Skip to content
Disclosery

BBN BLACKROCK TAX MUNICPAL BD TR

Follow

SHS (fund), issuer CIK 1493683

117 managers (117 13F filers) reported a position in BBN shares at 2025-03-31, 22,946,509 shares in all. 8 filers opened a position and 14 filers sold out during the quarter.

Managers
117
13F filers
117
New
8
Added
33
Reduced
41
Sold out
14
Shares held by filers
22,946,509

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC5,161,588$86.1M2.02%+787,95313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,882,125$81.4M0.01%+77,33213F-HRTimelineGroup
Eagle Bluffs Wealth Management LLC1,847,691$30.8M16.28%+125,32113F-HRTimeline
UBS Group AGin group UBS Group AG1,107,907$18.5M<0.01%+14,46213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC850,380$14.2M0.01%-143,53213F-HRTimelineGroup
LPL Financial LLC747,872$12.5M<0.01%+63,20013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.746,024$12.4M<0.01%-15,66213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/671,644$11.2M<0.01%+38,37513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN659,204$11M<0.01%-53,53513F-HRTimelineGroup
Focused Wealth Management, Inc630,026$10.5M1.43%+21,66713F-HRTimeline
M&T Bank Corpin group M&T Bank Corp629,238$10.5M0.04%-8,27513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA562,515$9.38M<0.01%+64,95313F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC497,377$8.3M<0.01%+45,18013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.227,975$3.8M0.01%+30,84113F-HRTimelineGroup
Intellectus Partners, LLC199,668$3.33M0.82%-11,00613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.188,966$3.15M0.17%-6,60313F-HR/ATimelineGroup
Broyhill Asset Management, LLC172,948$2.88M2.35%-26013F-HRTimeline
HighTower Advisors, LLC151,938$2.53M<0.01%+5,90413F-HRTimeline
1607 Capital Partners, LLC151,900$2.53M0.2%+7,80013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC130,061$2.17M<0.01%-20,92313F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp129,569$2.16M0.01%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC128,792$2.15M<0.01%-70013F-HRTimelineGroup
Apexium Financial, LP128,310$2.14M0.13%+53,29513F-HRTimeline
NorthCoast Asset Management LLC122,645$2.05M0.01%-2,68813F-HR/ATimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC117,496$1.96M0.02%-3,40013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC108,867$1.82M0.03%-1,02313F-HRTimelineGroup
PRIMORIS WEALTH ADVISORS, LLC97,733$1.63M1.26%-4,01713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP80,631$1.34M<0.01%+15,73413F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…79,840$1.33M0.01%013F-HRTimelineGroup
WEDBUSH SECURITIES INC71,059$1.19M0.04%+2,69913F-HRTimeline
Cambridge Investment Research Advisors,…64,639$1.08M<0.01%-5,16013F-HRTimeline
Savvy Advisors, Inc.62,390$1.04M0.1%+6,92713F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS58,446$975K0.39%013F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA54,920$916K0.54%-5,00013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.50,927$849K<0.01%+5413F-HRTimelineGroup
Addison Capital Co50,864$848K0.33%-8,20213F-HRTimeline
Noble Wealth Management PBC50,492$842K0.58%+2,00013F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC49,730$829K0.01%+3213F-HRTimelineGroup
RIVERBRIDGE PARTNERS LLC48,942$816K0.01%+5,69913F-HRTimeline
Oder Investment Management, LLC48,554$810K0.69%-5,67213F-HRTimeline
Transform Wealth, LLC47,316$789K0.05%+12,41613F-HRTimeline
Walker Asset Management, LLC46,637$778K0.47%-4,00013F-HRTimeline
NATURAL INVESTMENTS, LLC45,812$764K0.22%+3,04213F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.41,769$697K0.28%-77413F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC41,615$694K0.01%+10,49213F-HRTimelineGroup
Janney Montgomery Scott LLC41,212$687K<0.01%+3,98113F-HRTimeline
Caitlin John, LLC39,680$662K0.65%+1,24713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…37,880$632K<0.01%-51913F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …37,641$628K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC34,359$573K<0.01%-2,18913F-HRTimeline
Gridiron Partners, LLC30,531$509K0.33%013F-HRTimeline
Cetera Investment Advisers29,077$485K<0.01%+1,64213F-HRTimeline
