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Disclosery

BBN BLACKROCK TAX MUNICPAL BD TR

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SHS (fund), issuer CIK 1493683

117 managers (117 13F filers) reported a position in BBN shares at 2025-09-30, 30,827,862 shares in all. 12 filers opened a position and 11 filers sold out during the quarter.

Managers
117
13F filers
117
New
12
Added
36
Reduced
35
Sold out
11
Shares held by filers
30,827,862

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 INC6,322,435$105M2.13%+345,06113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY5,044,382$83.7M0.01%+54,65213F-HR/ATimelineGroup
Eagle Bluffs Wealth Management LLC2,059,825$34.2M14.76%+159,93113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,048,712$17.4M<0.01%+387,30013F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC938,902$15.6M0.01%+39,84313F-HRTimelineGroup
UBS Group AGin group UBS Group AG807,344$13.4M<0.01%-352,64013F-HRTimelineGroup
LPL Financial LLC805,631$13.4M<0.01%+210,39613F-HRTimeline
Invesco Ltd.in group Invesco Ltd.787,730$13.1M<0.01%+15,33713F-HRTimelineGroup
Focused Wealth Management, Inc717,764$11.9M1.29%+54,79713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN706,433$11.7M<0.01%+68,80413F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp643,234$10.7M0.04%+31,76313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA605,356$10M<0.01%+67,21913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC379,145$6.29M<0.01%-18,94713F-HRTimelineGroup
1607 Capital Partners, LLC231,600$3.84M0.29%-10,40013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.194,962$3.24M0.14%+1,90213F-HRTimelineGroup
NorthCoast Asset Management LLC177,639$2.95M0.01%+1,83113F-HRTimeline
Intellectus Partners, LLC174,277$2.89M0.56%-1,96613F-HRTimeline
Broyhill Asset Management, LLC163,948$2.72M2.39%-5,00013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.164,429$2.71M<0.01%-36,25413F-HRTimelineGroup
HighTower Advisors, LLC152,682$2.53M<0.01%+2,02213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC117,545$1.95M0.02%-1,02913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC113,149$1.88M<0.01%-13,60013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC102,183$1.7M<0.01%-21,96613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC100,499$1.67M0.01%-13,78113F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp91,329$1.52M<0.01%-35,86413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP89,532$1.49M<0.01%+10,72113F-HRTimelineGroup
PRIMORIS WEALTH ADVISORS, LLC76,233$1.27M0.8%-2,00013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.67,795$1.13M<0.01%+16,28413F-HRTimelineGroup
Apexium Financial, LP66,464$1.1M0.05%-8,97913F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS58,446$970K0.3%013F-HRTimeline
Steward Partners Investment Advisory, L…57,518$955K0.01%+47,34113F-HRTimeline
Savvy Advisors, Inc.56,322$935K0.04%-5,36113F-HRTimeline
Noble Wealth Management PBC55,497$921K0.49%13F-HRTimeline
NATURAL INVESTMENTS, LLC52,520$871K0.22%+6,49813F-HRTimeline
RIVERBRIDGE PARTNERS LLC50,883$845K0.01%+68913F-HRTimeline
Janney Montgomery Scott LLC50,421$837K<0.01%+14,11913F-HRTimeline
READYSTATE ASSET MANAGEMENT LP49,659$824K0.04%-72,81813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP46,261$768K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC45,868$761K<0.01%+8,08813F-HRTimeline
Addison Capital Co44,445$738K0.22%-9,03013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …43,945$729K<0.01%+6,30413F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC41,744$693K0.01%-9,79513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC41,399$687K<0.01%new13F-HRTimelineGroup
ORLEANS CAPITAL MANAGEMENT CORP/LA40,265$668K0.43%-15,23013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC40,165$667K<0.01%-1,31513F-HRTimelineGroup
Walker Asset Management, LLC39,121$649K0.36%-5,00013F-HRTimeline
Oder Investment Management, LLC38,484$639K0.46%+4,08213F-HRTimeline
Cetera Investment Advisers37,544$623K<0.01%+8,47013F-HRTimeline
WEDBUSH SECURITIES INC37,552$623K0.02%-49813F-HRTimeline
SEVEN MILE ADVISORY34,563$574K0.09%new13F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.34,472$572K0.21%-4,84113F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC34,386$571K<0.01%+10,49613F-HRTimelineGroup
