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 09, 2022
Q1 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-9.3KClosed |
$192K - $241K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-460Closed |
$9.49K - $11.9K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-8.18KClosed |
$169K - $212K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-405Closed |
$8.36K - $10.5K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-225- 8.26% |
$4.64K - $5.83K
|
2.5K
$39.9K
|
|
|
May 03, 2022
Q1 2022
|
Lloyd Park, LLC
Wilmette, IL |
SELL
|
- |
-13.1KClosed |
$271K - $341K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Geneva Partners, LLC
|
SELL
|
- |
-96.7KClosed |
$2M - $2.51M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
6.5K+ 55.08% |
$134K - $169K
|
18.3K
$292K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.45KClosed |
$195K - $245K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-11.8KClosed |
$243K - $306K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-8.5KClosed |
$175K - $220K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-8.19KClosed |
$169K - $212K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Dfpg Investments, LLC
|
SELL
|
- |
-8.86KClosed |
$183K - $230K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
1.2KNew |
$24.8K - $31.1K
|
1.2K
$19.1K
|
|
|
Apr 20, 2022
Q1 2022
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-8.49KClosed |
$175K - $220K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-23.1KClosed |
$477K - $600K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Verity Wealth Advisors
|
SELL
|
- |
-619- 5.79% |
$12.8K - $16.1K
|
10.1K
$161K
|
|
| Q4 2021 | |||||||
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
31.1K+ 23.04% |
$784K - $817K
|
166K
$2.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-990Closed |
$25K - $26K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.16KClosed |
$29.3K - $30.5K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-2.79KClosed |
$70.5K - $73.5K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-11.5K- 95.84% |
$290K - $303K
|
500
$7.97K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-278Closed |
$7.02K - $7.31K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
BUY
|
- |
1K+ 6.4% |
$25.2K - $26.3K
|
16.6K
$265K
|
|
|
Jan 27, 2022
Q4 2021
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-28Closed |
$707 - $736
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-28.4KClosed |
$718K - $748K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.85K+ 15.4% |
$124K - $132K
|
36.3K
$579K
|
|
|
Nov 12, 2021
Q3 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-8.19KClosed |
$210K - $222K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-72Closed |
$1.84K - $1.95K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1KClosed |
$25.6K - $27.1K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-12KClosed |
$307K - $325K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-667- 66.7% |
$17.1K - $18.1K
|
333
$5.31K
|
|
|
Oct 28, 2021
Q3 2021
|
Secure Asset Management, LLC
|
SELL
|
- |
-13KClosed |
$333K - $352K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-665Closed |
$17K - $18K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.2KNew |
$30.7K - $32.5K
|
1.2K
$19.1K
|
|
|
Oct 13, 2021
Q3 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-3.5KClosed |
$89.6K - $94.9K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-650- 95.59% |
$16.6K - $17.6K
|
30
$478
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-439Closed |
$11.2K - $11.9K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-750Closed |
$18.3K - $19.4K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-10.7KClosed |
$260K - $275K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-634Closed |
$15.5K - $16.4K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Kingfisher Capital LLC
|
SELL
|
- |
-9.34KClosed |
$228K - $241K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Northstar Group, Inc.
|
SELL
|
- |
-25.1KClosed |
$612K - $647K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Busey Wealth Management
|
SELL
|
- |
-13.2KClosed |
$321K - $340K
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-4.37KClosed |
$107K - $113K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.64KClosed |
$64.5K - $68.3K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-11.7KClosed |
$286K - $303K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 28, 2021
Q1 2021
|
Kaizen Financial Strategies
|
SELL
|
- |
-22.3KClosed |
$532K - $601K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-2.56KClosed |
$61.1K - $69K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-12.2KClosed |
$291K - $329K
|
0
$0
|
|