Latest Institutional Purchases of Black Rock Taxable Municipal Bond Trust (BBN)
This list provides information on the latest institutional transactions involving Black Rock Taxable Municipal Bond Trust (BBN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1KNew |
$15.5K - $16.4K
|
1K
$17.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
996New |
$15.4K - $16.3K
|
996
$17K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
300New |
$4.64K - $4.91K
|
300
$5.12K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1New |
$15.5 - $16.4
|
1
$17.1
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
46.4KNew |
$748K - $794K
|
46.4K
$792K
|
|
|
May 13, 2024
Q1 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
13.7KNew |
$220K - $234K
|
13.7K
$233K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.72K+ 58.64% |
$141K - $149K
|
23.6K
$403K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.1KNew |
$33.8K - $35.9K
|
2.1K
$35.8K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.6K+ 15.84% |
$25.8K - $27.4K
|
11.7K
$200K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.09K+ 2.58% |
$17.6K - $18.6K
|
43.3K
$739K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
500+ 3.12% |
$8.06K - $8.56K
|
16.5K
$282K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
72+ 0.48% |
$1.16K - $1.23K
|
15K
$257K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
11+ 1.77% |
$177 - $188
|
632
$10.8K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
57.5KNew |
$830K - $954K
|
57.5K
$981K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
34KNew |
$491K - $564K
|
34K
$580K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
7.71K+ 7.44% |
$111K - $128K
|
111K
$1.9M
|
|
|
Aug 07, 2025
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.64KNew |
$38K - $43.7K
|
2.64K
$45K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.5K+ 16.13% |
$36.1K - $41.5K
|
18K
$307K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2KNew |
$28.9K - $33.2K
|
2K
$34.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
1.5KNew |
$21.6K - $24.9K
|
1.5K
$25.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1KNew |
$14.4K - $16.6K
|
1K
$17.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
548New |
$7.91K - $9.09K
|
548
$9.35K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
505New |
$7.29K - $8.38K
|
505
$8.62K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
277New |
$4K - $4.6K
|
277
$4.73K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
134K+ 98.95% |
$1.98M - $2.23M
|
269K
$4.58M
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
14.7K+ 6.55% |
$219K - $246K
|
240K
$4.09M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1+ 0.95% |
$14.8 - $16.7
|
106
$1.81K
|
|
| Q2 2023 | |||||||
|
Jul 21, 2023
Q2 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
30KNew |
$493K - $543K
|
30K
$511K
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
20KNew |
$329K - $362K
|
20K
$341K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4KNew |
$65.8K - $72.4K
|
4K
$68.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
960New |
$15.8K - $17.4K
|
960
$16.4K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
180New |
$2.96K - $3.26K
|
180
$3.07K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
125New |
$2.06K - $2.26K
|
125
$2.13K
|
|
|
Jul 10, 2023
Q2 2023
|
Triad Investment Management
|
BUY
|
- |
6+ 0.05% |
$98.6 - $109
|
12K
$205K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$16.4 - $18.1
|
1
$17.1
|
|
| Q1 2023 | |||||||
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
14.1KNew |
$242K - $258K
|
14.1K
$241K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
12.3KNew |
$211K - $225K
|
12.3K
$209K
|
|
|
May 02, 2023
Q1 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
11.8KNew |
$203K - $216K
|
11.8K
$201K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
7.74KNew |
$133K - $142K
|
7.74K
$132K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
5.31KNew |
$91K - $97.1K
|
5.31K
$90.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.46KNew |
$25K - $26.7K
|
1.46K
$24.9K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.36KNew |
$23.3K - $24.9K
|
1.36K
$23.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1KNew |
$17.2K - $18.3K
|
1K
$17.1K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1New |
$17.2 - $18.3
|
1
$17.1
|
|
| Q4 2022 | |||||||
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
118KNew |
$1.88M - $2.22M
|
118K
$2.02M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
27.6KNew |
$439K - $517K
|
27.6K
$470K
|
|
|
Feb 14, 2023
Q4 2022
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
10.5KNew |
$167K - $197K
|
10.5K
$179K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.42K+ 21.7% |
$70.3K - $82.8K
|
24.8K
$422K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
3KNew |
$47.7K - $56.3K
|
3K
$51.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.95KNew |
$31K - $36.6K
|
1.95K
$33.3K
|
|