T ROWE PRICE INTERMED MUNP B (TAXE) Institutional Ownership Changes & 13F Activity

T ROWE PRICE INTERMED MUNP B (TAXE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Raymond James Financial Inc, Price T Rowe Associates Inc, Bank Of New York Mellon Corp, Jones Financial Companies Lllp, and Bensler, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-12,155-18.7%52,916$2.71MQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+8,262—8,262$423.63KQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+5,028—5,028$257.81KQ2 2026Sep 02, 2026
Raymond James Financial IncSell-180,046-76.5%55,395$2.84MQ2 2026Aug 14, 2026
Price T Rowe Associates IncBuy+147,495+105.8%286,867$14.71MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+54,087+913.5%60,008$3.08MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-18,628-68.4%8,608$441.38KQ2 2026Aug 14, 2026
&PartnersBuy+589+1.6%37,874$1.94MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+234+23.2%1,243$63.76KQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+194+1.5%13,394$686.78KQ2 2026Aug 14, 2026
Cetera Investment AdvisersBuy+9,265+20.6%54,200$2.78MQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+3,290—3,290$168.68KQ2 2026Aug 12, 2026
Landmark Wealth Management, LlcSell-96-1.9%4,909$251.70KQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+41,184+27.9%188,792$9.68MQ2 2026Aug 07, 2026
Bank Of New York Mellon CorpBuy+109,751—109,751$5.63MQ2 2026Aug 06, 2026
Cambridge Investment Research Advisors, Inc.Buy+271+5.5%5,221$268.00Q2 2026Jul 30, 2026
Jb Capital LlcBuy+2,207+35.7%8,396$430.53KQ2 2026Jul 29, 2026
Truist Financial CorpSell-360-4.2%8,208$420.87KQ2 2026Jul 28, 2026
Private Advisor Group, LlcBuy+2,650+32.5%10,800$553.77KQ2 2026Jul 27, 2026
Bensler, LlcBuy+48,588—48,588$2.49MQ2 2026Jul 23, 2026
Kfg Wealth Management, LlcBuy+12,142—12,142$622.58KQ2 2026Jul 22, 2026
Cary Street Partners Financial LlcBuy+1,769+40.6%6,129$314.26KQ2 2026Jul 17, 2026
Fmr LlcSell-1-100.0%0$0.00Q2 2026May 15, 2026
Ubs Group AgSell-95-100.0%0$0.00Q2 2026May 05, 2026
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Frequently asked questions about TAXE activity

  • Which institutional owners are buying TAXE?

    Institutional owners buying TAXE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in TAXE activity?

    "Buy" means an investor increased their reported position in TAXE compared to the prior reporting period. This reflects growing exposure to T ROWE PRICE INTERMED MUNP B (TAXE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in TAXE increasing?

    Institutional interest in TAXE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.