Purchases and Sales Made in Q3 2023 in Nuveen Taxable Municipal Income Fund (NBB)
This table provides information about the institutional ownership of Nuveen Taxable Municipal Income Fund (NBB) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
691K+ 56.83% |
$9.81M - $10.9M
|
1.91M
$29.2M
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
394K+ 173.23% |
$5.6M - $6.2M
|
622K
$9.53M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
278K+ 418.26% |
$3.95M - $4.37M
|
345K
$5.28M
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
66.4K+ 23.08% |
$944K - $1.04M
|
354K
$5.43M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
63.5K+ 12.91% |
$902K - $997K
|
555K
$8.5M
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
22.3K+ 18.93% |
$316K - $350K
|
140K
$2.14M
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
BUY
|
- |
19.6KNew |
$278K - $308K
|
19.6K
$300K
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
14.1K+ 32.88% |
$200K - $221K
|
57K
$873K
|
|
Nov 13, 2023
Q3 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
10.8KNew |
$153K - $169K
|
10.8K
$165K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.2KNew |
$145K - $161K
|
10.2K
$157K
|
|
Nov 14, 2023
Q3 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
8.45K+ 13.93% |
$120K - $133K
|
69.1K
$1.06M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.25K+ 21.62% |
$103K - $114K
|
40.8K
$625K
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.38KNew |
$90.6K - $100K
|
6.38K
$97.7K
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
4.29K+ 293.24% |
$61K - $67.4K
|
5.76K
$88.2K
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.25K+ 13.62% |
$60.4K - $66.8K
|
35.5K
$543K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
4.17KNew |
$59.2K - $65.5K
|
4.17K
$63.9K
|
|
Oct 16, 2023
Q3 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
3.91K+ 24.57% |
$55.5K - $61.4K
|
19.8K
$303K
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.54K+ 3.36% |
$50.2K - $55.5K
|
109K
$1.66M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.66KNew |
$23.5K - $26K
|
1.66K
$25.4K
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.47K+ 9.38% |
$20.9K - $23.1K
|
17.2K
$263K
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.26K+ 1.5% |
$17.9K - $19.7K
|
84.8K
$1.3M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
909+ 0.17% |
$12.9K - $14.3K
|
524K
$8.02M
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
840New |
$11.9K - $13.2K
|
840
$12.9K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
358New |
$5.09K - $5.62K
|
358
$5.48K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
258+ 0.58% |
$3.67K - $4.05K
|
44.8K
$687K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
197+ 1.43% |
$2.8K - $3.09K
|
14K
$214K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
16+ 1.32% |
$227 - $251
|
1.23K
$18.8K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-56- 0.27% |
$796 - $880
|
20.5K
$314K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-69Closed |
$980 - $1.08K
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-133- 0.83% |
$1.89K - $2.09K
|
15.9K
$244K
|
|
Feb 15, 2024
Q3 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-146- 0.73% |
$2.07K - $2.29K
|
19.8K
$303K
|
|
Nov 14, 2023
Q3 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-229- 0.79% |
$3.25K - $3.6K
|
28.6K
$438K
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-630- 13.69% |
$8.95K - $9.9K
|
3.97K
$60.9K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-724- 3.24% |
$10.3K - $11.4K
|
21.6K
$331K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-937- 3.5% |
$13.3K - $14.7K
|
25.9K
$396K
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1K- 8.7% |
$14.2K - $15.7K
|
10.5K
$161K
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.11K- 46.16% |
$15.7K - $17.4K
|
1.29K
$19.8K
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.34K- 6.06% |
$19K - $21.1K
|
20.8K
$318K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.03K- 74.39% |
$28.9K - $31.9K
|
700
$10.7K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.77K- 11.79% |
$39.3K - $43.5K
|
20.7K
$317K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.93K- 13.95% |
$41.6K - $46K
|
18K
$276K
|
|
Oct 25, 2023
Q3 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-3.95K- 3.0% |
$56.1K - $62K
|
128K
$1.95M
|
|
Nov 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-4.07K- 20.07% |
$57.8K - $64K
|
16.2K
$248K
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-4.66K- 22.05% |
$66.2K - $73.2K
|
16.5K
$252K
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.73K- 27.27% |
$81.5K - $90.1K
|
15.3K
$234K
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.99K- 15.8% |
$85.2K - $94.2K
|
31.9K
$489K
|
|
Nov 02, 2023
Q3 2023
|
Shaker Financial Services, LLC
|
SELL
|
- |
-8.11K- 23.23% |
$115K - $127K
|
26.8K
$411K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-10.9K- 10.84% |
$155K - $172K
|
89.9K
$1.38M
|