Purchases and Sales Made in Q4 2022 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 2022. 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 13, 2023
Q4 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
281+ 1.91% |
$4.47K - $5.27K
|
15K
$252K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
205+ 1.55% |
$3.26K - $3.85K
|
13.4K
$225K
|
|
Jan 11, 2023
Q4 2022
|
Riverbridge Partners LLC
|
BUY
|
- |
75+ 0.52% |
$1.19K - $1.41K
|
14.4K
$242K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
39New |
$620 - $732
|
39
$653
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
15+ 2.66% |
$239 - $281
|
579
$9.7K
|
|
Jan 19, 2023
Q4 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
15+ 0.03% |
$239 - $281
|
53.8K
$901K
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
10+ 1.85% |
$159 - $188
|
550
$9.21K
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
9+ 2.07% |
$143 - $169
|
443
$7.42K
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5New |
$79.6 - $93.8
|
5
$83.8
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 27, 2023
Q4 2022
|
Triad Investment Management
|
SELL
|
- |
-1- 0.01% |
$15.9 - $18.8
|
12.3K
$207K
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-50- 0.42% |
$796 - $938
|
11.9K
$200K
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-300- 1.89% |
$4.77K - $5.63K
|
15.6K
$261K
|
|
Feb 06, 2023
Q4 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-450- 1.08% |
$7.16K - $8.44K
|
41.3K
$692K
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
SELL
|
- |
-740- 6.69% |
$11.8K - $13.9K
|
10.3K
$173K
|
|
Feb 07, 2023
Q4 2022
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-850- 6.38% |
$13.5K - $15.9K
|
12.5K
$209K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.05K- 12.43% |
$16.7K - $19.7K
|
7.39K
$124K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.08K- 17.61% |
$17.2K - $20.3K
|
5.07K
$84.9K
|
|
Feb 13, 2023
Q4 2022
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.13K- 2.4% |
$17.9K - $21.1K
|
45.7K
$765K
|
|
Jan 25, 2023
Q4 2022
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-1.15K- 0.18% |
$18.3K - $21.6K
|
621K
$10.4M
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-1.8K- 14.81% |
$28.6K - $33.8K
|
10.4K
$173K
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.94K- 2.68% |
$30.9K - $36.4K
|
70.6K
$1.18M
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2K- 49.38% |
$31.8K - $37.5K
|
2.05K
$34.3K
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.48K- 7.22% |
$39.4K - $46.4K
|
31.8K
$533K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.87K- 0.62% |
$45.6K - $53.8K
|
460K
$7.71M
|
|
Feb 01, 2023
Q4 2022
|
Walker Asset Management, LLC
|
SELL
|
- |
-3.33K- 5.19% |
$53K - $62.5K
|
60.9K
$1.02M
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.76K- 15.67% |
$59.8K - $70.6K
|
20.2K
$339K
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.15K- 1.26% |
$66K - $77.9K
|
324K
$5.43M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.73K- 10.41% |
$91.2K - $108K
|
49.3K
$826K
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.2K- 9.48% |
$98.6K - $116K
|
59.2K
$991K
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-6.59K- 13.42% |
$105K - $124K
|
42.5K
$712K
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-6.86K- 30.01% |
$109K - $129K
|
16K
$268K
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-7.32K- 7.83% |
$116K - $137K
|
86.2K
$1.44M
|
|
Feb 02, 2023
Q4 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-7.84K- 12.03% |
$125K - $147K
|
57.4K
$961K
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
SELL
|
- |
-8.52K- 22.49% |
$136K - $160K
|
29.4K
$492K
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.54K- 6.61% |
$136K - $160K
|
121K
$2.02M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.83K- 5.1% |
$140K - $166K
|
164K
$2.75M
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
SELL
|
- |
-9.99K- 5.75% |
$159K - $187K
|
164K
$2.74M
|
|
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-10.3K- 22.27% |
$164K - $193K
|
36K
$602K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-10.8K- 26.13% |
$172K - $202K
|
30.5K
$510K
|
|
Jan 09, 2023
Q4 2022
|
Addison Capital CO
|
SELL
|
- |
-11.3K- 9.29% |
$180K - $212K
|
111K
$1.85M
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12.1K- 13.08% |
$192K - $227K
|
80.3K
$1.34M
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-24.7K- 23.14% |
$393K - $463K
|
82K
$1.37M
|
|
Jan 18, 2023
Q4 2022
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-29.1K- 30.71% |
$464K - $547K
|
65.7K
$1.1M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-29.7K- 8.86% |
$473K - $557K
|
306K
$5.12M
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-29.9K- 5.84% |
$476K - $561K
|
483K
$8.08M
|
|
Feb 06, 2023
Q4 2022
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-37K- 8.71% |
$588K - $694K
|
387K
$6.49M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-43.2K- 5.7% |
$687K - $810K
|
715K
$12M
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-44K- 71.33% |
$700K - $826K
|
17.7K
$296K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-149K- 60.38% |
$2.37M - $2.8M
|
97.9K
$1.64M
|