BLACKROCK TAX MUNICPAL BD TR (BBN)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
113
Reporting holders
$305.2M
Reported value
0.0%
Held as options
-1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $85.3M | 5,273,293 | 0.00% | 35q | +1.0%+$883.7K |
| Eagle Bluffs Wealth Management LLC | $38.5M | 2,383,435 | 12.88% | 19q | +8.2%+$2.9M |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $26.2M | 1,622,646 | 1.25% | 2q | +594.6%+$22.5M |
| WELLS FARGO & COMPANY/MN | $13.7M | 845,624 | 0.00% | 31q | -41.7%-$9.8M |
| UBS Group AG | $13.1M | 810,866 | 0.00% | 31q | +0.9%+$121.2K |
| RAYMOND JAMES FINANCIAL INC | $12.3M | 759,916 | 0.00% | 7q | -25.1%-$4.1M |
| LPL Financial LLC | $12.1M | 750,799 | 0.00% | 31q | +7.8%+$876.1K |
| BANK OF AMERICA CORP /DE/ | $11.8M | 727,907 | 0.00% | 31q | -35.5%-$6.5M |
| ROYAL BANK OF CANADA | $10.4M | 643,781 | 0.00% | 31q | -5.7%-$631.9K |
| Invesco Ltd. | $9.6M | 594,774 | 0.00% | 31q | -17.2%-$2.0M |
| M&T Bank Corp | $8.6M | 529,462 | 0.03% | 12q | +67.8%+$3.5M |
| AMERIPRISE FINANCIAL INC | $7.6M | 467,984 | 0.00% | 31q | -41.9%-$5.5M |
| Broyhill Asset Management, LLC | $4.8M | 296,922 | 2.13% | 7q | +94.7%+$2.3M |
| Focus Partners Wealth | $2.9M | 178,616 | 0.00% | 3q | HELD |
| Intellectus Partners, LLC | $2.7M | 164,884 | 0.46% | 30q | +5.5%+$139.8K |
| OSAIC HOLDINGS, INC. | $2.5M | 152,968 | 0.00% | 26q | +67.5%+$997.0K |
| BENJAMIN EDWARDS INC | $2.4M | 146,684 | 0.02% | 8q | HELD |
| HighTower Advisors, LLC | $2.2M | 134,505 | 0.00% | 31q | -6.2%-$143.6K |
| ENVESTNET ASSET MANAGEMENT INC | $2.1M | 132,763 | 0.00% | 10q | +2.2%+$46.8K |
| RIVERBRIDGE PARTNERS LLC | $2.0M | 120,853 | 0.05% | 17q | +2.8%+$54.0K |
| 1607 Capital Partners, LLC | $1.6M | 101,975 | 0.14% | 2q | -37.5%-$990.2K |
| Corient Private Wealth LP | $1.5M | 95,522 | 0.00% | 5q | +100.0%+$772.3K |
| STIFEL FINANCIAL CORP | $1.5M | 92,265 | 0.00% | 31q | +1.2%+$18.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.4M | 87,493 | 0.00% | 31q | -4.9%-$73.0K |
| PRIMORIS WEALTH ADVISORS, LLC | $1.2M | 77,237 | 0.57% | 8q | HELD |
| Noble Wealth Management PBC | $1.2M | 75,712 | 0.55% | 6q | +2.6%+$31.4K |
| PETRA FINANCIAL ADVISORS INC | $1.2M | 71,225 | 0.53% | 2q | HELD |
| Baird Financial Group, Inc. | $1.1M | 65,980 | 0.00% | 31q | -1.3%-$14.4K |
| Lifetime Wealth Management P.C. | $981.1K | 60,672 | 0.57% | 3q | -1.8%-$18.4K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $933.8K | 57,751 | 0.01% | 3q | -6.1%-$60.8K |