Private Advisor Group, LLC28,428$474K<0.01%-2,35513F-HRTimeline
IBEX WEALTH ADVISORS27,138$453K0.06%-2,28413F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC25,968$433K<0.01%-1,03913F-HRTimelineGroup
INTEGRATED CAPITAL MANAGEMENT, INC.25,703$429K0.34%+13113F-HRTimeline
D.A. DAVIDSON & CO.25,064$418K<0.01%-2,00013F-HRTimeline
IHT Wealth Management, LLC24,216$404K0.01%-89913F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC22,025$367K0.08%-1,25013F-HRTimeline
ROBINSON CAPITAL MANAGEMENT, LLC20,692$345K0.14%013F-HRTimeline
COMERICA BANK20,174$337K<0.01%-1,97213F-HRTimeline
Intellus Advisors LLC20,000$334K0.06%013F-HRTimeline
Atria Wealth Solutions, Inc.19,866$331K<0.01%-1,18513F-HRTimeline
Comprehensive Money Management Services…19,845$331K0.27%-1,06513F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.19,000$317K0.09%-8,16713F-HRTimeline
Integrated Wealth Concepts LLC19,000$317K<0.01%-1,65013F-HRTimeline
U.S. Capital Wealth Advisors, LLC18,631$311K0.01%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC18,100$302K0.08%013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC18,000$300K0.03%013F-HRTimeline
LexAurum Advisors, LLC17,895$298K0.06%-61913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.17,480$292K<0.01%+4,05013F-HRTimeline
Koshinski Asset Management, Inc.17,095$285K0.02%-5,55713F-HRTimeline
Mezzasalma Advisors, LLC15,104$252K0.09%+19013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.15,040$251K0.17%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC14,422$241K0.01%-77213F-HRTimeline
Patten Group, Inc.13,223$221K0.05%-2,12613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…13,162$220K<0.01%-3,47013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…12,882$215K0.08%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp12,785$213K0.01%013F-HRTimelineGroup
Carl P. Sherr & Co., LLC11,810$197K0.11%013F-HRTimeline
Good Life Advisors, LLC11,633$194K0.01%-1,28213F-HRTimeline
Generation Capital Management LLC11,624$194K0.17%013F-HRTimeline
Belpointe Asset Management LLC11,587$193K0.01%+10513F-HRTimeline
Advisory Services Network, LLC11,000$183K<0.01%+25013F-HRTimeline
Capital Investment Advisory Services, L…10,507$175K0.02%new13F-HRTimeline
Palogic Value Management, L.P.10,500$175K0.08%013F-HR/ATimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/8,748$146K<0.01%013F-HRTimelineGroup
Opal Wealth Advisors, LLC6,230$104K0.03%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT5,339$89K<0.01%+5913F-HRTimeline
Farther Finance Advisors, LLC3,500$58.1K<0.01%-3,27113F-HRTimeline
HARBOUR INVESTMENTS, INC.3,100$51.7K<0.01%013F-HRTimeline
EASTERN BANK3,000$50K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA2,800$46.7K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…2,444$40.8K<0.01%-24,06213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,520$39.8K<0.01%-4013F-HRTimelineGroup
North Star Investment Management Corp.2,113$35.3K<0.01%013F-HRTimeline
Fairscale Capital, LLC1,894$31.6K0.03%013F-HRTimeline
LANARK FINANCIAL, INC.1,155$19K<0.01%+1,15413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,000$16.7K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc1,000$16.7K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC1,000$16.7K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.750$12.5K<0.01%new13F-HRTimeline
Grove Bank & Trust750$12.5K<0.01%new13F-HRTimeline
Kentucky Trust Co740$12.3K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners625$10.4K<0.01%new13F-HRTimelineGroup
Glass Jacobson Investment Advisors llc615$9.91K<0.01%013F-HRTimeline
MeadowBrook Investment Advisors LLC548$9.14K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…408$6.8K<0.01%new13F-HRTimelineGroup
DUNCKER STREETT & CO INC333$5.55K<0.01%013F-HRTimeline
CoreCap Advisors, LLC300$5K<0.01%013F-HRTimeline
Allworth Financial LP300$4.8K<0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS237$3.95K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC30$500<0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…8$133<0.01%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1$22<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
NewSquare Capital LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.