Purchases and Sales Made in Q1 2023 in Black Rock Taxable Municipal Bond Trust (BBN)
This table provides information about the institutional ownership of Black Rock Taxable Municipal Bond Trust (BBN) during Q1 2023. The information is specifically focused on institutions that hold shares of BlackRock Taxable Municipal Bond Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
253K+ 1337.07% |
$4.35M - $4.64M
|
272K
$4.49M
|
|
|
May 11, 2023
Q1 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
245K+ 206.87% |
$4.2M - $4.48M
|
363K
$5.99M
|
|
|
May 04, 2023
Q1 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
234K+ 37.73% |
$4.02M - $4.28M
|
855K
$14.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
219KNew |
$3.76M - $4.01M
|
219K
$3.61M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
165K+ 5.98% |
$2.84M - $3.03M
|
2.93M
$48.3M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
110K+ 28.36% |
$1.89M - $2.02M
|
499K
$8.22M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
92.9K+ 8.33% |
$1.59M - $1.7M
|
1.21M
$19.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
65.8K+ 100.07% |
$1.13M - $1.2M
|
131K
$2.17M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
38.3KNew |
$657K - $701K
|
38.3K
$632K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
35.6K+ 8.71% |
$610K - $651K
|
444K
$7.31M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
28.9K+ 92.18% |
$496K - $529K
|
60.3K
$994K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
24.9KNew |
$427K - $455K
|
24.9K
$410K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
20.5K+ 4.24% |
$351K - $375K
|
503K
$8.29M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
19.3K+ 61.51% |
$331K - $353K
|
50.7K
$835K
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
15.2KNew |
$261K - $279K
|
15.2K
$251K
|
|
|
Apr 20, 2023
Q1 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
14.8KNew |
$253K - $270K
|
14.8K
$243K
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
14.2KNew |
$244K - $261K
|
14.2K
$235K
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
14.1KNew |
$242K - $258K
|
14.1K
$232K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
12.3KNew |
$211K - $225K
|
12.3K
$202K
|
|
|
May 02, 2023
Q1 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
11.8KNew |
$203K - $216K
|
11.8K
$195K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
10K+ 10.0% |
$172K - $183K
|
110K
$1.81M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
9.67K+ 12.01% |
$166K - $177K
|
90.2K
$1.49M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
9.12K+ 0.88% |
$156K - $167K
|
1.04M
$17.1M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.81K+ 280.1% |
$151K - $161K
|
12K
$197K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
7.74KNew |
$133K - $142K
|
7.74K
$127K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.28K+ 4.43% |
$125K - $133K
|
171K
$2.83M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.55K+ 24.59% |
$112K - $120K
|
33.2K
$547K
|
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
5.51K+ 9.61% |
$94.5K - $101K
|
62.9K
$1.04M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5.31KNew |
$91K - $97.1K
|
5.31K
$87.4K
|
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
5.04K+ 9.92% |
$86.5K - $92.3K
|
55.8K
$920K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.49K+ 12.9% |
$77K - $82.1K
|
39.3K
$647K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.02K+ 7.31% |
$68.9K - $73.5K
|
59K
$972K
|
|
|
May 11, 2023
Q1 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
3.66K+ 1.96% |
$62.8K - $67K
|
190K
$3.13M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.32K+ 2.75% |
$56.9K - $60.7K
|
124K
$2.04M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.96K+ 40.0% |
$50.7K - $54.1K
|
10.4K
$171K
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.5K+ 25.0% |
$42.9K - $45.8K
|
12.5K
$206K
|
|
|
May 11, 2023
Q1 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
2.07K+ 2.4% |
$35.5K - $37.8K
|
88.3K
$1.46M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.03K+ 5.91% |
$34.7K - $37.1K
|
36.3K
$598K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2KNew |
$34.3K - $36.6K
|
2K
$33K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.92K+ 4.77% |
$33K - $35.2K
|
42.3K
$696K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.89K+ 10.28% |
$32.3K - $34.5K
|
20.2K
$333K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.46KNew |
$25K - $26.7K
|
1.46K
$24.1K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.36KNew |
$23.3K - $24.9K
|
1.36K
$22.4K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.2K+ 0.84% |
$20.5K - $21.9K
|
143K
$2.36M
|
|
|
Apr 21, 2023
Q1 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
1.04K+ 7.2% |
$17.8K - $19K
|
15.5K
$255K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1K+ 33.33% |
$17.2K - $18.3K
|
4K
$65.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1KNew |
$17.2K - $18.3K
|
1K
$16.5K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
450New |
$7.72K - $8.24K
|
450
$7.42K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
251+ 1.52% |
$4.3K - $4.59K
|
16.8K
$277K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
185+ 1.38% |
$3.17K - $3.39K
|
13.6K
$224K
|