Nuveen Taxable MunicipalNBB

13F holders, Q2 2025 (June 30)
79holders −2
6new positions
8sold out
$16.13avg. 13F price*

At the end of Q2 2025, 79 institutions reported holding Nuveen Taxable Municipal Inc. (NBB) in their 13F filings, down 2 from Q1 2025. 6 opened new positions and 8 sold out. The largest holders were Sit Investment Associates Inc. ($59.3M), Morgan Stanley ($30.8M) and Raymond James Financial Inc. ($16.4M).

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 2025 → Q2 2025

InstitutionsTotal Value
New Positions6$1.5M
Exits8$6.8M

All 13F filers, Q1 2025 → Q2 2025: 589,080 shares bought and 1,076,900 shares sold, net −487,820 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 79 holders

Sit Investment Associates Inc. 1.27% Reduce -2.9% 3,747,413 $59.3M
Morgan Stanley 0.00% Add +5.8% 1,944,464 $30.8M
Raymond James Financial Inc. 0.01% Add +4.0% 1,038,710 $16.4M
Eagle Bluffs Wealth Management LLC 5.65% Add +3.1% 746,786 $11.9M
UBS Group AG 0.00% Add +0.8% 697,719 $11.0M
Wells Fargo & Company 0.00% Add +64.4% 602,451 $9.5M
M&T Bank Corp 0.03% Reduce -2.9% 512,230 $8.1M
Bank of America Corp. 0.00% Reduce -2.0% 479,774 $7.6M
Invesco Ltd. 0.00% Reduce -0.2% 299,151 $4.7M
Ameriprise Financial Inc. 0.00% Reduce -5.5% 291,204 $4.6M
MeadowBrook Investment Advisors LLC 3.82% Add +4349.0% 26,605 $4.2M
LPL Financial LLC 0.00% Add +24.5% 161,422 $2.6M
MacKay Shields LLC 0.51% No change 156,775 $2.5M
Baird Financial Group, Inc. 0.00% Add +0.7% 153,486 $2.4M
Broyhill Asset Management, LLC 1.49% Reduce -3.7% 103,937 $1.6M
Gill Capital Partners, LLC 0.51% Reduce -1.9% 100,540 $1.6M
Truist Financial Corp. 0.00% Reduce -1.7% 70,424 $1.1M
StoneX Group Inc. 0.05% Reduce -3.1% 64,960 $1.0M
Wedbush Securities Inc. 0.03% Reduce -19.7% 62,328 $986K
Bruce G. Allen Investments, LLC 0.67% Add +1.6% 55,839 $883K
First Trust Advisors LP 0.00% Add +7.2% 54,069 $855K
Riverbridge Partners LLC 0.01% Add +2.6% 51,741 $819K
Cetera Investment Advisers 0.00% Add +2.1% 49,552 $784K
Stratos Wealth Partners, LTD. 0.01% Reduce -8.1% 46,202 $731K
Commonwealth Equity Services, LLC 0.00% Reduce -6.3% 43,319 $685K
Envestnet Asset Management Inc. 0.00% Add +10.1% 41,765 $661K
BCS Private Wealth Management, Inc. 0.24% — 40,855 $650K
Orleans Capital Management Corp. 0.32% Reduce -7.1% 38,100 $603K
Advisory Services Network, LLC 0.01% No change 37,800 $593K
Sagespring Wealth Partners, LLC 0.01% New 35,507 $562K
NorthCoast Asset Management LLC 0.00% New 33,690 $536K
Intellus Advisors LLC 0.08% Add +2.7% 33,127 $524K
Osaic Holdings, Inc. 0.00% Reduce -93.4% 32,082 $508K
Amitell Capital Pte Ltd 0.28% No change 31,270 $495K
Guggenheim Capital LLC 0.00% Add +23.6% 31,220 $494K
Fortitude Advisory Group L.L.C. 0.27% No change 29,993 $474K
Cresta Advisors, Ltd. 0.22% No change 28,463 $450K
Gerber Kawasaki Wealth & Investment Management 0.02% Reduce -6.2% 26,215 $415K
Horizon Kinetics Asset Management LLC 0.00% Reduce -0.3% 26,130 $413K
Royal Bank of Canada 0.00% Add +7.7% 21,058 $333K
HighTower Advisors, LLC 0.00% Add +0.2% 20,822 $329K
Palogic Value Management, L.P. 0.14% No change 20,000 $316K
Comprehensive Money Management Services LLC 0.24% Add +2.6% 19,965 $316K
Focused Wealth Management, Inc 0.04% Add +0.5% 18,214 $288K
Integrated Wealth Concepts LLC 0.00% Add +0.3% 18,014 $285K
Gridiron Partners, LLC 0.18% No change 18,000 $285K
Stifel Financial Corp. 0.00% Add +3.0% 16,701 $264K
Kestra Private Wealth Services, LLC 0.00% Add +3.9% 16,423 $260K
Susquehanna International Group, LLP 0.00% Add +19.9% 16,121 $255K
U.S. Capital Wealth Advisors, LLC 0.01% No change 16,094 $255K
NewEdge Advisors, LLC 0.00% Add +19.5% 15,089 $239K
Kuhn & Co Investment Counsel 0.17% No change 14,512 $230K
Cambridge Investment Research Advisors, Inc. 0.00% New 12,022 $190K
Captrust Financial Advisors 0.00% Add +1.7% 11,900 $188K
Concurrent Investment Advisors, LLC 0.00% No change 11,862 $188K
Van Hulzen Asset Management, LLC 0.02% No change 11,696 $185K
Caitlin John, LLC 0.17% Reduce -3.9% 11,673 $185K
Taylor Hoffman Capital Management LLC 0.06% No change 11,284 $179K
Sanctuary Advisors, LLC 0.00% New 10,943 $173K
Mystic Asset Management, Inc. 0.04% No change 10,750 $170K
Mayflower Financial Advisors, LLC 0.02% No change 10,500 $166K
Janney Montgomery Scott LLC 0.00% No change 10,106 $160K
Great Valley Advisor Group, Inc. 0.00% Reduce -40.2% 10,050 $159K
Opal Wealth Advisors, LLC 0.03% No change 7,429 $118K
Comerica Bank 0.00% Add +0.8% 5,157 $82K
Northwestern Mutual Wealth Management Co. 0.00% No change 3,573 $57K
Private Trust Co. NA 0.00% No change 2,800 $44K
Elequin Capital, LP 0.01% New 2,050 $32K
Lanark Financial, Inc. 0.00% No change 1,551 $24K
Evolution Wealth Management Inc. 0.03% — 1,332 $21K
Principal Securities, Inc. 0.00% No change 1,120 $18K
FNY Investment Advisers, LLC 0.01% No change 1,000 $15K
Steward Partners Investment Advisory, LLC 0.00% No change 700 $11K
CoreCap Advisors, LLC 0.00% No change 600 $9K
Harbour Investments, Inc. 0.00% No change 500 $8K
Caldwell Trust Co 0.00% No change 292 $5K
Kentucky Trust Co 0.00% No change 198 $3K
Parallel Advisors, LLC 0.00% New 73 $1K
Beaird Harris Wealth Management, LLC 0.00% No change 3 $48

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