Nuveen Taxable Municipal Income Fund - NBB
Detailed investor-level table based on 13F positions.
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 | Reduced | 3,793,715 | 59,410 | 1.21% | 1.21% | 1 | -37,701 | -0.98% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 2,234,199 | 34,987 | 0.0% | 0.0% | 2 | +173,850 | 8.44% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,295,417 | 20,286 | 0.01% | 0.01% | 3 | +76,557 | 6.28% | Q1 2026 | May 14, 2026 |
| Eagle Bluffs Wealth Management LLC | History | Added to | 891,543 | 14,046 | 5.47% | 5.36% | 4 | +55,105 | 6.59% | Q1 2026 | Apr 24, 2026 |
| UBS Group AG | History | Added to | 678,848 | 10,630 | 0.0% | 0.0% | 5 | +40,354 | 6.32% | Q1 2026 | May 05, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 604,163 | 9,461 | 1.33% | 1.52% | 6 | +7,580 | 1.27% | Q1 2026 | May 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 553,752 | 8,671 | 0.0% | 0.0% | 7 | +16,767 | 3.12% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 364,608 | 5,709 | 0.0% | 0.0% | 8 | -8,395 | -2.25% | Q1 2026 | May 11, 2026 |
| Invesco Ltd. | History | Reduced | 282,431 | 4,422 | 0.0% | 0.0% | 9 | -7,521 | -2.59% | Q1 2026 | May 12, 2026 |
| M&T BANK CORP | History | Reduced | 249,972 | 3,914 | 0.01% | 0.02% | 10 | -144,030 | -36.56% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Added to | 222,959 | 3,491 | 0.0% | 0.0% | 11 | +64,851 | 41.02% | Q1 2026 | May 06, 2026 |
| Baird Financial Group, Inc. | History | Added to | 156,948 | 2,457 | 0.0% | 0.0% | 12 | +2,605 | 1.69% | Q1 2026 | May 14, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Added to | 140,892 | 2,206 | 0.05% | 0.04% | 13 | +6,047 | 4.48% | Q1 2026 | Apr 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 138,021 | 2,161 | 0.0% | 0.0% | 14 | -168,423 | -54.96% | Q1 2026 | May 15, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Reduced | 73,477 | 1,150 | 0.33% | 0.36% | 15 | -1,263 | -1.69% | Q1 2026 | Apr 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 71,416 | 1,118 | 0.0% | 0.0% | 16 | +6,778 | 10.49% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 64,656 | 1,012 | 0.0% | 0.0% | 17 | -4,000 | -5.83% | Q1 2026 | Apr 27, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 59,091 | 925 | 0.61% | 0.62% | 18 | +1,224 | 2.12% | Q1 2026 | May 08, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 55,217 | 865 | 0.03% | 0.03% | 19 | +553 | 1.01% | Q1 2026 | Apr 21, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 52,962 | 829 | 0.01% | 0.0% | 20 | +11,948 | 29.13% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 52,176 | 817 | 0.0% | 0.0% | 21 | +35 | 0.07% | Q1 2026 | May 13, 2026 |
| Noble Wealth Management PBC | History | Added to | 50,670 | 793 | 0.4% | 0.34% | 22 | +7,550 | 17.51% | Q1 2026 | Apr 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 46,832 | 733 | 0.0% | 0.0% | 23 | +2,941 | 6.7% | Q1 2026 | May 04, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 45,945 | 719 | 0.01% | 0.01% | 24 | -2,375 | -4.92% | Q1 2026 | Apr 28, 2026 |
| Intellus Advisors LLC | History | Added to | 41,949 | 656 | 0.09% | 0.09% | 25 | +171 | 0.41% | Q1 2026 | May 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 41,566 | 650 | 0.0% | 0.0% | 26 | -876 | -2.06% | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 41,391 | 648 | 0.0% | 0.0% | 27 | +16,919 | 69.14% | Q1 2026 | May 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 38,628 | 604 | 0.01% | 0.01% | 28 | +6,053 | 18.58% | Q1 2026 | May 07, 2026 |
| Advisory Services Network, LLC | History | No change | 38,550 | 603 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | No change | 33,690 | 530 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 29,968 | 469 | 0.21% | 0.2% | 31 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Cresta Advisors, Ltd. | History | No change | 28,463 | 445 | 0.18% | 0.19% | 32 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 27,492 | 430 | 0.01% | 0.02% | 33 | +63 | 0.23% | Q1 2026 | May 06, 2026 |
| BCS Private Wealth Management, Inc. | History | No change | 26,625 | 419 | 0.13% | 0.14% | 34 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 25,773 | 403 | 0.0% | 0.0% | 35 | +7,201 | 38.77% | Q1 2026 | May 12, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 24,840 | 388 | 0.0% | 0.01% | 36 | -153 | -0.61% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 21,844 | 342 | 0.0% | 0.0% | 37 | -1,220 | -5.29% | Q1 2026 | May 15, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | No change | 20,300 | 317 | 0.21% | 0.2% | 38 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Integrity Wealth Partners, LLC | History | New | 20,124 | 315 | 0.28% | — | 39 | +20,124 | New | Q1 2026 | Apr 27, 2026 |
