Nuveen Taxable Municipal Income Fund
NBB- Exchange
- NYSE
- SEC CIK
- 0001478888
No open-market purchases or sales by Nuveen Taxable Municipal Income Fund insiders were filed in the last 90 days; 77 institutions reported holding it in 13F filings for Q2 2026, worth $213.1M in total; no superinvestor holds it.
13F holders, Q2 2023
Institutional positions in Nuveen Taxable Municipal Income Fund as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 77
- −1 vs. Q1 2023
- Shares held
- 9.01M
- +839.5K (+10.3%) vs. Q1 2023
- Total value
- $141.5M
- +$9.69M (+7.4%) vs. Q1 2023
- New holders
- 7
- 21 more added
- Sold out
- 8
- 25 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NBB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 77 | $213.1M |
| Q1 2026 | 78 | $206.5M |
| Q4 2025 | 71 | $203.5M |
| Q3 2025 | 74 | $212.6M |
| Q2 2025 | 80 | $196.0M |
| Q1 2025 | 82 | $207.3M |
| Q4 2024 | 83 | $180.7M |
| Q3 2024 | 78 | $193.8M |
| Q2 2024 | 76 | $194.5M |
| Q1 2024 | 82 | $181.1M |
| Q4 2023 | 85 | $174.0M |
| Q3 2023 | 79 | $146.8M |
| Q2 2023 | 77 | $141.5M |
| Q1 2023 | 79 | $132.1M |
| Q4 2022 | 80 | $127.3M |
| Q3 2022 | 70 | $120.9M |
| Q2 2022 | 80 | $134.8M |
| Q1 2022 | 71 | $148.2M |
| Q4 2021 | 74 | $166.4M |
| Q3 2021 | 73 | $169.0M |
| Q2 2021 | 77 | $178.7M |
| Q1 2021 | 74 | $164.3M |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Nuveen Taxable Municipal Income Fund; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Beaird Harris Wealth Management, LLC | 3 | $48 | 0.00% | +3 | New |
| IFP Advisors, Inc | 69 | $1.40K | 0.00% | +1+1.5% | Added |
| JPMorgan Chase & Co | 210 | $3.29K | 0.00% | −30−12.5% | Reduced |
| Caldwell Trust Co | 292 | $4.58K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 500 | $7.84K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 501 | $7.86K | 0.00% | −1,000−66.6% | Reduced |
| Highlander Capital Management, LLC | 523 | $8.00K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 650 | $10.2K | 0.00% | +8+1.2% | Added |
| Glass Jacobson Investment Advisors llc | 650 | $10.2K | 0.00% | +650 | New |
| First Manhattan Co | 807 | $12.7K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,000 | $15.0K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | – | $17.7K | 0.00% | – | – |
| Sunbelt Securities, Inc. | 1,213 | $19.0K | 0.00% | +16+1.3% | Added |
| Wolverine Asset Management LLC | 1,464 | $23.0K | 0.00% | +1,464 | New |
| Cary Street Partner Investment Advisory LLC | 1,650 | $25.9K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,000 | $31.4K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 2,398 | $37.6K | 0.00% | −36−1.5% | Reduced |
| Focused Wealth Management, Inc | 2,445 | $38.4K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,733 | $42.9K | 0.00% | −14,416−84.1% | Reduced |
| Private Trust Co NA | 2,800 | $43.9K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,573 | $56.1K | 0.00% | −100−2.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 4,113 | $65.0K | 0.04% | −6,498−61.2% | Reduced |
| Tortoise Investment Management, LLC | 4,602 | $72.2K | 0.01% | +2,410+109.9% | Added |
| Cyndeo Wealth Partners, LLC | 11,083 | $173.9K | 0.02% | 00.0% | Unchanged |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 11,500 | $175.7K | 0.08% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 11,187 | $176.0K | 0.00% | −615−5.2% | Reduced |
| Mayflower Financial Advisors, LLC | 11,500 | $180.4K | 0.02% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 12,000 | $188.3K | 0.09% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 13,043 | $204.7K | 0.10% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 13,185 | $206.9K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 13,803 | $216.6K | 0.05% | +13,803 | New |
| Boston Private Wealth LLC | 15,452 | $242.4K | 0.00% | −2,852−15.6% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 15,690 | $246.2K | 0.02% | +4,155+36.0% | Added |
