BlackRock Taxable Municipal Bond Trust

BBN • NYSE

BlackRock Taxable Municipal Bond Trust is a publicly traded company on NYSE. As of Q3 2025, 103 institutional investors hold shares in this company, with total holdings valued at $286.3M. MORGAN STANLEY is the largest holder with a position valued at $83.7M.

Websiteblackrock.com

Overview

Overview of institutional ownership in BBN as of Q3 2025

All Institutions

Institutions: 103
Value Held: $286.3M
Shares Held: 23.4M
Avg Position: $2.8M
Median Position: $352.2K

Hedge Funds

Hedge Funds: 4
Value Held: $7.6M
Shares Held: 456.5K
Avg Position: $1.9M
Median Position: $1.8M

Biggest Investors

Institutions with the largest positions in BBN as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$83.7M 0.01% of portfolio	0.00% 5.0M shares	Q4 2022 Held for 2y 11m	$1.65T
Eagle Bluffs Wealth Management LLC RIA/Wealth	Nicholas James Thurwanger Founder	$34.2M 14.76% of portfolio	0.00% 2.1M shares	Q4 2024 Held for 11 months	$231.7M
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$17.4M 0.00% of portfolio	0.00% 1.0M shares	Q4 2022 Held for 2y 11m	$1.33T
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$15.6M 0.01% of portfolio	0.00% 938.9K shares	Q4 2024 Held for 11 months	$310.43B
UBS Group AG Institution	Sergio P. Ermotti CEO	$13.4M 0.00% of portfolio	0.00% 807.3K shares	Q4 2022 Held for 2y 11m	$511.54B
L LPL Financial LLC Institution	-	$13.4M 0.00% of portfolio	0.00% 805.6K shares	Q4 2022 Held for 2y 11m	$340.07B
Invesco Ltd. ETF Provider	Brian Christopher Hartigan CEO	$13.1M 0.00% of portfolio	0.00% 787.7K shares	Q4 2022 Held for 2y 11m	$633.08B
Focused Wealth Management, Inc RIA/Wealth	Jacob Michael Brett President	$11.9M 1.32% of portfolio	0.00% 717.8K shares	Q4 2022 Held for 2y 11m	$900.9M
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$11.7M 0.00% of portfolio	0.00% 706.4K shares	Q4 2022 Held for 2y 11m	$488.50B
M&T BANK CORP Institution	René F. Jones CEO	$10.7M 0.04% of portfolio	0.00% 643.2K shares	Q3 2023 Held for 2y 2m	$29.5B

Net Capital Flow

Institutional buying and selling activity for BBN in Q3 2025

Traded: +$8.9M
Buyers: 44
Sellers: 41
Total Bought: +$22.1M
Total Sold: −$13.2M
Avg Position: $2.5M

Biggest Buyers

Institution	Net Bought	Current Position
BANK OF AMERICA CORP /DE/ Institution	+$6.4M +387.3K shares	$17.4M 1.0M shares
L LPL Financial LLC Institution	+$3.5M +210.4K shares	$13.4M 805.6K shares
Eagle Bluffs Wealth Management LLC RIA/Wealth	+$2.7M +159.9K shares	$34.2M 2.1M shares
WELLS FARGO & COMPANY/MN Institution	+$1.1M +68.8K shares	$11.7M 706.4K shares
Focused Wealth Management, Inc RIA/Wealth	+$909.6K +54.8K shares	$11.9M 717.8K shares
MORGAN STANLEY RIA/Wealth	+$907.2K +54.7K shares	$83.7M 5.0M shares
Steward Partners Investment Advisory, LLC RIA/Wealth	+$785.9K +47.3K shares	$954.8K 57.5K shares
J JANE STREET GROUP, LLC Institution	+$687.2K +41.4K shares	$687.2K 41.4K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	+$661.4K +39.8K shares	$15.6M 938.9K shares
SEVEN MILE ADVISORY RIA/Wealth	+$573.7K +34.6K shares	$573.7K 34.6K shares

Biggest Sellers

Institution	Net Sold	Current Position
UBS Group AG Institution	−$5.9M −352.6K shares	$13.4M 807.3K shares
KEYBANK NATIONAL ASSOCIATION/OH RIA/Wealth	−$1.4M −86.5K shares	Sold Off 0 shares
R READYSTATE ASSET MANAGEMENT LP Hedge Fund•Multi-Strategy	−$1.2M −72.8K shares	$824.3K 49.7K shares
A Advisor Group Holdings, Inc. Institution	−$598.0K −36.3K shares	$2.7M 164.4K shares
F Fiera Capital Corp Institution	−$595.3K −35.9K shares	$1.5M 91.3K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$333.1K −20.7K shares	Sold Off 0 shares
AMERIPRISE FINANCIAL INC Institution	−$314.5K −18.9K shares	$6.3M 379.1K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$289.5K −18.0K shares	Sold Off 0 shares
ORLEANS CAPITAL MANAGEMENT CORP/LA Long Only Manager	−$252.8K −15.2K shares	$668.4K 40.3K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$225.8K −13.6K shares	$1.9M 113.1K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited BBN in Q3 2025

