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Nuveen Taxable Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$19.2M +$910K +45,685 +5%
UBS Group
2
UBS Group
Switzerland
$18.7M +$1.55M +77,588 +9%
Bank of America
3
Bank of America
North Carolina
$15.7M -$1.1M -55,023 -7%
Morgan Stanley
4
Morgan Stanley
New York
$11.5M -$294K -14,737 -3%
TIM
5
Tortoise Investment Management
New York
$10.8M -$17.7M -886,260 -63%
Wells Fargo
6
Wells Fargo
California
$10.2M -$200K -10,036 -2%
LPL Financial
7
LPL Financial
California
$6.58M +$22.7K +1,138 +0.4%
PAIM
8
Punch & Associates Investment Management
Minnesota
$5.09M -$5.05M -253,446 -51%
Invesco
9
Invesco
Georgia
$4.83M -$836K -41,937 -15%
CBA
10
Coastal Bridge Advisors
Connecticut
$4.31M +$1.89M +95,019 +83%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$3.66M +$1.47M +73,773 +70%
HKAM
12
Horizon Kinetics Asset Management
New York
$3.36M +$3.26M +163,680 New
Stifel Financial
13
Stifel Financial
Missouri
$1.71M +$688K +34,535 +70%
RJA
14
Raymond James & Associates
Florida
$1.61M -$1.01M -50,858 -39%
FFA
15
First Foundation Advisors
California
$1.61M -$19.9K -997 -1%
Ameriprise
16
Ameriprise
Minnesota
$1.48M -$1.89M -94,813 -57%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.32M -$1.32M -66,343 -51%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$1.2M +$82.1K +4,119 +8%
FMTCOCP
19
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$936K
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$898K +$2.17K +109 +0.2%
UR
21
USCA RIA
Texas
$775K +$78.7K +3,950 +12%
OA
22
Oxbow Advisors
Texas
$726K -$7.32M -367,560 -91%
SWP
23
Stratos Wealth Partners
Ohio
$592K -$73.3K -3,676 -11%
DAS
24
Dynamic Advisor Solutions
Arizona
$496K +$438 +22 +0.1%
OIA
25
Optimum Investment Advisors
Illinois
$412K +$21.6K +1,083 +6%