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Nuveen Taxable Municipal Income Fund
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Overview Fund Activity

76 hedge funds and large institutions have $147M invested in Nuveen Taxable Municipal Income Fund in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 6 closing their positions.

Holders
76
Holders Change
+1
Holders Change %
+1.33%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
19
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$27.7M
2
M&T Bank
2
M&T Bank
New York
$9.04M
3
SWP
3
Stratos Wealth Partners
Ohio
$5.01M
4
Invesco
4
Invesco
Georgia
$5.15M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$8.06M

Top Sellers

1
BI
1
Bramshill Investments
Florida
$157K
2
UBS Group
2
UBS Group
Switzerland
$8.29M
3
RJA
3
Raymond James & Associates
Florida
$2.65M
4
Morgan Stanley
4
Morgan Stanley
New York
$23.5M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HKAM
26
Horizon Kinetics Asset Management
New York
$416K 28,620 -229 -0.8%
CA
27
Cresta Advisors
Texas
$414K 28,463 – –
CF
28
Clarity Financial
Texas
$412K 28,369 – –
SFS
29
Shaker Financial Services
Virginia
$391K 26,805 -8,113 -23%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$376K 25,868 -937 -3%
GVAG
31
Great Valley Advisor Group
Delaware
$320K 22,023 – –
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$314K 21,613 -724 -3%
AWS
33
Atria Wealth Solutions
New York
$302K 20,690 -2,766 -12%
FAG
34
Fortitude Advisory Group
Washington
$302K 20,755 -1,340 -6%
CAN
35
Cetera Advisor Networks
California
$297K 20,468 -56 -0.3%
RP
36
Riverbridge Partners
Minnesota
$288K 19,806 +3,907 +25%
TW
37
Transform Wealth
Colorado
$286K 19,595 +19,595 New
IWC
38
Integrated Wealth Concepts
Massachusetts
$262K 18,044 -2,926 -14%
GKWIM
39
Gerber Kawasaki Wealth & Investment Management
California
$249K 17,161 +1,471 +9%
THWM
40
Taylor Hoffman Wealth Management
Virginia
$240K 16,534 – –
VHAM
41
Van Hulzen Asset Management
California
$239K 16,472 -4,659 -22%
LCM
42
Landscape Capital Management
New Jersey
$236K 16,212 -4,071 -20%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$231K 15,919 -133 -0.8%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$222K 15,288 -5,733 -27%
FFA
45
Farther Finance Advisors
California
$203K 14,000 +197 +1%
WA
46
Waverly Advisors
Alabama
$192K 13,185 – –
OWA
47
Opal Wealth Advisors
New York
$190K 13,043 – –
PVM
48
Palogic Value Management
Texas
$174K 12,000 – –
CWP
49
Cyndeo Wealth Partners
Florida
$161K 11,083 – –
CHJWM
50
Carlton Hofferkamp & Jenks Wealth Management
Texas
$159K 11,500 – –
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