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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$73.3M 4,484,473 +215,755 +5%
SIA
2
Sit Investment Associates
Minnesota
$57.3M 3,502,717 +133,660 +4%
EBWM
3
Eagle Bluffs Wealth Management
Missouri
$22.1M 1,354,057 +88,243 +7%
UBS Group
4
UBS Group
Switzerland
$17.9M 1,097,080 -18,967 -2%
M&T Bank
5
M&T Bank
New York
$17.6M 1,075,136 +218,712 +26%
LPL Financial
6
LPL Financial
California
$14.1M 862,002 +158,752 +23%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$12.5M 762,255 +255,824 +51%
Bank of America
8
Bank of America
North Carolina
$11.5M 704,990 +98,133 +16%
Invesco
9
Invesco
Georgia
$11.5M 704,352 +11,138 +2%
FWM
10
Focused Wealth Management
New York
$9.25M 565,574 +30,164 +6%
Wells Fargo
11
Wells Fargo
California
$8.99M 549,693 -36,777 -6%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$7.68M 469,846 -29,460 -6%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$6.77M 413,843 +367 +0.1%
RJA
14
Raymond James & Associates
Florida
$5.75M 351,873 +24,489 +7%
Ameriprise
15
Ameriprise
Minnesota
$5.26M 321,655 +2,202 +0.7%
LCM
16
Landscape Capital Management
New Jersey
$3.31M 202,399 +65,996 +48%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.01M 183,769 -5,534 -3%
IP
18
Intellectus Partners
California
$2.92M 178,316 +5,882 +3%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.5M 152,962 -530 -0.3%
NMC
20
Nine Masts Capital
Hong Kong
$2M 122,296 -21,714 -15%
Fiera Capital (Canada)
21
Fiera Capital (Canada)
Quebec, Canada
$1.98M 120,874 – –
PAS
22
Park Avenue Securities
New York
$1.92M 117,640 +117,640 New
HighTower Advisors
23
HighTower Advisors
Illinois
$1.66M 101,150 -2,702 -3%
AC
24
Addison Capital
Pennsylvania
$1.61M 98,579 -6,242 -6%
BFEC
25
Benjamin F. Edwards & Company
Missouri
$1.61M 98,395 +12,395 +14%
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