TAXM Institutional Ownership
BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents
1W: +0.0%
1M: -3.4%
3M: -6.0%
YTD: -5.2%
1Y: -4.9%
$47.35
-0.13 (-0.27%)
Weekly Expected Move ±0.9%
$47
$47
$47
$48
$48
Overview
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Institutional Ownership — TAXM
13
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
8M
Total Invested
6
New Positions
4
Increased
2
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (14 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | INCOME RESEARCH & MANAGEMENT | 100,000 | 5M | — | +0.0% | 6Q | SEC ↗ |
| 2 | Tanager Wealth Management LLP | 15,837 | 750K | +9,487 | +149.4% | 2Q | SEC ↗ |
| 3 | Plum Street Advisors, LLC | 11,300 | 535K | -3,056 | -21.3% | 3Q | SEC ↗ |
| 4 | Mayflower Financial Advisors, LLC NEW | 9,955 | 471K | — | +0.0% | 1Q | SEC ↗ |
| 5 | GOLDMAN SACHS GROUP INC | 6,961 | 330K | +1,300 | +23.0% | 3Q | SEC ↗ |
| 6 | RWA WEALTH PARTNERS, LLC NEW | 6,606 | 313K | — | +0.0% | 1Q | SEC ↗ |
| 7 | Janney Montgomery Scott LLC NEW | 5,750 | 272K | — | +0.0% | 1Q | SEC ↗ |
| 8 | Claro Advisors Inc. | 4,693 | 222K | +489 | +11.6% | 2Q | SEC ↗ |
| 9 | NOVEM GROUP NEW | 4,470 | 212K | — | +0.0% | 1Q | SEC ↗ |
| 10 | Integrated Wealth Concepts LLC NEW | 4,365 | 207K | — | +0.0% | 1Q | SEC ↗ |
| 11 | UBS Group AG NEW | 198 | 9K | — | +0.0% | 1Q | SEC ↗ |
| 12 | 1620 INVESTMENT ADVISORS, INC. | 195 | 9K | +145 | +290.0% | 2Q | SEC ↗ |
| 13 | CITADEL ADVISORS LLC | 0 | 0K | -7,289 | -100.0% | 4Q | SEC ↗ |
| 14 | JANE STREET GROUP, LLC | 0 | 0K | -18,988 | -100.0% | 4Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| Mayflower Financial Advisors, LLC | 9,955 | 471K |
| RWA WEALTH PARTNERS, LLC | 6,606 | 313K |
| Janney Montgomery Scott LLC | 5,750 | 272K |
| NOVEM GROUP | 4,470 | 212K |
| Integrated Wealth Concepts LLC | 4,365 | 207K |
| UBS Group AG | 198 | 9K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 18,988 | 899K |
| CITADEL ADVISORS LLC | 7,289 | 345K |
Biggest Increases (4)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Tanager Wealth Management LLP | +9,487 | +149.4% | 15,837 |
| GOLDMAN SACHS GROUP INC | +1,300 | +23.0% | 6,961 |
| Claro Advisors Inc. | +489 | +11.6% | 4,693 |
| 1620 INVESTMENT ADVISORS, INC. | +145 | +290.0% | 195 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Plum Street Advisors, LLC | -3,056 | -21.3% | 11,300 |