Nuveen Taxable MunicipalNBB

13F holders, Q1 2024 (March 31)
81holders
$15.32avg. 13F price*

At the end of Q1 2024, 81 institutions reported holding Nuveen Taxable Municipal Inc. (NBB) in their 13F filings. The largest holders were Sit Investment Associates Inc. ($46.3M), Morgan Stanley ($19.9M) and Guggenheim Capital LLC ($10.7M).

Company
Nuveen Taxable Municipal Inc.
CUSIP
67074C103
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 81Q1 2024Q2 2024: 75Q2 2024Q3 2024: 77Q3 2024Q4 2024: 82Q4 2024Q1 2025: 81Q1 2025Q2 2025: 79Q2 2025Q3 2025: 74Q3 2025Q4 2025: 71Q4 2025Q1 2026: 78Q1 2026Q2 2026: 76Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions9$1.4M
Exits9$1.1M

Ownership 81 holders

Sit Investment Associates Inc. 1.06% Add +14.0% 3,022,481 $46.3M
Morgan Stanley 0.00% Add +3.2% 1,297,606 $19.9M
Guggenheim Capital LLC 0.08% Reduce -7.8% 701,504 $10.7M
Raymond James Financial Services Advisors, Inc. 0.01% Add +7.7% 656,490 $10.1M
UBS Group AG 0.00% Add +2.4% 646,423 $9.9M
M&T Bank Corp 0.03% Add +1.3% 601,905 $9.2M
Osaic Holdings, Inc. 0.02% Add +1.4% 547,909 $8.4M
Wells Fargo & Company 0.00% Add +1.9% 494,288 $7.6M
Bank of America Corp. 0.00% Add +0.6% 482,681 $7.4M
Envestnet Asset Management Inc. 0.00% Add +354.2% 451,896 $6.9M
Invesco Ltd. 0.00% Reduce -5.0% 342,337 $5.2M
Eagle Bluffs Wealth Management LLC 3.19% Add +13.9% 333,441 $5.1M
Stratos Wealth Partners, LTD. 0.07% Reduce -16.6% 270,102 $4.1M
Raymond James & Associates 0.00% Add +14.6% 191,520 $2.9M
Ameriprise Financial Inc. 0.00% Add +21.9% 183,177 $2.8M
Baird Financial Group, Inc. 0.00% Add +28.3% 128,480 $2.0M
LPL Financial LLC 0.00% Reduce -24.3% 111,685 $1.7M
Gill Capital Partners, LLC 0.67% No change 114,160 $1.7M
GraniteShares Advisors LLC 0.86% Add +14.6% 106,739 $1.6M
Wedbush Securities Inc. 0.05% Reduce -0.7% 85,037 $1.3M
Truist Financial Corp. 0.00% Reduce -0.3% 82,571 $1.3M
Park Avenue Securities LLC 0.01% Reduce -3.1% 73,260 $1.1M
Raymond James Trust N.A. 0.02% No change 59,269 $908K
Bruce G. Allen Investments, LLC 0.72% Add +0.9% 57,346 $879K
Shaker Financial Services, LLC 0.26% Add +29.3% 43,375 $668K
Commonwealth Equity Services, LLC 0.00% Add +4.8% 43,002 $659K
Landscape Capital Management, L.L.C. 0.06% Reduce -26.5% 42,456 $650K
Cetera Investment Advisers 0.00% Add +129.9% 37,286 $571K
Advisory Services Network, LLC 0.01% Add +1.6% 37,050 $568K
Amitell Capital Pte Ltd 0.41% New 31,270 $479K
Cresta Advisors, Ltd. 0.28% No change 28,463 $436K
Horizon Kinetics Asset Management LLC 0.01% Reduce -5.8% 26,954 $413K
Dynamic Advisor Solutions LLC 0.01% Reduce -0.5% 24,942 $382K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -21.4% 23,344 $358K
Riverbridge Partners LLC 0.00% Add +8.9% 21,725 $333K
