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Nuveen Taxable Municipal Income Fund
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Overview Fund Activity

71 hedge funds and large institutions have $169M invested in Nuveen Taxable Municipal Income Fund in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 32 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
71
Holders Change
-4
Holders Change %
-5.33%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
32
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$18M
2
USCWA
2
U.S. Capital Wealth Advisors
Texas
$1.15M
3
Wells Fargo
3
Wells Fargo
California
$17.1M
4
RJA
4
Raymond James & Associates
Florida
$5.28M
5
CF
5
Clarity Financial
Texas
$411K

Top Sellers

1
GKWIM
1
Gerber Kawasaki Wealth & Investment Management
California
$37K
2
SIA
2
Sit Investment Associates
Minnesota
$1.92M
3
FFA
3
First Foundation Advisors
California
$248K
4
CBA
4
Coastal Bridge Advisors
Connecticut
$0
5
Bank of America
5
Bank of America
North Carolina
$12.1M
Name Market Value Shares Shares
Change 		Shares
Change %
GVAG
26
Great Valley Advisor Group
Delaware
$782K 34,136 +2,328 +7%
ASN
27
Advisory Services Network
Georgia
$773K 33,721 +2,561 +8%
WS
28
Wedbush Securities
California
$766K 33,445 +1,000 +3%
PIA
29
Powell Investment Advisors
Florida
$742K 32,227 – –
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$599K 26,159 +2,608 +11%
CG
31
Colony Group
Massachusetts
$526K 22,950 – –
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$500K 21,824 -20,686 -49%
BFS
33
Bickling Financial Services
Massachusetts
$495K 21,599 +6,197 +40%
CF
34
Clarity Financial
Texas
$411K 17,958 +17,958 New
VHAM
35
Van Hulzen Asset Management
California
$366K 15,956 +800 +5%
BFG
36
Barber Financial Group
Kansas
$347K 15,135 +175 +1%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$305K 13,293 -422 -3%
KWM
38
Kingsview Wealth Management
Oregon
$296K 12,923 +736 +6%
AWG
39
Altus Wealth Group
Colorado
$272K 11,880 +285 +2%
AWM
40
AE Wealth Management
Kansas
$264K 11,520 -300 -3%
CHJWM
41
Carlton Hofferkamp & Jenks Wealth Management
Texas
$252K 11,000 – –
FFA
42
First Foundation Advisors
California
$248K 10,825 -110,673 -91%
IWA
43
IBEX Wealth Advisors
New Jersey
$236K 10,321 +25 +0.2%
DC
44
Davenport & Co
Virginia
$233K 10,169 +420 +4%
WAM
45
Wolverine Asset Management
Illinois
$218K 9,523 +4,787 +101%
GLA
46
Good Life Advisors
Pennsylvania
$214K 9,330 – –
CA
47
Cetera Advisors
Colorado
$211K 9,229 -3,068 -25%
LWAC
48
Laurel Wealth Advisors (California)
California
$210K 9,147 – –
SPIA
49
Steward Partners Investment Advisory
New York
$172K 7,528 +2,200 +41%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$126K 5,517 +74 +1%
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