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
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
180+ 26.09% |
$3.09K - $3.29K
|
870
$14.4K
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
50+ 0.16% |
$857 - $915
|
31.9K
$527K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
10+ 1.82% |
$172 - $183
|
560
$9.26K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
7+ 1.21% |
$120 - $128
|
586
$9.69K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1New |
$17.2 - $18.3
|
1
$16.5
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1New |
$17.2 - $18.3
|
1
$16.5
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-61- 0.41% |
$1.05K - $1.12K
|
15K
$247K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-123- 0.67% |
$2.11K - $2.25K
|
18.4K
$303K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-200- 1.93% |
$3.43K - $3.66K
|
10.2K
$168K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-290- 0.45% |
$4.97K - $5.31K
|
64.3K
$1.06M
|
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-300- 2.52% |
$5.15K - $5.49K
|
11.6K
$192K
|
|
|
Jul 10, 2023
Q1 2023
|
Triad Investment Management
|
SELL
|
- |
-313- 2.54% |
$5.37K - $5.73K
|
12K
$199K
|
|
|
Apr 21, 2023
Q1 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-313- 0.58% |
$5.37K - $5.73K
|
53.5K
$884K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-393- 16.44% |
$6.74K - $7.19K
|
2K
$33K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-425- 19.06% |
$7.29K - $7.78K
|
1.81K
$29.8K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-466- 9.19% |
$7.99K - $8.53K
|
4.6K
$76.1K
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-650- 39.39% |
$11.1K - $11.9K
|
1K
$16.5K
|
|
|
Apr 11, 2023
Q1 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-780- 1.28% |
$13.4K - $14.3K
|
60.1K
$993K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-785- 0.38% |
$13.5K - $14.4K
|
204K
$3.37M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-866- 4.9% |
$14.9K - $15.8K
|
16.8K
$278K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-993- 7.38% |
$17K - $18.2K
|
12.5K
$206K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1KClosed |
$17.2K - $18.3K
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-1.1K- 8.81% |
$18.9K - $20.1K
|
11.4K
$188K
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.4K- 3.89% |
$24K - $25.6K
|
34.6K
$571K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.7K- 9.86% |
$29.2K - $31.1K
|
15.5K
$257K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.89K- 9.32% |
$32.3K - $34.5K
|
18.4K
$303K
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.19K- 1.82% |
$37.6K - $40.1K
|
119K
$1.96M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-3.75K- 12.77% |
$64.3K - $68.6K
|
25.6K
$424K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-5.31K- 7.53% |
$91.1K - $97.2K
|
65.2K
$1.08M
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
SELL
|
- |
-5.39K- 3.29% |
$92.4K - $98.6K
|
158K
$2.62M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.52K- 6.73% |
$94.7K - $101K
|
76.5K
$1.26M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.51K- 10.99% |
$112K - $119K
|
52.7K
$871K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-9.23K- 18.99% |
$158K - $169K
|
39.4K
$651K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.83K- 19.93% |
$169K - $180K
|
39.5K
$653K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-15.8K- 51.89% |
$271K - $289K
|
14.7K
$242K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-20.3K- 6.63% |
$348K - $371K
|
285K
$4.72M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-21.6K- 3.02% |
$370K - $395K
|
693K
$11.5M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-26.5K- 31.41% |
$455K - $486K
|
57.9K
$957K
|
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-28.4K- 7.34% |
$488K - $521K
|
359K
$5.93M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-32.4K- 6.22% |
$556K - $594K
|
490K
$8.09M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-36.1K- 11.13% |
$619K - $660K
|
288K
$4.76M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-36.2K- 7.86% |
$620K - $662K
|
424K
$7.01M
|
|
|
Apr 13, 2023
Q1 2023
|
Addison Capital CO
|
SELL
|
- |
-36.4K- 32.88% |
$623K - $665K
|
74.2K
$1.23M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-53.6K- 54.78% |
$920K - $981K
|
44.3K
$732K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-54.4K- 67.72% |
$932K - $995K
|
25.9K
$428K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-104K- 6.46% |
$1.78M - $1.9M
|
1.5M
$24.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-138K- 20.73% |
$2.37M - $2.53M
|
528K
$8.73M
|