Gridiron Partners, LLC6,200,851$540K0.31%+6,170,32013F-HRTimeline
IBEX WEALTH ADVISORS27,307$453K0.04%+13213F-HRTimeline
D.A. DAVIDSON & CO.25,064$416K<0.01%013F-HRTimeline
Caitlin John, LLC22,761$378K0.26%-5,99013F-HRTimeline
IHT Wealth Management, LLC22,513$374K0.01%-61013F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.21,488$357K0.25%-3,71713F-HRTimeline
Private Advisor Group, LLC21,293$353K<0.01%+8913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …21,217$352K<0.01%+8,05413F-HRTimelineGroup
SCHNIEDERS CAPITAL MANAGEMENT, LLC.21,025$349K0.06%13F-HRTimeline
Intellus Advisors LLC20,000$332K0.05%013F-HRTimeline
Comprehensive Money Management Services…19,845$329K0.23%013F-HRTimeline
Cambridge Investment Research Advisors,…19,642$326K<0.01%-49,00213F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC18,000$299K0.03%013F-HRTimeline
Integrated Wealth Concepts LLC17,000$282K<0.01%013F-HRTimeline
Koshinski Asset Management, Inc.16,591$275K0.02%013F-HRTimeline
DELTA FINANCIAL ADVISORS LLC16,230$269K0.08%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC15,631$259K0.01%-3,00013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.15,040$250K0.15%013F-HRTimeline
LexAurum Advisors, LLC14,987$249K0.04%-2,69413F-HRTimeline
Sanctuary Advisors, LLC14,707$244K<0.01%new13F-HR/ATimeline
Mezzasalma Advisors, LLC14,152$235K0.06%-1,13713F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.13,700$227K0.06%-5,30013F-HRTimeline
Bryn Mawr Trust Advisors, LLC13,050$217K0.01%+5613F-HRTimeline
Advisory Services Network, LLC13,000$216K<0.01%+1,40013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…12,926$215K<0.01%+3313F-HRTimeline
Farmers & Merchants Trust Co of Chamber…12,882$214K0.06%013F-HRTimeline
Patten Group, Inc.12,668$210K0.04%-55513F-HRTimeline
&PARTNERS12,172$202K<0.01%new13F-HRTimeline
ASHTON THOMAS SECURITIES, LLC12,100$201K0.03%013F-HRTimeline
Carl P. Sherr & Co., LLC11,810$196K0.09%013F-HRTimeline
Belpointe Asset Management LLC11,686$194K0.01%+5013F-HRTimeline
Generation Capital Management LLC11,624$193K0.14%013F-HRTimeline
Seelaus Asset Management LLC11,275$187K0.15%new13F-HR/ATimeline
COMERICA BANK11,093$184K<0.01%-6,95113F-HRTimeline
Arete Wealth Advisors, LLC11,023$183K0.01%new13F-HRTimeline
Palogic Value Management, L.P.10,500$174K0.07%013F-HRTimeline
WealthTrust Axiom LLC10,259$170K0.05%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp8,925$148K<0.01%new13F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/8,747$145K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC8,311$138K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5,625$93.4K<0.01%new13F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT5,526$91.7K<0.01%+9613F-HRTimeline
HARBOUR INVESTMENTS, INC.3,900$64.7K<0.01%+80013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/3,221$53.5K0.01%013F-HRTimeline
Farther Finance Advisors, LLC3,150$52.3K<0.01%-16713F-HRTimeline
EASTERN BANK3,000$49.8K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA2,800$46.5K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,500$41.5K<0.01%-1013F-HRTimelineGroup
North Star Investment Management Corp.2,113$35.1K<0.01%013F-HRTimeline
Fairscale Capital, LLC1,894$31.4K0.02%013F-HRTimeline
LANARK FINANCIAL, INC.1,196$19.9K<0.01%+2013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,000$16.6K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc1,000$16.6K<0.01%013F-HR/ATimeline
Jackson, Grant Investment Advisers, Inc.1,000$16.6K0.01%new13F-HRTimeline
Fortis Group Advisors, LLC1,000$16.6K<0.01%013F-HRTimeline
FIRST HORIZON CORP750$12.4K<0.01%13F-HRTimeline
Kentucky Trust Co740$12.3K0.01%013F-HRTimeline
Kilter Group LLC726$12.1K0.01%new13F-HRTimeline
DUNCKER STREETT & CO INC333$5.53K<0.01%013F-HRTimeline
Allworth Financial LP300$4.98K<0.01%-4,00013F-HRTimeline
CoreCap Advisors, LLC300$4.98K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO44$730<0.01%new13F-HR/ATimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…8$133<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1$23<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1$11<0.01%013F-HRTimelineGroup