Nuveen Taxable Municipal Income Fund - NBB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | History | Added to | 3,831,416 | 60,536 | 74.23% | 1.24% | 1 | +76,243 | 2.03% | Q4 2025 | Feb 25, 2026 |
| MORGAN STANLEY | History | Added to | 2,060,349 | 32,553 | 0.0% | 0.0% | 2 | +38,851 | 1.92% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,218,860 | 19,258 | 0.01% | 0.01% | 3 | +17,179 | 1.43% | Q4 2025 | Feb 18, 2026 |
| Eagle Bluffs Wealth Management LLC | History | Added to | 836,438 | 13,215 | 5.36% | 5.74% | 4 | +21,309 | 2.61% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 638,494 | 10,088 | 0.0% | 0.0% | 5 | -28,523 | -4.28% | Q4 2025 | Jan 29, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 596,583 | 9,426 | 1.52% | 1.75% | 6 | -5,993 | -0.99% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 536,985 | 8,484 | 0.0% | 0.0% | 7 | +36,825 | 7.36% | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | Reduced | 394,002 | 6,224 | 0.02% | 0.03% | 8 | -141,238 | -26.39% | Q4 2025 | Jan 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 373,003 | 5,893 | 0.0% | 0.0% | 9 | -138,514 | -27.08% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 306,444 | 4,841 | 0.0% | 0.0% | 10 | +6,554 | 2.19% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 289,952 | 4,581 | 0.0% | 0.0% | 11 | -16,157 | -5.28% | Q4 2025 | Feb 19, 2026 |
| LPL Financial LLC | History | Reduced | 158,108 | 2,498 | 0.0% | 0.0% | 12 | -21,516 | -11.98% | Q4 2025 | Feb 11, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 154,343 | 2,438 | 0.0% | 0.0% | 13 | -1,358 | -0.87% | Q4 2025 | Feb 13, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Added to | 134,845 | 2,130 | 0.04% | 0.01% | 14 | +82,393 | 157.08% | Q4 2025 | Jan 13, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 74,740 | 1,180 | 0.36% | 0.42% | 15 | -9,532 | -11.31% | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 68,656 | 1,084 | 0.0% | 0.0% | 16 | -224 | -0.33% | Q4 2025 | Feb 02, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 64,638 | 1,021 | 0.0% | 0.0% | 17 | +3,284 | 5.35% | Q4 2025 | Feb 13, 2026 |
| StoneX Group Inc. | History | Reduced | 64,014 | 1,011 | 0.04% | 0.05% | 18 | -2,318 | -3.49% | Q4 2025 | Feb 12, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 57,867 | 914 | 0.62% | 0.66% | 19 | +1,102 | 1.94% | Q4 2025 | Feb 10, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 54,664 | 864 | 0.03% | 0.03% | 20 | -1,761 | -3.12% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Added to | 52,141 | 823 | 0.0% | 0.0% | 21 | +65 | 0.12% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 48,320 | 763 | 0.01% | 0.01% | 22 | -650 | -1.33% | Q4 2025 | Jan 20, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 43,891 | 693 | 0.0% | 0.0% | 23 | +787 | 1.83% | Q4 2025 | Feb 10, 2026 |
| Noble Wealth Management PBC | History | Reduced | 43,120 | 681 | 0.34% | 0.38% | 24 | -970 | -2.2% | Q4 2025 | Jan 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 42,442 | 670 | 0.0% | 0.0% | 25 | +199 | 0.47% | Q4 2025 | Feb 12, 2026 |
| Intellus Advisors LLC | History | Added to | 41,778 | 660 | 0.09% | 0.08% | 26 | +3,678 | 9.65% | Q4 2025 | Feb 06, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 41,014 | 648 | 0.0% | 0.0% | 27 | -594 | -1.43% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 38,550 | 609 | 0.01% | 0.01% | 28 | +750 | 1.98% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | New | 33,690 | 532 | 0.0% | — | 29 | +33,690 | New | Q4 2025 | Feb 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 32,575 | 514 | 0.01% | 0.01% | 30 | -5,823 | -15.16% | Q4 2025 | Jan 07, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 29,968 | 473 | 0.2% | 0.26% | 31 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cresta Advisors, Ltd. | History | No change | 28,463 | 449 | 0.19% | 0.21% | 32 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 27,429 | 433 | 0.02% | 0.01% | 33 | +1,122 | 4.27% | Q4 2025 | Feb 13, 2026 |
| BCS Private Wealth Management, Inc. | History | Reduced | 26,625 | 420 | 0.14% | 0.24% | 34 | -14,230 | -34.83% | Q4 2025 | Jan 26, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 24,993 | 394 | 0.01% | 0.01% | 35 | -1,087 | -4.17% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 24,472 | 387 | 0.0% | — | 36 | +24,472 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 23,064 | 364 | 0.0% | 0.0% | 37 | -2,680 | -10.41% | Q4 2025 | Feb 17, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | Reduced | 20,300 | 320 | 0.2% | 0.22% | 38 | -1,000 | -4.69% | Q4 2025 | Feb 13, 2026 |
