Vault-13

BLACKROCK TAX MUNICPAL BD TR BBN

SHS · Closed-End Fund · CUSIP 09248X100

127 institutional holders +4 vs Q1 2023
16,751,08216.8m shares reported held*
$278.0mreported value*
18 new 44 added 34 reduced 15 sold out net bought ≈ $4.1m (+245.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $16.60.

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 119Q4 22: 125Q1 23: 123Q2 23: 127127Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 2022119
Q4 2022125
Q1 2023123
Q2 2023127

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 22: 52 bought or addedQ4 22: 53 cut or sold outQ4 22Q1 23: 53 bought or addedQ1 23: 55 cut or sold outQ1 23Q2 23: 62 bought or addedQ2 23: 49 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 20225253
Q1 20235355
Q2 20236249

Biggest buyers

SIT INVESTMENT ASSOCIATES INC Added +381,323+381.3k
MORGAN STANLEY Added +277,149+277.1k
RIVERNORTH CAPITAL MANAGEMENT, LLC New +135,031+135.0k
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. New +63,422+63.4k
ROYAL BANK OF CANADA Added +55,514+55.5k
Baker Avenue Asset Management, LP Added +37,542+37.5k
Ackerman Capital Advisors, LLC New +29,958+30.0k
Raymond James Financial Services Advisors, Inc. Added +29,447+29.4k
Eagle Bluffs Wealth Management LLC Added +24,598+24.6k
Farther Finance Advisors, LLC New +22,582+22.6k

Biggest sellers

WELLS FARGO & COMPANY/MN Reduced -238,744-238.7k
UBS Group AG Reduced -204,061-204.1k
Jefferies Financial Group Inc. Sold out -118,177-118.2k
Hilltop Holdings Inc. Reduced -100,481-100.5k
Lebenthal Global Advisors, LLC Reduced -92,944-92.9k
OSAIC HOLDINGS, INC. Reduced -40,368-40.4k
JPMORGAN CHASE & CO Sold out -38,333-38.3k
J.W. COLE ADVISORS, INC. Reduced -35,811-35.8k
Oder Investment Management, LLC Reduced -21,311-21.3k
MILLENNIUM MANAGEMENT LLC Sold out -14,244-14.2k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
SIT INVESTMENT ASSOCIATES INC 13G · institution filed 2025-10-02 10.2% 6.3m≈ $102.2m 2025-10-02

Insider purchases and sales in Q2 2023

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q2 2023.

