BlackRock Taxable Municipal Bond Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 7.89 M | $127.59 M | 5.71% | 12.77% |
| MORGAN STANLEY | 08/13/2026 | 5.27 M | $85.27 M | 1.05% | 8.53% |
| EAGLE BLUFFS WEALTH MANAGEMENT LLC | 08/06/2026 | 2.38 M | $38.54 M | 8.24% | 3.86% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 08/14/2026 | 1.62 M | $26.24 M | 594.56% | 2.63% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 845.62 K | $13.67 M | 16.58% | 1.37% |
| UBS GROUP AG | 08/13/2026 | 810.87 K | $13.11 M | 0.93% | 1.31% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 759.92 K | $12.29 M | -25.12% | 1.23% |
| LPL FINANCIAL LLC | 08/07/2026 | 750.80 K | $12.14 M | 7.78% | 1.22% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 727.91 K | $11.77 M | -35.52% | 1.18% |
| ROYAL BANK OF CANADA | 08/14/2026 | 643.78 K | $10.41 M | -5.72% | 1.04% |
| INVESCO LTD. | 08/14/2026 | 594.77 K | $9.62 M | -17.19% | 0.96% |
| M&T BANK CORP | 08/04/2026 | 529.46 K | $8.56 M | 4.84% | 0.86% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 467.98 K | $7.57 M | 16.15% | 0.76% |
| COLONY GROUP, LLC | 08/12/2026 | 178.62 K | $2.89 M | -0.11% | 0.29% |
| INTELLECTUS PARTNERS, LLC | 08/12/2026 | 164.88 K | $2.67 M | 5.53% | 0.27% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 152.97 K | $2.47 M | 67.52% | 0.25% |
| BROYHILL ASSET MANAGEMENT | 08/04/2026 | 148.46 K | $2.40 M | -2.67% | 0.24% |
| BENJAMIN EDWARDS INC | 07/24/2026 | 146.68 K | $2.37 M | 0.27% | 0.24% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 134.51 K | $2.17 M | -6.19% | 0.22% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 132.76 K | $2.15 M | 2.23% | 0.21% |
| RIVERBRIDGE PARTNERS LLC | 07/13/2026 | 120.85 K | $1.95 M | 2.84% | 0.20% |
| PARK AVENUE SECURITIES LLC | 07/20/2026 | 114.42 K | $1.85 M | 2.16% | 0.19% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 101.98 K | $1.65 M | -37.52% | 0.17% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 92.27 K | $1.49 M | 1.24% | 0.15% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 87.49 K | $1.41 M | -4.91% | 0.14% |
| PRIMORIS WEALTH ADVISORS, LLC | 07/29/2026 | 77.24 K | $1.25 M | 0.00% | 0.13% |
| NOBLE WEALTH MANAGEMENT PBC | 07/01/2026 | 75.71 K | $1.22 M | 2.63% | 0.12% |
| PETRA FINANCIAL ADVISORS INC | 07/24/2026 | 71.23 K | $1.15 M | -0.23% | 0.12% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 65.98 K | $1.07 M | -1.33% | 0.11% |
| LIFETIME WEALTH MANAGEMENT P.C. | 08/17/2026 | 60.67 K | $981.07 K | -1.84% | 0.10% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 08/17/2026 | 57.75 K | $933.84 K | -6.11% | 0.09% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 56.94 K | $921.00 K | 0.33% | 0.09% |
| RAREVIEW CAPITAL LLC | 07/23/2026 | 56.42 K | $908.99 K | -26.57% | 0.09% |
| NATURAL INVESTMENTS, LLC | 07/31/2026 | 52.10 K | $842.00 K | -7.21% | 0.08% |
| SAVVY ADVISORS, INC. | 08/03/2026 | 51.49 K | $832.53 K | -1.25% | 0.08% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 49.00 K | $792.36 K | 5.49% | 0.08% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 48.03 K | $776.59 K | -0.53% | 0.08% |
| CI PRIVATE WEALTH, LLC | 08/27/2026 | 47.76 K | $772.30 K | 0.00% | 0.08% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 43.95 K | $710.59 K | 0.00% | 0.07% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 39.75 K | $643.00 K | -10.01% | 0.06% |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | 08/12/2026 | 39.27 K | $634.92 K | 0.00% | 0.06% |
| ADDISON CAPITAL CO | 08/04/2026 | 35.79 K | $578.66 K | -0.14% | 0.06% |
| ODER INVESTMENT MANAGEMENT, LLC | 08/11/2026 | 35.57 K | $575.10 K | 1.18% | 0.06% |
| WESTVIEW MANAGEMENT DBA WESTVIEW INVESTMENT ADVISORS | 07/31/2026 | 35.01 K | $566.03 K | -1.94% | 0.06% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 07/28/2026 | 34.98 K | $565.56 K | -3.48% | 0.06% |
| ACCESS FINANCIAL SERVICES, INC. | 07/16/2026 | 33.79 K | $546.30 K | 0.00% | 0.05% |
| NEW ENGLAND PRIVATE WEALTH ADVISORS LLC | 08/04/2026 | 33.77 K | $546.08 K | 1.84% | 0.05% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 31.74 K | $513.31 K | -4.15% | 0.05% |
| WALKER ASSET MANAGEMENT, LLC | 07/10/2026 | 31.62 K | $511.31 K | -13.18% | 0.05% |
| XTX TOPCO LTD | 08/14/2026 | 28.67 K | $463.59 K | 47.52% | 0.05% |
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BlackRock Taxable Municipal Bond Trust institutional Ownership - FAQ's
During the previous two years, 203 institutional investors and hedge funds held shares of BlackRock Taxable Municipal Bond Trust. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 7.89 M
MORGAN STANLEY: 5.27 M
Eagle Bluffs Wealth Management LLC: 2.38 M
RIVERNORTH CAPITAL MANAGEMENT, LLC: 1.62 M
WELLS FARGO & COMPANY/MN: 845,624
UBS Group AG: 810,866
43.46% of BlackRock Taxable Municipal Bond Trust stock is owned by institutional investors.
Institutional investors have bought a total of 29.47 M shares in the last 24 months. This purchase volume represents approximately $478.04 M in transactions.