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, Q4 2023
Institutional positions in Nuveen Taxable Municipal Income Fund as of Dec 31, 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
- 85
- +6 vs. Q3 2023
- Shares held
- 11.0M
- +913.2K (+9.0%) vs. Q3 2023
- Total value
- $174.0M
- +$27.1M (+18.5%) vs. Q3 2023
- New holders
- 18
- 23 more added
- Sold out
- 12
- 22 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Nuveen Taxable Municipal Income Fund; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 2,651,523 | $41.9M | 1.03% | +745,489+39.1% | Added |
| Morgan Stanley | 1,256,925 | $19.8M | 0.00% | −363,341−22.4% | Reduced |
| Guggenheim Capital LLC | 761,134 | $12.0M | 0.09% | 00.0% | Unchanged |
| UBS Group AG | 631,591 | $9.97M | 0.00% | +61,106+10.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 609,334 | $9.62M | 0.02% | +16,745+2.8% | Added |
| M&T Bank Corp | 594,353 | $9.38M | 0.03% | −27,705−4.5% | Reduced |
| Advisor Group Holdings, Inc. | 540,263 | $8.53M | 0.01% | −14,720−2.7% | Reduced |
| Wells Fargo & Company | 484,917 | $7.66M | 0.00% | −38,889−7.4% | Reduced |
| Bank of America Corp | 479,891 | $7.58M | 0.00% | +132,930+38.3% | Added |
| Invesco Ltd. | 360,483 | $5.69M | 0.00% | +6,292+1.8% | Added |
| Stratos Wealth Partners, LTD. | 323,730 | $5.11M | 0.10% | −21,067−6.1% | Reduced |
| Eagle Bluffs Wealth Management LLC | 292,706 | $4.62M | 3.15% | −15,646−5.1% | Reduced |
| Raymond James & Associates | 167,096 | $2.64M | 0.00% | −15,071−8.3% | Reduced |
| Ameriprise Financial Inc | 150,266 | $2.38M | 0.00% | +10,449+7.5% | Added |
| LPL Financial LLC | 147,604 | $2.33M | 0.00% | +38,991+35.9% | Added |
| Gill Capital Partners, LLC | 114,160 | $1.80M | 0.76% | −13,367−10.5% | Reduced |
| Baird Financial Group, Inc. | 100,118 | $1.58M | 0.00% | +100,118 | New |
| Envestnet Asset Management Inc | 99,496 | $1.57M | 0.00% | +77,883+360.4% | Added |
| GraniteShares Advisors LLC | 93,159 | $1.47M | 1.32% | +93,159 | New |
| Wedbush Securities Inc | 85,670 | $1.35M | 0.06% | +873+1.0% | Added |
| Truist Financial Corp | 82,780 | $1.31M | 0.00% | −7,076−7.9% | Reduced |
| Park Avenue Securities LLC | 75,607 | $1.19M | 0.02% | +75,607 | New |
| Raymond James Trust N.A. | 59,269 | $935.9K | 0.02% | +2,305+4.0% | Added |
| Landscape Capital Management, L.L.C. | 57,728 | $911.5K | 0.08% | +41,516+256.1% | Added |
| Bruce G. Allen Investments, LLC | 56,816 | $897.1K | 0.82% | +56,816 | New |
| Commonwealth Equity Services, LLC | 41,018 | $648.0K | 0.00% | +209+0.5% | Added |
| Advisory Services Network, LLC | 36,450 | $575.5K | 0.01% | +1,000+2.8% | Added |
| Gridiron Partners, LLC | 36,202 | $571.6K | 0.40% | +36,202 | New |
| Shaker Financial Services, LLC | 33,550 | $529.8K | 0.22% | +6,745+25.2% | Added |
| HighTower Advisors, LLC | 30,901 | $488.0K | 0.00% | −1,028−3.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 29,694 | $468.9K | 0.02% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 28,620 | $451.9K | 0.01% | 00.0% | Unchanged |
| Cresta Advisors, Ltd. | 28,463 | $449.4K | 0.30% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 25,058 | $403.2K | 0.02% | +25,058 | New |
| Great Valley Advisor Group, Inc. | 22,493 | $355.2K | 0.01% | +470+2.1% | Added |
| Nomura Holdings Inc | 22,254 | $351.4K | 0.00% | +22,254 | New |
| Transform Wealth, LLC | 20,995 | $331.5K | 0.03% | +1,400+7.1% | Added |
| Fortitude Advisory Group L.L.C. | 20,755 | $327.7K | 0.20% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 20,317 | $321.1K | 0.00% | −373−1.8% | Reduced |
| Riverbridge Partners LLC | 19,952 | $315.0K | 0.00% | +146+0.7% | Added |
| Gerber Kawasaki Wealth & Investment Management | 19,712 | $311.3K | 0.02% | +2,551+14.9% | Added |
| Royal Bank of Canada | 19,417 | $307.0K | 0.00% | −6,451−24.9% | Reduced |
| Cetera Advisor Networks LLC | 17,543 | $277.0K | 0.00% | −2,925−14.3% | Reduced |
| Integrated Wealth Concepts LLC | 17,436 | $275.3K | 0.00% | −608−3.4% | Reduced |
| Cetera Investment Advisers | 16,215 | $256.0K | 0.00% | +296+1.9% | Added |
| Modern Wealth Management, LLC | 16,048 | $253.4K | 0.03% | +16,048 | New |
| Kuhn & Co Investment Counsel | 14,512 | $229.1K | 0.23% | +14,512 | New |
| Stonebrook Private Inc. | 13,816 | $218.2K | 0.07% | +13,816 | New |
| Warren Averett Asset Management, LLC | 13,185 | $208.2K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 12,975 | $204.9K | 0.03% | +10,530+430.7% | Added |
| Weiss Asset Management LP | 12,833 | $202.6K | 0.01% | +12,833 | New |
| Van Hulzen Asset Management, LLC | 12,096 | $191.0K | 0.01% | −4,376−26.6% | Reduced |
| Palogic Value Management, L.P. | 12,000 | $189.5K | 0.08% | 00.0% | Unchanged |
| Clarity Financial LLC | 11,688 | $184.6K | 0.03% | −16,681−58.8% | Reduced |
| Taylor Hoffman Wealth Management | 11,284 | $178.2K | 0.08% | −5,250−31.8% | Reduced |
| Stifel Financial Corp | 10,969 | $173.2K | 0.00% | −33,877−75.5% | Reduced |
| Mystic Asset Management, Inc. | 10,750 | $169.7K | 0.08% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 10,608 | $167.5K | 0.14% | +10,608 | New |
| Mayflower Financial Advisors, LLC | 10,500 | $165.8K | 0.02% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 10,209 | $156.5K | 0.02% | −581−5.4% | Reduced |
| Farther Finance Advisors, LLC | 7,419 | $117.1K | 0.01% | −6,581−47.0% | Reduced |
| JPMorgan Chase & Co | 6,655 | $105.1K | 0.00% | +6,655 | New |
| Comerica Bank | 5,504 | $86.9K | 0.00% | +1,335+32.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 4,113 | $65.0K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 3,972 | $62.7K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,573 | $56.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,800 | $44.2K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 2,738 | $43.2K | 0.01% | +1,898+226.0% | Added |
| The PNC Financial Services Group, Inc. | 2,000 | $31.6K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 1,670 | $26.4K | 0.01% | +1,670 | New |
| NBC Securities, Inc. | 1,528 | $24.0K | 0.00% | −127−7.7% | Reduced |
| Pinnacle Financial Partners Inc | 1,291 | $20.4K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,290 | $20.4K | 0.00% | +61+5.0% | Added |
| Huntington National Bank | – | $17.8K | 0.00% | – | – |
| Principal Securities, Inc. | 1,120 | $17.7K | 0.00% | +1,120 | New |
| Steward Partners Investment Advisory, LLC | 700 | $11.1K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 650 | $10.3K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 598 | $9.44K | 0.01% | +598 | New |
| First Manhattan Co | 537 | $8.49K | 0.00% | −270−33.5% | Reduced |
| Baystate Wealth Management LLC | 520 | $8.21K | 0.00% | +520 | New |
| M&R Capital Management Inc | 501 | $7.91K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 500 | $7.89K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 292 | $4.61K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 8 | $125 | 0.00% | +8 | New |
| Beaird Harris Wealth Management, LLC | 3 | $48 | 0.00% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −69,141−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −15,288−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −13,043−100.0% | Sold out |
| Cyndeo Wealth Partners, LLC | 0 | $0 | 0.00% | −11,083−100.0% | Sold out |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0 | $0 | 0.00% | −11,500−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −10,221−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −5,757−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −1,650−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Highlander Capital Management, LLC | 0 | $0 | 0.00% | −523−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −358−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | 0 | Sold out |