Arkadios Wealth Advisors Nuveen Taxable Municipal Income Fund Transaction History

Arkadios Wealth Advisors

$1.64 Billion
Q3 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 03, 2022	SELL	$22.02 - $23.12 $2,862 - $3,005	-130 Closed	0 $0
Q3 2021 Oct 19, 2021	SELL	$22.79 - $23.69 $21,855 - $22,718	-959 Reduced 88.06%	130 $2,000
Q2 2021 Jul 28, 2021	BUY	$22.42 - $23.4 $19,572 - $20,428	873 Added 404.17%	1,089 $25,000
Q1 2021 Apr 26, 2021	SELL	$21.7 - $24.0 $1,931 - $2,136	-89 Reduced 29.18%	216 $4,000
Q4 2020 Feb 09, 2021	BUY	$21.69 - $23.87 $6,615 - $7,280	305 New	305 $7,000

Others Institutions Holding NBB

# of Institutions

81

Shares Held

11.7M

Call Options Held

0

Put Options Held

0

Sit Investment Associates Inc Minneapolis, MN

3.53M
Shares

$54.1 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

$9.44 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

574K
Shares

$8.79 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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