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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 %
KIM
76
Karpus Investment Management
New York
$243K 12,700 +12,700 New
HWAM
77
Hennion & Walsh Asset Management
New Jersey
$241K 12,557 -30,916 -71%
SP
78
Successful Portfolios
Florida
$233K 12,150 – –
MA
79
MKT Advisors
California
$226K 12,071 -150 -1%
CPSC
80
Carl P. Sherr & Co
Massachusetts
$226K 11,810 +11,810 New
Nomura Holdings
81
Nomura Holdings
Japan
$216K 11,200 +11,200 New
CC
82
Constitution Capital
Connecticut
$213K 11,114 -600 -5%
WWM
83
Western Wealth Management
Colorado
$209K 10,896 – –
VCA
84
Verdence Capital Advisors
Maryland
$205K 10,697 +10,697 New
PG
85
Patten Group
Tennessee
$203K 11,065 – –
Jane Street
86
Jane Street
New York
$201K 10,505 +10,505 New
VWA
87
VERITY Wealth Advisors
United States
$193K 10,078 – –
SW
88
SVB Wealth
Massachusetts
$193K 10,086 +10,086 New
SPC
89
Sigma Planning Corp
Michigan
$192K 10,010 -3,469 -26%
PCM
90
Poehling Capital Management
Wisconsin
$192K 10,000 – –
Lazard Asset Management
91
Lazard Asset Management
New York
– – – –
SPIA
92
Steward Partners Investment Advisory
New York
$161K 8,417 -8,290 -50%
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$147K 7,661 -2,440 -24%
APA
94
American Portfolios Advisors
New York
$115K 5,996 – –
GWSG
95
GPS Wealth Strategies Group
Colorado
$102K 5,306 -18,015 -77%
TIM
96
Tortoise Investment Management
New York
$82K 4,275 +3,609 +542%
HI
97
Harbour Investments
Wisconsin
$78K 4,050 +4,050 New
VWM
98
Valley Wealth Managers
New Jersey
$58K 3,018 +3,018 New
PTC
99
Private Trust Company
Ohio
$54K 2,800 +2,800 New
FCA
100
FinTrust Capital Advisors
South Carolina
$48K 2,500 – –
2 3
4
5 6