Purchases and Sales Made in Q3 2023 in Black Rock Taxable Municipal Bond Trust (BBN)
This table provides information about the institutional ownership of Black Rock Taxable Municipal Bond Trust (BBN) during Q3 2023. The information is specifically focused on institutions that hold shares of BlackRock Taxable Municipal Bond Trust.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
1.41M+ 189.16% |
$20.9M - $23.5M
|
2.15M
$35.1M
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
834KNew |
$12.4M - $13.9M
|
834K
$13.6M
|
|
Oct 30, 2023
Q3 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
330K+ 37.49% |
$4.89M - $5.5M
|
1.21M
$19.7M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
264K+ 8.24% |
$3.92M - $4.41M
|
3.47M
$56.5M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
241K+ 62.82% |
$3.58M - $4.03M
|
625K
$10.2M
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
194K+ 38.81% |
$2.88M - $3.25M
|
695K
$11.3M
|
|
Nov 14, 2023
Q3 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
134K+ 98.95% |
$1.98M - $2.23M
|
269K
$4.38M
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
104KNew |
$1.54M - $1.73M
|
104K
$1.69M
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
51.4K+ 65.26% |
$762K - $858K
|
130K
$2.12M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
50.6K+ 9.08% |
$751K - $845K
|
608K
$9.91M
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
41KNew |
$608K - $684K
|
41K
$667K
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
BUY
|
- |
37.2KNew |
$552K - $621K
|
37.2K
$606K
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
35KNew |
$520K - $585K
|
35K
$571K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
29K+ 128.52% |
$431K - $485K
|
51.6K
$841K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
25.4K+ 42.5% |
$377K - $424K
|
85.2K
$1.39M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.7K+ 13.98% |
$367K - $413K
|
202K
$3.28M
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
21.5K+ 7.49% |
$319K - $359K
|
309K
$5.03M
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
21.2KNew |
$314K - $354K
|
21.2K
$345K
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
19.5KNew |
$289K - $325K
|
19.5K
$317K
|
|
Oct 16, 2023
Q3 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
19.4K+ 12.85% |
$288K - $324K
|
170K
$2.77M
|
|
Oct 27, 2023
Q3 2023
|
Hudson Capital Management LLC
|
BUY
|
- |
14.7K+ 6.55% |
$219K - $246K
|
240K
$3.91M
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
13.4K+ 61.03% |
$199K - $224K
|
35.4K
$576K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.2K+ 27.89% |
$195K - $220K
|
60.3K
$982K
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.8K+ 2.49% |
$190K - $214K
|
528K
$8.6M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
12.5KNew |
$185K - $208K
|
12.5K
$203K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.2K+ 2.98% |
$151K - $170K
|
351K
$5.72M
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
9.15K+ 14.75% |
$136K - $153K
|
71.2K
$1.16M
|
|
Nov 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
6.53K+ 10.3% |
$97K - $109K
|
70K
$1.14M
|
|
Oct 16, 2023
Q3 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
3.57K+ 24.57% |
$53K - $59.7K
|
18.1K
$295K
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
3.57K+ 5.45% |
$53K - $59.7K
|
69.1K
$1.13M
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
3K+ 24.0% |
$44.5K - $50.1K
|
15.5K
$252K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.55K+ 10.4% |
$37.8K - $42.6K
|
27.1K
$441K
|
|
Oct 30, 2023
Q3 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
2.32K+ 18.96% |
$34.5K - $38.8K
|
14.6K
$237K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.66K+ 2.45% |
$24.7K - $27.8K
|
69.7K
$1.14M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.1K+ 62.86% |
$16.3K - $18.4K
|
2.85K
$46.4K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.05KNew |
$15.5K - $17.5K
|
1.05K
$17K
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1KNew |
$14.8K - $16.7K
|
1K
$16.3K
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
664+ 10.28% |
$9.85K - $11.1K
|
7.12K
$116K
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
610New |
$9.05K - $10.2K
|
610
$9.94K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
568+ 3.89% |
$8.43K - $9.49K
|
15.2K
$247K
|
|
Nov 03, 2023
Q3 2023
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
243+ 1.62% |
$3.61K - $4.06K
|
15.2K
$248K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
195+ 1.32% |
$2.89K - $3.26K
|
15K
$244K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
128+ 0.69% |
$1.9K - $2.14K
|
18.6K
$303K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
91+ 0.88% |
$1.35K - $1.52K
|
10.5K
$170K
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
82+ 1.73% |
$1.22K - $1.37K
|
4.82K
$78.6K
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
79+ 0.21% |
$1.17K - $1.32K
|
38.4K
$625K
|
|
Oct 30, 2023
Q3 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
73+ 0.49% |
$1.08K - $1.22K
|
14.9K
$243K
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
50+ 16.56% |
$742 - $835
|
352
$5.73K
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
45+ 0.08% |
$668 - $752
|
55.9K
$911K
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
13+ 2.18% |
$193 - $217
|
609
$9.92K
|