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, Q3 2023
Institutional positions in Nuveen Taxable Municipal Income Fund as of Sep 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
- 79
- +2 vs. Q2 2023
- Shares held
- 10.1M
- +1.09M (+12.1%) vs. Q2 2023
- Total value
- $146.8M
- +$5.35M (+3.8%) vs. Q2 2023
- New holders
- 7
- 19 more added
- Sold out
- 5
- 27 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Nuveen Taxable Municipal Income Fund; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 1,906,034 | $27.7M | 0.76% | +690,659+56.8% | Added |
| Morgan Stanley | 1,620,266 | $23.5M | 0.00% | −46,701−2.8% | Reduced |
| Guggenheim Capital LLC | 761,134 | $11.1M | 0.10% | 00.0% | Unchanged |
| M&T Bank Corp | 622,058 | $9.04M | 0.04% | +394,392+173.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 592,589 | $8.61M | 0.02% | −16,159−2.7% | Reduced |
| UBS Group AG | 570,485 | $8.29M | 0.00% | −86,920−13.2% | Reduced |
| Advisor Group Holdings, Inc. | 554,983 | $8.06M | 0.01% | +63,471+12.9% | Added |
| Wells Fargo & Company | 523,806 | $7.61M | 0.00% | +909+0.2% | Added |
| Invesco Ltd. | 354,191 | $5.15M | 0.00% | +66,421+23.1% | Added |
| Bank of America Corp | 346,961 | $5.04M | 0.00% | −11,924−3.3% | Reduced |
| Stratos Wealth Partners, LTD. | 344,797 | $5.01M | 0.11% | +278,267+418.3% | Added |
| Eagle Bluffs Wealth Management LLC | 308,352 | $4.50M | 3.46% | −14,000−4.3% | Reduced |
| Raymond James & Associates | 182,167 | $2.65M | 0.00% | −48,843−21.1% | Reduced |
| Ameriprise Financial Inc | 139,817 | $2.03M | 0.00% | +22,257+18.9% | Added |
| Gill Capital Partners, LLC | 127,527 | $1.85M | 0.82% | −3,948−3.0% | Reduced |
| LPL Financial LLC | 108,613 | $1.58M | 0.00% | +3,535+3.4% | Added |
| Truist Financial Corp | 89,856 | $1.31M | 0.00% | −10,930−10.8% | Reduced |
| Wedbush Securities Inc | 84,797 | $1.23M | 0.06% | +1,257+1.5% | Added |
| Rivernorth Capital Management, LLC | 69,141 | $1.00M | 0.05% | +8,454+13.9% | Added |
| Raymond James Trust N.A. | 56,964 | $827.7K | 0.02% | +14,096+32.9% | Added |
| Stifel Financial Corp | 44,846 | $651.6K | 0.00% | +258+0.6% | Added |
| Commonwealth Equity Services, LLC | 40,809 | $593.0K | 0.00% | +7,254+21.6% | Added |
| Advisory Services Network, LLC | 35,450 | $515.1K | 0.01% | +4,250+13.6% | Added |
| HighTower Advisors, LLC | 31,929 | $465.0K | 0.00% | −5,993−15.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 29,694 | $431.5K | 0.02% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 28,620 | $415.8K | 0.01% | −229−0.8% | Reduced |
| Cresta Advisors, Ltd. | 28,463 | $413.6K | 0.32% | 00.0% | Unchanged |
| Clarity Financial LLC | 28,369 | $412.2K | 0.07% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 26,805 | $391.2K | 0.18% | −8,113−23.2% | Reduced |
| Royal Bank of Canada | 25,868 | $376.0K | 0.00% | −937−3.5% | Reduced |
| Great Valley Advisor Group, Inc. | 22,023 | $320.0K | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 21,613 | $314.0K | 0.00% | −724−3.2% | Reduced |
| Atria Wealth Solutions, Inc. | 20,690 | $302.0K | 0.00% | −2,766−11.8% | Reduced |
| Fortitude Advisory Group L.L.C. | 20,755 | $301.6K | 0.20% | −1,340−6.1% | Reduced |
| Cetera Advisor Networks LLC | 20,468 | $297.4K | 0.00% | −56−0.3% | Reduced |
| Riverbridge Partners LLC | 19,806 | $287.8K | 0.00% | +3,907+24.6% | Added |
| Transform Wealth, LLC | 19,595 | $286.0K | 0.03% | +19,595 | New |
| Integrated Wealth Concepts LLC | 18,044 | $262.2K | 0.00% | −2,926−14.0% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 17,161 | $249.3K | 0.02% | +1,471+9.4% | Added |
| Taylor Hoffman Wealth Management | 16,534 | $240.2K | 0.12% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 16,472 | $239.0K | 0.02% | −4,659−22.0% | Reduced |
| Landscape Capital Management, L.L.C. | 16,212 | $235.6K | 0.03% | −4,071−20.1% | Reduced |
| Cetera Investment Advisers | 15,919 | $231.3K | 0.00% | −133−0.8% | Reduced |
| Susquehanna International Group, LLP | 15,288 | $222.1K | 0.00% | −5,733−27.3% | Reduced |
| Farther Finance Advisors, LLC | 14,000 | $203.4K | 0.03% | +197+1.4% | Added |
| Warren Averett Asset Management, LLC | 13,185 | $191.6K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 13,043 | $189.5K | 0.11% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 12,000 | $174.4K | 0.09% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 11,083 | $161.0K | 0.02% | 00.0% | Unchanged |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 11,500 | $159.4K | 0.07% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 10,790 | $156.8K | 0.02% | −194,451−94.7% | Reduced |
| Mystic Asset Management, Inc. | 10,750 | $156.2K | 0.09% | +10,750 | New |
| Mayflower Financial Advisors, LLC | 10,500 | $152.6K | 0.02% | −1,000−8.7% | Reduced |
| Oppenheimer & Co Inc | 10,221 | $148.5K | 0.00% | +10,221 | New |
| Wolverine Asset Management LLC | 5,757 | $83.6K | 0.00% | +4,293+293.2% | Added |
| Comerica Bank | 4,169 | $60.6K | 0.00% | +4,169 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 4,113 | $60.0K | 0.04% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 3,972 | $57.7K | 0.01% | −630−13.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,573 | $51.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,800 | $40.7K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2,445 | $35.5K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,000 | $29.1K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,655 | $24.0K | 0.00% | +1,655 | New |
| Cary Street Partner Investment Advisory LLC | 1,650 | $24.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 1,291 | $18.8K | 0.00% | −1,107−46.2% | Reduced |
| Sunbelt Securities, Inc. | 1,229 | $17.9K | 0.00% | +16+1.3% | Added |
| Huntington National Bank | – | $16.3K | 0.00% | – | – |
| FNY Investment Advisers, LLC | 1,000 | $14.0K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 840 | $12.2K | 0.00% | +840 | New |
| First Manhattan Co | 807 | $11.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 700 | $10.2K | 0.00% | −2,033−74.4% | Reduced |
| Glass Jacobson Investment Advisors llc | 650 | $9.45K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 523 | $8.00K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 501 | $7.28K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 500 | $7.26K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 358 | $5.20K | 0.00% | +358 | New |
| Caldwell Trust Co | 292 | $4.24K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 3 | $44 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $7 | 0.00% | −69−100.0% | Reduced |
| Bank of Montreal | 0 | $0 | 0.00% | −19,079−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −15,452−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −11,187−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −210−100.0% | Sold out |