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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

121 hedge funds and large institutions have $293M invested in BlackRock Taxable Municipal Bond Trust in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 39 reducing their positions, and 17 closing their positions.

Holders
121
Holders Change
-3
Holders Change %
-2.42%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
38
Reduced
39
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BAAM
1
Baker Avenue Asset Management
California
$4.88M
2
SIA
2
Sit Investment Associates
Minnesota
$6.51M
3
EBWM
3
Eagle Bluffs Wealth Management
Missouri
$15.3M
4
HCM
4
Hudson Capital Management
New Jersey
$3.92M
5
Morgan Stanley
5
Morgan Stanley
New York
$52.5M

Top Sellers

1
PCM
1
Penserra Capital Management
California
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$9.46M
3
WAM
3
Weiss Asset Management
Massachusetts
$0
4
UBS Group
4
UBS Group
Switzerland
$26.9M
5
PAMP
5
Polar Asset Management Partners
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PTC
76
Private Trust Company
Ohio
$244K 13,614 +185 +1%
BOPW
77
Brandywine Oak Private Wealth
Pennsylvania
$224K 12,500 +2,500 +25%
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$223K 12,470 -993 -7%
HWM
79
HB Wealth Management
Georgia
$220K 12,277 +12,277 New
TIM
80
Triad Investment Management
California
$216K 12,029 -313 -3%
BAM
81
Belpointe Asset Management
Nevada
$214K 11,954 +8,809 +280%
CPSC
82
Carl P. Sherr & Co
Massachusetts
$212K 11,810 +11,810 New
MA
83
MKT Advisors
California
$210K 11,621 -300 -3%
EIA
84
Edgemoor Investment Advisors
Maryland
$204K 11,380 -1,100 -9%
PVM
85
Palogic Value Management
Texas
$188K 10,500 – –
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$185K 10,350 +2,957 +40%
PG
87
Patten Group
Tennessee
$185K 10,325 – –
SP
88
Successful Portfolios
Florida
$182K 10,150 -200 -2%
VWA
89
VERITY Wealth Advisors
United States
$181K 10,078 – –
Lazard Asset Management
90
Lazard Asset Management
New York
– – – –
JFA
91
JNBA Financial Advisors
Minnesota
$139K 7,735 +7,735 New
GWSG
92
GPS Wealth Strategies Group
Colorado
$95.1K 5,306 +5,306 New
SPIA
93
Steward Partners Investment Advisory
New York
$82.5K 4,604 -466 -9%
ASN
94
Advisory Services Network
Georgia
$71.7K 4,000 +1,000 +33%
CT
95
Cambridge Trust
Massachusetts
$53.8K 3,000 – –
FCA
96
FinTrust Capital Advisors
South Carolina
$42.1K 2,500 – –
NSIM
97
North Star Investment Management
Illinois
$37.9K 2,113 – –
HI
98
Harbour Investments
Wisconsin
$36.7K 2,050 – –
GRP
99
Global Retirement Partners
California
$36K 2,000 +2,000 New
MRCM
100
M&R Capital Management
New Jersey
$35.8K 1,998 -393 -16%
2 3
4
5 6