Nuveen Taxable MunicipalNBB

13F holders, Q3 2024 (September 30)
77holders +2
10new positions
8sold out
$16.61avg. 13F price*

At the end of Q3 2024, 77 institutions reported holding Nuveen Taxable Municipal Inc. (NBB) in their 13F filings, up 2 from Q2 2024. 10 opened new positions and 8 sold out. The largest holders were Sit Investment Associates Inc. ($58.6M), Morgan Stanley ($27.3M) and Raymond James Financial Services Advisors, Inc. ($12.3M).

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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions10$2.1M
Exits8$3.2M

All 13F filers, Q2 2024 → Q3 2024: 533,335 shares bought and 1,398,374 shares sold, net −865,039 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 77 holders

Sit Investment Associates Inc. 1.31% Reduce -0.1% 3,529,478 $58.6M
Morgan Stanley 0.00% Add +14.1% 1,641,465 $27.3M
Raymond James Financial Services Advisors, Inc. 0.02% Add +5.2% 739,353 $12.3M
UBS Group AG 0.00% Add +0.6% 616,210 $10.2M
Osaic Holdings, Inc. 0.02% Add +1.5% 573,850 $9.5M
M&T Bank Corp 0.03% Reduce -31.2% 571,090 $9.5M
Bank of America Corp. 0.00% Add +2.2% 499,949 $8.3M
Wells Fargo & Company 0.00% Add +1.1% 492,013 $8.2M
Eagle Bluffs Wealth Management LLC 4.05% Add +9.1% 449,716 $7.5M
Invesco Ltd. 0.00% Reduce -15.5% 290,771 $4.8M
Ameriprise Financial Inc. 0.00% Add +17.2% 202,960 $3.4M
MacKay Shields LLC 0.47% Reduce -50.1% 164,695 $2.7M
Raymond James & Associates 0.00% Reduce -2.3% 160,319 $2.7M
Baird Financial Group, Inc. 0.00% Add +2.0% 148,579 $2.5M
GraniteShares Advisors LLC 1.64% Add +19.4% 145,604 $2.4M
Gill Capital Partners, LLC 0.68% Add +0.0% 114,178 $1.9M
LPL Financial LLC 0.00% Reduce -40.3% 111,475 $1.9M
Stratos Wealth Partners, LTD. 0.02% Add +3.6% 97,364 $1.6M
Wedbush Securities Inc. 0.05% Reduce -3.9% 87,102 $1.4M
Truist Financial Corp. 0.00% Reduce -3.7% 79,722 $1.3M
Raymond James Trust N.A. 0.02% No change 59,313 $985K
Bruce G. Allen Investments, LLC 0.69% Add +1.4% 53,439 $888K
Orleans Capital Management Corp. 0.50% New 53,150 $883K
Cetera Investment Advisers 0.00% Add +39.9% 52,229 $868K
Commonwealth Equity Services, LLC 0.00% Add +0.5% 45,207 $751K
Riverbridge Partners LLC 0.01% Add +0.3% 42,758 $710K
First Trust Advisors LP 0.00% New 41,128 $683K
Envestnet Asset Management Inc. 0.00% Reduce -93.4% 38,691 $643K
Advisory Services Network, LLC 0.01% No change 37,300 $579K
Amitell Capital Pte Ltd 0.39% No change 31,270 $519K
Fortitude Advisory Group L.L.C. 0.31% Add +44.0% 29,880 $496K
Cresta Advisors, Ltd. 0.25% No change 28,463 $473K
Horizon Kinetics Asset Management LLC 0.01% No change 26,954 $448K
Calamos Advisors LLC 0.00% Add +69.9% 26,827 $446K
1607 Capital Partners, LLC 0.04% Reduce -64.8% 25,862 $430K
Gerber Kawasaki Wealth & Investment Management 0.02% Add +6.9% 23,451 $390K
Atria Wealth Solutions, Inc. 0.00% Add +0.7% 20,468 $342K
HighTower Advisors, LLC 0.00% Reduce -7.9% 18,712 $310K
Integrated Wealth Concepts LLC 0.00% Add +2.1% 18,561 $308K
Gridiron Partners, LLC 0.18% No change 18,000 $299K
Focused Wealth Management, Inc 0.04% Add +0.5% 17,938 $298K
Great Valley Advisor Group, Inc. 0.01% No change 17,743 $295K
Royal Bank of Canada 0.00% Reduce -1.1% 17,128 $284K
Dynamic Advisor Solutions LLC 0.01% Reduce -35.5% 16,637 $276K
Stifel Financial Corp. 0.00% Reduce -24.3% 16,515 $274K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -31.1% 16,094 $267K
Kuhn & Co Investment Counsel 0.21% No change 14,512 $241K
Jane Street Group, LLC 0.00% New 14,450 $240K
Palogic Value Management, L.P. 0.09% No change 14,000 $233K
Waverly Advisors, LLC 0.00% No change 13,185 $219K
Captrust Financial Advisors 0.00% New 11,700 $194K
Van Hulzen Asset Management, LLC 0.01% Reduce -4.1% 11,596 $193K
Taylor Hoffman Capital Management LLC 0.07% — 11,284 $184K
Mystic Asset Management, Inc. 0.07% No change 10,750 $179K
Mayflower Financial Advisors, LLC 0.03% No change 10,500 $174K
Caitlin John, LLC 0.09% Add +31.5% 8,512 $135K
Farther Finance Advisors, LLC 0.00% Add +0.1% 6,777 $113K
Comerica Bank 0.00% Add +0.6% 6,582 $109K
International Assets Investment Management, LLC 0.01% No change 6,121 $102K
Jones Financial Companies LLLP 0.00% New 4,408 $73K
Northwestern Mutual Wealth Management Co. 0.00% No change 3,573 $59K
Private Trust Co. NA 0.00% No change 2,800 $47K
Tortoise Investment Management, LLC 0.00% Reduce -31.8% 1,822 $30K
Lanark Financial, Inc. 0.00% Reduce -24.0% 1,161 $19K
Principal Securities, Inc. 0.00% No change 1,120 $19K
FNY Investment Advisers, LLC 0.01% New 1,000 $16K
Steward Partners Investment Advisory, LLC 0.00% No change 701 $12K
Glass Jacobson Investment Advisors llc 0.00% No change 650 $11K
Tower Research Capital LLC (TRC) 0.00% New 634 $11K
CoreCap Advisors, LLC 0.00% No change 600 $10K
MeadowBrook Investment Advisors LLC 0.01% No change 598 $10K
Provenance Wealth Advisors, LLC 0.00% New 506 $8K
Harbour Investments, Inc. 0.00% No change 500 $8K
Oarsman Capital, Inc. 0.00% New 321 $5K
Caldwell Trust Co 0.00% No change 292 $5K
Blue Trust, Inc. 0.00% New 150 $2K
Beaird Harris Wealth Management, LLC 0.00% No change 3 $50

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