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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

124 hedge funds and large institutions have $359M invested in BlackRock Taxable Municipal Bond Trust in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 18 closing their positions.

Holders
124
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
40
Reduced
35
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$87.2M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$7.76M
3
Wells Fargo
3
Wells Fargo
California
$13.1M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$2.28M
5
BEI
5
Benjamin Edwards Inc
Missouri
$1.78M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.78M
2
M&T Bank
2
M&T Bank
New York
$11.3M
3
LPL Financial
3
LPL Financial
California
$10.1M
4
SIA
4
Sit Investment Associates
Minnesota
$58.1M
5
LCM
5
Landscape Capital Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
26
Addison Capital
Pennsylvania
$1.52M -$240K -13,486 -14%
WS
27
Wedbush Securities
California
$1.5M -$3.37K -189 -0.2%
KeyBank National Association
28
KeyBank National Association
Ohio
$1.42M -$8.91K -500 -0.6%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$1.31M +$12.1K +679 +0.9%
OCM
30
Orleans Capital Management
Louisiana
$1.14M +$1.14M +64,140 New
FFA
31
Farther Finance Advisors
California
$1.09M +$44.8K +2,513 +4%
PA
32
PFG Advisors
Arizona
$1.04M +$1.04M +58,486 New
FNBSF
33
First National Bank Sioux Falls
South Dakota
$1.04M – – –
HNWAG
34
High Net Worth Advisory Group
Florida
$1.02M +$1.16K +65 +0.1%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$1.02M +$581K +32,585 +133%
Stifel Financial
36
Stifel Financial
Missouri
$995K -$445 -25 -0%
OIM
37
Oder Investment Management
California
$955K -$51.4K -2,884 -5%
Jane Street
38
Jane Street
New York
$942K +$942K +52,847 New
NMC
39
Nine Masts Capital
Hong Kong
$917K -$1.26M -70,822 -58%
WAM
40
Walker Asset Management
Missouri
$911K – – –
Baird Financial Group
41
Baird Financial Group
Wisconsin
$900K +$27.6K +1,550 +3%
KPWS
42
Kestra Private Wealth Services
Texas
$847K +$5.44K +305 +0.6%
Focus Partners Wealth
43
Focus Partners Wealth
Massachusetts
$827K +$827K +46,400 New
Corient Private Wealth
44
Corient Private Wealth
Florida
$824K -$2K -112 -0.2%
PAG
45
Private Advisor Group
New Jersey
$782K -$6.1K -342 -0.8%
AFS
46
Access Financial Services
Minnesota
$773K -$160K -8,997 -17%
FFA
47
First Foundation Advisors
California
$699K – – –
MIC
48
Meridian Investment Counsel
California
$630K -$32.1K -1,800 -5%
RP
49
Riverbridge Partners
Minnesota
$609K +$2.1K +118 +0.3%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$606K -$14.1K -794 -2%
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