Institutional Ownership Nuveen Taxable Municipal Income Fund (NBB)
This table provides information about the institutional ownership of Nuveen Taxable Municipal Income Fund (NBB). We have compiled data on the 93 institutions that hold shares in the stock, with a total of 13.8 Million shares, which have been reported (via 13F filing form) to have a value of $215 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
16,094
shares
|
$250,744
0.01% of portfolio
|
Q3 2024
Reduced 31.06%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
15,806
shares
|
$246,257
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
15,501
shares
|
$241,505
0.04% of portfolio
|
Q1 2023
Added 0.81%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
14,758
shares
|
$229,929
0.01% of portfolio
|
Q1 2025
Reduced 8.2%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
14,691
shares
|
$228,885
0.0% of portfolio
|
Q4 2024
Reduced 11.04%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Jan 30, 2025 Q4 2024 |
14,512
shares
|
$226,096
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
14,205
shares
|
$221,313
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Mar 12, 2025 Q4 2024 |
14,000
shares
|
$218,120
0.08% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
11,862
shares
|
$184,809
0.0% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
11,728
shares
|
$182,722
0.12% of portfolio
|
Q4 2022
Added 0.15%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
11,700
shares
|
$182,286
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
11,696
shares
|
$182,223
0.01% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
11,487
shares
|
$178,967
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
11,284
shares
|
$175,804
0.07% of portfolio
|
Q4 2023
Reduced 31.75%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
May 12, 2025 Q1 2025 |
11,284
shares
|
$175,804
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
11,191
shares
|
$174,355
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
May 05, 2025 Q1 2025 |
10,750
shares
|
$167,485
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 02, 2025 Q1 2025 |
10,750
shares
|
$167,485
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
10,500
shares
|
$163,590
0.03% of portfolio
|
Q3 2023
Reduced 8.7%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
10,106
shares
|
$157,451
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
8,329
shares
|
$129,765
0.08% of portfolio
|
Q2 2024
Reduced 22.31%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
7,429
shares
|
$115,743
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
6,642
shares
|
$103,482
0.0% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
3,573
shares
|
$55,667
0.0% of portfolio
|
Q2 2023
Reduced 2.72%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,800
shares
|
$43,624
0.0% of portfolio
|
Q2 2022
New holding
|