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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

117 hedge funds and large institutions have $255M invested in BlackRock Taxable Municipal Bond Trust in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 31 reducing their positions, and 23 closing their positions.

Holders
117
Holders Change
-15
Holders Change %
-11.36%
% of All Funds
2.02%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
9
Increased
36
Reduced
31
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$5.89M
2
Morgan Stanley
2
Morgan Stanley
New York
$41.1M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$4.06M
4
HH
4
Hilltop Holdings
Texas
$4.81M
5
Wells Fargo
5
Wells Fargo
California
$10.7M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$5.39M
2
GC
2
Guggenheim Capital
Illinois
$22.8M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$11K
4
V
4
Veritable
Delaware
$0
5
UBS Group
5
UBS Group
Switzerland
$26.3M
Name Market Value Shares Shares
Change 		Shares
Change %
DADC
76
D.A. Davidson & Co
Montana
$215K 13,047 -1,900 -13%
TIM
77
Triad Investment Management
California
$203K 12,343 -10,198 -45%
AWA
78
AmeriServ Wealth Advisors
Pennsylvania
$202K 12,302 -3,538 -22%
SP
79
Successful Portfolios
Florida
$200K 12,150 – –
MA
80
MKT Advisors
California
$197K 11,971 -100 -0.8%
CPSC
81
Carl P. Sherr & Co
Massachusetts
$194K 11,810 – –
CC
82
Constitution Capital
Connecticut
$183K 11,114 – –
PG
83
Patten Group
Tennessee
$181K 11,065 – –
WWM
84
Western Wealth Management
Colorado
$180K 10,896 – –
SPC
85
Sigma Planning Corp
Michigan
$173K 10,523 +513 +5%
VWA
86
VERITY Wealth Advisors
United States
$166K 10,078 – –
BOPW
87
Brandywine Oak Private Wealth
Pennsylvania
$164K 10,000 +10,000 New
Lazard Asset Management
88
Lazard Asset Management
New York
– – – –
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$139K 8,442 +781 +10%
SPIA
90
Steward Partners Investment Advisory
New York
$101K 6,154 -2,263 -27%
APA
91
American Portfolios Advisors
New York
$98.5K 5,996 – –
GWSG
92
GPS Wealth Strategies Group
Colorado
$87K 5,306 – –
HI
93
Harbour Investments
Wisconsin
$78K 4,050 – –
FCA
94
FinTrust Capital Advisors
South Carolina
$41K 2,500 – –
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$37K 2,230 – –
NSIM
96
North Star Investment Management
Illinois
$35K 2,113 – –
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
$32K 2,000 +1,500 +300%
BEI
98
Benjamin Edwards Inc
Missouri
$29K 1,750 – –
US Bancorp
99
US Bancorp
Minnesota
$28K 1,690 – –
BLC
100
Brown, Lisle/Cummings
Rhode Island
$27.1K 1,650 – –
2 3
4
5 6