Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
318K+ 22.65% |
$5.04M - $5.68M
|
1.72M
$28.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
75KNew |
$1.19M - $1.34M
|
75K
$1.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
34.9KNew |
$553K - $623K
|
34.9K
$577K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
29.7K+ 5.13% |
$471K - $531K
|
608K
$10.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
29.4KNew |
$466K - $525K
|
29.4K
$486K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
14.9KNew |
$236K - $266K
|
14.9K
$247K
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
9.05K+ 26.47% |
$143K - $162K
|
43.2K
$715K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.27K+ 7.34% |
$131K - $148K
|
121K
$2M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
7.81K+ 25.49% |
$124K - $139K
|
38.4K
$635K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
5.2K+ 23.82% |
$82.3K - $92.8K
|
27K
$446K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.18K+ 4.48% |
$66.2K - $74.7K
|
97.5K
$1.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.94K+ 11.69% |
$62.4K - $70.4K
|
37.6K
$622K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.52K+ 20.04% |
$55.7K - $62.8K
|
21.1K
$348K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.2K+ 9.4% |
$50.7K - $57.1K
|
37.2K
$615K
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
2.98K+ 13.17% |
$47.1K - $53.1K
|
25.6K
$423K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.14K+ 4.5% |
$33.9K - $38.2K
|
49.7K
$822K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
740New |
$11.7K - $13.2K
|
740
$12.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
60+ 0.33% |
$950 - $1.07K
|
18.5K
$306K
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-500- 3.19% |
$7.92K - $8.93K
|
15.2K
$251K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-500- 0.98% |
$7.92K - $8.93K
|
50.6K
$837K
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-847- 1.95% |
$13.4K - $15.1K
|
42.5K
$703K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.06K- 4.45% |
$16.7K - $18.9K
|
22.7K
$374K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.12K- 99.91% |
$17.7K - $19.9K
|
1
$16.5
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.5K- 7.45% |
$23.8K - $26.8K
|
18.6K
$308K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.82K- 6.28% |
$28.7K - $32.4K
|
27.1K
$447K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-4.14K- 24.26% |
$65.5K - $73.9K
|
12.9K
$213K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-13.1K- 29.81% |
$207K - $233K
|
30.8K
$509K
|