Institutional Ownership Nuveen Taxable Municipal Income Fund (NBB)
This table provides information about the institutional ownership of Nuveen Taxable Municipal Income Fund (NBB). We have compiled data on the 90 institutions that hold shares in the stock, with a total of 13.9 Million shares, which have been reported (via 13F filing form) to have a value of $219 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
16,800
shares
|
$263,928
0.01% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
16,211
shares
|
$254,674
0.0% of portfolio
|
Q1 2025
Added 10.35%
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
16,094
shares
|
$252,836
0.01% of portfolio
|
Q3 2024
Reduced 31.06%
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
15,806
shares
|
$248,312
0.0% of portfolio
|
Q1 2025
New holding
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
15,501
shares
|
$243,520
0.04% of portfolio
|
Q1 2023
Added 0.81%
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
May 14, 2025 Q1 2025 |
14,512
shares
|
$227,983
0.2% of portfolio
|
Q4 2023
New holding
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
13,449
shares
|
$211,283
0.0% of portfolio
|
Q1 2025
New holding
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
12,629
shares
|
$198,401
0.0% of portfolio
|
Q1 2025
Added 12.85%
|
|
Caitlin John, LLC
Brighton, MI |
May 14, 2025 Q1 2025 |
12,146
shares
|
$190,813
0.19% of portfolio
|
Q1 2025
Added 45.83%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
11,862
shares
|
$186,352
0.0% of portfolio
|
Q1 2025
Added 2.67%
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
11,728
shares
|
$184,246
0.12% of portfolio
|
Q4 2022
Added 0.15%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
11,700
shares
|
$183,807
0.0% of portfolio
|
Q3 2024
New holding
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
11,696
shares
|
$183,744
0.02% of portfolio
|
Q4 2024
Added 0.86%
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Jul 09, 2025 Q2 2025 |
11,284
shares
|
$177,271
0.06% of portfolio
|
Q3 2024
New holding
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
11,284
shares
|
$177,271
0.07% of portfolio
|
Q4 2023
Reduced 31.75%
|
|
Mystic Asset Management, Inc.
Warwick, RI |
May 05, 2025 Q1 2025 |
10,750
shares
|
$168,882
0.05% of portfolio
|
Q3 2023
New holding
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
10,500
shares
|
$164,955
0.03% of portfolio
|
Q3 2023
Reduced 8.7%
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
10,106
shares
|
$158,765
0.0% of portfolio
|
Q1 2025
New holding
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
7,429
shares
|
$116,709
0.04% of portfolio
|
Q1 2025
New holding
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
5,114
shares
|
$80,340
0.0% of portfolio
|
Q1 2025
Reduced 23.01%
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
3,573
shares
|
$56,131
0.0% of portfolio
|
Q2 2023
Reduced 2.72%
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,800
shares
|
$43,988
0.0% of portfolio
|
Q2 2022
New holding
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,551
shares
|
$24,366
0.0% of portfolio
|
Q1 2025
Added 155000.0%
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,395
shares
|
$21,915
0.01% of portfolio
|
Q4 2020
New holding
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1,125
shares
|
$17,673
0.0% of portfolio
|
Q1 2020
Reduced 64.45%
|