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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
150+ 9.74% |
$2.64K - $3.29K
|
1.69K
$27K
|
|
|
Jul 28, 2022
Q2 2022
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-2.51K- 4.97% |
$44.2K - $55K
|
48K
$767K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
983New |
$17.3K - $21.5K
|
983
$15.7K
|
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
BUY
|
- |
838New |
$14.7K - $18.4K
|
838
$13.4K
|
|
|
Jul 27, 2022
Q2 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-165KClosed |
$2.9M - $3.61M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
338New |
$5.95K - $7.41K
|
338
$5.4K
|
|
|
Jul 25, 2022
Q2 2022
|
First Personal Financial Services
|
BUY
|
- |
1.37KNew |
$24K - $29.9K
|
1.37K
$21.8K
|
|
|
Jul 22, 2022
Q2 2022
|
American Research & Management Co.
|
BUY
|
- |
1.4KNew |
$24.6K - $30.7K
|
1.4K
$22.4K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-10.5KClosed |
$185K - $230K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-30.9K- 71.12% |
$544K - $677K
|
12.6K
$201K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1KClosed |
$17.6K - $21.9K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Aristides Capital LLC
Ottawa Hills, OH |
SELL
|
- |
-8.39KClosed |
$173K - $218K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-18.8KClosed |
$389K - $488K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-32KClosed |
$661K - $831K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-17.2KClosed |
$355K - $446K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-10KClosed |
$206K - $259K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
SELL
|
- |
-10KClosed |
$206K - $259K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-9.39KClosed |
$194K - $244K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-96.3K- 34.97% |
$1.99M - $2.5M
|
179K
$2.86M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
10.9KNew |
$225K - $283K
|
10.9K
$174K
|
|
|
May 09, 2022
Q1 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-9.68KClosed |
$200K - $251K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-9.3KClosed |
$192K - $241K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-460Closed |
$9.49K - $11.9K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-8.18KClosed |
$169K - $212K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-405Closed |
$8.36K - $10.5K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Geneva Partners, LLC
|
SELL
|
- |
-96.7KClosed |
$2M - $2.51M
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Lloyd Park, LLC
Wilmette, IL |
SELL
|
- |
-13.1KClosed |
$271K - $341K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-225- 8.26% |
$4.64K - $5.83K
|
2.5K
$40K
|
|
|
Apr 29, 2022
Q1 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
6.5K+ 55.08% |
$134K - $169K
|
18.3K
$293K
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-11.8KClosed |
$243K - $306K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-8.19KClosed |
$169K - $212K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-8.5KClosed |
$175K - $220K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-8.86KClosed |
$183K - $230K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-8.49KClosed |
$175K - $220K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
1.2KNew |
$24.8K - $31.1K
|
1.2K
$19.2K
|
|
|
Apr 18, 2022
Q1 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-23.1KClosed |
$477K - $600K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Verity Wealth Advisors
|
SELL
|
- |
-619- 5.79% |
$12.8K - $16.1K
|
10.1K
$161K
|
|
| Q4 2021 | |||||||
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
31.1K+ 23.04% |
$784K - $817K
|
166K
$2.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-990Closed |
$25K - $26K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.16KClosed |
$29.3K - $30.5K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-2.79KClosed |
$70.5K - $73.5K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-11.5K- 95.84% |
$290K - $303K
|
500
$8K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-278Closed |
$7.02K - $7.31K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
BUY
|
- |
1K+ 6.4% |
$25.2K - $26.3K
|
16.6K
$266K
|
|
|
Jan 27, 2022
Q4 2021
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-28Closed |
$707 - $736
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-28.4KClosed |
$718K - $748K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.85K+ 15.4% |
$124K - $132K
|
36.3K
$581K
|
|
|
Nov 12, 2021
Q3 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-8.19KClosed |
$210K - $222K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-72Closed |
$1.84K - $1.95K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1KClosed |
$25.6K - $27.1K
|
0
$0
|
|