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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
340+ 0.43% |
$5.39K - $6.07K
|
79.8K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
144New |
$2.28K - $2.57K
|
144
$2.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
114+ 2.21% |
$1.81K - $2.04K
|
5.28K
$84.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
60+ 0.33% |
$950 - $1.07K
|
18.5K
$296K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
8New |
$127 - $143
|
8
$128
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-14- 0.12% |
$222 - $250
|
11.5K
$184K
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-100- 0.43% |
$1.58K - $1.79K
|
23.3K
$372K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-105- 0.63% |
$1.66K - $1.88K
|
16.6K
$266K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-500- 98.43% |
$7.92K - $8.93K
|
8
$128
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-500- 0.98% |
$7.92K - $8.93K
|
50.6K
$810K
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-500- 3.19% |
$7.92K - $8.93K
|
15.2K
$243K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-544- 2.57% |
$8.62K - $9.72K
|
20.7K
$330K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-550- 82.09% |
$8.71K - $9.82K
|
120
$1.92K
|
|
|
Jan 16, 2025
Q4 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-847- 1.95% |
$13.4K - $15.1K
|
42.5K
$680K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-944- 99.89% |
$15K - $16.9K
|
1
$16
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.03K- 3.94% |
$16.3K - $18.4K
|
25.1K
$402K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.06K- 4.45% |
$16.7K - $18.9K
|
22.7K
$362K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-1.07K- 4.6% |
$16.9K - $19.1K
|
22.1K
$354K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.12K- 99.91% |
$17.7K - $19.9K
|
1
$16
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.5K- 7.45% |
$23.8K - $26.8K
|
18.6K
$298K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.82K- 6.28% |
$28.7K - $32.4K
|
27.1K
$433K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.62K- 2.05% |
$41.5K - $46.7K
|
125K
$2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.63K- 4.95% |
$57.5K - $64.9K
|
69.8K
$1.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-4.14K- 24.26% |
$65.5K - $73.9K
|
12.9K
$207K
|
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-4.22K- 6.58% |
$66.8K - $75.4K
|
59.9K
$958K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-6.47K- 71.63% |
$102K - $115K
|
2.56K
$40.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-8.17K- 23.11% |
$129K - $146K
|
27.2K
$434K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-9.11K- 41.61% |
$144K - $163K
|
12.8K
$204K
|
|
|
Feb 14, 2025
Q4 2024
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-9.24K- 38.76% |
$146K - $165K
|
14.6K
$233K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-13.1K- 29.81% |
$207K - $233K
|
30.8K
$492K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-15.7K- 18.65% |
$248K - $280K
|
68.4K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-19.3K- 49.12% |
$305K - $344K
|
20K
$319K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-23.8K- 3.23% |
$377K - $425K
|
713K
$11.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
SELL
|
- |
-26K- 30.59% |
$412K - $465K
|
59.1K
$944K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-26.6K- 17.03% |
$421K - $475K
|
129K
$2.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-29.6K- 51.93% |
$470K - $529K
|
27.4K
$439K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-30.8K- 13.53% |
$489K - $551K
|
197K
$3.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-34.6K- 5.18% |
$547K - $617K
|
633K
$10.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-39.7K- 20.83% |
$629K - $710K
|
151K
$2.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-40.8K- 3.6% |
$647K - $729K
|
1.09M
$17.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-54.2K- 88.89% |
$858K - $967K
|
6.77K
$108K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-90.3K- 1.84% |
$1.43M - $1.61M
|
4.8M
$76.8M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-289K- 66.47% |
$4.59M - $5.17M
|
146K
$2.34M
|