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Nuveen Taxable Municipal Income Fund
NBB

79 hedge funds and large institutions have $200M invested in Nuveen Taxable Municipal Income Fund in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

44% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 18

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

3% less capital invested

Capital invested by funds: $207M → $200M (-$7.11M)

1.78% less ownership

Funds ownership: 44% → 42.22% (-1.8%)

2% less funds holding

Funds holding: 81 → 79 (-2)

Holders
79
Holders Change
-2
Holders Change %
-2.47%
% of All Funds
1.04%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
26
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$3.65M
2
Morgan Stanley
Morgan Stanley
New York
+$1.64M
3
Raymond James Financial
Raymond James Financial
Florida
+$610K
4
SWP
Sagespring Wealth Partners
Tennessee
+$549K
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$521K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$7.02M
2
LSIA
LaSalle St. Investment Advisors
Illinois
-$5.57M
3
SIA
Sit Investment Associates
Minnesota
-$1.75M
4
Calamos Advisors
Calamos Advisors
Illinois
-$512K
5
AWS
Atria Wealth Solutions
New York
-$457K
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
51
NewEdge Advisors
Louisiana
$239K +$38K +2,460 +19%
KCIC
52
Kuhn & Co Investment Counsel
Illinois
$230K – – –
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$190K +$186K +12,022 New
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$188K +$3.09K +200 +2%
CIA
55
Concurrent Investment Advisors
Florida
$188K – – –
VHAM
56
Van Hulzen Asset Management
California
$185K – – –
CJ
57
Caitlin John
Michigan
$185K -$7.31K -473 -4%
THCM
58
Taylor Hoffman Capital Management
Virginia
$179K – – –
SA
59
Sanctuary Advisors
Indiana
$173K +$169K +10,943 New
MAM
60
Mystic Asset Management
Rhode Island
$170K – – –
MFA
61
Mayflower Financial Advisors
Massachusetts
$166K – – –
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$160K – – –
GVAG
63
Great Valley Advisor Group
Delaware
$159K -$104K -6,750 -40%
OWA
64
Opal Wealth Advisors
New York
$118K – – –
Comerica Bank
65
Comerica Bank
Texas
$81.6K +$664 +43 +0.8%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$56.5K – – –
PTC
67
Private Trust Company
Ohio
$44.3K – – –
EC
68
Elequin Capital
New York
$32.4K +$31.7K +2,050 New
NS
69
NBC Securities
Alabama
$24K – – –
EWM
70
Evolution Wealth Management
Florida
$21.1K +$20.6K +1,332 New
HNB
71
Huntington National Bank
Ohio
$17.8K – – –
PS
72
Principal Securities
Iowa
$17.7K – – –
FIA
73
FNY Investment Advisers
New York
$15K – – –
SPIA
74
Steward Partners Investment Advisory
New York
$11.1K – – –
CA
75
CoreCap Advisors
Michigan
$9.49K – – –
1 2
3
4

NBB Hedge Fund Activity: Q2 2025 in Review

79 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Nuveen Taxable Municipal Income Fund (NBB) for Q2 2025, worth a combined $200M — down 3.4% from $207M a quarter earlier.

Fund positioning in NBB was balanced in Q2 2025: 8 funds opened new positions, 8 closed out, 26 added to existing stakes and 18 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.65M. The largest seller was Osaic Holdings, cutting an estimated $7.02M.

  • 79 institutional investors held Nuveen Taxable Municipal Income Fund (NBB) as of Q2 2025, down from 81 in Q1 2025.
  • Funds reported $200M of Nuveen Taxable Municipal Income Fund stock for Q2 2025, down 3.4% quarter-over-quarter.
  • 8 funds opened new Nuveen Taxable Municipal Income Fund positions in Q2 2025 and 8 closed out, a net change of 0 holders.
  • The largest Nuveen Taxable Municipal Income Fund buyer in Q2 2025 was Wells Fargo, an estimated $3.65M added.
  • The largest Nuveen Taxable Municipal Income Fund seller in Q2 2025 was Osaic Holdings, an estimated $7.02M sold.

Based on aggregated 13F filings for Q2 2025.