Latest Institutional Purchases of Black Rock Taxable Municipal Bond Trust (BBN)
This list provides information on the latest institutional transactions involving Black Rock Taxable Municipal Bond Trust (BBN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
305+ 0.65% |
$4.93K - $5.57K
|
47.6K
$778K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
153+ 0.88% |
$2.47K - $2.8K
|
17.5K
$287K
|
|
|
Oct 15, 2024
Q3 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
118+ 0.35% |
$1.91K - $2.16K
|
34.2K
$559K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
90+ 0.83% |
$1.45K - $1.64K
|
11K
$179K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
84+ 1.65% |
$1.36K - $1.53K
|
5.17K
$84.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
69+ 0.44% |
$1.11K - $1.26K
|
15.7K
$257K
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
65+ 0.11% |
$1.05K - $1.19K
|
57.1K
$934K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
42+ 0.37% |
$678 - $767
|
11.5K
$188K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
17+ 1.55% |
$275 - $311
|
1.12K
$18.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
69.8KNew |
$1.08M - $1.14M
|
69.8K
$1.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
66K+ 48.38% |
$1.02M - $1.08M
|
202K
$3.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
40.2KNew |
$623K - $658K
|
40.2K
$658K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
39.2KNew |
$607K - $642K
|
39.2K
$642K
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
26.5K+ 678.69% |
$409K - $433K
|
30.4K
$497K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
25.2KNew |
$390K - $412K
|
25.2K
$412K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
20.3KNew |
$314K - $332K
|
20.3K
$332K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
18.1KNew |
$280K - $296K
|
18.1K
$296K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14.1KNew |
$218K - $230K
|
14.1K
$230K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
12.4K+ 14.41% |
$192K - $203K
|
98.4K
$1.61M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.1KNew |
$171K - $181K
|
11.1K
$181K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
6.23KNew |
$96.4K - $102K
|
6.23K
$102K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
5K+ 27.47% |
$77.4K - $81.8K
|
23.2K
$379K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1.89KNew |
$29.3K - $31K
|
1.89K
$31K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1KNew |
$15.5K - $16.4K
|
1K
$16.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
996New |
$15.4K - $16.3K
|
996
$16.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
500+ 19.23% |
$7.74K - $8.18K
|
3.1K
$50.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
300New |
$4.64K - $4.91K
|
300
$4.91K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1New |
$15.5 - $16.4
|
1
$16.4
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
46.4KNew |
$748K - $794K
|
46.4K
$759K
|
|
|
May 13, 2024
Q1 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
13.7KNew |
$220K - $234K
|
13.7K
$224K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
13.7K+ 68.21% |
$220K - $234K
|
33.7K
$551K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.72K+ 58.64% |
$141K - $149K
|
23.6K
$386K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.1KNew |
$33.8K - $35.9K
|
2.1K
$34.3K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.6K+ 15.84% |
$25.8K - $27.4K
|
11.7K
$191K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.09K+ 2.58% |
$17.6K - $18.6K
|
43.3K
$708K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
500+ 3.12% |
$8.06K - $8.56K
|
16.5K
$270K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
72+ 0.48% |
$1.16K - $1.23K
|
15K
$246K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
11+ 1.77% |
$177 - $188
|
632
$10.3K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
57.5KNew |
$830K - $954K
|
57.5K
$940K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
34KNew |
$491K - $564K
|
34K
$556K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
17.6K+ 247.73% |
$255K - $293K
|
24.8K
$405K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
7.71K+ 7.44% |
$111K - $128K
|
111K
$1.82M
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.5K+ 16.13% |
$36.1K - $41.5K
|
18K
$294K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.03K+ 331.97% |
$29.2K - $33.6K
|
2.64K
$43.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2KNew |
$28.9K - $33.2K
|
2K
$32.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
1.5KNew |
$21.6K - $24.9K
|
1.5K
$24.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1KNew |
$14.4K - $16.6K
|
1K
$16.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
548New |
$7.91K - $9.09K
|
548
$8.96K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
505New |
$7.29K - $8.38K
|
505
$8.26K
|
|