| Rareview Capital LLC | $909.0K | 56,424 | 0.51% | 2q | -26.6%-$328.8K |
| Savvy Advisors, Inc. | $832.5K | 51,486 | 0.02% | 7q | -1.2%-$10.5K |
| GUGGENHEIM CAPITAL LLC | $792.4K | 49,002 | 0.00% | 8q | +5.5%+$41.2K |
| NewEdge Advisors, LLC | $776.6K | 48,026 | 0.00% | 19q | -0.5%-$4.2K |
| Allspring Global Investments Holdings, LLC | $710.6K | 43,945 | 0.00% | 19q | HELD |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | $634.9K | 39,265 | 0.33% | 8q | HELD |
| Addison Capital Co | $578.7K | 35,786 | 0.09% | 18q | HELD |
| Oder Investment Management, LLC | $575.1K | 35,566 | 0.39% | 23q | +1.2%+$6.7K |
| Westview Management dba Westview Investment Advisors | $566.0K | 35,005 | 0.28% | 3q | -1.9%-$11.2K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $565.6K | 34,976 | 0.01% | 12q | -3.5%-$20.4K |
| ACCESS FINANCIAL SERVICES, INC. | $546.3K | 33,785 | 0.18% | 31q | HELD |
| New England Private Wealth Advisors LLC | $546.1K | 33,771 | 0.05% | 3q | +1.8%+$9.9K |
| Cetera Investment Advisers | $513.3K | 31,744 | 0.00% | 15q | -4.2%-$22.3K |
| Walker Asset Management, LLC | $511.3K | 31,621 | 0.26% | 19q | -13.2%-$77.6K |
| XTX Topco Ltd | $463.6K | 28,670 | 0.01% | 2q | +47.5%+$149.3K |
| Koshinski Asset Management, Inc. | $457.9K | 28,316 | 0.02% | 8q | +14.6%+$58.2K |
| Coquina Private Wealth LLC | $452.0K | 27,954 | 0.31% | 3q | +2.9%+$12.6K |
| B. Riley Wealth Advisors, Inc. | $428.6K | 26,391 | 0.02% | 2q | +10.4%+$40.2K |
| StoneX Group Inc. | $425.2K | 26,321 | 0.02% | new | NEW |
| INTEGRATED CAPITAL MANAGEMENT, INC. | $421.5K | 26,065 | 0.29% | 9q | -9.4%-$43.6K |
| Rockefeller Capital Management L.P. | $403.9K | 24,976 | 0.00% | 4q | +318.4%+$307.3K |
| D.A. DAVIDSON & CO. | $389.1K | 24,060 | 0.00% | 20q | HELD |
| IBEX WEALTH ADVISORS | $363.9K | 22,502 | 0.03% | 7q | HELD |
| OPPENHEIMER & CO INC | $346.7K | 21,441 | 0.00% | 5q | HELD |
| BASSO CAPITAL MANAGEMENT, L.P. | $344.5K | 21,306 | 0.07% | new | NEW |
| &PARTNERS | $343.2K | 21,224 | 0.00% | 4q | +43.0%+$103.1K |
| Comprehensive Money Management Services LLC | $341.1K | 21,095 | 0.21% | 7q | HELD |
| Integrated Wealth Concepts LLC | $339.3K | 20,982 | 0.00% | 2q | +16.7%+$48.7K |
| JANE STREET GROUP, LLC | $334.8K | 20,707 | 0.00% | new | NEW |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | $325.8K | 20,150 | 0.04% | 4q | -1.2%-$4.0K |
| Intellus Advisors LLC | $323.4K | 20,000 | 0.04% | 7q | HELD |
