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 32 Million shares, which have been reported (via 13F filing form) to have a value of $546 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
16,435
shares
|
$280,381
0.03% of portfolio
|
Q2 2022
Reduced 12.86%
|
|
|
Delta Financial Advisors LLC
|
Oct 30, 2025 Q3 2025 |
16,230
shares
|
$276,883
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
15,631
shares
|
$266,664
0.01% of portfolio
|
Q3 2025
Reduced 16.1%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 27, 2025 Q3 2025 |
15,040
shares
|
$256,582
0.15% of portfolio
|
Q1 2024
Added 0.48%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
14,987
shares
|
$255,678
0.04% of portfolio
|
Q3 2025
Reduced 15.24%
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
14,152
shares
|
$241,433
0.06% of portfolio
|
Q3 2025
Reduced 7.44%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
14,021
shares
|
$239,198
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Oct 23, 2025 Q3 2025 |
13,700
shares
|
$233,721
0.06% of portfolio
|
Q3 2025
Reduced 27.89%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
13,050
shares
|
$222,632
0.01% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
13,000
shares
|
$221,779
0.0% of portfolio
|
Q3 2025
Added 12.07%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
12,926
shares
|
$220,517
0.0% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
12,882
shares
|
$219,766
0.06% of portfolio
|
Q2 2023
Reduced 48.47%
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
12,668
shares
|
$216,116
0.04% of portfolio
|
Q3 2025
Reduced 4.2%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
12,172
shares
|
$207,654
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
12,100
shares
|
$206,425
0.03% of portfolio
|
Q2 2025
Reduced 33.15%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 03, 2025 Q3 2025 |
11,810
shares
|
$201,478
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
11,700
shares
|
$199,601
0.09% of portfolio
|
Q1 2024
Added 15.84%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
11,686
shares
|
$199,363
0.01% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Nov 07, 2025 Q3 2025 |
11,624
shares
|
$198,305
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Seelaus Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
11,275
shares
|
$192,351
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
11,093
shares
|
$189,246
0.0% of portfolio
|
Q3 2025
Reduced 38.52%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
11,023
shares
|
$188,052
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
10,500
shares
|
$179,130
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Trust Axiom LLC
|
Nov 14, 2025 Q3 2025 |
10,259
shares
|
$175,018
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
10,200
shares
|
$174,012
0.14% of portfolio
|
Q3 2024
New holding
|
|