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 |
---|---|---|---|---|---|---|---|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
27.6KNew |
$439K - $517K
|
27.6K
$439K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1KNew |
$15.9K - $18.8K
|
1K
$15.9K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
303New |
$4.82K - $5.68K
|
303
$4.83K
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
600New |
$9.55K - $11.3K
|
600
$9.56K
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
3KNew |
$47.7K - $56.3K
|
3K
$47.8K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
3.3K+ 8.91% |
$54K - $66.3K
|
40.3K
$643K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
513+ 5.12% |
$8.39K - $10.3K
|
10.5K
$168K
|
|
Oct 31, 2022
Q3 2022
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-3.54K- 22.34% |
$57.8K - $71.1K
|
12.3K
$196K
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
20.4KNew |
$333K - $410K
|
20.4K
$325K
|
|
Q2 2022 | |||||||
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
8+ 1.91% |
$141 - $175
|
426
$6.79K
|
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
3.02KNew |
$53.1K - $66.1K
|
3.02K
$48.1K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1KNew |
$17.6K - $21.9K
|
1K
$15.9K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-6.23KClosed |
$110K - $136K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.89KClosed |
$174K - $217K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
497+ 1.82% |
$8.74K - $10.9K
|
27.8K
$443K
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2.43K- 12.86% |
$42.7K - $53.1K
|
16.4K
$262K
|
|
Aug 12, 2022
Q2 2022
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-600- 5.12% |
$10.6K - $13.1K
|
11.1K
$177K
|
|
Aug 12, 2022
Q2 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
12.7KNew |
$223K - $278K
|
12.7K
$202K
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
320+ 363.64% |
$5.63K - $7.01K
|
408
$6.5K
|
|
Aug 12, 2022
Q2 2022
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-16.5KClosed |
$290K - $362K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-261- 0.62% |
$4.59K - $5.72K
|
41.7K
$665K
|
|
Aug 10, 2022
Q2 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-9.88KClosed |
$174K - $216K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-12.8KClosed |
$225K - $280K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.32KNew |
$40.8K - $50.8K
|
2.32K
$36.9K
|
|
Aug 09, 2022
Q2 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-9.36KClosed |
$165K - $205K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-5K- 16.79% |
$88K - $110K
|
24.8K
$395K
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
10.7KNew |
$188K - $234K
|
10.7K
$171K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.5KClosed |
$44K - $54.8K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-4KClosed |
$70.4K - $87.6K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
150+ 9.74% |
$2.64K - $3.29K
|
1.69K
$26.9K
|
|
Jul 28, 2022
Q2 2022
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-2.51K- 4.97% |
$44.2K - $55K
|
48K
$765K
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
983New |
$17.3K - $21.5K
|
983
$15.7K
|
|
Jul 27, 2022
Q2 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-165KClosed |
$2.9M - $3.61M
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
BUY
|
- |
838New |
$14.7K - $18.4K
|
838
$13.4K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
338New |
$5.95K - $7.41K
|
338
$5.39K
|
|
Jul 25, 2022
Q2 2022
|
First Personal Financial Services
|
BUY
|
- |
1.37KNew |
$24K - $29.9K
|
1.37K
$21.8K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-10.5KClosed |
$185K - $230K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
American Research & Management Co.
|
BUY
|
- |
1.4KNew |
$24.6K - $30.7K
|
1.4K
$22.3K
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-30.9K- 71.12% |
$544K - $677K
|
12.6K
$200K
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1KClosed |
$17.6K - $21.9K
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Aristides Capital LLC
Ottawa Hills, OH |
SELL
|
- |
-8.39KClosed |
$173K - $218K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-18.8KClosed |
$389K - $488K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-32KClosed |
$661K - $831K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-17.2KClosed |
$355K - $446K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-10KClosed |
$206K - $259K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
SELL
|
- |
-10KClosed |
$206K - $259K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-9.39KClosed |
$194K - $244K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-96.3K- 34.97% |
$1.99M - $2.5M
|
179K
$2.85M
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
10.9KNew |
$225K - $283K
|
10.9K
$174K
|
|
May 09, 2022
Q1 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-9.68KClosed |
$200K - $251K
|
0
$0
|