Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
300+ 3.7% |
$4.64K - $4.91K
|
8.41K
$141K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
300New |
$4.64K - $4.91K
|
300
$5.03K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
208+ 0.36% |
$3.22K - $3.4K
|
58.4K
$979K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
126+ 0.73% |
$1.95K - $2.06K
|
17.4K
$291K
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
112+ 0.24% |
$1.73K - $1.83K
|
46.4K
$777K
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
88+ 1.76% |
$1.36K - $1.44K
|
5.08K
$85.1K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
73+ 1.78% |
$1.13K - $1.19K
|
4.17K
$69.8K
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
71+ 0.12% |
$1.1K - $1.16K
|
57.1K
$956K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
20+ 1.8% |
$309 - $327
|
1.13K
$18.9K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
19+ 1.76% |
$294 - $311
|
1.1K
$18.4K
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1New |
$15.5 - $16.4
|
1
$16.8
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6- 0.6% |
$92.8 - $98.1
|
1K
$16.8K
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-15- 0.07% |
$232 - $245
|
22.4K
$376K
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-27- 5.78% |
$418 - $441
|
440
$7.37K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-263- 97.77% |
$4.07K - $4.3K
|
6
$101
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-430- 0.9% |
$6.65K - $7.03K
|
47.3K
$791K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-530- 0.35% |
$8.2K - $8.67K
|
153K
$2.56M
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-620- 2.13% |
$9.59K - $10.1K
|
28.5K
$477K
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-666- 5.14% |
$10.3K - $10.9K
|
12.3K
$206K
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-783- 4.12% |
$12.1K - $12.8K
|
18.2K
$305K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-800- 53.69% |
$12.4K - $13.1K
|
690
$11.6K
|
|
Aug 09, 2024
Q2 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-900- 7.63% |
$13.9K - $14.7K
|
10.9K
$183K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.05K- 4.1% |
$16.2K - $17.1K
|
24.5K
$410K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.1K- 5.02% |
$17K - $18K
|
20.8K
$348K
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.14K- 5.33% |
$17.6K - $18.6K
|
20.2K
$339K
|
|
Jul 25, 2024
Q2 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-1.27K- 2.36% |
$19.6K - $20.7K
|
52.4K
$877K
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.47K- 10.74% |
$22.8K - $24.1K
|
12.2K
$205K
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.49K- 12.02% |
$23K - $24.3K
|
10.9K
$182K
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.87K- 13.43% |
$28.9K - $30.5K
|
12K
$202K
|
|
Jul 23, 2024
Q2 2024
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-1.99K- 6.12% |
$30.8K - $32.5K
|
30.5K
$511K
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.03K- 14.88% |
$31.4K - $33.2K
|
11.6K
$195K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.18K- 4.69% |
$33.7K - $35.6K
|
44.2K
$740K
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-2.7K- 20.0% |
$41.8K - $44.1K
|
10.8K
$181K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.7K- 2.6% |
$41.8K - $44.2K
|
101K
$1.69M
|
|
Jul 31, 2024
Q2 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-3.37K- 5.45% |
$52.1K - $55K
|
58.4K
$979K
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.6K- 10.88% |
$55.7K - $58.9K
|
29.5K
$494K
|
|
Jul 12, 2024
Q2 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-4K- 7.25% |
$61.9K - $65.4K
|
51.1K
$857K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.66K- 25.46% |
$72.1K - $76.2K
|
13.6K
$228K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.53K- 2.92% |
$85.6K - $90.5K
|
184K
$3.08M
|
|
Jul 25, 2024
Q2 2024
|
Addison Capital CO
|
SELL
|
- |
-6.24K- 5.95% |
$96.6K - $102K
|
98.6K
$1.65M
|
|
Aug 08, 2024
Q2 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-8.73K- 13.39% |
$135K - $143K
|
56.5K
$946K
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-13.7K- 36.27% |
$212K - $224K
|
24.1K
$403K
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-18K- 18.37% |
$278K - $294K
|
80K
$1.34M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-19K- 1.7% |
$293K - $310K
|
1.1M
$18.4M
|
|
Aug 07, 2024
Q2 2024
|
Nine Masts Capital LTD
|
SELL
|
- |
-21.7K- 15.08% |
$336K - $355K
|
122K
$2.05M
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-27.9K- 46.55% |
$431K - $456K
|
32K
$536K
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-28.5K- 74.06% |
$440K - $465K
|
9.97K
$167K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-29.5K- 5.9% |
$456K - $482K
|
470K
$7.87M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-36.8K- 6.27% |
$569K - $601K
|
550K
$9.21M
|