Purchases and Sales Made in Q1 2023 in Nuveen Taxable Municipal Income Fund (NBB)
This table provides information about the institutional ownership of Nuveen Taxable Municipal Income Fund (NBB) during Q1 2023. The information is specifically focused on institutions that hold shares of Nuveen Taxable Municipal Income Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
364K+ 85.07% |
$5.74M - $6.19M
|
792K
$12.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
216K+ 56.09% |
$3.4M - $3.67M
|
601K
$9.21M
|
|
|
May 04, 2023
Q1 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
68.2K+ 26.18% |
$1.07M - $1.16M
|
329K
$5.04M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
44.3K+ 9.93% |
$698K - $753K
|
490K
$7.51M
|
|
|
May 08, 2023
Q1 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
34.9KNew |
$550K - $594K
|
34.9K
$535K
|
|
|
May 12, 2023
Q1 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
28.5KNew |
$449K - $484K
|
28.5K
$436K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
21KNew |
$331K - $358K
|
21K
$322K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
19.1KNew |
$301K - $325K
|
19.1K
$292K
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
15.7KNew |
$247K - $267K
|
15.7K
$241K
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
13.2KNew |
$208K - $224K
|
13.2K
$202K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.7K+ 0.97% |
$200K - $216K
|
1.32M
$20.2M
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
11.5KNew |
$182K - $196K
|
11.5K
$177K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.88K+ 107.46% |
$140K - $151K
|
17.1K
$263K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.22K+ 43.85% |
$98.1K - $106K
|
20.4K
$313K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
5.71K+ 6.04% |
$90K - $97.1K
|
100K
$1.54M
|
|
|
May 11, 2023
Q1 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
4.05K+ 1.98% |
$63.9K - $68.9K
|
208K
$3.19M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.98K+ 7.78% |
$31.2K - $33.6K
|
27.4K
$420K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.97K+ 8.39% |
$31K - $33.5K
|
25.4K
$389K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.68KNew |
$26.5K - $28.6K
|
1.68K
$25.7K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.25K+ 4.04% |
$19.7K - $21.3K
|
32.2K
$493K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.2KNew |
$18.9K - $20.4K
|
1.2K
$18.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
1.15K+ 7.25% |
$18K - $19.5K
|
16.9K
$259K
|
|
|
May 11, 2023
Q1 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
1.01K+ 6.49% |
$15.9K - $17.1K
|
16.5K
$253K
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1KNew |
$15.8K - $17K
|
1K
$15.3K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
630+ 40.33% |
$9.93K - $10.7K
|
2.19K
$33.6K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
375+ 1.94% |
$5.91K - $6.38K
|
19.7K
$302K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
332+ 2.89% |
$5.23K - $5.65K
|
11.8K
$181K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
269+ 50.0% |
$4.24K - $4.58K
|
807
$12.4K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
240New |
$3.78K - $4.08K
|
240
$3.68K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
124+ 0.81% |
$1.95K - $2.11K
|
15.5K
$237K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
100+ 2.8% |
$1.58K - $1.7K
|
3.67K
$56.3K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
69+ 0.21% |
$1.09K - $1.17K
|
33K
$505K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6+ 0.94% |
$94.6 - $102
|
642
$9.84K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 1.49% |
$15.8 - $17
|
68
$1.04K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-145- 0.5% |
$2.29K - $2.47K
|
29.1K
$446K
|
|
|
Apr 26, 2023
Q1 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-309- 0.21% |
$4.87K - $5.26K
|
148K
$2.27M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-577- 1.31% |
$9.09K - $9.81K
|
43.3K
$664K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-846- 8.46% |
$13.3K - $14.4K
|
9.15K
$140K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-903- 5.61% |
$14.2K - $15.4K
|
15.2K
$233K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-933- 4.85% |
$14.7K - $15.9K
|
18.3K
$280K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-1K- 39.98% |
$15.8K - $17K
|
1.5K
$23K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.06K- 2.29% |
$16.7K - $18K
|
45.3K
$693K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1.07K- 45.47% |
$16.9K - $18.3K
|
1.29K
$19.7K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.28K- 4.39% |
$20.2K - $21.8K
|
27.9K
$428K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.51K- 1.79% |
$23.7K - $25.6K
|
82.5K
$1.26M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.88K- 5.78% |
$29.7K - $32K
|
30.7K
$470K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.98K- 7.22% |
$31.2K - $33.6K
|
25.4K
$389K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3K- 15.71% |
$47.3K - $51K
|
16.1K
$247K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.36K- 22.88% |
$52.9K - $57.1K
|
11.3K
$173K
|