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 3,206,6283.2m $53.2m $53.2m 0.01% Added +277.1k +277,149
2 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,296,4911.3m $21.5m $21.5m 0.01% Reduced -204.1k -204,061
3 GUGGENHEIM CAPITAL LLC 0.14% of their portfolio CHICAGO, IL 1,040,1961.0m $17.3m $17.3m 0.14% Added +243 +243
4 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 969,456969.5k $16.1m $16.1m 0.00% Reduced -238.7k -238,744
5 Eagle Bluffs Wealth Management LLC 11.24% of their portfolio COLUMBIA, MO 879,225879.2k $14.6m $14.6m 11.24% Added +24.6k +24,598
6 SIT INVESTMENT ASSOCIATES INC 0.32% of their portfolio Minneapolis, MN 744,597744.6k $12.4m $12.4m 0.32% Added +381.3k +381,323
7 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 681,567681.6k $11.3m $11.3m 0.00% Reduced -11.4k -11,390
8 Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio ST. PETERSBURG, FL 557,525557.5k $9.2m $9.2m 0.02% Added +29.4k +29,447
9 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 515,045515.0k $8.5m $8.5m 0.01% Added +16.3k +16,343
10 Focused Wealth Management, Inc 1.51% of their portfolio Newburgh, NY 505,420505.4k $8.4m $8.4m 1.51% Added +2.3k +2,303
11 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 500,839500.8k $8.3m $8.3m 0.00% Added +11.3k +11,322
12 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 383,916383.9k $6.4m $6.4m 0.01% Reduced -40.4k -40,368
13 Hilltop Holdings Inc. 0.70% of their portfolio DALLAS, TX 343,308343.3k $5.7m $5.7m 0.70% Reduced -100.5k -100,481
14 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 341,006341.0k $5.7m $5.7m 0.00% Added +55.5k +55,514
15 Baker Avenue Asset Management, LP 0.26% of their portfolio SAN FRANCISCO, CA 309,882309.9k $5.1m $5.1m 0.26% Added +37.5k +37,542
16 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 287,037287.0k $4.8m $4.8m 0.00% Reduced -896 -896
17 Lebenthal Global Advisors, LLC 1.28% of their portfolio Hauppauge, NY 266,034266.0k $4.4m $4.4m 1.28% Reduced -92.9k -92,944
18 Hudson Capital Management LLC 1.44% of their portfolio RAMSEY, NJ 225,144225.1k $3.7m $3.7m 1.44% Added +6.2k +6,182
19 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 217,565217.6k $3.6m $3.6m 0.00% Added +13.7k +13,686
20 Bramshill Investments, LLC 0.28% of their portfolio NAPLES, FL 187,128187.1k $3.1m $3.1m 0.28% Reduced -3.0k -2,968
21 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 176,789176.8k $2.9m $2.9m 0.01% Added +5.3k +5,301
22 Reitz Capital Advisors LLC 2.28% of their portfolio FREELAND, MI 150,854150.9k $2.5m $2.5m 2.28% Added +19.4k +19,358
23 Cooper Financial Group 0.61% of their portfolio IRVINE, CA 147,421147.4k $2.4m $2.4m 0.61% Reduced -11.0k -11,039
24 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 142,063142.1k $2.4m $2.4m 0.01% Reduced -1.1k -1,062
25 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 135,077135.1k $2.2m $2.2m 0.00% Added +11.1k +11,125
26 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.11% of their portfolio WEST PALM BEACH, FL 135,031135.0k $2.2m $2.2m 0.11% New
27 Fiera Capital Corp 0.01% of their portfolio MONTREAL, A8 118,569118.6k $2.0m $2.0m 0.01% Unchanged
28 KEYBANK NATIONAL ASSOCIATION/OH 0.01% of their portfolio BROOKLYN, OH 100,000100.0k $1.7m $1.7m 0.01% Reduced -10.0k -10,000
29 Snowden Capital Advisors LLC 0.06% of their portfolio New York, NY 99,45799.5k $1.6m $1.6m 0.06% Added +9.3k +9,272
30 FIRST NATIONAL BANK SIOUX FALLS 0.99% of their portfolio SIOUX FALLS, SD 94,00094.0k $1.6m $1.6m 0.99% Unchanged
31 Intellectus Partners, LLC 0.39% of their portfolio SAN FRANCISCO, CA 78,69278.7k $1.3m $1.3m 0.39% Added +15.8k +15,830
32 Addison Capital Co 0.86% of their portfolio Conshohocken, PA 72,93772.9k $1.2m $1.2m 0.86% Reduced -1.3k -1,282
33 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 68,05568.1k $1.1m $1.1m 0.01% Added +3.7k +3,729
