Evercore Wealth Management, LLC Nuveen Taxable Municipal Income Fund Transaction History

Evercore Wealth Management, LLC

$6.66 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 May 15, 2018	SELL	$20.25 - $22.02 $60,750 - $66,060	-3,000 Closed	0 $0
Q4 2017 Feb 13, 2018	SELL	$21.12 - $22.02 $23,316 - $24,310	-1,104 Reduced 26.9%	3,000 $66,000
Q3 2017 Nov 13, 2017	BUY	$21.21 - $22.11 $87,045 - $90,739	4,104	4,104 $88,000

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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