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BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

121 hedge funds and large institutions have $725M invested in BlackRock Taxable Municipal Bond Trust in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 38 reducing their positions, and 21 closing their positions.

Holders
121
Holders Change
-3
Holders Change %
-2.42%
% of All Funds
1.61%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
33
Reduced
38
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$70.5M
2
Raymond James Financial
2
Raymond James Financial
Florida
$16M
3
EBWM
3
Eagle Bluffs Wealth Management
Missouri
$27.8M
4
SG
4
StoneX Group
New York
$3.15M
5
Ameriprise
5
Ameriprise
Minnesota
$7.3M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$365M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$2.35M
3
Morgan Stanley
3
Morgan Stanley
New York
$77.5M
4
PA
4
PFG Advisors
Arizona
$0
5
HNWAG
5
High Net Worth Advisory Group
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ATS
76
Ashton Thomas Securities
New York
$292K 18,100 – –
BOPW
77
Brandywine Oak Private Wealth
Pennsylvania
$290K 18,000 – –
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$268K 16,632 -105 -0.6%
PG
79
Patten Group
Tennessee
$247K 15,349 +15,349 New
BMCM
80
Bryn Mawr Capital Management
Pennsylvania
$245K 15,194 -500 -3%
MWM
81
Melfa Wealth Management
Massachusetts
$242K 15,040 – –
MA
82
Mezzasalma Advisors
New Jersey
$240K 14,914 +14,914 New
SA
83
SFI Advisors
New Jersey
$235K 14,595 -9,238 -39%
AAS
84
Avantax Advisory Services
Texas
$216K 13,430 +13,430 New
GLA
85
Good Life Advisors
Pennsylvania
$208K 12,915 -4,137 -24%
FMTCOCP
86
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$208K 12,882 – –
AUB
87
Atlantic Union Bankshares
Virginia
$206K 12,785 -9,112 -42%
BAM
88
Belpointe Asset Management
Nevada
$204K 11,482 -14 -0.1%
CPSC
89
Carl P. Sherr & Co
Massachusetts
$190K 11,810 – –
GCM
90
Generation Capital Management
New York
$187K 11,624 +11,624 New
JAG
91
Journey Advisory Group
Kentucky
$177K 10,800 – –
ASN
92
Advisory Services Network
Georgia
$173K 10,750 +10,750 New
PVM
93
Palogic Value Management
Texas
$169K 10,500 – –
National Bank of Canada
94
National Bank of Canada
Quebec, Canada
$141K 8,748 +1,000 +13%
FFA
95
Farther Finance Advisors
California
$109K 6,771 -54,167 -89%
HCM
96
Hollencrest Capital Management
California
$85.1K 5,280 +114 +2%
HI
97
Harbour Investments
Wisconsin
$50K 3,100 – –
EB
98
Eastern Bank
Massachusetts
$48.4K 3,000 – –
PTC
99
Private Trust Company
Ohio
$45.1K 2,800 – –
CIBC Private Wealth Group
100
CIBC Private Wealth Group
Georgia
$41.3K 2,560 -6,465 -72%
2 3
4
5 6