Purchases and Sales Made in Q4 2023 in Nuveen Taxable Municipal Income Fund (NBB)
This table provides information about the institutional ownership of Nuveen Taxable Municipal Income Fund (NBB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
745K+ 39.11% |
$10.3M - $11.9M
|
2.65M
$42.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
121K+ 33.72% |
$1.66M - $1.93M
|
480K
$7.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
100KNew |
$1.38M - $1.6M
|
100K
$1.6M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
96.7KNew |
$1.33M - $1.54M
|
96.7K
$1.54M
|
|
|
Jan 30, 2024
Q4 2023
|
Granite Shares Advisors LLC
|
BUY
|
- |
93.2KNew |
$1.28M - $1.49M
|
93.2K
$1.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
77.9K+ 360.35% |
$1.07M - $1.24M
|
99.5K
$1.59M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
75.6KNew |
$1.04M - $1.21M
|
75.6K
$1.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
61.1K+ 10.71% |
$840K - $976K
|
632K
$10.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
56.8KNew |
$781K - $908K
|
56.8K
$907K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
41.5K+ 256.08% |
$571K - $663K
|
57.7K
$922K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39K+ 35.9% |
$536K - $623K
|
148K
$2.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
36.2KNew |
$498K - $579K
|
36.2K
$578K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
25.1KNew |
$345K - $400K
|
25.1K
$400K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
22.3KNew |
$306K - $356K
|
22.3K
$355K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.7K+ 2.83% |
$230K - $268K
|
609K
$9.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
16KNew |
$221K - $256K
|
16K
$256K
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
14.5KNew |
$200K - $232K
|
14.5K
$232K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
13.8KNew |
$190K - $221K
|
13.8K
$221K
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
12.8KNew |
$176K - $205K
|
12.8K
$205K
|
|
|
Jan 09, 2024
Q4 2023
|
Integrated Capital Management, Inc.
|
BUY
|
- |
10.6KNew |
$146K - $170K
|
10.6K
$169K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
10.5K+ 430.67% |
$145K - $168K
|
13K
$207K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.4K+ 7.47% |
$144K - $167K
|
150K
$2.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
6.75K+ 25.16% |
$92.7K - $108K
|
33.6K
$536K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.66KNew |
$91.5K - $106K
|
6.66K
$106K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.66KNew |
$91.5K - $106K
|
6.66K
$106K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
6.29K+ 1.78% |
$86.5K - $101K
|
360K
$5.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2.55K+ 14.87% |
$35.1K - $40.8K
|
19.7K
$315K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.31K+ 4.05% |
$31.7K - $36.8K
|
59.3K
$947K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.9K+ 225.95% |
$26.1K - $30.3K
|
2.74K
$43.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.67KNew |
$23K - $26.7K
|
1.67K
$26.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
1.4K+ 7.14% |
$19.3K - $22.4K
|
21K
$335K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.34K+ 32.02% |
$18.4K - $21.3K
|
5.5K
$87.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.12KNew |
$15.4K - $17.9K
|
1.12K
$17.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1K+ 2.82% |
$13.8K - $16K
|
36.5K
$582K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
873+ 1.03% |
$12K - $14K
|
85.7K
$1.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
598New |
$8.22K - $9.56K
|
598
$9.55K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
520New |
$7.15K - $8.31K
|
520
$8.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
470+ 2.13% |
$6.46K - $7.51K
|
22.5K
$359K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
296+ 1.86% |
$4.07K - $4.73K
|
16.2K
$259K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
209+ 0.51% |
$2.87K - $3.34K
|
41K
$655K
|
|
|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
146+ 0.74% |
$2.01K - $2.33K
|
20K
$319K
|
|
|
Jan 24, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
146+ 0.74% |
$2.01K - $2.33K
|
20K
$319K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
61+ 4.96% |
$839 - $975
|
1.29K
$20.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
8New |
$110 - $128
|
8
$128
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-127- 7.67% |
$1.75K - $2.03K
|
1.53K
$24.4K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-270- 33.46% |
$3.71K - $4.31K
|
537
$8.58K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-373- 1.8% |
$5.13K - $5.96K
|
20.3K
$324K
|
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-581- 5.38% |
$7.99K - $9.28K
|
10.2K
$163K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-608- 3.37% |
$8.36K - $9.72K
|
17.4K
$278K
|