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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

124 hedge funds and large institutions have $359M invested in BlackRock Taxable Municipal Bond Trust in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+1
Holders Change %
+0.81%
% 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
40
Reduced
35
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$87.2M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$7.76M
3
Wells Fargo
3
Wells Fargo
California
$13.1M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$2.28M
5
BEI
5
Benjamin Edwards Inc
Missouri
$1.78M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.78M
2
M&T Bank
2
M&T Bank
New York
$11.3M
3
LPL Financial
3
LPL Financial
California
$10.1M
4
SIA
4
Sit Investment Associates
Minnesota
$58.1M
5
LCM
5
Landscape Capital Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GLA
76
Good Life Advisors
Pennsylvania
$304K -$267K -14,962 -47%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$298K +$55.3K +3,102 +23%
WA
78
Waverly Advisors
Alabama
$294K – – –
BMCM
79
Bryn Mawr Capital Management
Pennsylvania
$280K +$1.23K +69 +0.4%
JPMorgan Chase & Co
80
JPMorgan Chase & Co
New York
$274K +$274K +15,362 New
MWM
81
Melfa Wealth Management
Massachusetts
$268K – – –
SA
82
Sanctuary Advisors
Indiana
$239K +$239K +14,631 New
FMTCOCP
83
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$230K – – –
HH
84
Hilltop Holdings
Texas
$226K -$576K -32,320 -72%
Millennium Management
85
Millennium Management
New York
$219K – – –
CPSC
86
Carl P. Sherr & Co
Massachusetts
$210K – – –
BAM
87
Belpointe Asset Management
Nevada
$205K +$748 +42 +0.4%
Truist Financial
88
Truist Financial
North Carolina
$202K -$15.7K -883 -7%
SCA
89
Snowden Capital Advisors
New York
$195K +$1.6K +90 +0.8%
TC
90
TownSquare Capital
Utah
$188K -$26.2K -1,473 -12%
PVM
91
Palogic Value Management
Texas
$187K – – –
LAM
92
LifePro Asset Management
California
$182K +$182K +10,200 New
RJT
93
Raymond James Trust
Florida
$182K +$182K +10,195 New
MMA
94
Miracle Mile Advisors
California
$178K +$178K +10,000 New
JAG
95
Journey Advisory Group
Kentucky
$177K – – –
Lazard Asset Management
96
Lazard Asset Management
New York
$165K -$152K – –
Jones Financial Companies
97
Jones Financial Companies
Missouri
$163K +$163K +8,983 New
CIBC Private Wealth Group
98
CIBC Private Wealth Group
Georgia
$161K +$109K +6,125 +211%
National Bank of Canada
99
National Bank of Canada
Quebec, Canada
$138K -$11.8K -663 -8%
HCM
100
Hollencrest Capital Management
California
$92.1K +$1.5K +84 +2%
2 3
4
5 6