Purchases and Sales Made in Q2 2023 in Nuveen Taxable Municipal Income Fund (NBB)
This table provides information about the institutional ownership of Nuveen Taxable Municipal Income Fund (NBB) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
423K+ 53.4% |
$6.41M - $7.01M
|
1.22M
$18.6M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
348K+ 26.39% |
$5.27M - $5.76M
|
1.67M
$25.5M
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
228KNew |
$3.45M - $3.77M
|
228K
$3.49M
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
63.4KNew |
$960K - $1.05M
|
63.4K
$972K
|
|
Aug 14, 2023
Q2 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
46.4K+ 323.29% |
$702K - $768K
|
60.7K
$930K
|
|
Jul 20, 2023
Q2 2023
|
Clarity Financial LLC
|
BUY
|
- |
28.4KNew |
$430K - $470K
|
28.4K
$435K
|
|
Aug 11, 2023
Q2 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
20.3KNew |
$307K - $336K
|
20.3K
$311K
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
19.1KNew |
$289K - $316K
|
19.1K
$292K
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.3K+ 15.76% |
$217K - $237K
|
105K
$1.61M
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.8KNew |
$209K - $229K
|
13.8K
$211K
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10K+ 35.9% |
$152K - $166K
|
37.9K
$581K
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.71K+ 85.76% |
$147K - $161K
|
21K
$322K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.89K+ 1.31% |
$119K - $131K
|
609K
$9.33M
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.38K+ 86.05% |
$96.7K - $106K
|
13.8K
$211K
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4.16K+ 36.02% |
$62.9K - $68.8K
|
15.7K
$240K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.7K+ 4.22% |
$40.8K - $44.6K
|
66.5K
$1.02M
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.41K+ 109.95% |
$36.5K - $39.9K
|
4.6K
$70.5K
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.93K+ 1.67% |
$29.2K - $32K
|
118K
$1.8M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.92K+ 9.42% |
$29.1K - $31.8K
|
22.3K
$342K
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.46KNew |
$22.2K - $24.2K
|
1.46K
$22.4K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.46K+ 0.3% |
$22.2K - $24.2K
|
492K
$7.53M
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1K+ 1.21% |
$15.1K - $16.6K
|
83.5K
$1.28M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
864+ 5.69% |
$13.1K - $14.3K
|
16.1K
$246K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
802+ 4.07% |
$12.1K - $13.3K
|
20.5K
$314K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
587+ 1.78% |
$8.89K - $9.72K
|
33.6K
$514K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
556+ 0.55% |
$8.42K - $9.21K
|
101K
$1.54M
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
16+ 1.34% |
$242 - $265
|
1.21K
$18.6K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8+ 1.25% |
$121 - $132
|
650
$9.96K
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3New |
$45.4 - $49.7
|
3
$46
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 1.47% |
$15.1 - $16.6
|
69
$1.06K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-30- 12.5% |
$454 - $497
|
210
$3.22K
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-36- 1.48% |
$545 - $596
|
2.4K
$36.7K
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-56- 0.27% |
$848 - $927
|
21K
$321K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-100- 2.72% |
$1.51K - $1.66K
|
3.57K
$54.7K
|
|
Aug 14, 2023
Q2 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-286- 0.98% |
$4.33K - $4.74K
|
28.8K
$442K
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-462- 1.07% |
$6.99K - $7.65K
|
42.9K
$657K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-615- 5.21% |
$9.31K - $10.2K
|
11.2K
$171K
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-678- 1.5% |
$10.3K - $11.2K
|
44.6K
$683K
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-1K- 66.62% |
$15.1K - $16.6K
|
501
$7.68K
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1K- 3.11% |
$15.1K - $16.6K
|
31.2K
$478K
|
|
Jul 25, 2023
Q2 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-1.04K- 6.13% |
$15.7K - $17.2K
|
15.9K
$244K
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.12K- 0.73% |
$32.1K - $35.1K
|
288K
$4.41M
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-2.85K- 11.88% |
$43.1K - $47.2K
|
21.1K
$324K
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.85K- 15.58% |
$43.2K - $47.2K
|
15.5K
$237K
|
|
Aug 10, 2023
Q2 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-2.95K- 1.42% |
$44.6K - $48.8K
|
205K
$3.14M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.9K- 12.7% |
$59K - $64.6K
|
26.8K
$411K
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.95K- 14.4% |
$59.7K - $65.3K
|
23.5K
$359K
|
|
Jul 18, 2023
Q2 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-6.34K- 1.93% |
$96K - $105K
|
322K
$4.94M
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-6.5K- 61.24% |
$98.4K - $108K
|
4.11K
$63K
|