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Nuveen Taxable Municipal Income Fund
NBB

74 hedge funds and large institutions have $213M invested in Nuveen Taxable Municipal Income Fund in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 33 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 14

6% more capital invested

Capital invested by funds: $200M → $213M (+$12.4M)

3.74% more ownership

Funds ownership: 42.22% → 45.96% (+3.7%)

6% less funds holding

Funds holding: 79 → 74 (-5)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
74
Holders Change
-5
Holders Change %
-6.33%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
5
Increased
33
Reduced
14
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LSIA
LaSalle St. Investment Advisors
Illinois
+$9.56M
2
GP
Gridiron Partners
Pennsylvania
+$6.47M
3
Raymond James Financial
Raymond James Financial
Florida
+$2.59M
4
Morgan Stanley
Morgan Stanley
New York
+$1.22M
5
EBWM
Eagle Bluffs Wealth Management
Missouri
+$1.08M

Top Sellers

Rank Fund Capital Flow
1
MIA
MeadowBrook Investment Advisors
Michigan
-$4.2M
2
MSL
Mackay Shields LLC
New York
-$2.48M
3
Wells Fargo
Wells Fargo
California
-$1.44M
4
UBS Group
UBS Group
Switzerland
-$487K
5
OCM
Orleans Capital Management
Louisiana
-$267K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$685K -$17.1K -1,076 -2%
GC
27
Guggenheim Capital
Illinois
$675K +$165K +10,388 +33%
BPWM
28
BCS Private Wealth Management
New Jersey
$667K – – –
SWP
29
Sagespring Wealth Partners
Tennessee
$623K +$45.9K +2,891 +8%
IA
30
Intellus Advisors
Florida
$618K +$78.9K +4,973 +15%
ASN
31
Advisory Services Network
Georgia
$613K – – –
Kovitz Investment Group Partners
32
Kovitz Investment Group Partners
Illinois
$550K – – –
AC
33
Amitell Capital
Singapore
$507K – – –
FAG
34
Fortitude Advisory Group
Washington
$486K -$397 -25 -0.1%
CA
35
Cresta Advisors
Texas
$462K – – –
GKWIM
36
Gerber Kawasaki Wealth & Investment Management
California
$427K +$1.46K +92 +0.4%
HKAM
37
Horizon Kinetics Asset Management
New York
$423K -$793 -50 -0.2%
Osaic Holdings
38
Osaic Holdings
Arizona
$413K -$101K -6,338 -20%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$396K +$53.7K +3,386 +16%
OCM
40
Orleans Capital Management
Louisiana
$345K -$267K -16,800 -44%
HighTower Advisors
41
HighTower Advisors
Illinois
$339K +$777 +49 +0.2%
PVM
42
Palogic Value Management
Texas
$324K – – –
Stifel Financial
43
Stifel Financial
Missouri
$304K +$32K +2,016 +12%
CMMS
44
Comprehensive Money Management Services
Florida
$300K -$23.8K -1,500 -8%
FWM
45
Focused Wealth Management
New York
$297K +$1.52K +96 +0.5%
IWC
46
Integrated Wealth Concepts
Massachusetts
$296K +$3.4K +214 +1%
GP
47
Gridiron Partners
Pennsylvania
$292K +$6.47M +407,899 +2,266%
KPWS
48
Kestra Private Wealth Services
Texas
$288K +$21.5K +1,356 +8%
CIA
49
Concurrent Investment Advisors
Florida
$285K +$90.2K +5,685 +48%
NA
50
NewEdge Advisors
Louisiana
$260K +$15.2K +961 +6%
1
2
3 4

NBB Hedge Fund Activity: Q3 2025 in Review

74 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Nuveen Taxable Municipal Income Fund (NBB) for Q3 2025, worth a combined $213M — up 6.2% from $200M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of NBB and 5 opened new positions — a net loss of 5 holders — while 14 trimmed existing stakes and 33 added.

The largest buyer was LaSalle St. Investment Advisors, opening a new position worth an estimated $9.56M. The largest seller was MeadowBrook Investment Advisors, exiting entirely with an estimated $4.2M sold.

  • 74 institutional investors held Nuveen Taxable Municipal Income Fund (NBB) as of Q3 2025, down from 79 in Q2 2025.
  • Funds reported $213M of Nuveen Taxable Municipal Income Fund stock for Q3 2025, up 6.2% quarter-over-quarter.
  • 5 funds opened new Nuveen Taxable Municipal Income Fund positions in Q3 2025 and 10 closed out, a net change of -5 holders.
  • The largest Nuveen Taxable Municipal Income Fund buyer in Q3 2025 was LaSalle St. Investment Advisors, an estimated $9.56M added.
  • The largest Nuveen Taxable Municipal Income Fund seller in Q3 2025 was MeadowBrook Investment Advisors, an estimated $4.2M sold.

Based on aggregated 13F filings for Q3 2025.