Institutional Ownership Black Rock Taxable Municipal Bond Trust (BBN)
This table provides information about the institutional ownership of Black Rock Taxable Municipal Bond Trust (BBN). We have compiled data on the 133 institutions that hold shares in the stock, with a total of 24.1 Million shares, which have been reported (via 13F filing form) to have a value of $385 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
17,895
shares
|
$286,141
0.06% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
17,480
shares
|
$279,505
0.0% of portfolio
|
Q1 2025
Added 30.16%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
17,095
shares
|
$273,349
0.02% of portfolio
|
Q1 2025
Reduced 24.53%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
16,435
shares
|
$262,795
0.03% of portfolio
|
Q2 2022
Reduced 12.86%
|
|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
15,104
shares
|
$241,512
0.09% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
15,040
shares
|
$240,489
0.17% of portfolio
|
Q1 2024
Added 0.48%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
14,422
shares
|
$230,607
0.01% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
13,223
shares
|
$211,435
0.05% of portfolio
|
Q1 2025
Reduced 13.85%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
12,893
shares
|
$206,159
0.0% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
12,882
shares
|
$205,983
0.07% of portfolio
|
Q2 2023
Reduced 48.47%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
12,785
shares
|
$204,432
0.01% of portfolio
|
Q4 2024
Reduced 41.61%
|
|
|
Carl P. Sherr & Co., LLC
|
May 08, 2025 Q1 2025 |
11,810
shares
|
$188,841
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
11,700
shares
|
$187,083
0.09% of portfolio
|
Q1 2024
Added 15.84%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
11,633
shares
|
$186,011
0.01% of portfolio
|
Q1 2025
Reduced 9.93%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
May 09, 2025 Q1 2025 |
11,624
shares
|
$185,867
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
11,587
shares
|
$185,276
0.01% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
11,000
shares
|
$175,890
0.0% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
10,507
shares
|
$168,006
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
May 16, 2025 Q1 2025 |
10,500
shares
|
$167,895
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
10,200
shares
|
$163,098
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
10,195
shares
|
$163,018
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
8,748
shares
|
$139,880
0.0% of portfolio
|
Q4 2024
Added 12.91%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
6,230
shares
|
$99,617
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,996
shares
|
$95,876
0.0% of portfolio
|
Q1 2020
Reduced 32.2%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
5,339
shares
|
$85,370
0.0% of portfolio
|
Q1 2025
Added 1.12%
|