Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.89K+ 1.06% |
$47.7K - $49.7K
|
180K
$3.08M
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.8K+ 5.94% |
$45.4K - $47.3K
|
32K
$550K
|
|
Feb 08, 2022
Q4 2021
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.68K+ 2.64% |
$42.4K - $44.2K
|
65.3K
$1.12M
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
1.55KNew |
$39.1K - $40.8K
|
1.55K
$26.6K
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
1.14K+ 3.06% |
$28.8K - $30.1K
|
38.5K
$660K
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
1.05K+ 9.02% |
$26.5K - $27.6K
|
12.7K
$218K
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
BUY
|
- |
1K+ 6.4% |
$25.2K - $26.3K
|
16.6K
$285K
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
795+ 1.71% |
$20.1K - $20.9K
|
47.2K
$809K
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
694+ 0.28% |
$17.5K - $18.3K
|
247K
$4.23M
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
666New |
$16.8K - $17.5K
|
666
$11.4K
|
|
Feb 11, 2022
Q4 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
549+ 0.72% |
$13.9K - $14.4K
|
77.2K
$1.32M
|
|
Feb 08, 2022
Q4 2021
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
500+ 6.24% |
$12.6K - $13.2K
|
8.51K
$146K
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
430+ 38.74% |
$10.9K - $11.3K
|
1.54K
$26.4K
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
405New |
$10.2K - $10.7K
|
405
$6.95K
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
357+ 0.66% |
$9.01K - $9.39K
|
54.4K
$933K
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
208+ 2.3% |
$5.25K - $5.47K
|
9.26K
$159K
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
128New |
$3.23K - $3.37K
|
128
$2.2K
|
|
Jan 19, 2022
Q4 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
117+ 1.45% |
$2.95K - $3.08K
|
8.19K
$141K
|
|
Feb 16, 2022
Q4 2021
|
Bell Rock Capital LLC
|
BUY
|
- |
65+ 0.32% |
$1.64K - $1.71K
|
20.7K
$354K
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
55+ 0.16% |
$1.39K - $1.45K
|
33.6K
$577K
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21+ 0.11% |
$530 - $552
|
18.8K
$323K
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
10+ 1.89% |
$252 - $263
|
538
$9.23K
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6+ 0.06% |
$151 - $158
|
9.45K
$162K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5+ 0.04% |
$126 - $132
|
11.8K
$202K
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5+ 0.57% |
$126 - $132
|
878
$15.1K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-28Closed |
$707 - $736
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-100- 0.82% |
$2.52K - $2.63K
|
12.2K
$208K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-133- 7.06% |
$3.36K - $3.5K
|
1.75K
$30K
|
|
Jan 14, 2022
Q4 2021
|
Access Financial Services, Inc.
|
SELL
|
- |
-234- 0.44% |
$5.91K - $6.15K
|
53.5K
$917K
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-239- 34.19% |
$6.03K - $6.29K
|
460
$7.89K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-278Closed |
$7.02K - $7.31K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-430- 3.52% |
$10.9K - $11.3K
|
11.8K
$202K
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-442- 0.34% |
$11.2K - $11.6K
|
129K
$2.21M
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-483- 4.73% |
$12.2K - $12.7K
|
9.73K
$167K
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-492- 49.05% |
$12.4K - $12.9K
|
511
$8.76K
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-518- 1.03% |
$13.1K - $13.6K
|
49.7K
$852K
|
|
Feb 09, 2022
Q4 2021
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-973- 7.31% |
$24.6K - $25.6K
|
12.3K
$212K
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-990Closed |
$25K - $26K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-1KClosed |
$25.2K - $26.3K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.16KClosed |
$29.3K - $30.5K
|
0
$0
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.23K- 20.53% |
$31.1K - $32.4K
|
4.77K
$81.7K
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.47K- 11.18% |
$37.1K - $38.7K
|
11.7K
$200K
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.55K- 0.98% |
$39K - $40.6K
|
157K
$2.69M
|
|
Feb 03, 2022
Q4 2021
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.7K- 2.87% |
$42.9K - $44.7K
|
57.6K
$987K
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2K- 17.55% |
$50.5K - $52.6K
|
9.4K
$161K
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-2K- 15.98% |
$50.5K - $52.6K
|
10.5K
$180K
|
|
Aug 10, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2K- 13.42% |
$50.5K - $52.6K
|
12.9K
$221K
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.01K- 2.39% |
$50.8K - $52.9K
|
82.3K
$1.41M
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-2.79KClosed |
$70.5K - $73.5K
|
0
$0
|