Purchases and Sales Made in Q4 2022 in Nuveen Taxable Municipal Income Fund (NBB)
This table provides information about the institutional ownership of Nuveen Taxable Municipal Income Fund (NBB) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 10, 2023
Q4 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
395K+ 1207.49% |
$5.82M - $6.59M
|
428K
$6.56M
|
|
Jan 25, 2023
Q4 2022
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
80.5K+ 44.76% |
$1.19M - $1.34M
|
260K
$3.99M
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
64.6K+ 26.78% |
$950K - $1.08M
|
306K
$4.68M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
32.3K+ 4.43% |
$475K - $538K
|
761K
$11.7M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
27.1K+ 10.54% |
$398K - $451K
|
284K
$4.35M
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
24.9KNew |
$367K - $415K
|
24.9K
$382K
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
24.3K+ 12.74% |
$358K - $405K
|
215K
$3.3M
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
19.8KNew |
$292K - $331K
|
19.8K
$304K
|
|
Feb 13, 2023
Q4 2022
|
Clarity Financial LLC
|
BUY
|
- |
17.9K+ 153.89% |
$264K - $299K
|
29.6K
$453K
|
|
Feb 14, 2023
Q4 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
16.3K+ 8.66% |
$239K - $271K
|
204K
$3.13M
|
|
Feb 14, 2023
Q4 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
15.5KNew |
$229K - $259K
|
15.5K
$238K
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.7KNew |
$216K - $244K
|
14.7K
$225K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
14.3K+ 28.16% |
$211K - $239K
|
65.3K
$1M
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
13KNew |
$192K - $217K
|
13K
$200K
|
|
Feb 14, 2023
Q4 2022
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
12KNew |
$177K - $200K
|
12K
$184K
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
11.5KNew |
$169K - $192K
|
11.5K
$176K
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
11.1KNew |
$163K - $185K
|
11.1K
$170K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.9K+ 2.49% |
$160K - $181K
|
446K
$6.83M
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
10KNew |
$148K - $167K
|
10K
$154K
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
8.33K+ 53.17% |
$123K - $139K
|
24K
$367K
|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
6.85K+ 4.83% |
$101K - $114K
|
149K
$2.28M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.7K+ 1.44% |
$98.6K - $112K
|
471K
$7.22M
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
5.42K+ 14.07% |
$79.7K - $90.2K
|
43.9K
$673K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.8K+ 33.57% |
$70.7K - $80K
|
19.1K
$293K
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4.8K+ 33.22% |
$70.6K - $79.9K
|
19.2K
$295K
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.75K+ 21.52% |
$69.9K - $79.1K
|
26.8K
$411K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.46K+ 38.35% |
$65.7K - $74.3K
|
16.1K
$247K
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.95K+ 16.82% |
$58.1K - $65.7K
|
27.4K
$420K
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
2.5KNew |
$36.8K - $41.7K
|
2.5K
$38.3K
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.11K+ 6.92% |
$31.1K - $35.2K
|
32.6K
$499K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.65KNew |
$24.3K - $27.5K
|
1.65K
$25.3K
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.56KNew |
$23K - $26K
|
1.56K
$23.9K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.4K+ 13.9% |
$20.6K - $23.3K
|
11.5K
$176K
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
813+ 6.08% |
$12K - $13.5K
|
14.2K
$217K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
650New |
$9.57K - $10.8K
|
650
$9.96K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
636New |
$9.36K - $10.6K
|
636
$9.74K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
600New |
$8.83K - $10K
|
600
$9.19K
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
509+ 2.45% |
$7.49K - $8.48K
|
21.3K
$326K
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
375+ 3.16% |
$5.52K - $6.25K
|
12.3K
$188K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
275New |
$4.05K - $4.58K
|
275
$4.21K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
250+ 0.81% |
$3.68K - $4.17K
|
31K
$474K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
129+ 0.14% |
$1.9K - $2.15K
|
94.5K
$1.45M
|
|
Jan 11, 2023
Q4 2022
|
Riverbridge Partners LLC
|
BUY
|
- |
95+ 0.61% |
$1.4K - $1.58K
|
15.8K
$242K
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
61+ 0.53% |
$898 - $1.02K
|
11.6K
$178K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
61+ 0.22% |
$898 - $1.02K
|
27.4K
$420K
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
17+ 0.15% |
$250 - $283
|
11.7K
$180K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10- 0.12% |
$147 - $167
|
8.27K
$127K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-204- 75.28% |
$3K - $3.4K
|
67
$1.03K
|