34 Oder Investment Management, LLC 1.22% of their portfolio WOODLAND HILLS, CA 66,99267.0k $1.1m $1.1m 1.22% Reduced -21.3k -21,311
35 Good Life Advisors, LLC 0.12% of their portfolio READING, PA 65,56465.6k $1.1m $1.1m 0.12% Added +319 +319
36 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.14% of their portfolio Englewood, NJ 63,42263.4k $1.1m $1.1m 0.14% New
37 WEDBUSH SECURITIES INC 0.05% of their portfolio PASADENA, CA 62,05562.1k $1.0m $1.0m 0.05% Added +4.1k +4,132
38 B. Riley Wealth Advisors, Inc. 0.02% of their portfolio MEMPHIS, TN 60,03060.0k $995.9k $995.9k 0.02% Added +1.0k +1,029
39 BENJAMIN F. EDWARDS & COMPANY, INC. 0.04% of their portfolio ST. LOUIS, MO 59,75659.8k $991.0k $991.0k 0.04% Reduced -549 -549
40 U.S. Capital Wealth Advisors, LLC 0.05% of their portfolio AUSTIN, TX 59,47559.5k $986.7k $986.7k 0.05% Added +8.8k +8,800
41 High Net Worth Advisory Group LLC 0.36% of their portfolio NAPLES, FL 55,89055.9k $927.2k $927.2k 0.36% Added +43 +43
42 Walker Asset Management, LLC 0.76% of their portfolio SPRINGFIELD, MO 55,52455.5k $921.1k $921.1k 0.76% Reduced -4.6k -4,552
43 ACCESS FINANCIAL SERVICES, INC. 0.52% of their portfolio MINNEAPOLIS, MN 53,61753.6k $889.5k $889.5k 0.52% Added +132 +132
44 Composition Wealth, LLC 0.03% of their portfolio LOS ANGELES, CA 50,04850.0k $830.3k $830.3k 0.03% Reduced -2.6k -2,638
45 Stratos Wealth Partners, LTD. 0.02% of their portfolio BEACHWOOD, OH 47,16047.2k $782.4k $782.4k 0.02% Added +7.7k +7,666
46 SCHNIEDERS CAPITAL MANAGEMENT LLC 0.15% of their portfolio PASADENA, CA 44,57544.6k $739.5k $739.5k 0.15% Reduced -1.1k -1,100
47 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 44,26344.3k $734.0k $734.0k 0.00% Reduced -13 -13
48 MERIDIAN INVESTMENT COUNSEL INC. 0.24% of their portfolio LAFAYETTE, CA 41,30041.3k $685.2k $685.2k 0.24% Unchanged
49 J.W. COLE ADVISORS, INC. 0.05% of their portfolio TAMPA, FL 40,71640.7k $675.5k $675.5k 0.05% Reduced -35.8k -35,811
50 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 38,29138.3k $635.2k $635.2k 0.00% Reduced -4.0k -3,964
51 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 38,24638.2k $634.5k $634.5k 0.01% Added +1.9k +1,948
52 TOWNSQUARE CAPITAL LLC 0.01% of their portfolio Lehi, UT 38,01038.0k $630.6k $630.6k 0.01% Reduced -1.4k -1,368
53 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 37,75537.8k $626.4k $626.4k 0.00% Reduced -1.5k -1,526
54 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 36,08036.1k $598.6k $598.6k 0.01% Added +2.9k +2,890
55 IHT Wealth Management, LLC 0.03% of their portfolio Chicago, IL 34,06434.1k $565.1k $565.1k 0.03% Reduced -1.4k -1,399
56 Atlantic Union Bankshares Corp 0.06% of their portfolio GLEN ALLEN, VA 34,05934.1k $565.0k $565.0k 0.06% Reduced -500 -500
57 LexAurum Advisors, LLC 0.16% of their portfolio OVERLAND PARK, KS 32,22932.2k $534.7k $534.7k 0.16% Added +356 +356
58 Ackerman Capital Advisors, LLC 0.13% of their portfolio DALLAS, TX 29,95830.0k $497.0k $497.0k 0.13% New
59 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 28,39028.4k $471.0k $471.0k 0.01% Added +3.5k +3,500
60 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 24,52124.5k $406.8k $406.8k 0.00% Reduced -1.4k -1,393
61 OLD NATIONAL BANCORP /IN/ 0.01% of their portfolio EVANSVILLE, IN 24,32924.3k $403.6k $403.6k 0.01% Reduced -1.3k -1,296
62 Farther Finance Advisors, LLC 0.08% of their portfolio SAN FRANCISCO, CA 22,58222.6k $374.6k $374.6k 0.08% New
63 WOLVERINE ASSET MANAGEMENT LLC 0.01% of their portfolio CHICAGO, IL 21,96222.0k $364.3k $364.3k 0.01% New
64 Allspring Global Investments Holdings, LLC 0.00% of their portfolio CHARLOTTE, NC 21,18021.2k $351.4k $351.4k 0.00% Unchanged
65 Walleye Capital LLC 0.01% of their portfolio NEW YORK, NY 19,98920.0k $331.6k $331.6k 0.01% New
