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BlackRock Taxable Municipal Bond Trust (BBN) Institutional Ownership

BlackRock Taxable Municipal Bond Trust logo
$15.82 +0.02 (+0.13%)
Closing price 07/31/2026 03:59 PM Eastern
Extended Trading
$15.82 0.00 (0.00%)
As of 07/31/2026 04:48 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for BlackRock Taxable Municipal Bond Trust (NYSE:BBN)

Number of
Institutional Buyers
(last 12 months)
69
Total
Institutional Inflows
(last 12 months)
$156.74M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$133.34M
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Skip Chart & View Institutional Buying and Selling Data

BBN Institutional Buying and Selling by Quarter

BlackRock Taxable Municipal Bond Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2026MGO One Seven LLC19,868$321K0.0%+12.2%0.000%
7/31/2026Natural Investments LLC52,100$842K0.2%-7.2%0.000%
7/28/2026 Kestra Private Wealth Services LLC34,976$566K0.0%-3.5%0.000%
7/12/2026 Walker Asset Management LLC31,621$511K0.3%-13.2%0.000%
7/8/2026 Integrated Capital Management Inc.26,065$421K0.3%-9.4%0.000%
7/1/2026 Noble Wealth Management PBC75,712$1.22M0.5%+2.6%0.000%
6/3/2026NewEdge Advisors LLC48,284$781K0.0%+12.5%0.000%
5/19/2026Western Wealth Management LLC3,007$49K0.0%N/A0.000%
5/19/2026Bank of America Corp DE1,128,853$18.25M0.0%+2.4%0.000%
5/19/2026Arkadios Wealth Advisors10,717$173K0.0%N/A0.000%
5/18/2026Rivernorth Capital Management LLC233,622$3.78M0.2%N/A0.000%
5/13/2026Cetera Investment Advisers33,120$536K0.0%-24.4%0.000%
5/13/2026 Petra Financial Advisors Inc.71,390$1.15M0.7%N/A0.000%
5/8/2026PNC Financial Services Group Inc.2,400$39K0.0%N/A0.000%
5/6/2026Oder Investment Management LLC35,152$568K0.4%+3.2%0.000%
5/5/2026Sanctuary Advisors LLC12,805$207K0.0%-8.9%0.000%
5/5/2026 Nwam LLC11,023$178K0.0%N/A0.000%
5/1/2026Fifth Third Bancorp11,198$181K0.0%+1,019.8%0.000%
4/30/2026 Kestra Advisory Services LLC19,209$311K0.0%+33.9%0.000%
4/30/2026 Seelaus Asset Management LLC12,735$206K0.1%+12.0%0.000%
4/29/2026Addison Capital Co35,836$579K0.1%+2.0%0.000%
4/28/2026 Rareview Capital LLC76,836$1.24M0.7%N/A0.000%
4/27/2026Integrity Wealth Partners LLC44,345$717K0.6%N/A0.000%
4/25/2026Eagle Bluffs Wealth Management LLC2,202,048$35.61M13.9%+4.3%0.000%
4/23/2026Comprehensive Money Management Services LLC21,095$341K0.2%+6.3%0.000%
4/22/2026Janney Montgomery Scott LLC56,754$918K0.0%+15.1%0.000%
4/20/2026 Kestra Private Wealth Services LLC36,238$586K0.0%-13.1%0.000%
4/20/2026Focused Wealth Management Inc812,411$13.14M1.4%+4.6%0.000%
4/18/2026 Riverbridge Partners LLC117,511$1.90M0.0%+107.0%0.000%
3/9/2026Corient Private Wealth LLC54,625$891K0.0%+18.1%0.000%
2/19/2026Invesco Ltd.583,626$9.53M0.0%-25.9%0.000%
2/19/2026Corient Private Wealth LLC54,625$891K0.0%+18.1%0.000%
2/18/2026Caitlin John LLC14,871$243K0.2%-34.7%0.000%
2/18/2026NewEdge Advisors LLC42,921$700K0.0%-6.4%0.000%
2/18/2026Garton & Associates Financial Advisors LLC2,236$36K0.0%N/A0.000%
2/18/2026Millennium Management LLC12,995$212K0.0%N/A0.000%
2/18/2026IHT Wealth Management LLC19,091$312K0.0%-15.2%0.000%
2/18/2026Balyasny Asset Management L.P.35,700$583K0.0%N/A0.000%
2/17/2026Cetera Investment Advisers43,796$715K0.0%+16.7%0.000%
2/17/2026Osaic Holdings Inc.130,285$2.13M0.0%-20.8%0.000%
Your withdrawal order could cost you in taxes (Ad)

