Purchases and Sales Made in Q1 2025 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 2025. 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, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
788K+ 18.02% |
$12.7M - $13.4M
|
5.16M
$82.5M
|
|
|
May 07, 2025
Q1 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
125K+ 7.28% |
$2.01M - $2.13M
|
1.85M
$29.5M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
77.3K+ 1.61% |
$1.24M - $1.31M
|
4.88M
$78.1M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
65K+ 13.05% |
$1.04M - $1.1M
|
563K
$8.99M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
63.2K+ 9.23% |
$1.01M - $1.07M
|
748K
$12M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
53.3K+ 71.05% |
$856K - $905K
|
128K
$2.05M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
46.7K+ 25.78% |
$750K - $794K
|
228K
$3.65M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
45.2K+ 9.99% |
$726K - $768K
|
497K
$7.95M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
38.4K+ 6.06% |
$616K - $652K
|
672K
$10.7M
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
21.7K+ 3.56% |
$348K - $368K
|
630K
$10.1M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.7K+ 24.24% |
$253K - $267K
|
80.6K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
14.5K+ 1.32% |
$232K - $246K
|
1.11M
$17.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
12.4K+ 35.58% |
$199K - $211K
|
47.3K
$757K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
10.5KNew |
$169K - $179K
|
10.5K
$168K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
10.5K+ 33.71% |
$169K - $178K
|
41.6K
$665K
|
|
|
May 15, 2025
Q1 2025
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
7.8K+ 5.41% |
$125K - $133K
|
152K
$2.43M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.93K+ 12.49% |
$111K - $118K
|
62.4K
$998K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
6.23KNew |
$100K - $106K
|
6.23K
$99.6K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.9K+ 4.04% |
$94.8K - $100K
|
152K
$2.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
5.7K+ 13.18% |
$91.5K - $96.8K
|
48.9K
$783K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.05K+ 30.16% |
$65K - $68.8K
|
17.5K
$280K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.98K+ 10.69% |
$63.9K - $67.6K
|
41.2K
$659K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
3.04K+ 7.11% |
$48.9K - $51.7K
|
45.8K
$733K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2.7K+ 3.95% |
$43.3K - $45.9K
|
71.1K
$1.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2K+ 4.12% |
$32.1K - $34K
|
50.5K
$807K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.64K+ 5.99% |
$26.4K - $27.9K
|
29.1K
$465K
|
|
|
May 14, 2025
Q1 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.25K+ 3.24% |
$20K - $21.2K
|
39.7K
$634K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.15K+ 115400.0% |
$18.5K - $19.6K
|
1.16K
$18.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
750New |
$12K - $12.7K
|
750
$12K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
750New |
$12K - $12.7K
|
750
$12K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
625New |
$10K - $10.6K
|
625
$9.99K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
408New |
$6.55K - $6.93K
|
408
$6.52K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
250+ 2.33% |
$4.01K - $4.25K
|
11K
$176K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
237New |
$3.81K - $4.03K
|
237
$3.79K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
190+ 1.27% |
$3.05K - $3.23K
|
15.1K
$242K
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
131+ 0.51% |
$2.1K - $2.23K
|
25.7K
$411K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
105+ 0.91% |
$1.69K - $1.78K
|
11.6K
$185K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
59+ 1.12% |
$948 - $1K
|
5.34K
$85.4K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
54+ 0.11% |
$867 - $917
|
50.9K
$814K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
32+ 0.06% |
$514 - $544
|
49.7K
$795K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-40- 1.56% |
$642 - $680
|
2.52K
$40.3K
|
|
|
May 14, 2025
Q1 2025
|
Broyhill Asset Management
Charlotte, NC |
SELL
|
- |
-260- 0.15% |
$4.18K - $4.42K
|
173K
$2.77M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-519- 1.35% |
$8.34K - $8.82K
|
37.9K
$606K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-619- 3.34% |
$9.94K - $10.5K
|
17.9K
$286K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-700- 0.54% |
$11.2K - $11.9K
|
129K
$2.06M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-772- 5.08% |
$12.4K - $13.1K
|
14.4K
$231K
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-774- 1.82% |
$12.4K - $13.2K
|
41.8K
$668K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-899- 3.58% |
$14.4K - $15.3K
|
24.2K
$387K
|