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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-12.1K- 48.47% |
$199K - $219K
|
12.9K
$206K
|
|
|
Jul 10, 2023
Q2 2023
|
Triad Investment Management
|
BUY
|
- |
6+ 0.05% |
$98.6 - $109
|
12K
$192K
|
|
| Q1 2023 | |||||||
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1New |
$17.2 - $18.3
|
1
$16
|
|
|
May 02, 2023
Q1 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
11.8KNew |
$203K - $216K
|
11.8K
$189K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
7.74KNew |
$133K - $142K
|
7.74K
$124K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-200- 1.93% |
$3.43K - $3.66K
|
10.2K
$162K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1KNew |
$17.2K - $18.3K
|
1K
$16K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.46KNew |
$25K - $26.7K
|
1.46K
$23.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5.31KNew |
$91K - $97.1K
|
5.31K
$84.8K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.36KNew |
$23.3K - $24.9K
|
1.36K
$21.7K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
12.3KNew |
$211K - $225K
|
12.3K
$196K
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
14.1KNew |
$242K - $258K
|
14.1K
$225K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-393- 16.44% |
$6.74K - $7.19K
|
2K
$31.9K
|
|
| Q4 2022 | |||||||
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
118KNew |
$1.88M - $2.22M
|
118K
$1.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
10.5KNew |
$167K - $197K
|
10.5K
$168K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
39New |
$620 - $732
|
39
$624
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.95KNew |
$31K - $36.6K
|
1.95K
$31.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.8KNew |
$172K - $203K
|
10.8K
$173K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.25KNew |
$19.9K - $23.5K
|
1.25K
$20K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
615New |
$9.78K - $11.5K
|
615
$9.83K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.42K+ 21.7% |
$70.3K - $82.8K
|
24.8K
$396K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
27.6KNew |
$439K - $517K
|
27.6K
$441K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1KNew |
$15.9K - $18.8K
|
1K
$16K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
600New |
$9.55K - $11.3K
|
600
$9.59K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
303New |
$4.82K - $5.68K
|
303
$4.84K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
3KNew |
$47.7K - $56.3K
|
3K
$48K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
3.3K+ 8.91% |
$54K - $66.3K
|
40.3K
$645K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
513+ 5.12% |
$8.39K - $10.3K
|
10.5K
$168K
|
|
|
Oct 31, 2022
Q3 2022
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-3.54K- 22.34% |
$57.8K - $71.1K
|
12.3K
$197K
|
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
20.4KNew |
$333K - $410K
|
20.4K
$326K
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
8+ 1.91% |
$141 - $175
|
426
$6.81K
|
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
3.02KNew |
$53.1K - $66.1K
|
3.02K
$48.3K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1KNew |
$17.6K - $21.9K
|
1K
$16K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-6.23KClosed |
$110K - $136K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.89KClosed |
$174K - $217K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-600- 5.12% |
$10.6K - $13.1K
|
11.1K
$178K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2.43K- 12.86% |
$42.7K - $53.1K
|
16.4K
$263K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
320+ 363.64% |
$5.63K - $7.01K
|
408
$6.52K
|
|
|
Aug 12, 2022
Q2 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
12.7KNew |
$223K - $278K
|
12.7K
$203K
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
497+ 1.82% |
$8.74K - $10.9K
|
27.8K
$444K
|
|
|
Aug 12, 2022
Q2 2022
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-16.5KClosed |
$290K - $362K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-261- 0.62% |
$4.59K - $5.72K
|
41.7K
$667K
|
|
|
Aug 10, 2022
Q2 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-12.8KClosed |
$225K - $280K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-9.88KClosed |
$174K - $216K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-9.36KClosed |
$165K - $205K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.32KNew |
$40.8K - $50.8K
|
2.32K
$37.1K
|
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-5K- 16.79% |
$88K - $110K
|
24.8K
$396K
|
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
10.7KNew |
$188K - $234K
|
10.7K
$171K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.5KClosed |
$44K - $54.8K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-4KClosed |
$70.4K - $87.6K
|
0
$0
|
|