Latest Institutional Purchases of Nuveen Taxable Municipal Income Fund (NBB)
This list provides information on the latest institutional transactions involving Nuveen Taxable Municipal Income Fund (NBB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
9.83K+ 29.28% |
$149K - $159K
|
43.4K
$670K
|
|
|
May 14, 2024
Q1 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
2K+ 16.67% |
$30.4K - $32.4K
|
14K
$216K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 0.14% |
$15.2 - $16.2
|
701
$10.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
14.5KNew |
$200K - $232K
|
14.5K
$224K
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
12.8KNew |
$176K - $205K
|
12.8K
$198K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.9K+ 225.95% |
$26.1K - $30.3K
|
2.74K
$42.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.67KNew |
$23K - $26.7K
|
1.67K
$25.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
1.4K+ 7.14% |
$19.3K - $22.4K
|
21K
$324K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.12KNew |
$15.4K - $17.9K
|
1.12K
$17.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
598New |
$8.22K - $9.56K
|
598
$9.23K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
520New |
$7.15K - $8.31K
|
520
$8.03K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
61+ 4.96% |
$839 - $975
|
1.29K
$19.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
8New |
$110 - $128
|
8
$124
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
10.8KNew |
$153K - $169K
|
10.8K
$166K
|
|
|
Nov 14, 2023
Q3 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
8.45K+ 13.93% |
$120K - $133K
|
69.1K
$1.07M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
358New |
$5.09K - $5.62K
|
358
$5.53K
|
|
| 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
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3New |
$45.4 - $49.7
|
3
$46.3
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
28.5KNew |
$449K - $484K
|
28.5K
$439K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
19.1KNew |
$301K - $325K
|
19.1K
$295K
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
15.7KNew |
$247K - $267K
|
15.7K
$242K
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
13.2KNew |
$208K - $224K
|
13.2K
$204K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.68KNew |
$26.5K - $28.6K
|
1.68K
$25.9K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
124+ 0.81% |
$1.95K - $2.11K
|
15.5K
$239K
|
|
| Q4 2022 | |||||||
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
19.8KNew |
$292K - $331K
|
19.8K
$306K
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
11.1KNew |
$163K - $185K
|
11.1K
$171K
|
|
|
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 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
650New |
$9.57K - $10.8K
|
650
$10K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
509+ 2.45% |
$7.49K - $8.48K
|
21.3K
$329K
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
375+ 3.16% |
$5.52K - $6.25K
|
12.3K
$189K
|
|
|
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
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
17+ 0.15% |
$250 - $283
|
11.7K
$181K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
17.6KNew |
$287K - $349K
|
17.6K
$271K
|
|
|
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
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
2.8KNew |
$45.8K - $55.7K
|
2.8K
$43.2K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.85KNew |
$30.3K - $36.8K
|
1.85K
$28.6K
|
|
|
Jul 18, 2022
Q2 2022
|
Triad Investment Management
|
BUY
|
- |
2+ 0.01% |
$32.7 - $39.8
|
16.7K
$258K
|
|
| Q1 2022 | |||||||
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
16.4KNew |
$310K - $371K
|
16.4K
$253K
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11KNew |
$207K - $247K
|
11K
$169K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
995New |
$18.8K - $22.5K
|
995
$15.4K
|
|
|
Apr 11, 2022
Q1 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
500+ 4.55% |
$9.46K - $11.3K
|
11.5K
$178K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
300New |
$5.68K - $6.77K
|
300
$4.63K
|
|
| Q4 2021 | |||||||
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
6.82KNew |
$150K - $158K
|
6.82K
$105K
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
1.8K+ 19.29% |
$39.6K - $41.6K
|
11.1K
$172K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
9.75KNew |
$219K - $228K
|
9.75K
$151K
|
|