Nuveen Taxable MunicipalNBB
13F holders, Q1 2025 (March 31)81holders −1
8new positions
9sold out
$16.02avg. 13F price*
At the end of Q1 2025, 81 institutions reported holding Nuveen Taxable Municipal Inc. (NBB) in their 13F filings, down 1 from Q4 2024. 8 opened new positions and 9 sold out. The largest holders were Sit Investment Associates Inc. ($61.8M), Morgan Stanley ($29.4M) and Raymond James Financial Inc. ($16.0M).
- Company
- Nuveen Taxable Municipal Inc.
- CUSIP
- 67074C103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $6.3M |
| Exits | 9 | $1.5M |
All 13F filers, Q4 2024 → Q1 2025: 1,174,166 shares bought and 294,442 shares sold, net +879,724 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 81 holders
| Sit Investment Associates Inc. | 1.45% | Add +4.5% | 3,860,681 | $61.8M |
| Morgan Stanley | 0.00% | Add +4.3% | 1,838,297 | $29.4M |
| Raymond James Financial Inc. | 0.01% | Add +18.2% | 999,205 | $16.0M |
| Eagle Bluffs Wealth Management LLC | 6.16% | Add +9.9% | 724,021 | $11.7M |
| UBS Group AG | 0.00% | Add +0.8% | 692,270 | $11.1M |
| M&T Bank Corp | 0.03% | Reduce -7.8% | 527,275 | $8.4M |
| Bank of America Corp. | 0.00% | Add +3.1% | 489,410 | $7.8M |
| Osaic Holdings, Inc. | 0.02% | Add +55.0% | 486,590 | $7.8M |
| Wells Fargo & Company | 0.00% | Reduce -11.2% | 366,481 | $5.9M |
| LaSalle St. Investment Advisors, LLC | 1.31% | New | 347,415 | $5.6M |
| Ameriprise Financial Inc. | 0.00% | Add +31.9% | 308,306 | $4.9M |
| Invesco Ltd. | 0.00% | Reduce -4.0% | 299,673 | $4.8M |
| MacKay Shields LLC | 0.49% | No change | 156,775 | $2.5M |
| Baird Financial Group, Inc. | 0.00% | Add +0.5% | 152,481 | $2.4M |
| LPL Financial LLC | 0.00% | Add +8.3% | 129,668 | $2.1M |
| Broyhill Asset Management, LLC | 1.41% | Reduce -0.5% | 107,945 | $1.7M |
| Gill Capital Partners, LLC | 0.57% | Reduce -7.3% | 102,492 | $1.6M |
| Wedbush Securities Inc. | 0.05% | Reduce -2.8% | 77,653 | $1.2M |
| Truist Financial Corp. | 0.00% | Add +0.4% | 71,658 | $1.1M |
| StoneX Group Inc. | 0.06% | Reduce -0.5% | 67,020 | $1.1M |
| Bruce G. Allen Investments, LLC | 0.70% | Add +0.2% | 54,967 | $881K |
| First Trust Advisors LP | 0.00% | Add +1.9% | 50,455 | $808K |
| Riverbridge Partners LLC | 0.01% | Add +13.9% | 50,439 | $808K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -12.3% | 50,291 | $806K |
| Cetera Investment Advisers | 0.00% | Add +0.2% | 48,515 | $777K |
| Noble Wealth Management PBC | 0.51% | Add +1.6% | 46,935 | $752K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.4% | 46,218 | $740K |
| Orleans Capital Management Corp. | 0.39% | Reduce -21.1% | 41,000 | $657K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -21.6% | 37,951 | $608K |
| Advisory Services Network, LLC | 0.01% | Reduce -7.3% | 37,800 | $606K |
| Transform Wealth, LLC | 0.03% | No change | 33,690 | $543K |
| Intellus Advisors LLC | 0.09% | Add +2.5% | 32,254 | $517K |
| Calamos Advisors LLC | 0.00% | Reduce -3.8% | 31,935 | $512K |
| Amitell Capital Pte Ltd | 0.39% | No change | 31,270 | $501K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -1.9% | 28,367 | $457K |
| Cresta Advisors, Ltd. | 0.24% | No change | 28,463 | $456K |
