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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
277New |
$4K - $4.6K
|
277
$4.53K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
95+ 0.91% |
$1.37K - $1.58K
|
10.6K
$173K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
134K+ 98.95% |
$1.98M - $2.23M
|
269K
$4.39M
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
BUY
|
- |
37.2KNew |
$552K - $621K
|
37.2K
$608K
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
14.7K+ 6.55% |
$219K - $246K
|
240K
$3.92M
|
|
|
Nov 03, 2023
Q3 2023
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
243+ 1.62% |
$3.61K - $4.06K
|
15.2K
$249K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1+ 0.95% |
$14.8 - $16.7
|
106
$1.73K
|
|
| Q2 2023 | |||||||
|
Jul 21, 2023
Q2 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
30KNew |
$493K - $543K
|
30K
$490K
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
20KNew |
$329K - $362K
|
20K
$327K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.7KNew |
$176K - $193K
|
10.7K
$175K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4KNew |
$65.8K - $72.4K
|
4K
$65.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
960New |
$15.8K - $17.4K
|
960
$15.7K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
180New |
$2.96K - $3.26K
|
180
$2.94K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
125New |
$2.06K - $2.26K
|
125
$2.04K
|
|
|
Jul 10, 2023
Q2 2023
|
Triad Investment Management
|
BUY
|
- |
6+ 0.05% |
$98.6 - $109
|
12K
$197K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$16.4 - $18.1
|
1
$16.4
|
|
| Q1 2023 | |||||||
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
14.1KNew |
$242K - $258K
|
14.1K
$231K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
12.3KNew |
$211K - $225K
|
12.3K
$201K
|
|
|
May 02, 2023
Q1 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
11.8KNew |
$203K - $216K
|
11.8K
$193K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
7.74KNew |
$133K - $142K
|
7.74K
$126K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5.31KNew |
$91K - $97.1K
|
5.31K
$86.8K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.46KNew |
$25K - $26.7K
|
1.46K
$23.9K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.36KNew |
$23.3K - $24.9K
|
1.36K
$22.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1KNew |
$17.2K - $18.3K
|
1K
$16.4K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1New |
$17.2 - $18.3
|
1
$16.4
|
|
| Q4 2022 | |||||||
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
118KNew |
$1.88M - $2.22M
|
118K
$1.93M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
27.6KNew |
$439K - $517K
|
27.6K
$451K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.8KNew |
$172K - $203K
|
10.8K
$177K
|
|
|
Feb 14, 2023
Q4 2022
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
10.5KNew |
$167K - $197K
|
10.5K
$172K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.42K+ 21.7% |
$70.3K - $82.8K
|
24.8K
$405K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
3KNew |
$47.7K - $56.3K
|
3K
$49.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.95KNew |
$31K - $36.6K
|
1.95K
$31.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.25KNew |
$19.9K - $23.5K
|
1.25K
$20.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1KNew |
$15.9K - $18.8K
|
1K
$16.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
615New |
$9.78K - $11.5K
|
615
$10.1K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
600New |
$9.55K - $11.3K
|
600
$9.81K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
303New |
$4.82K - $5.68K
|
303
$4.95K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
39New |
$620 - $732
|
39
$638
|
|
| Q3 2022 | |||||||
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
20.4KNew |
$333K - $410K
|
20.4K
$333K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
3.3K+ 8.91% |
$54K - $66.3K
|
40.3K
$659K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
513+ 5.12% |
$8.39K - $10.3K
|
10.5K
$172K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
12.7KNew |
$223K - $278K
|
12.7K
$208K
|
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
10.7KNew |
$188K - $234K
|
10.7K
$175K
|
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
3.02KNew |
$53.1K - $66.1K
|
3.02K
$49.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.32KNew |
$40.8K - $50.8K
|
2.32K
$37.9K
|
|
|
Jul 22, 2022
Q2 2022
|
American Research & Management Co.
|
BUY
|
- |
1.4KNew |
$24.6K - $30.7K
|
1.4K
$22.9K
|
|
|
Jul 25, 2022
Q2 2022
|
First Personal Financial Services
|
BUY
|
- |
1.37KNew |
$24K - $29.9K
|
1.37K
$22.3K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1KNew |
$17.6K - $21.9K
|
1K
$16.4K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
983New |
$17.3K - $21.5K
|
983
$16.1K
|
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
BUY
|
- |
838New |
$14.7K - $18.4K
|
838
$13.7K
|
|