Bergan Kdv Wealth Management, LLC Nuveen Taxable Municipal Income Fund Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 10, 2020	SELL	$21.26 - $22.51 $30,465 - $32,256	-1,433 Closed	0 $0
Q3 2019 Nov 08, 2019	BUY	$21.12 - $22.77 $23,907 - $25,775	1,132 Added 376.08%	1,433 $32,000
Q2 2019 Aug 12, 2019	BUY	$20.39 - $21.37 $6,137 - $6,432	301 New	301 $6,000

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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