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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
13.7KNew |
$220K - $234K
|
13.7K
$216K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-2.03K- 1.44% |
$32.7K - $34.7K
|
139K
$2.19M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.6K+ 15.84% |
$25.8K - $27.4K
|
11.7K
$185K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1K- 50.0% |
$16.1K - $17.1K
|
1K
$15.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.1KNew |
$33.8K - $35.9K
|
2.1K
$33.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
11+ 1.77% |
$177 - $188
|
632
$9.97K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
72+ 0.48% |
$1.16K - $1.23K
|
15K
$237K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-8.83K- 45.1% |
$142K - $151K
|
10.8K
$170K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-14.4K- 93.91% |
$208K - $239K
|
935
$14.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
34KNew |
$491K - $564K
|
34K
$536K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2KNew |
$28.9K - $33.2K
|
2K
$31.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
17.6K+ 247.73% |
$255K - $293K
|
24.8K
$391K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1KNew |
$14.4K - $16.6K
|
1K
$15.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-532- 5.37% |
$7.68K - $8.83K
|
9.37K
$148K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
7.71K+ 7.44% |
$111K - $128K
|
111K
$1.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
95+ 0.91% |
$1.37K - $1.58K
|
10.6K
$167K
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
57.5KNew |
$830K - $954K
|
57.5K
$907K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
277New |
$4K - $4.6K
|
277
$4.37K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.03K+ 331.97% |
$29.2K - $33.6K
|
2.64K
$41.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-1K- 8.79% |
$14.4K - $16.6K
|
10.4K
$164K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
548New |
$7.91K - $9.09K
|
548
$8.64K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.5K+ 16.13% |
$36.1K - $41.5K
|
18K
$284K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-11K- 45.2% |
$159K - $182K
|
13.3K
$210K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
1.5KNew |
$21.6K - $24.9K
|
1.5K
$23.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
505New |
$7.29K - $8.38K
|
505
$7.96K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-57- 15.97% |
$823 - $946
|
300
$4.73K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-42.1K- 69.81% |
$608K - $698K
|
18.2K
$287K
|
|
|
Jan 17, 2024
Q4 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-79.9K- 46.93% |
$1.15M - $1.33M
|
90.3K
$1.42M
|
|
| Q3 2023 | |||||||
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-1KClosed |
$14.8K - $16.7K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-307K- 99.08% |
$4.56M - $5.13M
|
2.86K
$45.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
134K+ 98.95% |
$1.98M - $2.23M
|
269K
$4.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-96.7K- 36.34% |
$1.43M - $1.61M
|
169K
$2.67M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1+ 0.95% |
$14.8 - $16.7
|
106
$1.67K
|
|
|
Nov 03, 2023
Q3 2023
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
243+ 1.62% |
$3.61K - $4.06K
|
15.2K
$240K
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
14.7K+ 6.55% |
$219K - $246K
|
240K
$3.78M
|
|
|
Oct 24, 2023
Q3 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-1.15K- 6.44% |
$17.1K - $19.3K
|
16.8K
$264K
|
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-550- 4.73% |
$8.16K - $9.19K
|
11.1K
$175K
|
|
| Q2 2023 | |||||||
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
180New |
$2.96K - $3.26K
|
180
$2.84K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.7KNew |
$176K - $193K
|
10.7K
$168K
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
20KNew |
$329K - $362K
|
20K
$315K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$16.4 - $18.1
|
1
$15.8
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4KNew |
$65.8K - $72.4K
|
4K
$63.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.68K- 15.9% |
$44K - $48.4K
|
14.2K
$223K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
960New |
$15.8K - $17.4K
|
960
$15.1K
|
|
|
Jul 21, 2023
Q2 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
30KNew |
$493K - $543K
|
30K
$472K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
125New |
$2.06K - $2.26K
|
125
$1.97K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-12.1K- 48.47% |
$199K - $219K
|
12.9K
$203K
|
|
|
Jul 10, 2023
Q2 2023
|
Triad Investment Management
|
BUY
|
- |
6+ 0.05% |
$98.6 - $109
|
12K
$190K
|
|
| Q1 2023 | |||||||
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1New |
$17.2 - $18.3
|
1
$15.8
|
|
|
May 02, 2023
Q1 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
11.8KNew |
$203K - $216K
|
11.8K
$186K
|
|