| Fortitude Advisory Group L.L.C. | 0.33% | Add +0.4% | 29,993 | $455K |
| Gerber Kawasaki Wealth & Investment Management | 0.02% | Add +23.7% | 27,958 | $448K |
| Horizon Kinetics Asset Management LLC | 0.00% | No change | 26,210 | $420K |
| Guggenheim Capital LLC | 0.00% | Add +77.8% | 25,253 | $405K |
| HighTower Advisors, LLC | 0.00% | Reduce -63.5% | 20,775 | $333K |
| Palogic Value Management, L.P. | 0.14% | Add +42.9% | 20,000 | $320K |
| Royal Bank of Canada | 0.00% | Reduce -13.7% | 19,551 | $313K |
| Comprehensive Money Management Services LLC | 0.25% | Add +4.0% | 19,465 | $312K |
| Focused Wealth Management, Inc | 0.04% | Add +0.3% | 18,119 | $290K |
| Gridiron Partners, LLC | 0.18% | No change | 18,000 | $288K |
| Integrated Wealth Concepts LLC | 0.00% | Add +7.2% | 17,951 | $288K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 16,800 | $269K |
| Stifel Financial Corp. | 0.00% | Add +10.3% | 16,211 | $260K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 16,094 | $258K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 15,806 | $253K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -8.2% | 14,758 | $236K |
| Kuhn & Co Investment Counsel | 0.20% | No change | 14,512 | $232K |
| Susquehanna International Group, LLP | 0.00% | New | 13,449 | $215K |
| NewEdge Advisors, LLC | 0.00% | Add +12.8% | 12,629 | $202K |
| Caitlin John, LLC | 0.19% | Add +45.8% | 12,146 | $195K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +2.7% | 11,862 | $190K |
| Captrust Financial Advisors | 0.00% | No change | 11,700 | $187K |
| Van Hulzen Asset Management, LLC | 0.02% | No change | 11,696 | $187K |
| Taylor Hoffman Capital Management LLC | 0.07% | No change | 11,284 | $181K |
| Mystic Asset Management, Inc. | 0.05% | No change | 10,750 | $172K |
| Mayflower Financial Advisors, LLC | 0.03% | No change | 10,500 | $168K |
| Janney Montgomery Scott LLC | 0.00% | New | 10,106 | $162K |
| Opal Wealth Advisors, LLC | 0.04% | New | 7,429 | $119K |
| Comerica Bank | 0.00% | Reduce -23.0% | 5,114 | $82K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 3,573 | $57K |
| Private Trust Co. NA | 0.00% | No change | 2,800 | $45K |
| Lanark Financial, Inc. | 0.00% | — | 1,551 | $24K |
| Principal Securities, Inc. | 0.00% | No change | 1,120 | $17K |
| FNY Investment Advisers, LLC | 0.01% | New | 1,000 | $16K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 700 | $11K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 650 | $10K |
| CoreCap Advisors, LLC | 0.00% | No change | 600 | $10K |
| MeadowBrook Investment Advisors LLC | 0.01% | No change | 598 | $10K |
| Harbour Investments, Inc. | 0.00% | No change | 500 | $8K |
| McClarren Financial Advisors, Inc. | 0.00% | New | 16 | $7K |
| Caldwell Trust Co | 0.00% | No change | 292 | $5K |
| Kentucky Trust Co | 0.00% | No change | 198 | $3K |
| Runnymede Capital Advisors, Inc. | 0.00% | New | 103 | $2K |
| Tortoise Investment Management, LLC | 0.00% | No change | 62 | $993 |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 3 | $49 |
"% of holder's portfolio" is NBB's weight in each manager's 13F, not the share of Nuveen Taxable Municipal Inc. the manager owns.