Nuveen Taxable MunicipalNBB

13F holders, Q4 2025 (December 31)
71holders −3
3new positions
7sold out
$15.80avg. 13F price*

At the end of Q4 2025, 71 institutions reported holding Nuveen Taxable Municipal Inc. (NBB) in their 13F filings, down 3 from Q3 2025. 3 opened new positions and 7 sold out. The largest holders were Sit Investment Associates Inc. ($60.5M), Morgan Stanley ($32.6M) and Raymond James Financial Inc. ($19.3M).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions3$831K
Exits7$3.0M

All 13F filers, Q3 2025 → Q4 2025: 351,978 shares bought and 992,679 shares sold, net −640,701 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 71 holders

Sit Investment Associates Inc. 1.19% Add +2.0% 3,831,416 $60.5M
Morgan Stanley 0.00% Add +1.9% 2,060,349 $32.6M
Raymond James Financial Inc. 0.01% Add +1.4% 1,218,860 $19.3M
Eagle Bluffs Wealth Management LLC 5.36% Add +2.6% 836,438 $13.2M
UBS Group AG 0.00% Reduce -4.3% 638,494 $10.1M
LaSalle St. Investment Advisors, LLC 1.52% Reduce -1.0% 596,583 $9.4M
Bank of America Corp. 0.00% Add +7.4% 536,985 $8.5M
M&T Bank Corp 0.02% Reduce -26.4% 394,002 $6.2M
Wells Fargo & Company 0.00% Reduce -27.1% 373,003 $5.9M
Ameriprise Financial Inc. 0.00% Add +2.2% 306,444 $4.8M
Invesco Ltd. 0.00% Reduce -5.3% 289,952 $4.6M
LPL Financial LLC 0.00% Reduce -12.0% 158,108 $2.5M
Baird Financial Group, Inc. 0.00% Reduce -0.9% 154,343 $2.4M
Riverbridge Partners LLC 0.04% Add +157.1% 134,845 $2.1M
Gill Capital Partners, LLC 0.36% Reduce -11.3% 74,740 $1.2M
Truist Financial Corp. 0.00% Reduce -0.3% 68,656 $1.1M
First Trust Advisors LP 0.00% Add +5.3% 64,638 $1.0M
StoneX Group Inc. 0.04% Reduce -3.5% 64,014 $1.0M
Bruce G. Allen Investments, LLC 0.62% Add +1.9% 57,867 $914K
Wedbush Securities Inc. 0.03% Reduce -3.1% 54,664 $864K
Cetera Investment Advisers 0.00% Add +0.1% 52,141 $824K
Stratos Wealth Partners, LTD. 0.01% Reduce -1.3% 48,320 $763K
Envestnet Asset Management Inc. 0.00% Add +1.8% 43,891 $693K
Noble Wealth Management PBC 0.34% Reduce -2.2% 43,120 $681K
Commonwealth Equity Services, LLC 0.00% Add +0.5% 42,442 $671K
Intellus Advisors LLC 0.09% Add +9.7% 41,778 $660K
Guggenheim Capital LLC 0.00% Reduce -1.4% 41,014 $648K
Advisory Services Network, LLC 0.01% Add +2.0% 38,550 $609K
Focus Partners Wealth 0.00% New 33,690 $532K
Sagespring Wealth Partners, LLC 0.01% Reduce -15.2% 32,575 $515K
Fortitude Advisory Group L.L.C. 0.20% No change 29,968 $473K
Cresta Advisors, Ltd. 0.19% No change 28,463 $450K
Gerber Kawasaki Wealth & Investment Management 0.02% Add +4.3% 27,429 $433K
BCS Private Wealth Management, Inc. 0.14% Reduce -34.8% 26,625 $421K
Horizon Kinetics Asset Management LLC 0.01% Reduce -4.2% 24,993 $395K
Royal Bank of Canada 0.00% Add +0.1% 24,472 $387K
Osaic Holdings, Inc. 0.00% Reduce -10.4% 23,064 $364K
Orleans Capital Management Corp. 0.20% Reduce -4.7% 20,300 $321K
Palogic Value Management, L.P. 0.14% No change 20,000 $316K
HighTower Advisors, LLC 0.00% Reduce -5.4% 19,735 $312K
Stifel Financial Corp. 0.00% Reduce -0.8% 18,572 $293K
Comprehensive Money Management Services LLC 0.20% No change 18,465 $292K
Focused Wealth Management, Inc 0.03% Add +0.7% 18,438 $291K
Gridiron Partners, LLC 0.16% Reduce -95.8% 18,015 $285K
Concurrent Investment Advisors, LLC 0.00% No change 17,547 $277K
NewEdge Advisors, LLC 0.00% Add +7.3% 17,230 $272K
Mayflower Financial Advisors, LLC 0.03% Add +58.0% 16,594 $262K
Kestra Private Wealth Services, LLC 0.00% Reduce -9.6% 16,081 $254K
U.S. Capital Wealth Advisors, LLC 0.01% No change 15,594 $246K
Kuhn & Co Investment Counsel 0.15% No change 14,512 $229K
Susquehanna International Group, LLP 0.00% New 13,773 $218K
Caitlin John, LLC 0.13% Add +0.3% 12,086 $191K
Delta Financial Advisors LLC 0.05% Reduce -14.5% 11,800 $186K
Captrust Financial Advisors 0.00% No change 11,700 $185K
Van Hulzen Asset Management, LLC 0.01% Reduce -0.8% 11,605 $183K
Taylor Hoffman Capital Management LLC 0.05% No change 11,284 $178K
Great Valley Advisor Group, Inc. 0.00% No change 11,050 $175K
Mystic Asset Management, Inc. 0.04% No change 10,750 $170K
Maimon Wealth Management LTD. 0.15% — 10,000 $158K
Comerica Bank 0.00% Add +0.6% 5,235 $83K
International Assets Investment Management, LLC 0.01% New 5,150 $81K
Rockefeller Capital Management L.P. 0.00% Add +7.2% 4,908 $78K
Northwestern Mutual Wealth Management Co. 0.00% Add +33.6% 4,773 $75K
Private Trust Co. NA 0.00% No change 2,800 $44K
Lanark Financial, Inc. 0.00% No change 1,551 $25K
Steward Partners Investment Advisory, LLC 0.00% No change 700 $11K
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
Global Wealth Strategies & Associates 0.00% Reduce -99.3% 5 $80
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.