We are live on ! Find out more
NBB icon

Nuveen Taxable Municipal Income Fund
NBB

78 hedge funds and large institutions have $204M invested in Nuveen Taxable Municipal Income Fund in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

53% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 17

10% more funds holding

Funds holding: 71 → 78 (+7)

0.52% more ownership

Funds ownership: 43.81% → 44.33% (+0.52%)

0% more capital invested

Capital invested by funds: $203M → $204M (+$683K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
78
Holders Change
+7
Holders Change %
+9.86%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
26
Reduced
17
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.76M
2
Raymond James Financial
Raymond James Financial
Florida
+$1.22M
3
LPL Financial
LPL Financial
California
+$1.03M
4
EBWM
Eagle Bluffs Wealth Management
Missouri
+$876K
5
UBS Group
UBS Group
Switzerland
+$641K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$2.68M
2
M&T Bank
M&T Bank
New York
-$2.29M
3
SG
StoneX Group
New York
-$1.01M
4
SIA
Sit Investment Associates
Minnesota
-$599K
5
Wells Fargo
Wells Fargo
California
-$133K
Name Holding Trade Value Shares
Change 		Change in
Stake
USCWA
51
U.S. Capital Wealth Advisors
Texas
$244K – – –
GP
52
Gridiron Partners
Pennsylvania
$241K -$42K -2,645 -15%
KCIC
53
Kuhn & Co Investment Counsel
Illinois
$227K – – –
KPWS
54
Kestra Private Wealth Services
Texas
$224K -$28.2K -1,776 -11%
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$183K – – –
VHAM
56
Van Hulzen Asset Management
California
$182K – – –
DFA
57
Delta Financial Advisors
Louisiana
$182K -$3.18K -200 -2%
THCM
58
Taylor Hoffman Capital Management
Virginia
$177K – – –
GVAG
59
Great Valley Advisor Group
Delaware
$173K – – –
MAM
60
Mystic Asset Management
Rhode Island
$168K – – –
CJ
61
Caitlin John
Michigan
$167K -$22.6K -1,423 -12%
MWM
62
Maimon Wealth Management
Israel
$153K – – –
OWA
63
Opal Wealth Advisors
New York
$116K +$118K +7,429 New
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$81.9K +$83.1K +5,228 New
IAIM
65
International Assets Investment Management
Florida
$80.9K – – –
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$76.9K +$64 +4 +0.1%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$56K -$19.1K -1,200 -25%
PTC
68
Private Trust Company
Ohio
$43.8K – – –
NS
69
NBC Securities
Alabama
$24.3K – – –
FIA
70
FNY Investment Advisers
New York
$15K +$15.9K +1,000 New
SPIA
71
Steward Partners Investment Advisory
New York
$11K – – –
WAM
72
Wolverine Asset Management
Illinois
$10.2K +$10.4K +653 New
Jones Financial Companies
73
Jones Financial Companies
Missouri
$9.61K +$10.1K +633 New
HI
74
Harbour Investments
Wisconsin
$7.83K – – –
CT
75
Caldwell Trust
Florida
$4.57K – – –
1 2
3
4

NBB Hedge Fund Activity: Q1 2026 in Review

78 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Nuveen Taxable Municipal Income Fund (NBB) for Q1 2026, worth a combined $204M — up 0.34% from $203M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NBB positions and 1 closed out — a net gain of 8 holders — while 26 added to existing stakes and 17 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.76M. The largest seller was Ameriprise, cutting an estimated $2.68M.

  • 78 institutional investors held Nuveen Taxable Municipal Income Fund (NBB) as of Q1 2026, up from 71 in Q4 2025.
  • Funds reported $204M of Nuveen Taxable Municipal Income Fund stock for Q1 2026, up 0.34% quarter-over-quarter.
  • 9 funds opened new Nuveen Taxable Municipal Income Fund positions in Q1 2026 and 1 closed out, a net change of +8 holders.
  • The largest Nuveen Taxable Municipal Income Fund buyer in Q1 2026 was Morgan Stanley, an estimated $2.76M added.
  • The largest Nuveen Taxable Municipal Income Fund seller in Q1 2026 was Ameriprise, an estimated $2.68M sold.

Based on aggregated 13F filings for Q1 2026.