Altus Wealth Group LLC Nuveen Taxable Municipal Income Fund Transaction History

Altus Wealth Group LLC

$229 Million
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 18, 2023	BUY	$14.72 - $16.66 $5,520 - $6,247	375 Added 3.16%	12,255 $0
Q2 2022 Aug 10, 2022	SELL	$16.35 - $19.88 $22,890 - $27,832	-1,400 Reduced 10.54%	11,880 $272,000
Q4 2021 Feb 14, 2022	BUY	$22.02 - $23.12 $30,828 - $32,368	1,400 Added 11.78%	13,280 $301,000
Q3 2021 Nov 08, 2021	BUY	$22.79 - $23.69 $6,495 - $6,751	285 Added 2.46%	11,880 $272,000
Q1 2021 May 14, 2021	BUY	$21.7 - $24.0 $11,175 - $12,360	515 Added 4.65%	11,595 $264,000
Q4 2020 Feb 12, 2021	BUY	$21.69 - $23.87 $240,325 - $264,479	11,080 New	11,080 $263,000

Others Institutions Holding NBB

# of Institutions

82

Shares Held

11.8M

Call Options Held

0

Put Options Held

0

Sit Investment Associates Inc Minneapolis, MN

3.53M
Shares

$54 Million
1.31% of portfolio
Morgan Stanley New York, NY

1.64M
Shares

$25.1 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

739K
Shares

$11.3 Million
0.02% of portfolio
Ubs Group Ag

616K
Shares

$9.42 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

574K
Shares

$8.77 Million
0.02% of portfolio

About Nuveen Taxable Municipal Income Fund

Ticker NBB
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen Taxable Municipal Income Fund is a closed ended fixed income mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests in the fixed income markets of the United States. The fund also invests some portion of its portfolio in derivative instruments. It in...

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