Institutional Ownership Black Rock Taxable Municipal Bond Trust (BBN)
This table provides information about the institutional ownership of Black Rock Taxable Municipal Bond Trust (BBN). We have compiled data on the 135 institutions that hold shares in the stock, with a total of 23.8 Million shares, which have been reported (via 13F filing form) to have a value of $381 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Kovitz Investment Group Partners, LLC
|
May 13, 2025 Q1 2025 |
122,645
shares
|
$1.96 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
117,496
shares
|
$1.88 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
108,867
shares
|
$1.74 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
98,395
shares
|
$1.57 Million
0.03% of portfolio
|
Q2 2024
Added 14.41%
|
|
|
Primoris Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
97,733
shares
|
$1.56 Million
1.37% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
80,631
shares
|
$1.29 Million
0.0% of portfolio
|
Q1 2025
Added 24.24%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
79,840
shares
|
$1.28 Million
0.01% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
71,059
shares
|
$1.14 Million
0.04% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
64,639
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.39%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
62,390
shares
|
$998,240
0.11% of portfolio
|
Q1 2025
Added 12.49%
|
|
|
Addison Capital CO
|
Feb 10, 2025 Q4 2024 |
59,066
shares
|
$945,056
0.4% of portfolio
|
Q4 2024
Reduced 30.59%
|
|
|
First National Bank Sioux Falls
|
Apr 14, 2025 Q1 2025 |
58,446
shares
|
$935,136
0.4% of portfolio
|
Q2 2024
Reduced 5.45%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
May 09, 2025 Q1 2025 |
54,920
shares
|
$878,720
0.54% of portfolio
|
Q1 2025
Reduced 8.34%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
50,873
shares
|
$813,968
0.0% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
50,492
shares
|
$807,872
0.74% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
49,730
shares
|
$795,680
0.01% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Riverbridge Partners LLC
|
Apr 21, 2025 Q1 2025 |
48,942
shares
|
$783,072
0.01% of portfolio
|
Q1 2025
Added 13.18%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
May 13, 2025 Q1 2025 |
48,554
shares
|
$776,864
0.7% of portfolio
|
Q1 2025
Reduced 10.46%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
47,316
shares
|
$757,056
0.05% of portfolio
|
Q1 2025
Added 35.58%
|
|
|
Walker Asset Management, LLC
|
Apr 15, 2025 Q1 2025 |
46,637
shares
|
$746,192
0.51% of portfolio
|
Q1 2025
Reduced 7.9%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
46,400
shares
|
$742,400
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Natural Investments, LLC
|
May 09, 2025 Q1 2025 |
45,812
shares
|
$732,992
0.22% of portfolio
|
Q1 2025
Added 7.11%
|
|
|
Access Financial Services, Inc.
|
Apr 17, 2025 Q1 2025 |
41,769
shares
|
$668,304
0.42% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
41,212
shares
|
$659,392
0.0% of portfolio
|
Q1 2025
Added 10.69%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
40,333
shares
|
$645,328
0.12% of portfolio
|
Q3 2022
Added 8.91%
|