Purchases and Sales Made in Q1 2024 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 2024. 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 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
506KNew |
$8.16M - $8.67M
|
506K
$8.37M
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
440K+ 15.01% |
$7.08M - $7.52M
|
3.37M
$55.7M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
218K+ 5.38% |
$3.51M - $3.73M
|
4.27M
$70.6M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
218K+ 5.38% |
$3.51M - $3.73M
|
4.27M
$70.6M
|
|
May 08, 2024
Q1 2024
|
Nine Masts Capital LTD
|
BUY
|
- |
144KNew |
$2.32M - $2.46M
|
144K
$2.38M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
102K+ 17.0% |
$1.65M - $1.75M
|
703K
$11.6M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
82.8K+ 8.02% |
$1.33M - $1.42M
|
1.12M
$18.4M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
61.6K+ 17.49% |
$992K - $1.05M
|
413K
$6.83M
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
46.4KNew |
$748K - $794K
|
46.4K
$767K
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
36.3K+ 7.27% |
$585K - $621K
|
535K
$8.85M
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
35.6K+ 157.8% |
$574K - $610K
|
58.2K
$962K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
32.4K+ 10.98% |
$522K - $554K
|
327K
$5.41M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.5KNew |
$411K - $437K
|
25.5K
$422K
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
BUY
|
- |
22.8K+ 27.77% |
$367K - $390K
|
105K
$1.73M
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
18.2KNew |
$293K - $311K
|
18.2K
$301K
|
|
May 13, 2024
Q1 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
16.7KNew |
$270K - $286K
|
16.7K
$277K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
13.7KNew |
$221K - $235K
|
13.7K
$227K
|
|
May 13, 2024
Q1 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
13.7KNew |
$220K - $234K
|
13.7K
$226K
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
13.7K+ 68.21% |
$220K - $234K
|
33.7K
$557K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.6KNew |
$220K - $234K
|
13.6K
$226K
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
12.4KNew |
$199K - $211K
|
12.4K
$204K
|
|
Apr 22, 2024
Q1 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
12.2K+ 0.97% |
$197K - $209K
|
1.27M
$20.9M
|
|
May 14, 2024
Q1 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
11.8KNew |
$190K - $202K
|
11.8K
$195K
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
11.5KNew |
$185K - $196K
|
11.5K
$189K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
10.7K+ 30.17% |
$173K - $184K
|
46.4K
$767K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.5K+ 415.52% |
$169K - $180K
|
13K
$215K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.5K+ 1.75% |
$168K - $179K
|
607K
$10M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.73K+ 2.81% |
$141K - $149K
|
319K
$5.28M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.72K+ 58.64% |
$141K - $149K
|
23.6K
$390K
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
8.55K+ 1.01% |
$138K - $146K
|
856K
$14.2M
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
7.23K+ 4.37% |
$116K - $124K
|
172K
$2.85M
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.05K+ 11.85% |
$81.4K - $86.5K
|
47.7K
$788K
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.49K+ 9.12% |
$72.3K - $76.8K
|
53.7K
$888K
|
|
Apr 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
3.37K+ 5.76% |
$54.2K - $57.6K
|
61.8K
$1.02M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.59K+ 6.36% |
$41.7K - $44.3K
|
43.3K
$716K
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2.39K+ 2.02% |
$38.6K - $40.9K
|
121K
$2M
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.1KNew |
$33.8K - $35.9K
|
2.1K
$34.7K
|
|
Apr 26, 2024
Q1 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
1.62K+ 8.89% |
$26.1K - $27.8K
|
19.9K
$328K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.61K+ 1.91% |
$26K - $27.6K
|
86K
$1.42M
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.6K+ 15.84% |
$25.8K - $27.4K
|
11.7K
$193K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.09K+ 2.58% |
$17.6K - $18.6K
|
43.3K
$716K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
800+ 115.94% |
$12.9K - $13.7K
|
1.49K
$24.6K
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
500+ 3.12% |
$8.06K - $8.56K
|
16.5K
$273K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
451+ 12.38% |
$7.27K - $7.72K
|
4.09K
$67.7K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
261+ 3262.5% |
$4.2K - $4.47K
|
269
$4.45K
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
150+ 1.88% |
$2.42K - $2.57K
|
8.11K
$134K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
150New |
$2.42K - $2.57K
|
150
$2.48K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
116+ 0.68% |
$1.87K - $1.98K
|
17.3K
$285K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
111+ 0.82% |
$1.79K - $1.9K
|
13.6K
$225K
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
72+ 0.48% |
$1.16K - $1.23K
|
15K
$249K
|