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Nuveen Taxable Municipal Income Fund
NBB

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1
Guggenheim Capital
Illinois
$15.4M – – –
UBS Group
2
UBS Group
Switzerland
$15.2M +$1.85M +85,978 +12%
Bank of America
3
Bank of America
North Carolina
$14.2M +$635K +29,463 +4%
Morgan Stanley
4
Morgan Stanley
New York
$11.6M -$3.24M -150,035 -20%
Wells Fargo
5
Wells Fargo
California
$10.1M -$1.3M -60,351 -10%
SIA
6
Sit Investment Associates
Minnesota
$8.51M -$3.48M -161,448 -27%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$6.53M +$2.37M +109,831 +48%
LPL Financial
8
LPL Financial
California
$6.19M -$75.5K -3,501 -1%
RJA
9
Raymond James & Associates
Florida
$5.35M +$2.71M +125,867 +82%
Invesco
10
Invesco
Georgia
$4.87M -$89.4K -4,144 -2%
FFA
11
First Foundation Advisors
California
$4.13M +$343K +15,897 +8%
HKAM
12
Horizon Kinetics Asset Management
New York
$2.71M -$646K -29,947 -17%
Truist Financial
13
Truist Financial
North Carolina
$2.35M -$133K -6,161 -5%
CBA
14
Coastal Bridge Advisors
Connecticut
$1.87M +$1.27M +58,712 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.71M -$22.2K -1,028 -1%
GVAG
16
Great Valley Advisor Group
Delaware
$1.55M +$1.34M +62,300 +332%
Ameriprise
17
Ameriprise
Minnesota
$1.46M +$921K +42,712 +128%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.2M +$27.2K +1,263 +2%
GCP
19
Gill Capital Partners
Colorado
$1.04M +$1.17M +54,388 New
UR
20
USCA RIA
Texas
$969K +$32.3K +1,500 +3%
FMTCOCP
21
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$873K – – –
Stifel Financial
22
Stifel Financial
Missouri
$796K +$87K +4,036 +11%
GKWIM
23
Gerber Kawasaki Wealth & Investment Management
California
$664K +$100K +4,654 +15%
PIA
24
Powell Investment Advisors
Florida
$625K – – –
SWP
25
Stratos Wealth Partners
Ohio
$622K +$53.9K +2,501 +8%
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