BBN icon

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 %
Allspring Global Investments
51
Allspring Global Investments
North Carolina
$601K – – –
NA
52
NewEdge Advisors
Louisiana
$560K -$46.5K -2,607 -8%
GP
53
Gridiron Partners
Pennsylvania
$544K – – –
DADC
54
D.A. Davidson & Co
Montana
$515K +$190K +10,642 +58%
CJ
55
Caitlin John
Michigan
$501K +$338K +20,658 +207%
IWM
56
IHT Wealth Management
Illinois
$466K -$41.2K -2,311 -8%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$450K -$48.4K -2,667 -10%
SA
58
SFI Advisors
New Jersey
$425K +$40.8K +2,290 +11%
Koshinski Asset Management
59
Koshinski Asset Management
Illinois
$422K +$422K +23,708 New
SCM
60
Schnieders Capital Management
California
$417K -$12.5K -700 -3%
Comerica Bank
61
Comerica Bank
Texas
$414K +$30.8K +1,731 +8%
ICMP
62
Integrated Capital Management (Pennsylvania)
Pennsylvania
$403K +$17.5K +983 +5%
AUB
63
Atlantic Union Bankshares
Virginia
$390K -$9.39K -527 -2%
Calamos Advisors
64
Calamos Advisors
Illinois
$389K +$55.5K +3,117 +17%
IWC
65
Integrated Wealth Concepts
Massachusetts
$378K +$7.02K +394 +2%
RCM
66
Robinson Capital Management
Michigan
$370K +$370K +20,692 New
USCWA
67
U.S. Capital Wealth Advisors
Texas
$359K -$167K -9,350 -32%
VF
68
Virtu Financial
New York
$335K +$335K +18,806 New
Creative Planning
69
Creative Planning
Kansas
$330K +$123K +6,925 +60%
LA
70
LexAurum Advisors
Kansas
$329K -$31.9K -1,790 -9%
ATS
71
Ashton Thomas Securities
New York
$323K – – –
BOPW
72
Brandywine Oak Private Wealth
Pennsylvania
$321K – – –
GC
73
Guggenheim Capital
Illinois
$319K +$319K +17,922 New
AWS
74
Atria Wealth Solutions
New York
$312K +$2.73K +153 +0.9%
BCM
75
Brookstone Capital Management
Illinois
$310K -$67.7K -3,801 -18%
1 2
3
4 5