Nuveen Taxable MunicipalNBB
13F holders, Q4 2024 (December 31)82holders +5
10new positions
8sold out
$14.99avg. 13F price*
At the end of Q4 2024, 82 institutions reported holding Nuveen Taxable Municipal Inc. (NBB) in their 13F filings, up 5 from Q3 2024. 10 opened new positions and 8 sold out. The largest holders were Sit Investment Associates Inc. ($55.4M), Morgan Stanley ($26.4M) and Raymond James Financial Inc. ($12.7M).
- Company
- Nuveen Taxable Municipal Inc.
- CUSIP
- 67074C103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $3.6M |
| Exits | 8 | $3.5M |
All 13F filers, Q3 2024 → Q4 2024: 956,640 shares bought and 662,491 shares sold, net +294,149 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 82 holders
| Sit Investment Associates Inc. | 1.26% | Add +4.7% | 3,695,781 | $55.4M |
| Morgan Stanley | 0.00% | Add +7.4% | 1,762,922 | $26.4M |
| Raymond James Financial Inc. | 0.00% | — | 845,069 | $12.7M |
| UBS Group AG | 0.00% | Add +11.5% | 686,981 | $10.3M |
| Eagle Bluffs Wealth Management LLC | 5.30% | Add +46.4% | 658,538 | $9.9M |
| M&T Bank Corp | 0.03% | Add +0.2% | 572,209 | $8.6M |
| Bank of America Corp. | 0.00% | Reduce -5.1% | 474,527 | $7.1M |
| Wells Fargo & Company | 0.00% | Reduce -16.1% | 412,790 | $6.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -45.3% | 313,928 | $4.7M |
| Invesco Ltd. | 0.00% | Add +7.4% | 312,217 | $4.7M |
| Ameriprise Financial Inc. | 0.00% | Add +15.1% | 233,662 | $3.5M |
| MacKay Shields LLC | 0.47% | Reduce -4.8% | 156,775 | $2.3M |
| Baird Financial Group, Inc. | 0.00% | Add +2.1% | 151,705 | $2.3M |
| LPL Financial LLC | 0.00% | Add +7.4% | 119,688 | $1.8M |
| Gill Capital Partners, LLC | 0.59% | Reduce -3.1% | 110,577 | $1.7M |
| Broyhill Asset Management, LLC | 1.43% | — | 108,432 | $1.6M |
| Wedbush Securities Inc. | 0.04% | Reduce -8.3% | 79,858 | $1.2M |
| Truist Financial Corp. | 0.00% | Reduce -10.5% | 71,365 | $1.1M |
| StoneX Group Inc. | 0.06% | New | 67,381 | $1.0M |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -41.1% | 57,348 | $859K |
| HighTower Advisors, LLC | 0.00% | Add +204.2% | 56,926 | $853K |
| Orleans Capital Management Corp. | 0.47% | Reduce -2.2% | 52,000 | $836K |
| Bruce G. Allen Investments, LLC | 0.67% | Add +2.7% | 54,881 | $822K |
| First Trust Advisors LP | 0.00% | Add +20.4% | 49,536 | $742K |
| Cetera Investment Advisers | 0.00% | Reduce -7.3% | 48,425 | $725K |
| Envestnet Asset Management Inc. | 0.00% | Add +25.1% | 48,421 | $725K |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.7% | 46,865 | $702K |
| Noble Wealth Management PBC | 0.48% | — | 46,175 | $692K |
| Riverbridge Partners LLC | 0.01% | Add +3.5% | 44,278 | $663K |
| Advisory Services Network, LLC | 0.01% | Add +9.4% | 40,800 | $611K |
| Bayshore Asset Management, LLC | 0.24% | New | 34,470 | $516K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 34,470 | $516K |
| Transform Wealth, LLC | 0.03% | New | 33,690 | $505K |
| Calamos Advisors LLC | 0.00% | Add +23.8% | 33,212 | $498K |
| Cresta Advisors, Ltd. | 0.25% | No change | 28,463 | $473K |
| Intellus Advisors LLC | 0.08% | — | 31,467 | $471K |
| Amitell Capital Pte Ltd | 0.42% | No change | 31,270 | $468K |
| Fortitude Advisory Group L.L.C. | 0.27% | No change | 29,880 | $448K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +41.3% | 28,923 | $433K |
| Horizon Kinetics Asset Management LLC | 0.01% | Reduce -2.8% | 26,210 | $393K |
| Royal Bank of Canada | 0.00% | Add +32.2% | 22,641 | $339K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -3.6% | 22,599 | $339K |
| Comprehensive Money Management Services LLC | 0.23% | — | 18,715 | $280K |
| Focused Wealth Management, Inc | 0.04% | Add +0.7% | 18,058 | $271K |
| Gridiron Partners, LLC | 0.17% | No change | 18,000 | $270K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -5.3% | 16,800 | $252K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -9.8% | 16,748 | $251K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 16,094 | $241K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -3.4% | 16,076 | $241K |
| Readystate Asset Management LP | 0.02% | New | 14,968 | $224K |
| Stifel Financial Corp. | 0.00% | Reduce -11.0% | 14,691 | $220K |
| Kuhn & Co Investment Counsel | 0.18% | No change | 14,512 | $217K |
| Guggenheim Capital LLC | 0.00% | New | 14,205 | $213K |
| Palogic Value Management, L.P. | 0.09% | No change | 14,000 | $210K |
| Captrust Financial Advisors | 0.00% | No change | 11,700 | $175K |
| Van Hulzen Asset Management, LLC | 0.01% | Add +0.9% | 11,696 | $175K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 11,553 | $173K |
| Mercer Global Advisors Inc. | 0.00% | New | 11,487 | $172K |
| Taylor Hoffman Capital Management LLC | 0.06% | No change | 11,284 | $169K |
| NewEdge Advisors, LLC | 0.00% | New | 11,191 | $168K |
| Mystic Asset Management, Inc. | 0.04% | No change | 10,750 | $161K |
| Mayflower Financial Advisors, LLC | 0.02% | No change | 10,500 | $157K |
| Caitlin John, LLC | 0.08% | Reduce -2.1% | 8,329 | $125K |
| Comerica Bank | 0.00% | Add +0.9% | 6,642 | $99K |
| Elequin Capital, LP | 0.01% | New | 6,161 | $92K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 3,573 | $54K |
| Private Trust Co. NA | 0.00% | No change | 2,800 | $42K |
| Principal Securities, Inc. | 0.00% | No change | 1,120 | $17K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -86.9% | 890 | $13K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.1% | 700 | $10K |
| 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 |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 506 | $8K |
| Harbour Investments, Inc. | 0.00% | No change | 500 | $7K |
| Oarsman Capital, Inc. | 0.00% | No change | 321 | $5K |
| Caldwell Trust Co | 0.00% | No change | 292 | $4K |
| Kentucky Trust Co | 0.00% | — | 198 | $3K |
| Blue Trust, Inc. | 0.00% | No change | 150 | $2K |
| Tortoise Investment Management, LLC | 0.00% | Reduce -96.6% | 62 | $929 |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 3 | $45 |
| Lanark Financial, Inc. | 0.00% | — | 1 | $17 |
"% of holder's portfolio" is NBB's weight in each manager's 13F, not the share of Nuveen Taxable Municipal Inc. the manager owns.