New Positions: 8
New Value: $1.5M
Exited Positions: 11
Exited Value: $2.6M

New Positions

Institution	Position Value
SEVEN MILE ADVISORY RIA/Wealth	$573.7K 34.6K shares
DELTA FINANCIAL ADVISORS LLC RIA/Wealth	$269.4K 16.2K shares
LEIGH BALDWIN & CO., LLC RIA/Wealth	$257.1K 3.3K shares
W WILEY BROS.-AINTREE CAPITAL, LLC Institution	$202.1K 12.2K shares
G Granite Springs Asset Management LLC Hedge Fund•Credit Arb	$187.2K 11.3K shares
NBC SECURITIES, INC. RIA/Wealth	$19.9K 1.2K shares
Jackson, Grant Investment Advisers, Inc. RIA/Wealth	$16.6K 1.0K shares
FIRST HORIZON NATIONAL CORP RIA/Wealth	$12.5K 750.0 shares

Exited Positions

Institution	Previous Position
KEYBANK NATIONAL ASSOCIATION/OH RIA/Wealth	$1.4M 86.5K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$333.1K 20.7K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$289.5K 18.0K shares
WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	$219.0K 13.6K shares
Capital Investment Advisory Services, LLC RIA/Wealth	$195.9K 12.2K shares
Opal Wealth Advisors, LLC RIA/Wealth	$100.4K 6.2K shares
E ELEQUIN CAPITAL LP Hedge Fund•Multi-Strategy	$60.6K 3.8K shares
C Coconut Grove Bank Institution	$12.1K 750.0 shares
C Concord Wealth Partners RIA/Wealth	$10.1K 625.0 shares
$US BANCORP \DE\ logo$ US BANCORP \DE\ Institution	$7.7K 477.0 shares

Options Activity

Institutions with the largest Call and Put options positions in BBN as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with BBN as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Eagle Bluffs Wealth Management LLC RIA/Wealth	Nicholas James Thurwanger Founder	14.76% $34.2M	0.00% 2.1M shares	Q4 2024 Held for 11 months	$231.7M
Broyhill Asset Management Hedge Fund•Multi-Strategy	Markham Hunt Broyhill Chairman	2.39% $2.7M	0.00% 163.9K shares	Q4 2024 Held for 11 months	$113.8M
Focused Wealth Management, Inc RIA/Wealth	Jacob Michael Brett President	1.32% $11.9M	0.00% 717.8K shares	Q4 2022 Held for 2y 11m	$900.9M
P PRIMORIS WEALTH ADVISORS, LLC RIA/Wealth	Raymond L Eaton Managing Partner	0.81% $1.3M	0.00% 76.2K shares	Q3 2024 Held for 1y 2m	$156.9M
I Intellectus Partners, LLC RIA/Wealth	David Joseph Laplaca Managing Partner	0.58% $2.9M	0.00% 174.3K shares	Q4 2022 Held for 2y 11m	$502.6M
Oder Investment Management, LLC RIA/Wealth	Joshua Kenneth Oder CCO	0.46% $638.8K	0.00% 38.5K shares	Q4 2022 Held for 2y 11m	$139.3M
ORLEANS CAPITAL MANAGEMENT CORP/LA Long Only Manager	Catherine Meyer Johnson President	0.43% $668.4K	0.00% 40.3K shares	Q3 2024 Held for 1y 2m	$154.3M
Gridiron Partners, LLC Long Only Manager	David Matthew Kamin CIO	0.42% $540.0K	0.00% 6.2M shares	Q4 2023 Held for 1y 11m	$128.2M
Walker Asset Management, LLC RIA/Wealth	Dennis Robin Walker CEO	0.37% $649.4K	0.00% 39.1K shares	Q4 2022 Held for 2y 11m	$177.8M
F FIRST NATIONAL BANK SIOUX FALLS Institution	-	0.33% $970.2K	0.00% 58.4K shares	Q4 2022 Held for 2y 11m	$291.2M

Hedge Fund Spotlight

Discover hedge funds investing in BBN

Granite Springs Asset Management LLC

Hedge Fund • Credit Arb

Portfolio ManagerKenneth Harris Klein

Portfolio Value: $124.4M
Positions: 179
Last Reported: Q3 2025

Sector Allocation

Position in BlackRock Taxable Municipal Bond Trust

Market Value: $187.2K
Shares Held: 11.3K
Portfolio Weight: 0.15%
Owned Since: 2025-Q3

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