| Palogic Value Management, L.P. | History | No change | 20,000 | 313 | 0.13% | 0.13% | 40 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 19,820 | 310 | 0.0% | 0.0% | 41 | +6,047 | 43.9% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 19,244 | 301 | 0.0% | 0.0% | 42 | -491 | -2.49% | Q1 2026 | May 05, 2026 |
| Calamos Advisors LLC | History | New | 18,879 | 295 | 0.0% | — | 43 | +18,879 | New | Q1 2026 | May 04, 2026 |
| MGO ONE SEVEN LLC | History | New | 18,668 | 292 | 0.01% | — | 44 | +18,668 | New | Q1 2026 | May 14, 2026 |
| Focused Wealth Management, Inc | History | Added to | 18,504 | 289 | 0.03% | 0.03% | 45 | +66 | 0.36% | Q1 2026 | Apr 20, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 18,465 | 289 | 0.19% | 0.2% | 46 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Integrated Wealth Concepts LLC | History | New | 18,437 | 288 | 0.0% | — | 47 | +18,437 | New | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 18,296 | 286 | 0.0% | 0.0% | 48 | +749 | 4.27% | Q1 2026 | Apr 20, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 16,594 | 259 | 0.03% | 0.03% | 49 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 15,594 | 244 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Gridiron Partners, LLC | History | Reduced | 15,370 | 240 | 0.15% | 0.16% | 51 | -2,645 | -14.68% | Q1 2026 | Apr 13, 2026 |
| Kuhn & Co Investment Counsel | History | No change | 14,512 | 227 | 0.15% | 0.15% | 52 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 14,305 | 224 | 0.0% | 0.0% | 53 | -1,776 | -11.04% | Q1 2026 | Apr 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 11,700 | 183 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | Reduced | 11,600 | 181 | 0.05% | 0.05% | 56 | -200 | -1.69% | Q1 2026 | May 05, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 11,605 | 181 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Taylor Hoffman Capital Management LLC | History | No change | 11,284 | 176 | 0.05% | 0.05% | 57 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 11,050 | 173 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Mystic Asset Management, Inc. | History | No change | 10,750 | 168 | 0.04% | 0.04% | 59 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Caitlin John, LLC | History | Reduced | 10,663 | 166 | 0.1% | 0.12% | 60 | -1,423 | -11.77% | Q1 2026 | May 13, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | No change | 10,000 | 152 | 0.13% | 0.15% | 61 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Opal Wealth Advisors, LLC | History | New | 7,429 | 116 | 0.03% | — | 62 | +7,429 | New | Q1 2026 | Apr 14, 2026 |
| COMERICA BANK | History | No change | 5,235 | 82 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 5,228 | 81 | 0.0% | — | 64 | +5,228 | New | Q1 2026 | May 01, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 5,150 | 80 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 4,912 | 76 | 0.0% | 0.0% | 66 | +4 | 0.08% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 3,573 | 55 | 0.0% | 0.0% | 67 | -1,200 | -25.14% | Q1 2026 | May 07, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,800 | 43 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NBC SECURITIES, INC. | History | No change | 1,551 | 24 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Western Wealth Management, LLC | History | New | 1,400 | 21 | 0.0% | — | 70 | +1,400 | New | Q1 2026 | May 19, 2026 |
| NewEdge Advisors, LLC | History | Added to | 20,271 | 20 | 0.0% | 0.0% | 71 | +3,041 | 17.65% | Q1 2026 | May 15, 2026 |
| FNY Investment Advisers, LLC | History | New | 1,000 | 15 | 0.01% | — | 72 | +1,000 | New | Q1 2026 | Apr 15, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 653 | 10 | 0.0% | — | 74 | +653 | New | Q1 2026 | May 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 700 | 10 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 633 | 9 | 0.0% | — | 75 | +633 | New | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 500 | 7 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Caldwell Trust Co | History | No change | 292 | 4 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Kentucky Trust Co | History | No change | 198 | 3 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -64,014 | -100.0% | Q1 2026 | May 14, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Global Wealth Strategies & Associates | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |