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