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 | 02/12/2026 | 6.69 M | $109.26 M | 5.89% | 10.83% |
| MORGAN STANLEY | 02/13/2026 | 5.21 M | $85.09 M | 3.36% | 8.44% |
| EAGLE BLUFFS WEALTH MANAGEMENT LLC | 02/13/2026 | 2.11 M | $34.47 M | 2.55% | 3.42% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 1.10 M | $17.99 M | 5.09% | 1.78% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 974.78 K | $15.91 M | 3.82% | 1.58% |
| UBS GROUP AG | 01/29/2026 | 812.30 K | $13.26 M | 0.61% | 1.31% |
| FOCUSED WEALTH MANAGEMENT, INC | 01/29/2026 | 776.42 K | $12.67 M | 8.17% | 1.26% |
| LPL FINANCIAL LLC | 02/11/2026 | 736.72 K | $12.02 M | -8.55% | 1.19% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 700.00 K | $11.42 M | -0.91% | 1.13% |
| ROYAL BANK OF CANADA | 02/17/2026 | 682.68 K | $11.14 M | 12.77% | 1.10% |
| INVESCO LTD. | 02/19/2026 | 583.63 K | $9.52 M | -25.91% | 0.94% |
| M&T BANK CORP | 01/30/2026 | 497.24 K | $8.11 M | -22.70% | 0.80% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 380.29 K | $6.21 M | 0.30% | 0.62% |
| J.W. COLE ADVISORS, INC. | 02/11/2026 | 228.92 K | $12.24 K | 100.00% | 0.37% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 179.75 K | $2.93 M | 17.73% | 0.29% |
| INTELLECTUS PARTNERS, LLC | 02/10/2026 | 177.85 K | $2.90 M | 2.05% | 0.29% |
| COLONY GROUP, LLC | 02/13/2026 | 177.66 K | $2.90 M | 100.00% | 0.29% |
| STONEX GROUP INC. | 02/12/2026 | 175.35 K | $2.86 M | -10.06% | 0.28% |
| BROYHILL ASSET MANAGEMENT | 02/13/2026 | 152.78 K | $2.49 M | -6.81% | 0.25% |
| JANE STREET GROUP, LLC | 02/12/2026 | 152.06 K | $2.48 M | 267.31% | 0.25% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 130.29 K | $2.13 M | -20.77% | 0.21% |
| BENJAMIN EDWARDS INC | 02/02/2026 | 118.90 K | $1.94 M | 1.15% | 0.19% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 110.84 K | $1.81 M | -2.04% | 0.18% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 100.57 K | $1.64 M | -1.58% | 0.16% |
| PARK AVENUE SECURITIES LLC | 01/05/2026 | 94.18 K | $1.54 M | -6.29% | 0.15% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 87.92 K | $1.43 M | -1.81% | 0.14% |
| PRIMORIS WEALTH ADVISORS, LLC | 02/03/2026 | 80.23 K | $1.31 M | 5.25% | 0.13% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 67.37 K | $1.10 M | -0.63% | 0.11% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 02/17/2026 | 61.89 K | $1.01 M | 100.00% | 0.10% |
| RIVERBRIDGE PARTNERS LLC | 01/13/2026 | 56.77 K | $926.52 K | 11.57% | 0.09% |
| CI PRIVATE WEALTH, LLC | 02/19/2026 | 54.63 K | $891.48 K | 18.08% | 0.09% |
| NOBLE WEALTH MANAGEMENT PBC | 01/05/2026 | 54.23 K | $884.99 K | -2.29% | 0.09% |
| SAVVY ADVISORS, INC. | 01/20/2026 | 54.14 K | $883.50 K | -3.88% | 0.09% |
| LOGAN STONE CAPITAL, LLC | 02/17/2026 | 50.95 K | $831.49 K | 100.00% | 0.08% |
| NATURAL INVESTMENTS, LLC | 01/23/2026 | 49.34 K | $805.00 K | -6.06% | 0.08% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 49.32 K | $805.00 K | -2.19% | 0.08% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 43.95 K | $717.18 K | 0.00% | 0.07% |
| 01/09/2026 | 43.85 K | $715.67 M | 100.00% | 0.07% | |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 43.80 K | $714.76 K | 16.65% | 0.07% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 43.61 K | $711.75 K | -24.18% | 0.07% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 42.92 K | $700.48 K | -6.43% | 0.07% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 01/29/2026 | 41.68 K | $680.20 K | -0.16% | 0.07% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 41.31 K | $674.00 K | 10.01% | 0.07% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 41.05 K | $669.87 K | 100.00% | 0.07% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 39.94 K | $651.74 K | -0.57% | 0.06% |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | 02/13/2026 | 39.27 K | $640.81 K | -2.48% | 0.06% |
| WALKER ASSET MANAGEMENT, LLC | 01/16/2026 | 36.42 K | $594.39 K | -6.90% | 0.06% |
| BALYASNY ASSET MANAGEMENT L.P. | 02/17/2026 | 35.70 K | $582.62 K | 100.00% | 0.06% |
| ADDISON CAPITAL CO | 02/02/2026 | 35.14 K | $573.53 K | -20.93% | 0.06% |
| SEVEN MILE ADVISORY | 02/13/2026 | 34.77 K | $567.42 K | 0.59% | 0.06% |
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BlackRock Taxable Municipal Bond Trust institutional Ownership - FAQ's
During the previous two years, 195 institutional investors and hedge funds held shares of BlackRock Taxable Municipal Bond Trust. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 6.69 M
MORGAN STANLEY: 5.21 M
Eagle Bluffs Wealth Management LLC: 2.11 M
BANK OF AMERICA CORP /DE/: 1.1 M
RAYMOND JAMES FINANCIAL INC: 974,779
UBS Group AG: 812,297
40.67% of BlackRock Taxable Municipal Bond Trust stock is owned by institutional investors.
Institutional investors have bought a total of 27.65 M shares in the last 24 months. This purchase volume represents approximately $462.66 M in transactions.