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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
67+ 0.12% |
$1.08K - $1.15K
|
57K
$911K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
55+ 1.11% |
$886 - $941
|
4.99K
$79.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
37+ 8.6% |
$596 - $633
|
467
$7.47K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
18+ 1.69% |
$290 - $308
|
1.08K
$17.3K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
18+ 1.65% |
$290 - $308
|
1.11K
$17.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
11+ 1.77% |
$177 - $188
|
632
$10.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
10+ 0.02% |
$161 - $171
|
53.7K
$858K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-165- 0.3% |
$2.66K - $2.82K
|
55.1K
$882K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-250- 8.77% |
$4.03K - $4.28K
|
2.6K
$41.6K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-286- 0.38% |
$4.61K - $4.89K
|
75K
$1.2M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-349- 1.8% |
$5.62K - $5.97K
|
19K
$304K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-367- 0.09% |
$5.91K - $6.28K
|
413K
$6.61M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-375- 1.72% |
$6.04K - $6.42K
|
21.4K
$342K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-491- 1.46% |
$7.91K - $8.4K
|
33.1K
$530K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-578- 0.96% |
$9.31K - $9.89K
|
59.9K
$958K
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-666- 1.76% |
$10.7K - $11.4K
|
37.1K
$594K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-903- 1.27% |
$14.5K - $15.5K
|
70K
$1.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1K- 50.0% |
$16.1K - $17.1K
|
1K
$16K
|
|
|
May 10, 2024
Q1 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-1.5K- 2.25% |
$24.1K - $25.6K
|
65.2K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.54K- 5.03% |
$24.8K - $26.3K
|
29.1K
$465K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-2.03K- 1.44% |
$32.7K - $34.7K
|
139K
$2.22M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-2.35K- 2.34% |
$37.9K - $40.2K
|
98K
$1.57M
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-4.6K- 10.86% |
$74.1K - $78.7K
|
37.8K
$604K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.67K- 9.95% |
$75.2K - $79.9K
|
42.3K
$676K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.44K- 4.97% |
$87.6K - $93K
|
104K
$1.66M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-6.4K- 16.21% |
$103K - $110K
|
33.1K
$529K
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-6.8K- 63.55% |
$110K - $116K
|
3.9K
$62.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-7.5K- 25.05% |
$121K - $128K
|
22.4K
$359K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-8.79K- 7.29% |
$142K - $150K
|
112K
$1.79M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-8.83K- 45.1% |
$142K - $151K
|
10.8K
$172K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.61K- 34.43% |
$155K - $164K
|
18.3K
$293K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-10.5K- 39.36% |
$168K - $179K
|
16.1K
$257K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-13.2K- 69.36% |
$212K - $225K
|
5.82K
$93K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-16.8K- 8.16% |
$271K - $288K
|
189K
$3.03M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-19K- 57.81% |
$307K - $326K
|
13.9K
$222K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-22K- 3.08% |
$355K - $377K
|
693K
$11.1M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-25.7K- 66.46% |
$414K - $440K
|
13K
$207K
|
|
|
May 13, 2024
Q1 2024
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-41.5K- 56.04% |
$668K - $709K
|
32.5K
$520K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-41.9K- 6.67% |
$676K - $717K
|
586K
$9.38M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-60.5K- 10.8% |
$974K - $1.03M
|
499K
$7.98M
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-77.5K- 36.22% |
$1.25M - $1.33M
|
136K
$2.18M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-216K- 4.81% |
$3.48M - $3.69M
|
4.27M
$68.3M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-232K- 22.51% |
$3.74M - $3.97M
|
799K
$12.8M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-234K- 60.4% |
$3.77M - $4.01M
|
153K
$2.45M
|