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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

121 hedge funds and large institutions have $725M invested in BlackRock Taxable Municipal Bond Trust in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 38 reducing their positions, and 21 closing their positions.

Holders
121
Holders Change
-3
Holders Change %
-2.42%
% of All Funds
1.61%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
33
Reduced
38
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$70.5M
2
Raymond James Financial
2
Raymond James Financial
Florida
$16M
3
EBWM
3
Eagle Bluffs Wealth Management
Missouri
$27.8M
4
SG
4
StoneX Group
New York
$3.15M
5
Ameriprise
5
Ameriprise
Minnesota
$7.3M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$365M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$2.35M
3
Morgan Stanley
3
Morgan Stanley
New York
$77.5M
4
PA
4
PFG Advisors
Arizona
$0
5
HNWAG
5
High Net Worth Advisory Group
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PAS
26
Park Avenue Securities
New York
$1.95M 120,896 +8,269 +7%
BEI
27
Benjamin Edwards Inc
Missouri
$1.77M 109,890 +10,141 +10%
PWA
28
Primoris Wealth Advisors
Florida
$1.64M 101,750 +3,000 +3%
JWCA
29
J.W. Cole Advisors
Florida
$1.57M 97,479 +4,182 +4%
KeyBank National Association
30
KeyBank National Association
Ohio
$1.29M 79,840 +340 +0.4%
AF
31
Apexium Financial
Texas
$1.21M 75,015 +75,015 New
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.13M 69,799 -3,633 -5%
WS
33
Wedbush Securities
California
$1.1M 68,360 -15,670 -19%
Stifel Financial
34
Stifel Financial
Missouri
$1.05M 64,897 +9,069 +16%
OCM
35
Orleans Capital Management
Louisiana
$1M 59,920 -4,220 -7%
AC
36
Addison Capital
Pennsylvania
$952K 59,066 -26,027 -31%
FNBSF
37
First National Bank Sioux Falls
South Dakota
$942K 58,446 – –
SAI
38
Savvy Advisors Inc
New York
$894K 55,463 +55,463 New
OIM
39
Oder Investment Management
California
$874K 54,226 +659 +1%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$820K 50,873 +345 +0.7%
WAM
41
Walker Asset Management
Missouri
$816K 50,637 -500 -1%
KPWS
42
Kestra Private Wealth Services
Texas
$801K 49,698 +2,140 +4%
NWMP
43
Noble Wealth Management PBC
Colorado
$782K 48,492 +48,492 New
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$733K 45,464 -936 -2%
RP
45
Riverbridge Partners
Minnesota
$697K 43,243 +9,052 +26%
NI
46
Natural Investments
California
$689K 42,770 +42,770 New
AFS
47
Access Financial Services
Minnesota
$686K 42,543 -847 -2%
CJ
48
Caitlin John
Michigan
$620K 38,433 +7,806 +25%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$619K 38,399 +38,399 New
Allspring Global Investments
50
Allspring Global Investments
North Carolina
$607K 37,641 +3,941 +12%
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