We are live on ! Find out more
NBB icon

Nuveen Taxable Municipal Income Fund

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: 12 (+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: 7577 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$58.6M -$76.9K -4,709 -0.1%
Morgan Stanley
2
Morgan Stanley
New York
$27.3M +$3.32M +203,037 +14%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$12.3M +$600K +36,723 +5%
UBS Group
4
UBS Group
Switzerland
$10.2M +$60.6K +3,712 +0.6%
Osaic Holdings
5
Osaic Holdings
Arizona
$9.53M +$142K +8,679 +2%
M&T Bank
6
M&T Bank
New York
$9.49M -$4.22M -258,655 -31%
Bank of America
7
Bank of America
North Carolina
$8.3M +$178K +10,874 +2%
Wells Fargo
8
Wells Fargo
California
$8.17M +$84K +5,142 +1%
EBWM
9
Eagle Bluffs Wealth Management
Missouri
$7.51M +$614K +37,626 +9%
Invesco
10
Invesco
Georgia
$4.83M -$873K -53,451 -16%
Ameriprise
11
Ameriprise
Minnesota
$3.37M +$486K +29,780 +17%
MSL
12
Mackay Shields LLC
New York
$2.74M -$2.7M -165,374 -50%
RJA
13
Raymond James & Associates
Florida
$2.66M -$60.4K -3,696 -2%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$2.47M +$46.6K +2,852 +2%
GA
15
GraniteShares Advisors
New York
$2.42M +$386K +23,653 +19%
GCP
16
Gill Capital Partners
Colorado
$1.9M +$196 +12 +0%
LPL Financial
17
LPL Financial
California
$1.85M -$1.23M -75,309 -40%
SWP
18
Stratos Wealth Partners
Ohio
$1.62M +$56K +3,428 +4%
WS
19
Wedbush Securities
California
$1.45M -$57K -3,490 -4%
Truist Financial
20
Truist Financial
North Carolina
$1.32M -$49.6K -3,040 -4%
RJT
21
Raymond James Trust
Florida
$985K
BGAI
22
Bruce G. Allen Investments
Colorado
$888K +$12K +736 +1%
OCM
23
Orleans Capital Management
Louisiana
$883K +$868K +53,150 New
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$868K +$243K +14,894 +40%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$751K +$3.82K +234 +0.5%