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

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 16, 2022	SELL	$16.35 - $19.88 $208,953 - $254,066	-12,780 Closed	0 $0
Q1 2022 Feb 08, 2024	BUY	$18.92 - $22.58 $207,306 - $247,409	10,957 New	10,957 $219,000
Q4 2021 Feb 17, 2022	SELL	$22.02 - $23.12 $3,148 - $3,306	-143 Reduced 1.11%	12,780 $290,000
Q3 2021 Dec 03, 2021	BUY	$22.79 - $23.69 $16,773 - $17,435	736 Added 6.04%	12,923 $296,000
Q2 2021 Aug 17, 2021	BUY	$22.42 - $23.4 $22,733 - $23,727	1,014 Added 9.08%	12,187 $284,000
Q1 2021 May 24, 2021	BUY	$21.7 - $24.0 $49,042 - $54,240	2,260 Added 25.36%	11,173 $251,000
Q4 2020 Feb 16, 2021	BUY	$21.69 - $23.87 $193,322 - $212,753	8,913 New	8,913 $212,000
Q3 2020 Nov 19, 2020	SELL	$21.59 - $23.21 $487,955 - $524,569	-22,601 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$18.01 - $21.64 $407,044 - $489,085	22,601 New	22,601 $485,000

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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