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Nuveen Taxable Municipal Income Fund
NBB

Overview Fund Activity

82 hedge funds and large institutions have $182M invested in Nuveen Taxable Municipal Income Fund in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 9 closing their positions.

Holders
82
Holders Change
-1
Holders Change %
-1.2%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
27
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$46.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.92M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$10.1M
4
EBWM
4
Eagle Bluffs Wealth Management
Missouri
$5.13M
5
Ameriprise
5
Ameriprise
Minnesota
$2.81M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$19.9M
2
GC
2
Guggenheim Capital
Illinois
$10.7M
3
SWP
3
Stratos Wealth Partners
Ohio
$4.14M
4
LPL Financial
4
LPL Financial
California
$1.71M
5
TW
5
Transform Wealth
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
51
Waverly Advisors
Alabama
$202K – – –
BAM
52
Bayshore Asset Management
Florida
$197K +$197K +12,835 New
WAM
53
Wolverine Asset Management
Illinois
$195K +$195K +12,749 New
OWA
54
Opal Wealth Advisors
New York
$194K +$194K +12,644 New
SP
55
Stonebrook Private
Michigan
$186K -$26K -1,696 -12%
VHAM
56
Van Hulzen Asset Management
California
$185K – – –
CF
57
Clarity Financial
Texas
$179K – – –
ICMP
58
Integrated Capital Management (Pennsylvania)
Pennsylvania
$174K +$11.5K +750 +7%
THWM
59
Taylor Hoffman Wealth Management
Virginia
$173K – – –
MAM
60
Mystic Asset Management
Rhode Island
$165K – – –
MFA
61
Mayflower Financial Advisors
Massachusetts
$161K – – –
OC
62
Oppenheimer & Co
New York
$154K +$154K +10,084 New
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$154K +$154K +10,021 New
FFA
64
Farther Finance Advisors
California
$103K -$10K -660 -9%
Comerica Bank
65
Comerica Bank
Texas
$84.5K +$214 +14 +0.3%
TIM
66
Tortoise Investment Management
New York
$60.9K – – –
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$54.7K – – –
PTC
68
Private Trust Company
Ohio
$42.9K – – –
NS
69
NBC Securities
Alabama
$23K – – –
PFP
70
Pinnacle Financial Partners
Tennessee
$19.8K – – –
HNB
71
Huntington National Bank
Ohio
$17.2K -$17.8K – –
PS
72
Principal Securities
Iowa
$17.2K – – –
SPIA
73
Steward Partners Investment Advisory
New York
$10.7K +$15 +1 +0.1%
GJIA
74
Glass Jacobson Investment Advisors
Maryland
$9.96K – – –
CA
75
CoreCap Advisors
Michigan
$9.19K +$9.19K +600 New
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