| MGO ONE SEVEN LLC | $321.3K | 19,868 | 0.01% | 2q | +12.2%+$35.0K |
| IHT Wealth Management, LLC | $300.7K | 18,594 | 0.01% | 24q | -2.6%-$8.0K |
| BRANDYWINE OAK PRIVATE WEALTH LLC | $291.1K | 18,000 | 0.02% | 16q | HELD |
| Gridiron Partners, LLC | $268.2K | 16,587 | 0.14% | 11q | -40.3%-$180.8K |
| Kestra Advisory Services, LLC | $267.5K | 16,544 | 0.00% | 3q | -13.9%-$43.1K |
| COMMONS CAPITAL, LLC | $261.8K | 16,192 | 0.18% | 3q | +1.1%+$2.7K |
| MELFA WEALTH MANAGEMENT, INC. | $243.2K | 15,040 | 0.13% | 14q | HELD |
| Mezzasalma Advisors, LLC | $238.2K | 14,734 | 0.05% | 7q | +1.4%+$3.3K |
| DELTA FINANCIAL ADVISORS LLC | $209.9K | 12,980 | 0.05% | 4q | -23.6%-$64.7K |
| Sanctuary Advisors, LLC | $196.3K | 12,138 | 0.00% | 4q | -5.2%-$10.8K |
| Advisory Services Network, LLC | $194.0K | 12,000 | 0.00% | 7q | +6.7%+$12.1K |
| Arax Advisory Partners | $192.4K | 11,900 | 0.00% | new | NEW |
| Carl P. Sherr & Co., LLC | $191.0K | 11,810 | 0.08% | new | NEW |
| MML INVESTORS SERVICES, LLC | $186.2K | 11,514 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $186.2K | 11,513 | 0.00% | 3q | -70.3%-$440.9K |
| SIMON QUICK ADVISORS, LLC | $184.9K | 11,432 | 0.01% | new | NEW |
| NWAM LLC | $182.4K | 11,283 | 0.01% | 2q | +2.4%+$4.2K |
| FIFTH THIRD BANCORP | $181.8K | 11,243 | 0.00% | 9q | HELD |
| Arkadios Wealth Advisors | $173.5K | 10,728 | 0.00% | 2q | HELD |
| Palogic Value Management, L.P. | $169.8K | 10,500 | 0.06% | 15q | HELD |
| WealthTrust Axiom LLC | $165.9K | 10,259 | 0.04% | 5q | HELD |
| Focused Wealth Management, Inc | $165.7K | 10,249 | 0.01% | 22q | -98.7%-$13.0M |
| Bryn Mawr Trust Advisors, LLC | $162.9K | 10,072 | 0.01% | 12q | -14.8%-$28.3K |
| NATIONAL BANK OF CANADA /FI/ | $158.9K | 9,847 | 0.00% | 19q | +2.6%+$4.0K |
| SIT INVESTMENT ASSOCIATES INC | $127.6K | 7,890,277 | 2.41% | 17q | +5.7%+$6.9K |
| HARBOUR INVESTMENTS, INC. | $125.9K | 7,786 | 0.00% | 17q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $125.5K | 7,760 | 0.00% | new | NEW |
| Caitlin John, LLC | $102.0K | 6,309 | 0.06% | 9q | +10.9%+$10.0K |
| HOLLENCREST CAPITAL MANAGEMENT | $94.3K | 5,830 | 0.01% | 13q | +1.9%+$1.7K |
| Global Retirement Partners, LLC | $93.5K | 5,780 | 0.00% | 4q | -30.5%-$40.9K |
| Atlantic Union Bankshares Corp | $92.2K | 5,700 | 0.00% | 4q | -26.7%-$33.6K |
| Clear Street Group Inc. | $73.3K | 4,536 | 0.00% | new | NEW |
| GILL CAPITAL PARTNERS, LLC | $55.4K | 3,426 | 0.01% | 2q | HELD |
