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 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.02K- 0.93% |
$16.4K - $17.4K
|
109K
$1.74M
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-1.04K- 3.85% |
$16.7K - $17.7K
|
26K
$415K
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-1.07K- 5.09% |
$17.1K - $18.1K
|
19.8K
$317K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.19K- 5.63% |
$19K - $20.1K
|
19.9K
$318K
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.25K- 5.37% |
$20.1K - $21.2K
|
22K
$352K
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.28K- 9.93% |
$20.6K - $21.8K
|
11.6K
$186K
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.65K- 7.99% |
$26.5K - $28K
|
19K
$304K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.97K- 8.9% |
$31.7K - $33.5K
|
20.2K
$323K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2K- 7.39% |
$32.1K - $34K
|
25.1K
$401K
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-2.13K- 13.85% |
$34.1K - $36.1K
|
13.2K
$211K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.19K- 5.99% |
$35.2K - $37.2K
|
34.4K
$549K
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-2.28K- 7.76% |
$36.7K - $38.8K
|
27.1K
$434K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.36K- 7.65% |
$37.8K - $40K
|
28.4K
$455K
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.69K- 2.14% |
$43.2K - $45.7K
|
123K
$1.96M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.27K- 48.31% |
$52.5K - $55.6K
|
3.5K
$56K
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.4K- 2.81% |
$54.6K - $57.8K
|
117K
$1.88M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.47K- 20.86% |
$55.7K - $59K
|
13.2K
$210K
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-4K- 7.9% |
$64.2K - $68K
|
46.6K
$746K
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-4.02K- 3.95% |
$64.5K - $68.2K
|
97.7K
$1.56M
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-5K- 8.34% |
$80.3K - $84.9K
|
54.9K
$878K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.16K- 7.39% |
$82.9K - $87.7K
|
64.6K
$1.03M
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.56K- 24.53% |
$89.2K - $94.4K
|
17.1K
$273K
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-5.67K- 10.46% |
$91.1K - $96.4K
|
48.6K
$776K
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-6.6K- 3.38% |
$106K - $112K
|
189K
$3.02M
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-8.17K- 30.06% |
$131K - $139K
|
19K
$304K
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
SELL
|
- |
-8.2K- 13.89% |
$132K - $139K
|
50.9K
$813K
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-8.28K- 1.3% |
$133K - $141K
|
629K
$10.1M
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-11K- 5.22% |
$177K - $187K
|
200K
$3.19M
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-15.7K- 2.06% |
$252K - $266K
|
746K
$11.9M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-20.9K- 13.86% |
$336K - $355K
|
130K
$2.08M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-24.1K- 90.78% |
$386K - $409K
|
2.44K
$39.1K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-53.5K- 7.51% |
$860K - $910K
|
659K
$10.5M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-144K- 14.44% |
$2.31M - $2.44M
|
850K
$13.6M
|