Geneos Wealth Management Inc. Nuveen Taxable Municipal Income Fund Transaction History

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Sep 07, 2021	SELL	$16.8 - $23.39 $16,884 - $23,506	-1,005 Closed	0 $0
Q1 2019 Sep 07, 2021	SELL	$19.47 - $20.55 $5,373 - $5,671	-276 Reduced 21.55%	1,005 $20,000
Q4 2018 Sep 07, 2021	BUY	$18.71 - $20.22 $5,163 - $5,580	276 Added 27.46%	1,281 $24,000
Q1 2018 Sep 07, 2021	SELL	$20.25 - $22.02 $20,250 - $22,020	-1,000 Reduced 49.88%	1,005 $20,000
Q2 2017 Sep 07, 2021	SELL	N/A	-5 Reduced 0.25%	2,005 $42,000
Q1 2017 Sep 07, 2021	BUY	N/A	2,010	2,010 $42,000

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

$55.6 Million
1.31% of portfolio
Morgan Stanley New York, NY

1.64M
Shares

$25.8 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

739K
Shares

$11.6 Million
0.02% of portfolio
Ubs Group Ag

616K
Shares

$9.7 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

574K
Shares

$9.03 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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