Nuveen Taxable MunicipalNBB

13F holders, Q3 2025 (September 30)
74holders −5
4new positions
10sold out
$15.74avg. 13F price*

At the end of Q3 2025, 74 institutions reported holding Nuveen Taxable Municipal Inc. (NBB) in their 13F filings, down 5 from Q2 2025. 4 opened new positions and 10 sold out. The largest holders were Sit Investment Associates Inc. ($60.9M), Morgan Stanley ($32.8M) and Raymond James Financial Inc. ($19.5M).

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 2025 → Q3 2025

InstitutionsTotal Value
New Positions4$10.1M
Exits10$7.6M

All 13F filers, Q2 2025 → Q3 2025: 1,475,594 shares bought and 420,296 shares sold, net +1,055,298 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 74 holders

Sit Investment Associates Inc. 1.24% Add +0.2% 3,755,173 $60.9M
Morgan Stanley 0.00% Add +4.0% 2,021,498 $32.8M
Raymond James Financial Inc. 0.01% Add +15.7% 1,201,681 $19.5M
Eagle Bluffs Wealth Management LLC 5.74% Add +9.2% 815,129 $13.3M
UBS Group AG 0.00% Reduce -4.4% 667,017 $10.8M
LaSalle St. Investment Advisors, LLC 1.75% New 602,576 $9.8M
M&T Bank Corp 0.03% Add +4.5% 535,240 $8.7M
Wells Fargo & Company 0.00% Reduce -15.1% 511,517 $8.3M
Bank of America Corp. 0.00% Add +4.3% 500,160 $8.1M
Invesco Ltd. 0.00% Add +2.3% 306,109 $5.0M
Ameriprise Financial Inc. 0.00% Add +3.0% 299,890 $4.9M
LPL Financial LLC 0.00% Add +11.3% 179,624 $2.9M
Baird Financial Group, Inc. 0.00% Add +1.4% 155,701 $2.5M
Broyhill Asset Management, LLC 1.41% Reduce -4.8% 98,937 $1.6M
Gill Capital Partners, LLC 0.42% Reduce -16.2% 84,272 $1.4M
Truist Financial Corp. 0.00% Reduce -2.2% 68,880 $1.1M
StoneX Group Inc. 0.05% Add +2.1% 66,332 $1.1M
First Trust Advisors LP 0.00% Add +13.5% 61,354 $995K
Bruce G. Allen Investments, LLC 0.66% Add +1.7% 56,765 $921K
Wedbush Securities Inc. 0.03% Reduce -9.5% 56,425 $915K
Riverbridge Partners LLC 0.01% Add +1.4% 52,452 $851K
Cetera Investment Advisers 0.00% Add +5.1% 52,076 $845K
Stratos Wealth Partners, LTD. 0.01% Add +6.0% 48,970 $794K
Noble Wealth Management PBC 0.38% — 44,090 $715K
Envestnet Asset Management Inc. 0.00% Add +3.2% 43,104 $699K
Commonwealth Equity Services, LLC 0.00% Reduce -2.5% 42,243 $685K
Guggenheim Capital LLC 0.01% Add +33.3% 41,608 $675K
BCS Private Wealth Management, Inc. 0.24% No change 40,855 $667K
Sagespring Wealth Partners, LLC 0.01% Add +8.1% 38,398 $623K
Intellus Advisors LLC 0.08% Add +15.0% 38,100 $618K
Advisory Services Network, LLC 0.01% No change 37,800 $613K
NorthCoast Asset Management LLC 0.00% No change 33,690 $550K
Amitell Capital Pte Ltd 0.38% No change 31,270 $507K
Fortitude Advisory Group L.L.C. 0.26% Reduce -0.1% 29,968 $486K
Cresta Advisors, Ltd. 0.21% No change 28,463 $462K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +0.3% 26,307 $427K
Horizon Kinetics Asset Management LLC 0.01% Reduce -0.2% 26,080 $423K
Osaic Holdings, Inc. 0.00% Reduce -19.8% 25,744 $413K
Royal Bank of Canada 0.00% Add +16.1% 24,444 $396K
Orleans Capital Management Corp. 0.22% Reduce -44.1% 21,300 $345K
HighTower Advisors, LLC 0.00% Add +0.2% 20,871 $339K
Palogic Value Management, L.P. 0.14% No change 20,000 $324K
Stifel Financial Corp. 0.00% Add +12.1% 18,717 $304K
Comprehensive Money Management Services LLC 0.21% Reduce -7.5% 18,465 $300K
Focused Wealth Management, Inc 0.03% Add +0.5% 18,310 $297K
Integrated Wealth Concepts LLC 0.00% Add +1.2% 18,228 $296K
Gridiron Partners, LLC 0.17% Add +2266.1% 425,899 $292K
Kestra Private Wealth Services, LLC 0.00% Add +8.3% 17,779 $288K
Concurrent Investment Advisors, LLC 0.00% Add +47.9% 17,547 $285K
NewEdge Advisors, LLC 0.00% Add +6.4% 16,050 $260K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -3.1% 15,594 $253K
Kuhn & Co Investment Counsel 0.19% No change 14,512 $235K
Delta Financial Advisors LLC 0.06% New 13,800 $224K
Caitlin John, LLC 0.14% Add +3.2% 12,050 $195K
Captrust Financial Advisors 0.00% Reduce -1.7% 11,700 $190K
Van Hulzen Asset Management, LLC 0.01% No change 11,696 $190K
Taylor Hoffman Capital Management LLC 0.06% No change 11,284 $183K
Great Valley Advisor Group, Inc. 0.00% Add +9.9% 11,050 $179K
Mystic Asset Management, Inc. 0.04% No change 10,750 $174K
Mayflower Financial Advisors, LLC 0.02% No change 10,500 $170K
Comerica Bank 0.00% Add +0.9% 5,205 $84K
Rockefeller Capital Management L.P. 0.00% New 4,580 $74K
Northwestern Mutual Wealth Management Co. 0.00% No change 3,573 $58K
Private Trust Co. NA 0.00% No change 2,800 $45K
Lanark Financial, Inc. 0.00% No change 1,551 $25K
Principal Securities, Inc. 0.00% No change 1,120 $18K
FNY Investment Advisers, LLC 0.01% No change 1,000 $16K
Global Wealth Strategies & Associates 0.00% New 717 $12K
Steward Partners Investment Advisory, LLC 0.00% No change 700 $11K
CoreCap Advisors, LLC 0.00% No change 600 $10K
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
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.