Nuveen Taxable MunicipalNBB
13F holders, Q2 2024 (June 30)75holders −6
6new positions
13sold out
$15.51avg. 13F price*
At the end of Q2 2024, 75 institutions reported holding Nuveen Taxable Municipal Inc. (NBB) in their 13F filings, down 6 from Q1 2024. 6 opened new positions and 13 sold out. The largest holders were Sit Investment Associates Inc. ($54.8M), Morgan Stanley ($22.3M) and M&T Bank Corp ($12.9M).
- Company
- Nuveen Taxable Municipal Inc.
- CUSIP
- 67074C103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $6.7M |
| Exits | 13 | $12.3M |
All 13F filers, Q1 2024 → Q2 2024: 1,789,453 shares bought and 1,075,528 shares sold, net +713,925 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 75 holders
| Sit Investment Associates Inc. | 1.26% | Add +16.9% | 3,534,187 | $54.8M |
| Morgan Stanley | 0.00% | Add +10.8% | 1,438,428 | $22.3M |
| M&T Bank Corp | 0.04% | Add +37.9% | 829,745 | $12.9M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +7.0% | 702,630 | $10.9M |
| UBS Group AG | 0.00% | Reduce -5.3% | 612,498 | $9.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +30.3% | 588,621 | $9.1M |
| Osaic Holdings, Inc. | 0.02% | Add +3.1% | 565,171 | $8.8M |
| Bank of America Corp. | 0.00% | Add +1.3% | 489,075 | $7.6M |
| Wells Fargo & Company | 0.00% | Reduce -1.5% | 486,871 | $7.6M |
| Eagle Bluffs Wealth Management LLC | 3.74% | Add +23.6% | 412,090 | $6.4M |
| Invesco Ltd. | 0.00% | Add +0.6% | 344,222 | $5.3M |
| MacKay Shields LLC | 0.91% | New | 330,069 | $5.1M |
| LPL Financial LLC | 0.00% | Add +67.2% | 186,784 | $2.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.5% | 173,180 | $2.7M |
| Raymond James & Associates | 0.00% | Reduce -14.4% | 164,015 | $2.5M |
| Baird Financial Group, Inc. | 0.00% | Add +13.4% | 145,727 | $2.3M |
| GraniteShares Advisors LLC | 0.63% | Add +14.3% | 121,951 | $1.9M |
| Gill Capital Partners, LLC | 0.68% | Add +0.0% | 114,166 | $1.8M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -65.2% | 93,936 | $1.5M |
| Wedbush Securities Inc. | 0.05% | Add +6.5% | 90,592 | $1.4M |
| Truist Financial Corp. | 0.00% | Add +0.2% | 82,762 | $1.3M |
| 1607 Capital Partners, LLC | 0.10% | New | 73,562 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Reduce -2.8% | 71,235 | $1.1M |
| Landscape Capital Management, L.L.C. | 0.08% | Add +46.2% | 62,079 | $963K |
| Raymond James Trust N.A. | 0.02% | Add +0.1% | 59,313 | $920K |
| Bruce G. Allen Investments, LLC | 0.69% | Reduce -8.1% | 52,703 | $817K |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.6% | 44,973 | $698K |
| Riverbridge Partners LLC | 0.01% | Add +96.1% | 42,612 | $661K |
| Cetera Investment Advisers | 0.00% | Add +0.1% | 37,335 | $579K |
| Advisory Services Network, LLC | 0.01% | Add +0.7% | 37,300 | $579K |
| Amitell Capital Pte Ltd | 0.42% | No change | 31,270 | $485K |
| Wolverine Asset Management LLC | 0.05% | Add +139.7% | 30,563 | $474K |
| Cresta Advisors, Ltd. | 0.26% | No change | 28,463 | $441K |
| Horizon Kinetics Asset Management LLC | 0.01% | No change | 26,954 | $418K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +3.4% | 25,794 | $400K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 23,344 | $362K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +2.8% | 21,942 | $340K |
| Stifel Financial Corp. | 0.00% | Add +65.1% | 21,805 | $338K |
| Nomura Holdings Inc. | 0.00% | Add +2.4% | 21,179 | $328K |
| Fortitude Advisory Group L.L.C. | 0.19% | No change | 20,755 | $322K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +2.9% | 20,334 | $317K |
| HighTower Advisors, LLC | 0.00% | Add +0.1% | 20,318 | $315K |
| Integrated Wealth Concepts LLC | 0.00% | Add +3.2% | 18,180 | $282K |
| Gridiron Partners, LLC | 0.18% | Reduce -3.9% | 18,000 | $279K |
| Focused Wealth Management, Inc | 0.04% | Add +0.4% | 17,850 | $277K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -5.3% | 17,743 | $275K |
| Royal Bank of Canada | 0.00% | Reduce -7.7% | 17,316 | $269K |
| Calamos Advisors LLC | 0.00% | New | 15,792 | $245K |
| Kuhn & Co Investment Counsel | 0.20% | No change | 14,512 | $225K |
| Palogic Value Management, L.P. | 0.09% | No change | 14,000 | $217K |
| Integrated Capital Management, Inc. | 0.17% | Add +19.4% | 13,567 | $210K |
| Waverly Advisors, LLC | 0.00% | No change | 13,185 | $204K |
| Van Hulzen Asset Management, LLC | 0.01% | No change | 12,096 | $188K |
| Taylor Hoffman Wealth Management | 0.07% | No change | 11,284 | $174K |
| Mystic Asset Management, Inc. | 0.07% | No change | 10,750 | $167K |
| Mayflower Financial Advisors, LLC | 0.03% | No change | 10,500 | $163K |
| Opal Wealth Advisors, LLC | 0.03% | Reduce -45.8% | 6,848 | $106K |
| Farther Finance Advisors, LLC | 0.01% | Add +0.2% | 6,770 | $104K |
| Comerica Bank | 0.00% | Add +18.6% | 6,542 | $101K |
| Caitlin John, LLC | 0.07% | New | 6,471 | $100K |
| International Assets Investment Management, LLC | 0.01% | New | 6,121 | $95K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 3,573 | $55K |
| Private Trust Co. NA | 0.00% | No change | 2,800 | $43K |
| Tortoise Investment Management, LLC | 0.00% | Reduce -32.7% | 2,672 | $41K |
| 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 |
| HM Payson & Co. | 0.00% | New | 1,050 | $16K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 701 | $11K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 650 | $10K |
| CoreCap Advisors, LLC | 0.00% | No change | 600 | $9K |
| MeadowBrook Investment Advisors LLC | 0.01% | No change | 598 | $9K |
| Harbour Investments, Inc. | 0.00% | No change | 500 | $8K |
| Caldwell Trust Co | 0.00% | No change | 292 | $5K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 3 | $47 |
"% of holder's portfolio" is NBB's weight in each manager's 13F, not the share of Nuveen Taxable Municipal Inc. the manager owns.