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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

123 hedge funds and large institutions have $339M invested in BlackRock Taxable Municipal Bond Trust in 2024 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+8
Holders Change %
+6.96%
% 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
39
Reduced
38
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$12.5M
2
M&T Bank
2
M&T Bank
New York
$17.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$73.3M
4
LPL Financial
4
LPL Financial
California
$14.1M
5
SIA
5
Sit Investment Associates
Minnesota
$57.3M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$0
2
RVPG
2
Relative Value Partners Group
$0
3
HH
3
Hilltop Holdings
Texas
$735K
4
BRWA
4
B. Riley Wealth Advisors
Florida
$0
5
Wells Fargo
5
Wells Fargo
California
$8.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMCM
76
Bryn Mawr Capital Management
Pennsylvania
$259K +$163K +9,809 +169%
MWM
77
Melfa Wealth Management
Massachusetts
$246K – – –
CIA
78
Concurrent Investment Advisors
Florida
$230K +$230K +14,063 New
Wealth Enhancement Advisory Services
79
Wealth Enhancement Advisory Services
Minnesota
$223K -$76.2K -4,658 -25%
FMTCOCP
80
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$211K – – –
Millennium Management
81
Millennium Management
New York
$201K -$10.9K -666 -5%
Truist Financial
82
Truist Financial
North Carolina
$200K -$24.1K -1,472 -11%
TC
83
TownSquare Capital
Utah
$197K -$30.5K -1,866 -13%
CPSC
84
Carl P. Sherr & Co
Massachusetts
$193K – – –
Creative Planning
85
Creative Planning
Kansas
$190K -$33.2K -2,031 -15%
BAM
86
Belpointe Asset Management
Nevada
$187K – – –
OC
87
Oppenheimer & Co
New York
$181K +$181K +11,078 New
PPWM
88
Perissos Private Wealth Management
Oklahoma
$178K -$14.7K -900 -8%
SCA
89
Snowden Capital Advisors
New York
$178K -$24.3K -1,486 -12%
JAG
90
Journey Advisory Group
Kentucky
$177K -$44.1K -2,700 -20%
PVM
91
Palogic Value Management
Texas
$172K – – –
CJ
92
Caitlin John
Michigan
$163K +$163K +9,969 New
Lazard Asset Management
93
Lazard Asset Management
New York
$152K -$151K – –
National Bank of Canada
94
National Bank of Canada
Quebec, Canada
$136K +$4.84K +300 +4%
OWA
95
Opal Wealth Advisors
New York
$102K +$102K +6,230 New
HCM
96
Hollencrest Capital Management
California
$83.1K +$1.44K +88 +2%
SPIA
97
Steward Partners Investment Advisory
New York
$68.1K +$1.19K +73 +2%
PTC
98
Private Trust Company
Ohio
$61.3K – – –
HI
99
Harbour Investments
Wisconsin
$50.7K +$8.18K +500 +19%
CIBC Private Wealth Group
100
CIBC Private Wealth Group
Georgia
$47.5K +$45K +2,750 +1,833%
2 3
4
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