| Riverbridge Partners LLC | 15,899 | $249.5K | 0.00% | −1,038−6.1% | Reduced |
| Cetera Investment Advisers | 16,052 | $251.9K | 0.00% | +864+5.7% | Added |
| Taylor Hoffman Wealth Management | 16,534 | $259.4K | 0.13% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 20,283 | $318.2K | 0.04% | +20,283 | New |
| Cetera Advisor Networks LLC | 20,524 | $322.0K | 0.00% | +802+4.1% | Added |
| Bank of Montreal | 19,079 | $324.9K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 20,970 | $329.0K | 0.01% | −56−0.3% | Reduced |
| Susquehanna International Group, LLP | 21,021 | $329.8K | 0.00% | +9,705+85.8% | Added |
| Van Hulzen Asset Management, LLC | 21,131 | $332.0K | 0.03% | −2,850−11.9% | Reduced |
| Great Valley Advisor Group, Inc. | 22,023 | $345.5K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 22,095 | $346.7K | 0.26% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 22,337 | $350.5K | 0.00% | +1,923+9.4% | Added |
| Atria Wealth Solutions, Inc. | 23,456 | $369.6K | 0.01% | −1,967−7.7% | Reduced |
| Royal Bank of Canada | 26,805 | $420.0K | 0.00% | −3,898−12.7% | Reduced |
| Clarity Financial LLC | 28,369 | $445.1K | 0.07% | +28,369 | New |
| Cresta Advisors, Ltd. | 28,463 | $446.6K | 0.35% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 28,849 | $452.6K | 0.01% | −286−1.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 29,694 | $465.9K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 31,200 | $489.5K | 0.01% | −1,000−3.1% | Reduced |
| Commonwealth Equity Services, LLC | 33,555 | $526.0K | 0.00% | +587+1.8% | Added |
| Shaker Financial Services, LLC | 34,918 | $550.2K | 0.24% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 37,922 | $596.0K | 0.00% | +10,017+35.9% | Added |
| Raymond James Trust N.A. | 42,868 | $673.0K | 0.02% | −462−1.1% | Reduced |
| Stifel Financial Corp | 44,588 | $699.6K | 0.00% | −678−1.5% | Reduced |
| Rivernorth Capital Management, LLC | 60,687 | $952.2K | 0.05% | +46,350+323.3% | Added |
| Stratos Wealth Partners, LTD. | 66,530 | $1.04M | 0.02% | +2,696+4.2% | Added |
| Wedbush Securities Inc | 83,540 | $1.31M | 0.06% | +1,000+1.2% | Added |
| Truist Financial Corp | 100,786 | $1.58M | 0.00% | +556+0.6% | Added |
| LPL Financial LLC | 105,078 | $1.65M | 0.00% | +14,307+15.8% | Added |
| Ameriprise Financial Inc | 117,560 | $1.84M | 0.00% | +1,931+1.7% | Added |
| Gill Capital Partners, LLC | 131,475 | $2.06M | 0.87% | −16,889−11.4% | Reduced |
| Bramshill Investments, LLC | 205,241 | $3.22M | 0.29% | −2,948−1.4% | Reduced |
| M&T Bank Corp | 227,666 | $3.57M | 0.01% | +227,666 | New |
| Raymond James & Associates | 231,010 | $3.62M | 0.00% | −6,677−2.8% | Reduced |
| Invesco Ltd. | 287,770 | $4.52M | 0.00% | −2,120−0.7% | Reduced |
| Eagle Bluffs Wealth Management LLC | 322,352 | $5.08M | 3.91% | −6,341−1.9% | Reduced |
| Bank of America Corp | 358,885 | $5.63M | 0.00% | −82,591−18.7% | Reduced |
| Advisor Group Holdings, Inc. | 491,512 | $7.71M | 0.01% | +1,464+0.3% | Added |
| Wells Fargo & Company | 522,897 | $8.20M | 0.00% | −26,177−4.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 608,748 | $9.55M | 0.02% | +7,886+1.3% | Added |
| UBS Group AG | 657,405 | $10.3M | 0.00% | −88,547−11.9% | Reduced |
| Guggenheim Capital LLC | 761,134 | $11.9M | 0.09% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 1,215,375 | $19.1M | 0.50% | +423,061+53.4% | Added |
| Morgan Stanley | 1,666,967 | $26.2M | 0.00% | +348,030+26.4% | Added |
| Sigma Planning Corp | 0 | $0 | 0.00% | −16,100−100.0% | Sold out |
| RVW Wealth, LLC | 0 | $0 | 0.00% | −15,700−100.0% | Sold out |
| Mystic Asset Management, Inc. | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −9,150−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −2,203−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −1,679−100.0% | Sold out |
| Optimum Investment Advisors | 0 | $0 | 0.00% | −1,287−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| Barber Financial Group, Inc. | – | – | – | – | Not filed |