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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 Market Value Shares Shares
Change 		Shares
Change %
FFA
76
First Foundation Advisors
California
$230K 15,179 – –
PTC
77
Private Trust Company
Ohio
$227K 14,950 +195 +1%
MWM
78
Melfa Wealth Management
Massachusetts
$226K 14,893 +73 +0.5%
SA
79
SFI Advisors
New Jersey
$221K 14,569 +2,322 +19%
FMTCOCP
80
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$195K 12,882 – –
Comerica Bank
81
Comerica Bank
Texas
$189K 12,459 +12,459 New
CPSC
82
Carl P. Sherr & Co
Massachusetts
$179K 11,810 – –
EIA
83
Edgemoor Investment Advisors
Maryland
$173K 11,380 – –
Cetera Investment Advisers
84
Cetera Investment Advisers
Illinois
$166K 10,980 -133 -1%
MA
85
MKT Advisors
California
$166K 11,071 -550 -5%
PVM
86
Palogic Value Management
Texas
$159K 10,500 – –
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$159K 10,464 +91 +0.9%
SP
88
Successful Portfolios
Florida
$154K 10,150 – –
BI
89
Bramshill Investments
Florida
$150K 9,903 -177,225 -95%
Lazard Asset Management
90
Lazard Asset Management
New York
– – – –
National Bank of Canada
91
National Bank of Canada
Quebec, Canada
$116K 7,761 -9,178 -54%
EC
92
Elequin Capital
New York
$108K 7,124 +664 +10%
GWSG
93
GPS Wealth Strategies Group
Colorado
$80.4K 5,306 – –
HCM
94
Hollencrest Capital Management
California
$73.1K 4,823 +82 +2%
SPIA
95
Steward Partners Investment Advisory
New York
$65.3K 4,305 -324 -7%
CFB
96
Cullen/Frost Bankers
Texas
$60.6K 4,000 – –
CT
97
Cambridge Trust
Massachusetts
$45.5K 3,000 – –
GRP
98
Global Retirement Partners
California
$45.4K 3,000 – –
BAAM
99
Baker Avenue Asset Management
California
$43.4K 2,863 -307,019 -99%
HI
100
Harbour Investments
Wisconsin
$43.2K 2,850 +1,100 +63%
2 3
4
5 6