Latest Institutional Transactions on Black Rock Taxable Municipal Bond Trust (BBN)
This table provides information on the latest institutional transactions involving Black Rock Taxable Municipal Bond Trust (BBN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1.89KNew |
$29.3K - $31K
|
1.89K
$30.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
40.2KNew |
$623K - $658K
|
40.2K
$641K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
18.1KNew |
$280K - $296K
|
18.1K
$289K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
12.4K+ 14.41% |
$192K - $203K
|
98.4K
$1.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
66K+ 48.38% |
$1.02M - $1.08M
|
202K
$3.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-900- 7.63% |
$13.9K - $14.7K
|
10.9K
$174K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
300New |
$4.64K - $4.91K
|
300
$4.78K
|
|
|
Aug 08, 2024
Q2 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
69.8KNew |
$1.08M - $1.14M
|
69.8K
$1.11M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.1KNew |
$171K - $181K
|
11.1K
$177K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
39.2KNew |
$607K - $642K
|
39.2K
$626K
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-2.7K- 20.0% |
$41.8K - $44.1K
|
10.8K
$172K
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
26.5K+ 678.69% |
$409K - $433K
|
30.4K
$484K
|
|
|
Jul 31, 2024
Q2 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-3.37K- 5.45% |
$52.1K - $55K
|
58.4K
$932K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1New |
$15.5 - $16.4
|
1
$15.9
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
996New |
$15.4K - $16.3K
|
996
$15.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14.1KNew |
$218K - $230K
|
14.1K
$224K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
500+ 19.23% |
$7.74K - $8.18K
|
3.1K
$49.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-1.99K- 6.12% |
$30.8K - $32.5K
|
30.5K
$487K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6- 0.6% |
$92.8 - $98.1
|
1K
$15.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1KNew |
$15.5K - $16.4K
|
1K
$15.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-27- 5.78% |
$418 - $441
|
440
$7.01K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
6.23KNew |
$96.4K - $102K
|
6.23K
$99.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-4K- 7.25% |
$61.9K - $65.4K
|
51.1K
$815K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
25.2KNew |
$390K - $412K
|
25.2K
$402K
|
|
| Q1 2024 | |||||||
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.09K+ 2.58% |
$17.6K - $18.6K
|
43.3K
$690K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
46.4KNew |
$748K - $794K
|
46.4K
$740K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
500+ 3.12% |
$8.06K - $8.56K
|
16.5K
$263K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.72K+ 58.64% |
$141K - $149K
|
23.6K
$376K
|
|
|
May 13, 2024
Q1 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
13.7KNew |
$220K - $234K
|
13.7K
$218K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-2.03K- 1.44% |
$32.7K - $34.7K
|
139K
$2.22M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.6K+ 15.84% |
$25.8K - $27.4K
|
11.7K
$186K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-10.5K- 39.36% |
$168K - $179K
|
16.1K
$257K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1K- 50.0% |
$16.1K - $17.1K
|
1K
$15.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.1KNew |
$33.8K - $35.9K
|
2.1K
$33.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
11+ 1.77% |
$177 - $188
|
632
$10.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
72+ 0.48% |
$1.16K - $1.23K
|
15K
$240K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
13.7K+ 68.21% |
$220K - $234K
|
33.7K
$537K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-8.83K- 45.1% |
$142K - $151K
|
10.8K
$171K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
17.6K+ 247.73% |
$255K - $293K
|
24.8K
$395K
|
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-532- 5.37% |
$7.68K - $8.83K
|
9.37K
$149K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1KNew |
$14.4K - $16.6K
|
1K
$15.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
7.71K+ 7.44% |
$111K - $128K
|
111K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
34KNew |
$491K - $564K
|
34K
$542K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2KNew |
$28.9K - $33.2K
|
2K
$31.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
95+ 0.91% |
$1.37K - $1.58K
|
10.6K
$168K
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
57.5KNew |
$830K - $954K
|
57.5K
$917K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
277New |
$4K - $4.6K
|
277
$4.42K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.03K+ 331.97% |
$29.2K - $33.6K
|
2.64K
$42K
|
|
|
Feb 07, 2024
Q4 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-1K- 8.79% |
$14.4K - $16.6K
|
10.4K
$165K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
548New |
$7.91K - $9.09K
|
548
$8.74K
|
|