Purchases and Sales Made in Q4 2023 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 2023. 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 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
200+ 2.58% |
$2.89K - $3.32K
|
7.96K
$133K
|
|
|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
133+ 0.73% |
$1.92K - $2.21K
|
18.2K
$306K
|
|
|
Jan 24, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
133+ 0.73% |
$1.92K - $2.21K
|
18.2K
$306K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
116+ 2.41% |
$1.67K - $1.92K
|
4.94K
$82.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
95+ 0.91% |
$1.37K - $1.58K
|
10.6K
$177K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
78+ 22.16% |
$1.13K - $1.29K
|
430
$7.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
75+ 0.5% |
$1.08K - $1.24K
|
15K
$251K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
18+ 1.72% |
$260 - $299
|
1.06K
$17.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
15+ 0.03% |
$216 - $249
|
53.6K
$899K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
12+ 1.97% |
$173 - $199
|
621
$10.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8New |
$115 - $133
|
8
$134
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-57- 15.97% |
$823 - $946
|
300
$5.03K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-198- 0.55% |
$2.86K - $3.28K
|
35.6K
$597K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-300- 0.99% |
$4.33K - $4.98K
|
29.9K
$501K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-304- 0.98% |
$4.39K - $5.04K
|
30.6K
$513K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-306- 2.02% |
$4.42K - $5.08K
|
14.9K
$249K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-501- 2.57% |
$7.23K - $8.31K
|
19K
$318K
|
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-532- 5.37% |
$7.68K - $8.83K
|
9.37K
$157K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-590- 2.62% |
$8.51K - $9.79K
|
21.9K
$367K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-663- 15.4% |
$9.57K - $11K
|
3.64K
$61K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-764- 0.9% |
$11K - $12.7K
|
84.4K
$1.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-1K- 8.79% |
$14.4K - $16.6K
|
10.4K
$174K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.09K- 2.52% |
$15.7K - $18.1K
|
42.2K
$707K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.15K- 5.41% |
$16.5K - $19K
|
20K
$336K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1.26K- 0.25% |
$18.2K - $21K
|
499K
$8.36M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.46K- 7.85% |
$21.1K - $24.2K
|
17.1K
$287K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.99K- 66.47% |
$28.8K - $33.1K
|
1.01K
$16.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-2.1K- 13.46% |
$30.3K - $34.8K
|
13.5K
$226K
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-2.2K- 4.94% |
$31.7K - $36.5K
|
42.4K
$710K
|
|
|
Feb 09, 2024
Q4 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-3K- 7.35% |
$43.3K - $49.8K
|
37.8K
$633K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.81K- 10.18% |
$55K - $63.2K
|
33.6K
$563K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-4.91K- 12.97% |
$70.8K - $81.4K
|
32.9K
$552K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-6.92K- 26.1% |
$99.8K - $115K
|
19.6K
$328K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.12K- 20.34% |
$103K - $118K
|
27.9K
$467K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-7.54K- 25.73% |
$109K - $125K
|
21.8K
$364K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-7.8K- 0.75% |
$113K - $129K
|
1.03M
$17.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-8.66K- 12.53% |
$125K - $144K
|
60.5K
$1.01M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-11K- 45.2% |
$159K - $182K
|
13.3K
$223K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-11.2K- 74.92% |
$162K - $186K
|
3.75K
$62.8K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-14.4K- 93.91% |
$208K - $239K
|
935
$15.7K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-16K- 86.37% |
$231K - $265K
|
2.53K
$42.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-16.1K- 11.8% |
$233K - $268K
|
121K
$2.02M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-17.5K- 30.69% |
$252K - $290K
|
39.5K
$661K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.9K- 14.06% |
$258K - $297K
|
109K
$1.83M
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-24.7K- 69.74% |
$356K - $409K
|
10.7K
$179K
|
|
|
Feb 01, 2024
Q4 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-28.1K- 32.43% |
$405K - $465K
|
58.4K
$979K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-42.1K- 69.81% |
$608K - $698K
|
18.2K
$305K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-43K- 6.41% |
$621K - $714K
|
628K
$10.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-48.4K- 7.96% |
$698K - $803K
|
560K
$9.38M
|