DaveManuel.com · Institutional Ownership · Who Owns It
BLACKROCK TAX MUNICPAL BD TR (BBN)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
119
Reporting holders
$434.5M
Reported value
0.0%
Calls
0.0%
Puts
-2
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | $127.6M | 7,890,277 | 2.41% | 17q | +5.7%+$6.9M |
| 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 | +16.6%+$1.9M |
| 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 | +4.8%+$395.6K |
| AMERIPRISE FINANCIAL INC | $7.6M | 467,984 | 0.00% | 31q | +16.2%+$1.1M |
| 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 |
| Broyhill Asset Management, LLC | $2.4M | 148,461 | 2.13% | 7q | -2.7%-$65.8K |
| 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 |
| PARK AVENUE SECURITIES LLC | $1.9M | 114,415 | 0.01% | 9q | +2.2%+$39.1K |
| 1607 Capital Partners, LLC | $1.6M | 101,975 | 0.14% | 2q | -37.5%-$990.2K |
| 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 |
| Janney Montgomery Scott LLC | $921.0K | 56,939 | 0.00% | 17q | HELD |
| Rareview Capital LLC | $909.0K | 56,424 | 0.51% | 2q | -26.6%-$328.8K |
| NATURAL INVESTMENTS, LLC | $842.0K | 52,100 | 0.18% | 7q | -7.2%-$65.4K |
| 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 |
| Corient Private Wealth LP | $772.3K | 47,761 | 0.00% | 5q | HELD |
| Allspring Global Investments Holdings, LLC | $710.6K | 43,945 | 0.00% | 19q | HELD |
| WEDBUSH SECURITIES INC | $643.0K | 39,750 | 0.02% | 25q | -10.0%-$71.5K |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $436.0K | 27,024 | 0.00% | 31q | +99.6%+$217.6K |
| 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 |
| Palogic Value Management, L.P. | $339.6K | 21,000 | 0.06% | 15q | +100.0%+$169.8K |
| 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 |
| Integrated Wealth Concepts LLC | $290.9K | 17,991 | 0.00% | 2q | 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 |
| Farmers & Merchants Trust Co of Chambersburg PA | $208.0K | 12,882 | 0.05% | 31q | HELD |
| 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 |
| 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 |
| HARBOUR INVESTMENTS, INC. | $125.9K | 7,786 | 0.00% | 17q | HELD |
| 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 |
Showing the largest 100 of 119 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 30 | $46.5M | 3,226,006 | 2 | 9 | 11 | 0.0% |
| Q2 2026 | 119 | $434.5M | 26,870,304 | 13 | 36 | 34 | 0.0% |
| Q1 2026 | 121 | $424.0M | 26,224,350 | 19 | 41 | 28 | 0.0% |
| Q4 2025 | 120 | $408.7M | 25,045,673 | 15 | 31 | 39 | 0.0% |
| Q3 2025 | 116 | $408.8M | 24,627,055 | 13 | 30 | 35 | 0.0% |
| Q2 2025 | 117 | $391.8M | 24,321,711 | 12 | 27 | 38 | 0.0% |
| Q1 2025 | 115 | $382.7M | 22,946,509 | 7 | 31 | 40 | 0.0% |
| Q4 2024 | 121 | $360.9M | 22,337,517 | 16 | 30 | 36 | 0.0% |
| Q3 2024 | 125 | $359.0M | 20,153,574 | 21 | 36 | 32 | 0.0% |
| Q2 2024 | 124 | $339.3M | 20,748,610 | 19 | 34 | 37 | 0.0% |
| Q1 2024 | 116 | $469.2M | 28,702,459 | 11 | 40 | 33 | 0.0% |
| Q4 2023 | 123 | $384.7M | 23,662,676 | 13 | 39 | 41 | 0.0% |
| Q3 2023 | 123 | $285.2M | 18,813,365 | 11 | 39 | 33 | 0.0% |
| Q2 2023 | 126 | $278.0M | 16,760,382 | 19 | 35 | 31 | 0.0% |
| Q1 2023 | 122 | $295.8M | 16,504,977 | 16 | 37 | 36 | 0.0% |
| Q4 2022 | 123 | $272.3M | 16,173,319 | 20 | 29 | 41 | 0.0% |
| Q3 2022 | 115 | $389.9M | 23,725,564 | 8 | 33 | 27 | 0.0% |
| Q2 2022 | 130 | $456.3M | 23,824,164 | 21 | 28 | 39 | 0.0% |
| Q1 2022 | 126 | $509.2M | 23,129,133 | 12 | 33 | 38 | 0.0% |
| Q4 2021 | 143 | $587.4M | 22,446,180 | 16 | 38 | 32 | 0.0% |
| Q3 2021 | 123 | $503.0M | 19,530,999 | 10 | 39 | 31 | 0.0% |
| Q2 2021 | 128 | $491.7M | 19,066,880 | 14 | 44 | 27 | 0.0% |
| Q1 2021 | 126 | $445.1M | 18,055,739 | 10 | 31 | 39 | 0.0% |
| Q4 2020 | 130 | $462.8M | 17,167,006 | 18 | 34 | 28 | 0.0% |
| Q3 2020 | 114 | $664.3M | 25,641,220 | 13 | 30 | 26 | 0.0% |
| Q2 2020 | 110 | $402.7M | 16,152,567 | 18 | 35 | 25 | 0.0% |
| Q1 2020 | 105 | $328.7M | 15,087,750 | 15 | 33 | 26 | 0.0% |
| Q4 2019 | 101 | $358.7M | 14,738,247 | 7 | 35 | 22 | 0.0% |
| Q3 2019 | 99 | $358.5M | 14,515,251 | 8 | 41 | 19 | 0.0% |
| Q2 2019 | 102 | $309.2M | 13,033,304 | 13 | 34 | 22 | 0.0% |
| Q1 2019 | 100 | $276.0M | 12,305,603 | 12 | 30 | 27 | 0.0% |
| Q4 2018 | 104 | $204.0M | 9,704,231 | 0 | 1 | 1 | 0.0% |