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 | 05/13/2026 | 7.46 M | $120.69 M | 11.49% | 12.08% |
| MORGAN STANLEY | 05/15/2026 | 5.22 M | $84.39 M | 0.09% | 8.45% |
| EAGLE BLUFFS WEALTH MANAGEMENT LLC | 04/24/2026 | 2.20 M | $35.61 M | 4.25% | 3.56% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 1.13 M | $18.25 M | 2.43% | 1.83% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 1.01 M | $16.41 M | 4.12% | 1.64% |
| FOCUSED WEALTH MANAGEMENT, INC | 04/20/2026 | 812.41 K | $13.14 M | 4.64% | 1.31% |
| UBS GROUP AG | 05/05/2026 | 803.37 K | $12.99 M | -1.10% | 1.30% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 725.34 K | $11.73 M | 3.62% | 1.17% |
| INVESCO LTD. | 05/12/2026 | 718.20 K | $11.61 M | 23.06% | 1.16% |
| LPL FINANCIAL LLC | 05/06/2026 | 696.62 K | $11.26 M | -5.44% | 1.13% |
| ROYAL BANK OF CANADA | 05/15/2026 | 682.86 K | $11.04 M | 0.03% | 1.11% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 402.90 K | $6.51 M | 5.95% | 0.65% |
| M&T BANK CORP | 05/12/2026 | 315.45 K | $5.10 M | -36.56% | 0.51% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2026 | 233.62 K | $3.78 M | 100.00% | 0.38% |
| COLONY GROUP, LLC | 05/15/2026 | 178.81 K | $2.89 M | 0.65% | 0.29% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 163.21 K | $2.64 M | 100.00% | 0.26% |
| INTELLECTUS PARTNERS, LLC | 04/10/2026 | 156.24 K | $2.53 M | -12.15% | 0.25% |
| BROYHILL ASSET MANAGEMENT | 05/06/2026 | 152.53 K | $2.47 M | -0.16% | 0.25% |
| BENJAMIN EDWARDS INC | 05/12/2026 | 146.28 K | $2.37 M | 23.03% | 0.24% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 143.39 K | $2.32 M | -20.23% | 0.23% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 129.87 K | $2.10 M | 17.17% | 0.21% |
| RIVERBRIDGE PARTNERS LLC | 04/17/2026 | 117.51 K | $1.90 M | 106.99% | 0.19% |
| PARK AVENUE SECURITIES LLC | 04/07/2026 | 112.00 K | $1.81 M | 18.92% | 0.18% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 92.01 K | $1.49 M | -8.51% | 0.15% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 91.31 K | $1.48 M | -29.91% | 0.15% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 91.13 K | $1.47 M | 3.66% | 0.15% |
| PRIMORIS WEALTH ADVISORS, LLC | 04/30/2026 | 77.23 K | $1.25 M | -3.74% | 0.13% |
| RAREVIEW CAPITAL LLC | 04/27/2026 | 76.84 K | $1.24 M | 100.00% | 0.12% |
| NOBLE WEALTH MANAGEMENT PBC | 04/02/2026 | 73.77 K | $1.19 M | 36.04% | 0.12% |
| PETRA FINANCIAL ADVISORS INC | 05/13/2026 | 71.39 K | $1.15 M | 100.00% | 0.12% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 66.87 K | $1.08 M | -0.74% | 0.11% |
| 05/15/2026 | 61.81 K | $999.46 K | 0.57% | 0.10% | |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 05/15/2026 | 61.51 K | $994.63 K | -0.60% | 0.10% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 56.75 K | $918.00 K | 15.08% | 0.09% |
| NATURAL INVESTMENTS, LLC | 05/01/2026 | 56.15 K | $907.00 K | 13.80% | 0.09% |
| SAVVY ADVISORS, INC. | 05/11/2026 | 52.14 K | $843.04 K | -3.69% | 0.08% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 48.28 K | $780.76 K | 12.50% | 0.08% |
| CI PRIVATE WEALTH, LLC | 05/15/2026 | 47.76 K | $25.00 K | -12.57% | 0.08% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 46.45 K | $751.16 K | 16.32% | 0.08% |
| 04/27/2026 | 44.35 K | $717.06 K | 100.00% | 0.07% | |
| WEDBUSH SECURITIES INC | 04/21/2026 | 44.17 K | $714.00 K | 6.93% | 0.07% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 43.95 K | $710.59 K | 0.00% | 0.07% |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | 05/14/2026 | 39.27 K | $634.92 K | 0.00% | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 38.78 K | $627.04 K | -5.53% | 0.06% |
| WALKER ASSET MANAGEMENT, LLC | 04/24/2026 | 36.42 K | $588.93 K | 0.00% | 0.06% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 04/20/2026 | 36.24 K | $585.96 K | -13.05% | 0.06% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 36.13 K | $584.29 K | -17.15% | 0.06% |
| ADDISON CAPITAL CO | 04/29/2026 | 35.84 K | $579.47 K | 1.97% | 0.06% |
| 05/08/2026 | 35.70 K | $577.20 K | -18.60% | 0.06% | |
| ODER INVESTMENT MANAGEMENT, LLC | 05/05/2026 | 35.15 K | $568.41 K | 3.22% | 0.06% |
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BlackRock Taxable Municipal Bond Trust institutional Ownership - FAQ's
During the previous two years, 199 institutional investors and hedge funds held shares of BlackRock Taxable Municipal Bond Trust. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 7.46 M
MORGAN STANLEY: 5.22 M
Eagle Bluffs Wealth Management LLC: 2.2 M
BANK OF AMERICA CORP /DE/: 1.13 M
RAYMOND JAMES FINANCIAL INC: 1.01 M
Focused Wealth Management, Inc: 812,411
42.21% of BlackRock Taxable Municipal Bond Trust stock is owned by institutional investors.
Institutional investors have bought a total of 28.51 M shares in the last 24 months. This purchase volume represents approximately $462.45 M in transactions.