BBN icon

BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

122 hedge funds and large institutions have $285M invested in BlackRock Taxable Municipal Bond Trust in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 36 reducing their positions, and 14 closing their positions.

Holders
122
Holders Change
-3
Holders Change %
-2.4%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
43
Reduced
36
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$32.6M
2
M&T Bank
2
M&T Bank
New York
$12.6M
3
EBWM
3
Eagle Bluffs Wealth Management
Missouri
$18.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$52.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$9.48M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$14.6M
2
BAAM
2
Baker Avenue Asset Management
California
$43.4K
3
Wells Fargo
3
Wells Fargo
California
$10.2M
4
HH
4
Hilltop Holdings
Texas
$2.07M
5
BI
5
Bramshill Investments
Florida
$150K
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$567K -$103K -6,831 -15%
TW
52
Transform Wealth
Colorado
$564K +$564K +37,200 New
PAG
53
Private Advisor Group
New Jersey
$543K -$36.7K -2,421 -6%
WAM
54
Wolverine Asset Management
Illinois
$536K +$203K +13,404 +61%
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$531K +$531K +35,023 New
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$488K -$84K -5,538 -15%
IWM
57
IHT Wealth Management
Illinois
$469K -$47.6K -3,143 -9%
AUB
58
Atlantic Union Bankshares
Virginia
$458K -$57.9K -3,820 -11%
LA
59
LexAurum Advisors
Kansas
$444K -$44.4K -2,930 -9%
Stifel Financial
60
Stifel Financial
Missouri
$410K +$38.6K +2,549 +10%
CFG
61
Cooper Financial Group
California
$402K -$1.83M -120,923 -82%
ONB
62
Old National Bancorp
Indiana
$369K – – –
IWC
63
Integrated Wealth Concepts
Massachusetts
$341K -$89.4K -5,900 -21%
Allspring Global Investments
64
Allspring Global Investments
North Carolina
$321K – – –
BMCM
65
Bryn Mawr Capital Management
Pennsylvania
$295K +$295K +19,483 New
AWS
66
Atria Wealth Solutions
New York
$282K +$1.94K +128 +0.7%
NA
67
NewEdge Advisors
Louisiana
$281K -$266K -17,555 -49%
DADC
68
D.A. Davidson & Co
Montana
$275K – – –
RP
69
Riverbridge Partners
Minnesota
$275K +$54.2K +3,572 +25%
SRSA
70
S.R. Schill & Associates
Washington
$254K -$17.5K -1,153 -6%
JAG
71
Journey Advisory Group
Kentucky
$236K – – –
BOPW
72
Brandywine Oak Private Wealth
Pennsylvania
$235K +$45.5K +3,000 +24%
CC
73
Commons Capital
Massachusetts
$231K +$3.68K +243 +2%
WA
74
Waverly Advisors
Alabama
$231K – – –
CA
75
Cetera Advisors
Colorado
$230K +$8.61K +568 +4%
1 2
3
4 5