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 137 institutions that hold shares in the stock, with a total of 20.8 Million shares, which have been reported (via 13F filing form) to have a value of $343 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
38,433
shares
|
$635,297
0.41% of portfolio
|
Q2 2024
Reduced 74.06%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
37,641
shares
|
$622,205
0.0% of portfolio
|
Q4 2024
Added 11.69%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
37,231
shares
|
$615,428
0.0% of portfolio
|
Q4 2024
Added 9.4%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
35,334
shares
|
$584,071
0.19% of portfolio
|
Q3 2024
Reduced 4.85%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
34,900
shares
|
$576,897
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
31,453
shares
|
$519,918
0.0% of portfolio
|
Q3 2024
Reduced 7.65%
|
|
|
Gridiron Partners, LLC
Wexford, PA |
Jan 15, 2025 Q4 2024 |
30,531
shares
|
$504,677
0.31% of portfolio
|
Q2 2024
Reduced 6.12%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
29,422
shares
|
$486,345
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
27,064
shares
|
$447,367
0.0% of portfolio
|
Q4 2024
Reduced 6.28%
|
|
|
Calamos Advisors LLC
|
Jan 24, 2025 Q4 2024 |
27,007
shares
|
$446,425
0.0% of portfolio
|
Q4 2024
Added 23.82%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
26,146
shares
|
$432,193
0.01% of portfolio
|
Q3 2024
Reduced 8.12%
|
|
|
Integrated Capital Management, Inc.
|
Jan 13, 2025 Q4 2024 |
25,572
shares
|
$422,705
0.34% of portfolio
|
Q4 2024
Added 13.17%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
24,800
shares
|
$409,944
0.0% of portfolio
|
Q3 2024
Reduced 9.71%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Nov 13, 2024 Q3 2024 |
23,833
shares
|
$393,959
0.3% of portfolio
|
Q3 2024
Added 10.63%
|
|
|
Schnieders Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
23,375
shares
|
$386,388
0.08% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
23,214
shares
|
$383,727
0.0% of portfolio
|
Q3 2024
Added 8.06%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
22,652
shares
|
$374,437
0.0% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
21,897
shares
|
$361,957
0.02% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
21,194
shares
|
$350,336
0.0% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
21,051
shares
|
$347,973
0.0% of portfolio
|
Q4 2024
Added 20.04%
|
|
|
Robinson Capital Management, LLC
|
Jan 31, 2025 Q4 2024 |
20,692
shares
|
$342,038
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
20,395
shares
|
$337,129
0.41% of portfolio
|
Q3 2022
New holding
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
18,806
shares
|
$310,863
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
18,631
shares
|
$307,970
0.01% of portfolio
|
Q4 2024
Reduced 7.45%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
18,541
shares
|
$306,482
0.0% of portfolio
|
Q3 2024
Added 59.62%
|