
|
169K
$2.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1+ 0.95% |
$14.8 - $16.7
|
106
$1.75K
|
|
|
Nov 03, 2023
Q3 2023
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
243+ 1.62% |
$3.61K - $4.06K
|
15.2K
$252K
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
14.7K+ 6.55% |
$219K - $246K
|
240K
$3.97M
|
|
|
Oct 24, 2023
Q3 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-1.15K- 6.44% |
$17.1K - $19.3K
|
16.8K
$277K
|
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-550- 4.73% |
$8.16K - $9.19K
|
11.1K
$183K
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
BUY
|
- |
37.2KNew |
$552K - $621K
|
37.2K
$616K
|
|
| Q2 2023 | |||||||
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
180New |
$2.96K - $3.26K
|
180
$2.98K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.7KNew |
$176K - $193K
|
10.7K
$177K
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
20KNew |
$329K - $362K
|
20K
$331K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$16.4 - $18.1
|
1
$16.6
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4KNew |
$65.8K - $72.4K
|
4K
$66.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
960New |
$15.8K - $17.4K
|
960
$15.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.68K- 15.9% |
$44K - $48.4K
|
14.2K
$234K
|
|
|
Jul 21, 2023
Q2 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
30KNew |
$493K - $543K
|
30K
$496K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
125New |
$2.06K - $2.26K
|
125
$2.07K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-12.1K- 48.47% |
$199K - $219K
|
12.9K
$213K
|
|
|
Jul 10, 2023
Q2 2023
|
Triad Investment Management
|
BUY
|
- |
6+ 0.05% |
$98.6 - $109
|
12K
$199K
|
|
| Q1 2023 | |||||||
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1New |
$17.2 - $18.3
|
1
$16.6
|
|
|
May 02, 2023
Q1 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
11.8KNew |
$203K - $216K
|
11.8K
$195K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
7.74KNew |
$133K - $142K
|
7.74K
$128K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1KNew |
$17.2K - $18.3K
|
1K
$16.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-200- 1.93% |
$3.43K - $3.66K
|
10.2K
$168K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.46KNew |
$25K - $26.7K
|
1.46K
$24.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5.31KNew |
$91K - $97.1K
|
5.31K
$87.8K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
12.3KNew |
$211K - $225K
|
12.3K
$203K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.36KNew |
$23.3K - $24.9K
|
1.36K
$22.5K
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
14.1KNew |
$242K - $258K
|
14.1K
$233K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-393- 16.44% |
$6.74K - $7.19K
|
2K
$33.1K
|
|
| Q4 2022 | |||||||
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
118KNew |
$1.88M - $2.22M
|
118K
$1.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.8KNew |
$172K - $203K
|
10.8K
$179K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.95KNew |
$31K - $36.6K
|
1.95K
$32.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
39New |
$620 - $732
|
39
$645
|
|
|
Feb 14, 2023
Q4 2022
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
10.5KNew |
$167K - $197K
|
10.5K
$174K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.25KNew |
$19.9K - $23.5K
|
1.25K
$20.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
SELL
|
- |
-740- 6.69% |
$11.8K - $13.9K
|
10.3K
$171K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
615New |
$9.78K - $11.5K
|
615
$10.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-6.59K- 13.42% |
$105K - $124K
|
42.5K
$704K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.42K+ 21.7% |
$70.3K - $82.8K
|
24.8K
$410K
|
|