BBN icon

BlackRock Taxable Municipal Bond Trust
BBN

Overview Fund Activity

132 hedge funds and large institutions have $302M invested in BlackRock Taxable Municipal Bond Trust in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 32 increasing their positions, 41 reducing their positions, and 18 closing their positions.

Holders
132
Holders Change
+4
Holders Change %
+3.13%
% of All Funds
2.23%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
22
Increased
32
Reduced
41
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWM
1
Focused Wealth Management
New York
$9.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$43.2M
3
UBS Group
3
UBS Group
Switzerland
$32M
4
CFG
4
Cooper Financial Group
California
$3.32M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$8.92M

Top Sellers

1
LGA
1
Lebenthal Global Advisors
New York
$8.32M
2
Ameriprise
2
Ameriprise
Minnesota
$15.1M
3
FWM
3
Fortress Wealth Management
California
$0
4
Wells Fargo
4
Wells Fargo
California
$10.7M
5
BRWA
5
B. Riley Wealth Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VVP
126
Venture Visionary Partners
Ohio
$6.48K +$6.48K +338 New
DSC
127
Duncker Streett & Co
Missouri
$6K – – –
AF
128
Allworth Financial
California
$6K – – –
BlackRock
129
BlackRock
New York
$6K +$6K +329 New
BFEC
130
Benjamin F. Edwards & Company
Missouri
$5K – – –
Northern Trust
131
Northern Trust
Illinois
$5K +$89 +497 +2%
SIS
132
Sound Income Strategies
Florida
$1K – – –
FWM
133
Fortress Wealth Management
California
– -$3.63M -164,972 Closed
BRWA
134
B. Riley Wealth Advisors
Florida
– -$1.3M -58,785 Closed
BRC
135
Bell Rock Capital
Delaware
– -$418K -20,767 Closed
AWS
136
Atria Wealth Solutions
New York
– -$397K -18,038 Closed
RCM
137
Rivernorth Capital Management
Florida
– -$371K -16,855 Closed
EM
138
ELCO Management
New York
– -$363K -16,500 Closed
TGAM
139
TBH Global Asset Management
Tennessee
– -$282K -12,800 Closed
SWM
140
Spire Wealth Management
Virginia
– -$232K -10,515 Closed
Lido Advisors
141
Lido Advisors
California
– -$217K -9,889 Closed
BOPW
142
Brandywine Oak Private Wealth
Pennsylvania
– -$217K -9,880 Closed
NA
143
Nottingham Advisors
New York
– -$217K -9,875 Closed
Truist Financial
144
Truist Financial
North Carolina
– -$213K -9,696 Closed
PAA
145
Peregrine Asset Advisers
Oregon
– -$206K -9,360 Closed
FAG
146
Fortitude Advisory Group
Washington
– -$137K -6,228 Closed
BFC
147
Bedel Financial Consulting
Indiana
– -$88K -4,000 Closed
PFS
148
Prospera Financial Services
Texas
– -$55K -2,500 Closed
Creative Planning
149
Creative Planning
Kansas
– -$29K -1,318 Closed
HA
150
Herold Advisors
New York
– -$22K -1,000 Closed
2 3 4 5
6