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Nuveen Taxable Municipal Income Fund
NBB

77 hedge funds and large institutions have $194M invested in Nuveen Taxable Municipal Income Fund in 2024 Q3 according to their latest regulatory filings, with 11 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

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

3% more funds holding

Funds holding: 75 → 77 (+2)

0% less capital invested

Capital invested by funds: $194M → $194M (-$712K)

2.62% less ownership

Funds ownership: 42.64% → 40.02% (-2.6%)

Holders
77
Holders Change
+2
Holders Change %
+2.67%
% of All Funds
1.11%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
26
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.32M
2
IAIM
International Assets Investment Management
Florida
+$1.56M
3
OCM
Orleans Capital Management
Louisiana
+$868K
4
First Trust Advisors
First Trust Advisors
Illinois
+$672K
5
EBWM
Eagle Bluffs Wealth Management
Missouri
+$614K

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.98M
2
M&T Bank
M&T Bank
New York
-$4.22M
3
MSL
Mackay Shields LLC
New York
-$2.7M
4
LPL Financial
LPL Financial
California
-$1.23M
5
PAS
Park Avenue Securities
New York
-$1.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CT
76
Caldwell Trust
Florida
$4.85K – – –
BTI
77
Blue Trust Inc
Georgia
$2.33K +$2.45K +150 New
BHWM
78
Beaird Harris Wealth Management
Texas
$50 – – –
PAS
79
Park Avenue Securities
New York
– -$1.1M -71,235 Closed
LCM
80
Landscape Capital Management
New Jersey
– -$963K -62,079 Closed
WAM
81
Wolverine Asset Management
Illinois
– -$474K -30,563 Closed
Nomura Holdings
82
Nomura Holdings
Japan
– -$328K -21,179 Closed
ICMP
83
Integrated Capital Management (Pennsylvania)
Pennsylvania
– -$210K -13,567 Closed
OWA
84
Opal Wealth Advisors
New York
– -$106K -6,848 Closed
PFPT
85
Pinnacle Financial Partners (Tennessee)
Tennessee
– -$19.8K -1,291 Closed
HPC
86
HM Payson & Co
Maine
– -$16.3K -1,050 Closed
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