Latest Institutional Transactions on Nuveen Taxable Municipal Income Fund (NBB)
This table provides information on the latest institutional transactions involving Nuveen Taxable Municipal Income Fund (NBB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
10.8KNew |
$153K - $169K
|
10.8K
$166K
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.11K- 46.16% |
$15.7K - $17.4K
|
1.29K
$19.9K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1K- 8.7% |
$14.2K - $15.7K
|
10.5K
$162K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-69Closed |
$980 - $1.08K
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
63.4KNew |
$960K - $1.05M
|
63.4K
$979K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8+ 1.25% |
$121 - $132
|
650
$10K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-100- 2.72% |
$1.51K - $1.66K
|
3.57K
$55.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3New |
$45.4 - $49.7
|
3
$46.3
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.85K- 15.58% |
$43.2K - $47.2K
|
15.5K
$239K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-6.5K- 61.24% |
$98.4K - $108K
|
4.11K
$63.5K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-1K- 66.62% |
$15.1K - $16.6K
|
501
$7.74K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
19.1KNew |
$301K - $325K
|
19.1K
$295K
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
13.2KNew |
$208K - $224K
|
13.2K
$204K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-846- 8.46% |
$13.3K - $14.4K
|
9.15K
$141K
|
|
|
May 12, 2023
Q1 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
28.5KNew |
$449K - $484K
|
28.5K
$439K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3K- 15.71% |
$47.3K - $51K
|
16.1K
$249K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
124+ 0.81% |
$1.95K - $2.11K
|
15.5K
$239K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1.07K- 45.47% |
$16.9K - $18.3K
|
1.29K
$19.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.68KNew |
$26.5K - $28.6K
|
1.68K
$25.9K
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
15.7KNew |
$247K - $267K
|
15.7K
$242K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-374- 14.3% |
$5.51K - $6.23K
|
2.24K
$34.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.65KNew |
$24.3K - $27.5K
|
1.65K
$25.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
275New |
$4.05K - $4.58K
|
275
$4.25K
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
61+ 0.53% |
$898 - $1.02K
|
11.6K
$180K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
650New |
$9.57K - $10.8K
|
650
$10K
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
19.8KNew |
$292K - $331K
|
19.8K
$306K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
509+ 2.45% |
$7.49K - $8.48K
|
21.3K
$329K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
17+ 0.15% |
$250 - $283
|
11.7K
$181K
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
11.1KNew |
$163K - $185K
|
11.1K
$171K
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
375+ 3.16% |
$5.52K - $6.25K
|
12.3K
$189K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.35K- 1.56% |
$36K - $43.9K
|
148K
$2.28M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-634- 58.33% |
$9.74K - $11.9K
|
453
$6.99K
|
|
| Q2 2022 | |||||||
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
2.8KNew |
$45.8K - $55.7K
|
2.8K
$43.2K
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-18.8KClosed |
$307K - $373K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
17.6KNew |
$287K - $349K
|
17.6K
$271K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.49KClosed |
$24.3K - $29.5K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.85KNew |
$30.3K - $36.8K
|
1.85K
$28.6K
|
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
11.5KNew |
$187K - $228K
|
11.5K
$177K
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.2KNew |
$167K - $203K
|
10.2K
$158K
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-11.2KClosed |
$183K - $222K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Triad Investment Management
|
BUY
|
- |
2+ 0.01% |
$32.7 - $39.8
|
16.7K
$258K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.77KClosed |
$29K - $35.2K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11KNew |
$207K - $247K
|
11K
$169K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-181Closed |
$3.42K - $4.09K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
300New |
$5.68K - $6.77K
|
300
$4.63K
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-9.15KClosed |
$173K - $207K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-141KClosed |
$2.68M - $3.19M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
995New |
$18.8K - $22.5K
|
995
$15.4K
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
16.4KNew |
$310K - $371K
|
16.4K
$253K
|
|