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