Gerber Kawasaki Wealth & Investment Management 0.02% Add +8.3% 21,354 $327K
Fortitude Advisory Group L.L.C. 0.18% No change 20,755 $318K
Nomura Holdings Inc. 0.00% Reduce -7.1% 20,679 $317K
HighTower Advisors, LLC 0.00% Reduce -34.3% 20,294 $310K
Atria Wealth Solutions, Inc. 0.00% Reduce -2.8% 19,757 $304K
Royal Bank of Canada 0.00% Reduce -3.4% 18,767 $288K
Great Valley Advisor Group, Inc. 0.01% Reduce -16.7% 18,743 $287K
Gridiron Partners, LLC 0.18% Reduce -48.3% 18,721 $287K
Focused Wealth Management, Inc 0.04% Add +37.0% 17,779 $272K
Integrated Wealth Concepts LLC 0.00% Add +1.0% 17,617 $270K
Kuhn & Co Investment Counsel 0.21% No change 14,512 $222K
Palogic Value Management, L.P. 0.09% Add +16.7% 14,000 $214K
Stifel Financial Corp. 0.00% Add +20.4% 13,207 $202K
Waverly Advisors, LLC 0.00% No change 13,185 $202K
Bayshore Asset Management, LLC 0.10% New 12,835 $197K
Wolverine Asset Management LLC 0.02% New 12,749 $195K
Opal Wealth Advisors, LLC 0.07% New 12,644 $194K
Stonebrook Private Inc. 0.05% Reduce -12.3% 12,120 $186K
Van Hulzen Asset Management, LLC 0.01% No change 12,096 $185K
Clarity Financial LLC 0.03% No change 11,688 $179K
Integrated Capital Management, Inc. 0.14% Add +7.1% 11,358 $174K
Taylor Hoffman Wealth Management 0.07% No change 11,284 $173K
Mystic Asset Management, Inc. 0.07% No change 10,750 $165K
Mayflower Financial Advisors, LLC 0.03% No change 10,500 $161K
Oppenheimer & Co. Inc. 0.00% New 10,084 $154K
Cambridge Investment Research Advisors, Inc. 0.00% New 10,021 $154K
Farther Finance Advisors, LLC 0.01% Reduce -8.9% 6,759 $103K
Comerica Bank 0.00% Add +0.3% 5,518 $85K
Tortoise Investment Management, LLC 0.01% No change 3,972 $61K
Northwestern Mutual Wealth Management Co. 0.00% No change 3,573 $55K
Private Trust Co. NA 0.00% No change 2,800 $43K
Lanark Financial, Inc. 0.00% No change 1,528 $23K
Pinnacle Financial Partners Inc 0.00% No change 1,291 $20K
Principal Securities, Inc. 0.00% No change 1,120 $17K
FNY Investment Advisers, LLC 0.01% New 1,000 $15K
Steward Partners Investment Advisory, LLC 0.00% Add +0.1% 701 $11K
Glass Jacobson Investment Advisors llc 0.00% No change 650 $10K
CoreCap Advisors, LLC 0.00% New 600 $9K
MeadowBrook Investment Advisors LLC 0.01% No change 598 $9K
First Manhattan Co. Llc. 0.00% No change 537 $8K
Harbour Investments, Inc. 0.00% No change 500 $8K
PNC Financial Services Group, Inc. 0.00% Reduce -80.0% 400 $6K
Caldwell Trust Co 0.00% No change 292 $4K
JPMorgan Chase & Co. 0.00% Reduce -99.8% 10 $153
Global Retirement Partners, LLC 0.00% No change 8 $123
Beaird Harris Wealth Management, LLC 0.00% No change 3 $46

"% of holder's portfolio" is NBB's weight in each manager's 13F, not the share of Nuveen Taxable Municipal Inc. the manager owns.