Opal Wealth Advisors, LLC Nuveen Taxable Municipal Income Fund Transaction History

Opal Wealth Advisors, LLC

$315 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 12, 2024	SELL	$14.56 - $15.52 $84,389 - $89,953	-5,796 Reduced 45.84%	6,848 $106,000
Q1 2024 Apr 11, 2024	BUY	$15.21 - $16.2 $192,315 - $204,832	12,644 New	12,644 $193,000
Q4 2022 Feb 03, 2023	BUY	$14.72 - $16.66 $191,992 - $217,296	13,043 New	13,043 $208,000

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

$55.5 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

$9.69 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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