66 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 18,47318.5k $306.5k $306.5k 0.00% Added +123 +123
67 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 18,14618.1k $301.0k $301.0k 0.00% Added +2.6k +2,605
68 S. R. Schill & Associates 0.13% of their portfolio MERCER ISLAND, WA 17,91017.9k $297.1k $297.1k 0.13% Unchanged
69 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 16,93916.9k $280.8k $280.8k 0.00% Added +143 +143
70 Journey Advisory Group, LLC 0.04% of their portfolio COVINGTON, KY 15,60015.6k $258.8k $258.8k 0.04% Unchanged
71 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 15,22015.2k $252.5k $252.5k 0.01% Unchanged
72 FIRST FOUNDATION ADVISORS 0.01% of their portfolio Irvine, CA 15,17915.2k $251.8k $251.8k 0.01% Reduced -810 -810
73 COMMONS CAPITAL, LLC 0.37% of their portfolio NEEDHAM, MA 14,98715.0k $248.6k $248.6k 0.37% Added +27 +27
74 MELFA WEALTH MANAGEMENT, INC. 0.25% of their portfolio WESTBOROUGH, MA 14,82014.8k $245.9k $245.9k 0.25% Added +70 +70
75 PRIVATE TRUST CO NA 0.03% of their portfolio CLEVELAND, OH 14,75514.8k $244.8k $244.8k 0.03% Added +1.1k +1,141
76 Cetera Advisors LLC 0.00% of their portfolio DENVER, CO 14,61214.6k $242.4k $242.4k 0.00% Reduced -48 -48
77 RIVERBRIDGE PARTNERS LLC 0.00% of their portfolio MINNEAPOLIS, MN 14,53914.5k $241.2k $241.2k 0.00% Reduced -947 -947
78 SVB WEALTH LLC 0.00% of their portfolio BOSTON, MA 14,15014.2k $234.7k $234.7k 0.00% Reduced -2.7k -2,675
79 Virtu Financial LLC 0.02% of their portfolio New York, NY 12,95113.0k $215.0k $215.0k 0.02% New
80 Farmers & Merchants Trust Co of Chambersburg PA 0.14% of their portfolio CHAMBERSBURG, PA 12,88212.9k $214.0k $214.0k 0.14% Reduced -12.1k -12,118
81 BRANDYWINE OAK PRIVATE WEALTH LLC 0.02% of their portfolio Kennett Square, PA 12,50012.5k $207.4k $207.4k 0.02% Unchanged
82 SFI Advisors, LLC 0.19% of their portfolio Montclair, NJ 12,24712.2k $203.2k $203.2k 0.19% New
83 Triad Investment Management 0.28% of their portfolio NEWPORT BEACH, CA 12,03512.0k $199.7k $199.7k 0.28% Added +6 +6
84 Carl P. Sherr & Co., LLC 0.13% of their portfolio WORCESTER, MA 11,81011.8k $195.9k $195.9k 0.13% Unchanged
85 MKT Advisors LLC 0.14% of their portfolio CARLSBAD, CA 11,62111.6k $191.5k $191.5k 0.14% Unchanged
86 Edgemoor Investment Advisors, Inc. 0.02% of their portfolio BETHESDA, MD 11,38011.4k $188.8k $188.8k 0.02% Unchanged
87 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 11,11311.1k $184.4k $184.4k 0.00% Reduced -1.4k -1,357
88 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 10,68110.7k $177.2k $177.2k 0.00% First filing
89 Benedetti & Gucer, Inc. 0.09% of their portfolio ATLANTA, GA 10,64510.6k $177.0k $177.0k 0.09% New
90 Palogic Value Management, L.P. 0.08% of their portfolio DALLAS, TX 10,50010.5k $174.2k $174.2k 0.08% Unchanged
91 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 10,37310.4k $172.1k $172.1k 0.00% Added +23 +23
92 Successful Portfolios LLC 0.14% of their portfolio CLEARWATER, FL 10,15010.2k $168.4k $168.4k 0.14% Unchanged
93 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 9,3009.3k $154.0k $154.0k 0.00% Unchanged
94 Elequin Capital, LP 0.05% of their portfolio NEW YORK, NY 6,4606.5k $107.2k $107.2k 0.05% New
95 GPS Wealth Strategies Group, LLC 0.02% of their portfolio CENTENNIAL, CO 5,3065.3k $88.0k $88.0k 0.02% Unchanged
96 HOLLENCREST CAPITAL MANAGEMENT 0.01% of their portfolio NEWPORT BEACH, CA 4,7414.7k $78.7k $78.7k 0.01% New
97 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 4,6294.6k $76.8k $76.8k 0.00% Added +25 +25
98 Cullen/Frost Bankers, Inc. 0.00% of their portfolio San Antonio, TX 4,0004.0k $66.4k $66.4k 0.00% New
99 CAMBRIDGE TRUST CO 0.00% of their portfolio BOSTON, MA 3,0003.0k $49.8k $49.8k 0.00% Unchanged
100 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 3,0003.0k $49.8k $49.8k 0.00% Added +1.0k +1,000