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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

132 hedge funds and large institutions have $302M invested in BlackRock Taxable Municipal Bond Trust in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 32 increasing their positions, 41 reducing their positions, and 18 closing their positions.

Holders
132
Holders Change
+4
Holders Change %
+3.13%
% of All Funds
2.23%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
22
Increased
32
Reduced
41
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWM
1
Focused Wealth Management
New York
$9.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$43.2M
3
UBS Group
3
UBS Group
Switzerland
$32M
4
CFG
4
Cooper Financial Group
California
$3.32M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$8.92M

Top Sellers

1
LGA
1
Lebenthal Global Advisors
New York
$8.32M
2
Ameriprise
2
Ameriprise
Minnesota
$15.1M
3
FWM
3
Fortress Wealth Management
California
$0
4
Wells Fargo
4
Wells Fargo
California
$10.7M
5
BRWA
5
B. Riley Wealth Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PAMP
26
Polar Asset Management Partners
Ontario, Canada
$1.9M 99,318 – –
BI
27
Bramshill Investments
Florida
$1.87M 97,408 +61,461 +171%
Stifel Financial
28
Stifel Financial
Missouri
$1.86M 97,263 +49,892 +105%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$1.82M 99,685 +99,685 New
FNBSF
30
First National Bank Sioux Falls
South Dakota
$1.8M 94,000 – –
OIM
31
Oder Investment Management
California
$1.78M 93,097 +4,790 +5%
JWCA
32
J.W. Cole Advisors
Florida
$1.77M 92,544 -45,472 -33%
WS
33
Wedbush Securities
California
$1.42M 74,319 -9,784 -12%
IP
34
Intellectus Partners
California
$1.32M 69,034 -17,710 -20%
SCA
35
Snowden Capital Advisors
New York
$1.31M 68,477 -121 -0.2%
GLA
36
Good Life Advisors
Pennsylvania
$1.29M 67,399 +9,945 +17%
MMA
37
Miracle Mile Advisors
California
$1.28M 66,674 -13,046 -16%
WAM
38
Walker Asset Management
Missouri
$1.21M 63,186 -2,950 -4%
SCM
39
Schnieders Capital Management
California
$1.19M 62,150 -650 -1%
TC
40
TownSquare Capital
Utah
$1.1M 57,636 -11,338 -16%
SWP
41
Stratos Wealth Partners
Ohio
$1.1M 57,567 +9,223 +19%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$1.06M 55,066 +337 +0.6%
AFS
43
Access Financial Services
Minnesota
$1.03M 53,772 +9 +0%
IWA
44
IBEX Wealth Advisors
New Jersey
$935K 48,788 -1,509 -3%
MLL
45
Moody Lynn & Lieberson
Massachusetts
$919K 47,984 -2,510 -5%
AUB
46
Atlantic Union Bankshares
Virginia
$914K 47,689 -1,780 -4%
CC
47
Commons Capital
Massachusetts
$807K 42,097 -294 -0.7%
MIC
48
Meridian Investment Counsel
California
$800K 41,750 -1,800 -4%
AHIA
49
Andrew Hill Investment Advisors
Florida
$799K 41,732 -261 -0.6%
PAG
50
Private Advisor Group
New Jersey
$742K 38,701 -226 -0.6%
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