If you have $2M or more saved, the 4% rule points to roughly $92,000 a year - but it's a single-variable answer to a multi-variable problem. Withdrawal sequencing, sequence-of-returns risk, Roth conversion timing, and legacy goals can all shift your real number significantly. Research from Vanguard suggests advisor best practices - covering allocation, rebalancing, tax management, and behavioral coaching - may add roughly 3% in net annual return potential. Morningstar's 2025 data shows the average investor return gap is 1.2% per year due to mistimed buying and selling. Get matched with a fiduciary advisor in your area at no cost and with no obligation to hire.tc pixel

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2/17/2026Advisory Services Network LLC10,500$171K0.0%-19.2%0.000%
2/17/2026 Ibex Wealth Advisors22,359$365K0.0%-18.1%0.000%
2/17/2026&PARTNERS14,820$242K0.0%+21.8%0.000%
2/17/2026Royal Bank of Canada682,680$11.14M0.0%+12.8%0.000%
2/16/2026Focus Partners Wealth177,656$2.90M0.0%N/A0.000%
2/16/2026Landscape Capital Management L.L.C.30,731$502K0.0%N/A0.000%
2/16/2026Eagle Bluffs Wealth Management LLC2,112,255$34.47M14.0%+2.5%0.000%
2/13/2026 Kestra Advisory Services LLC14,345$234K0.0%N/A0.000%
2/13/2026Stifel Financial Corp87,915$1.44M0.0%-1.8%0.000%
2/13/2026Morgan Stanley5,213,773$85.09M0.0%+3.4%0.000%
2/13/2026New England Private Wealth Advisors LLC32,566$531K0.1%N/A0.000%
2/13/2026Wells Fargo & Company MN699,996$11.42M0.0%-0.9%0.000%
2/13/2026 Broyhill Asset Management LLC152,780$2.49M2.2%-6.8%0.000%
2/12/2026Jane Street Group LLC152,064$2.48M0.0%+267.3%0.000%
2/12/2026HRT Financial LP21,693$354K0.0%N/A0.000%
2/12/2026 Commonwealth Equity Services LLC100,573$1.64M0.0%-1.6%0.000%
2/12/2026StoneX Group Inc.175,352$2.86M0.1%-10.1%0.000%
2/12/2026Steward Partners Investment Advisory LLC43,612$712K0.0%-24.2%0.000%
2/12/2026Oder Investment Management LLC34,055$556K0.4%-11.5%0.000%
2/12/2026Sit Investment Associates Inc.6,694,566$109.26M2.1%+5.9%0.000%
2/11/2026Janney Montgomery Scott LLC49,318$805K0.0%-2.2%0.000%
2/11/2026LPL Financial LLC736,719$12.02M0.0%-8.6%0.000%
2/11/2026 J.W. Cole Advisors Inc.228,924$3.74M0.1%N/A0.000%
2/10/2026Intellectus Partners LLC177,847$2.90M0.6%+2.0%0.000%
2/6/2026Delta Financial Advisors LLC16,980$277K0.1%+4.6%0.000%
2/6/2026HighTower Advisors LLC179,747$2.93M0.0%+17.7%0.000%
2/4/2026Atlantic Union Bankshares Corp7,875$129K0.0%-11.8%0.000%
2/4/2026 Rinkey Investments20,585$336K0.1%N/A0.000%
2/4/2026Bryn Mawr Trust Advisors LLC12,202$199K0.0%-6.5%0.000%
2/3/2026 Koshinski Asset Management Inc.24,717$403K0.0%+49.0%0.000%
2/3/2026 Primoris Wealth Advisors LLC80,233$1.31M0.8%+5.2%0.000%
2/2/2026 Benjamin Edwards Inc.118,902$1.94M0.0%+1.2%0.000%
2/2/2026Addison Capital Co35,143$574K0.1%-20.9%0.000%
2/2/2026Oppenheimer & Co. Inc.21,891$357K0.0%+3.2%0.000%
1/30/2026M&T Bank Corp497,237$8.12M0.0%-22.7%0.000%
1/29/2026UBS Group AG812,297$13.26M0.0%+0.6%0.000%
1/29/2026Sanctuary Advisors LLC14,049$229K0.0%-4.5%0.000%
1/29/2026 Coquina Private Wealth LLC26,694$436K0.3%N/A0.000%
1/29/2026Focused Wealth Management Inc776,422$12.67M1.3%+8.2%0.000%
1/28/2026M&T Bank Corp21,280$347K0.0%-96.7%0.000%
1/23/2026 Farther Finance Advisors LLC6,276$102K0.0%+99.2%0.000%
1/23/2026Natural Investments LLC49,339$805K0.2%-6.1%0.000%
1/21/2026 Access Financial Services Inc.33,784$551K0.2%-2.0%0.000%
1/20/2026 Meridian Investment Counsel Inc.11,200$183K0.0%-18.2%0.000%
1/20/2026Savvy Advisors Inc.54,136$883K0.0%-3.9%0.000%
1/16/2026 Walker Asset Management LLC36,421$594K0.3%-6.9%0.000%
1/13/2026 Riverbridge Partners LLC56,772$927K0.0%+11.6%0.000%
1/9/2026Westview Management dba Westview Investment Advisors43,852$716K0.3%N/A0.000%
1/8/2026Gridiron Partners LLC32,531$531K0.3%-99.5%0.000%
1/8/2026 Wealth Enhancement Advisory Services LLC15,307$250K0.0%+18.4%0.000%
Your withdrawal order could cost you in taxes (Ad)