| Steward Partners Investment Advisory, LLC | $53.7K | 3,322 | 0.00% | 25q | -90.8%-$530.6K |
| TRUST CO OF TOLEDO NA /OH/ | $52.1K | 3,221 | 0.00% | 5q | HELD |
| Farther Finance Advisors, LLC | $50.9K | 3,150 | 0.00% | 13q | -49.8%-$50.5K |
| PRIVATE TRUST CO NA | $45.3K | 2,800 | 0.00% | 17q | HELD |
| North Star Investment Management Corp. | $34.2K | 2,113 | 0.00% | 28q | HELD |
| Fairscale Capital, LLC | $30.6K | 1,894 | 0.02% | 9q | HELD |
Showing the largest 100 of 120 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 113 | $305.2M | 18,873,390 | 14 | 33 | 33 | 0.0% |
| Q1 2026 | 114 | $313.0M | 19,358,455 | 20 | 33 | 29 | 0.0% |
| Q4 2025 | 112 | $294.9M | 18,069,288 | 14 | 29 | 35 | 0.0% |
| Q3 2025 | 107 | $297.4M | 17,917,898 | 12 | 27 | 31 | 0.0% |
| Q2 2025 | 108 | $288.4M | 17,902,832 | 12 | 24 | 34 | 0.0% |
| Q1 2025 | 106 | $288.6M | 17,300,605 | 7 | 26 | 37 | 0.0% |
| Q4 2024 | 112 | $282.3M | 17,460,840 | 15 | 27 | 32 | 0.0% |
| Q3 2024 | 113 | $291.3M | 16,352,232 | 18 | 33 | 29 | 0.0% |
| Q2 2024 | 114 | $271.9M | 16,631,009 | 18 | 28 | 36 | 0.0% |
| Q1 2024 | 105 | $405.8M | 24,821,457 | 11 | 35 | 30 | 0.0% |
| Q4 2023 | 112 | $327.0M | 20,109,958 | 12 | 33 | 39 | 0.0% |
| Q3 2023 | 110 | $242.5M | 15,995,054 | 10 | 34 | 31 | 0.0% |
| Q2 2023 | 113 | $256.9M | 15,484,222 | 16 | 31 | 28 | 0.0% |
| Q1 2023 | 108 | $279.5M | 15,590,819 | 13 | 34 | 32 | 0.0% |
| Q4 2022 | 98 | $247.4M | 14,695,732 | 18 | 23 | 31 | 0.0% |
| Q3 2022 | 116 | $257.7M | 15,677,641 | 9 | 33 | 27 | 0.0% |
| Q2 2022 | 131 | $301.8M | 15,760,574 | 22 | 28 | 39 | 0.0% |
| Q1 2022 | 127 | $331.9M | 15,074,197 | 13 | 33 | 38 | 0.0% |
| Q4 2021 | 143 | $404.0M | 15,438,195 | 16 | 38 | 32 | 0.0% |
| Q3 2021 | 123 | $380.4M | 14,770,764 | 10 | 39 | 31 | 0.0% |
| Q2 2021 | 128 | $374.1M | 14,506,445 | 14 | 44 | 26 | 0.0% |
| Q1 2021 | 128 | $345.2M | 14,004,208 | 10 | 32 | 39 | 0.0% |
| Q4 2020 | 130 | $353.3M | 13,106,071 | 18 | 34 | 27 | 0.0% |
| Q3 2020 | 115 | $300.4M | 11,592,585 | 14 | 30 | 26 | 0.0% |
| Q2 2020 | 110 | $301.5M | 12,091,632 | 18 | 35 | 25 | 0.0% |
| Q1 2020 | 105 | $240.2M | 11,026,815 | 15 | 33 | 26 | 0.0% |
| Q4 2019 | 102 | $259.9M | 10,678,312 | 8 | 35 | 22 | 0.0% |
| Q3 2019 | 99 | $245.8M | 9,954,816 | 8 | 41 | 19 | 0.0% |
| Q2 2019 | 102 | $200.9M | 8,468,873 | 13 | 34 | 22 | 0.0% |
| Q1 2019 | 100 | $187.1M | 8,340,572 | 12 | 30 | 27 | 0.0% |
| Q4 2018 | 104 | $181.6M | 8,636,300 | 0 | 1 | 1 | 0.0% |