Nuveen Taxable MunicipalNBB

13F holders, Q1 2026 (March 31)
78holders +7
8new positions
1sold out
$15.67avg. 13F price*

At the end of Q1 2026, 78 institutions reported holding Nuveen Taxable Municipal Inc. (NBB) in their 13F filings, up 7 from Q4 2025. 8 opened new positions and 1 sold out. The largest holders were Sit Investment Associates Inc. ($59.4M), Morgan Stanley ($35.0M) and Raymond James Financial Inc. ($20.3M).

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions8$1.1M
Exits1$1.0M

All 13F filers, Q4 2025 → Q1 2026: 593,115 shares bought and 303,676 shares sold, net +289,439 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 78 holders

Sit Investment Associates Inc. 1.21% Reduce -1.0% 3,793,715 $59.4M
Morgan Stanley 0.00% Add +8.4% 2,234,199 $35.0M
Raymond James Financial Inc. 0.01% Add +6.3% 1,295,417 $20.3M
Eagle Bluffs Wealth Management LLC 5.47% Add +6.6% 891,543 $14.0M
UBS Group AG 0.00% Add +6.3% 678,848 $10.6M
LaSalle St. Investment Advisors, LLC 1.33% Add +1.3% 604,163 $9.5M
Bank of America Corp. 0.00% Add +3.1% 553,752 $8.7M
M&T Bank Corp 0.02% Add +1.8% 401,131 $6.3M
Wells Fargo & Company 0.00% Reduce -2.3% 364,608 $5.7M
Invesco Ltd. 0.00% Reduce -2.6% 282,431 $4.4M
LPL Financial LLC 0.00% Add +41.0% 222,959 $3.5M
Baird Financial Group, Inc. 0.00% Add +1.7% 156,948 $2.5M
Riverbridge Partners LLC 0.05% Add +4.5% 140,892 $2.2M
Ameriprise Financial Inc. 0.00% Reduce -55.0% 138,021 $2.2M
Gill Capital Partners, LLC 0.33% Reduce -1.7% 73,477 $1.2M
First Trust Advisors LP 0.00% Add +10.5% 71,416 $1.1M
Truist Financial Corp. 0.00% Reduce -5.8% 64,656 $1.0M
Bruce G. Allen Investments, LLC 0.61% Add +2.1% 59,091 $925K
Wedbush Securities Inc. 0.03% Add +1.0% 55,217 $865K
Guggenheim Capital LLC 0.01% Add +29.1% 52,962 $829K
Cetera Investment Advisers 0.00% Add +0.1% 52,176 $817K
Noble Wealth Management PBC 0.41% Add +17.5% 50,670 $793K
Envestnet Asset Management Inc. 0.00% Add +6.7% 46,832 $733K
Stratos Wealth Partners, LTD. 0.01% Reduce -4.9% 45,945 $720K
Intellus Advisors LLC 0.09% Add +0.4% 41,949 $657K
Commonwealth Equity Services, LLC 0.00% Reduce -2.1% 41,566 $651K
Royal Bank of Canada 0.00% Add +69.1% 41,391 $648K
Sagespring Wealth Partners, LLC 0.01% Add +18.6% 38,628 $605K
Advisory Services Network, LLC 0.01% No change 38,550 $604K
Focus Partners Wealth 0.00% No change 33,690 $531K
Fortitude Advisory Group L.L.C. 0.21% No change 29,968 $469K
Cresta Advisors, Ltd. 0.18% No change 28,463 $446K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +0.2% 27,492 $431K
BCS Private Wealth Management, Inc. 0.13% No change 26,625 $420K
Stifel Financial Corp. 0.00% Add +38.8% 25,773 $404K
Horizon Kinetics Asset Management LLC 0.00% Reduce -0.6% 24,840 $389K
Osaic Holdings, Inc. 0.00% Reduce -5.3% 21,844 $342K
Orleans Capital Management Corp. 0.21% No change 20,300 $318K
NewEdge Advisors, LLC 0.00% Add +17.6% 20,271 $317K
Integrity Wealth Partners, LLC 0.28% — 20,124 $315K
Palogic Value Management, L.P. 0.14% No change 20,000 $313K
Susquehanna International Group, LLP 0.00% Add +43.9% 19,820 $310K
HighTower Advisors, LLC 0.00% Reduce -2.5% 19,244 $301K
Calamos Advisors LLC 0.00% New 18,879 $296K
Mgo One Seven LLC 0.01% New 18,668 $292K
Focused Wealth Management, Inc 0.03% Add +0.4% 18,504 $290K
Comprehensive Money Management Services LLC 0.19% No change 18,465 $289K
Integrated Wealth Concepts LLC 0.00% New 18,437 $289K
Concurrent Investment Advisors, LLC 0.00% Add +4.3% 18,296 $287K
Mayflower Financial Advisors, LLC 0.03% No change 16,594 $260K
U.S. Capital Wealth Advisors, LLC 0.01% No change 15,594 $244K
Gridiron Partners, LLC 0.15% Reduce -14.7% 15,370 $241K
Kuhn & Co Investment Counsel 0.15% No change 14,512 $227K
Kestra Private Wealth Services, LLC 0.00% Reduce -11.0% 14,305 $224K
Captrust Financial Advisors 0.00% No change 11,700 $183K
Van Hulzen Asset Management, LLC 0.01% No change 11,605 $182K
Delta Financial Advisors LLC 0.05% Reduce -1.7% 11,600 $182K
Taylor Hoffman Capital Management LLC 0.05% No change 11,284 $177K
Great Valley Advisor Group, Inc. 0.00% No change 11,050 $173K
Mystic Asset Management, Inc. 0.04% No change 10,750 $168K
Caitlin John, LLC 0.10% Reduce -11.8% 10,663 $167K
Maimon Wealth Management LTD. 0.13% No change 10,000 $153K
Opal Wealth Advisors, LLC 0.03% New 7,429 $116K
Fifth Third Bancorp 0.00% New 5,228 $82K
International Assets Investment Management, LLC 0.01% No change 5,150 $81K
Rockefeller Capital Management L.P. 0.00% Add +0.1% 4,912 $77K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -25.1% 3,573 $56K
Private Trust Co. NA 0.00% No change 2,800 $44K
Lanark Financial, Inc. 0.00% No change 1,551 $24K
FNY Investment Advisers, LLC 0.01% New 1,000 $15K
Steward Partners Investment Advisory, LLC 0.00% No change 700 $11K
Wolverine Asset Management LLC 0.00% New 653 $10K
Jones Financial Companies LLLP 0.00% New 633 $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
Global Wealth Strategies & Associates 0.00% No change 5 $80
Beaird Harris Wealth Management, LLC 0.00% No change 3 $47

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