If you have $2M or more saved, the 4% rule points to roughly $92,000 a year - but it's a single-variable answer to a multi-variable problem. Withdrawal sequencing, sequence-of-returns risk, Roth conversion timing, and legacy goals can all shift your real number significantly. Research from Vanguard suggests advisor best practices - covering allocation, rebalancing, tax management, and behavioral coaching - may add roughly 3% in net annual return potential. Morningstar's 2025 data shows the average investor return gap is 1.2% per year due to mistimed buying and selling. Get matched with a fiduciary advisor in your area at no cost and with no obligation to hire.tc pixel

Answer three quick questions to find your advisor match today
1/5/2026 Commons Capital LLC10,111$165K0.1%N/A0.000%
1/5/2026 Noble Wealth Management PBC54,227$885K0.4%-2.3%0.000%
1/5/2026 Park Avenue Securities LLC94,181$1.54M0.0%-6.3%0.000%
11/18/2025Advisory Services Network LLC13,000$216K0.0%+12.1%0.000%
11/18/2025Apexium Financial LP66,464$1.10M0.1%-11.9%0.000%
11/17/2025 Kestra Private Wealth Services LLC41,744$693K0.0%-19.0%0.000%
11/17/2025NewEdge Advisors LLC45,868$761K0.0%+21.4%0.000%
11/17/2025Bank of America Corp DE1,048,712$17.41M0.0%+58.6%0.000%
11/17/20251607 Capital Partners LLC231,600$3.85M0.3%-4.3%0.000%
11/17/2025Ameriprise Financial Inc.379,145$6.29M0.0%-4.8%0.000%


BBN Institutional Ownership - Frequently Asked Questions

During the previous two years, 139 institutional investors and hedge funds held shares of BlackRock Taxable Municipal Bond Trust. The most heavily invested institutionals were Sit Investment Associates Inc. ($109.26M), Morgan Stanley ($85.09M), Eagle Bluffs Wealth Management LLC ($35.61M), Bank of America Corp DE ($18.25M), Raymond James Financial Inc. ($15.59M), UBS Group AG ($13.26M), and Focused Wealth Management Inc ($13.14M).Learn more on BlackRock Taxable Municipal Bond Trust's institutional investors.

Of the 110 institutional investors that purchased BlackRock Taxable Municipal Bond Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gridiron Partners LLC ($6.17M), Sit Investment Associates Inc. ($2.27M), Raymond James Financial Inc. ($2.08M), Eagle Bluffs Wealth Management LLC ($847.99K), Bank of America Corp DE ($414.08K), HighTower Advisors LLC ($369.35K), and J.W. Cole Advisors Inc. ($272.70K).

Institutional investors have bought a total of 9,517,583 shares in the last 24 months. This purchase volume represents approximately $156.74M in transactions.

Of the 49 institutional investors that sold BlackRock Taxable Municipal Bond Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Gridiron Partners LLC ($6.17M), M&T Bank Corp ($785.72K), UBS Group AG ($352.64K), Invesco Ltd. ($204.10K), Ameriprise Financial Inc. ($118.23K), Readystate Asset Management LP ($72.82K), and LPL Financial LLC ($68.91K).

Institutional investors have sold a total of 8,186,642 shares in the last 24 months. This volume of shares sold represents approximately $133.34M in transactions.


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This page (NYSE:BBN) was last updated on 8/2/2026 by MarketBeat.com Staff.
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