| Palogic Value Management, L.P. | History | No change | 20,000 | 316 | 0.13% | 0.13% | 39 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 19,735 | 311 | 0.0% | 0.0% | 40 | -1,136 | -5.44% | Q4 2025 | Feb 06, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 18,572 | 293 | 0.0% | 0.0% | 41 | -145 | -0.77% | Q4 2025 | Feb 13, 2026 |
| Focused Wealth Management, Inc | History | Added to | 18,438 | 291 | 0.03% | 0.03% | 42 | +128 | 0.7% | Q4 2025 | Jan 29, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 18,465 | 291 | 0.2% | 0.21% | 43 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Gridiron Partners, LLC | History | Reduced | 18,015 | 284 | 0.16% | 0.17% | 44 | -407,884 | -95.77% | Q4 2025 | Jan 08, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 17,547 | 277 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NewEdge Advisors, LLC | History | Added to | 17,230 | 272 | 0.0% | 0.0% | 46 | +1,180 | 7.35% | Q4 2025 | Feb 18, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 16,594 | 262 | 0.03% | 0.02% | 47 | +6,094 | 58.04% | Q4 2025 | Jan 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 16,081 | 254 | 0.0% | 0.0% | 48 | -1,698 | -9.55% | Q4 2025 | Jan 29, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 15,594 | 246 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Kuhn & Co Investment Counsel | History | No change | 14,512 | 229 | 0.15% | 0.19% | 50 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 13,773 | 217 | 0.0% | — | 51 | +13,773 | New | Q4 2025 | Feb 17, 2026 |
| Caitlin John, LLC | History | Added to | 12,086 | 190 | 0.12% | 0.14% | 52 | +36 | 0.3% | Q4 2025 | Feb 18, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | Reduced | 11,800 | 186 | 0.05% | 0.06% | 53 | -2,000 | -14.49% | Q4 2025 | Feb 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 11,700 | 184 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 11,605 | 183 | 0.01% | 0.01% | 55 | -91 | -0.78% | Q4 2025 | Feb 06, 2026 |
| Taylor Hoffman Capital Management LLC | History | No change | 11,284 | 178 | 0.05% | 0.06% | 56 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 11,050 | 174 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Mystic Asset Management, Inc. | History | No change | 10,750 | 169 | 0.04% | 0.04% | 58 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| COMERICA BANK | History | Added to | 5,235 | 82 | 0.0% | 0.0% | 59 | +30 | 0.58% | Q4 2025 | Jan 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 5,150 | 81 | 0.01% | — | 60 | +5,150 | New | Q4 2025 | Feb 03, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 4,908 | 77 | 0.0% | 0.0% | 61 | +328 | 7.16% | Q4 2025 | Mar 16, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 4,773 | 75 | 0.0% | 0.0% | 62 | +1,200 | 33.59% | Q4 2025 | Feb 10, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,800 | 44 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| NBC SECURITIES, INC. | History | No change | 1,551 | 24 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 700 | 11 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 500 | 7 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Caldwell Trust Co | History | No change | 292 | 4 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Kentucky Trust Co | History | No change | 198 | 3 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Broyhill Asset Management, LLC | History | Closed out | 0 | 0 | — | 1.41% | — | -98,937 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33,690 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Amitell Capital Pte Ltd | History | Closed out | 0 | 0 | — | 0.31% | — | -31,270 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,228 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,120 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,000 | -100.0% | Q3 2025 | Dec 15, 2025 |
| Global Wealth Strategies & Associates | History | Reduced | 5 | 0 | — | 0.0% | — | -712 | -99.3% | Q4 2025 | Jan 02, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Beaird Harris Wealth Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |