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NBB

Nuveen Taxable Municipal Income Fund
1W: +1.1% 1M: -6.3% 3M: -8.2% YTD: -8.2% 1Y: -10.6% 3Y: +21.0% 5Y: -16.8%
$14.30
+0.00 (+0.00%)
 
Weekly Expected Move ±2.0%
$14 $14 $14 $15 $15
ETF NYSE · AUM $420.3M

Institutional Ownership — NBB

83
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
213M
Total Invested
6
New Positions
28
Increased
27
Reduced
6
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (86 total)

# Holder Shares Value Change Change % Holding Period Filing
1 SIT INVESTMENT ASSOCIATES INC 3,809,746 $54M +16,031 +0.4% 15Q SEC ↗
2 MORGAN STANLEY 2,342,990 $34M +108,791 +4.9% 60Q SEC ↗
3 RAYMOND JAMES FINANCIAL INC 1,297,230 $19M +1,813 +0.1% 7Q SEC ↗
4 Eagle Bluffs Wealth Management LLC 944,136 $14M +52,593 +5.9% 18Q SEC ↗
5 UBS Group AG 760,233 $11M +81,385 +12.0% 47Q SEC ↗
6 LaSalle St. Investment Advisors, LLC 624,081 $9M +19,918 +3.3% 4Q SEC ↗
7 BANK OF AMERICA CORP /DE 555,537 $8M +1,785 +0.3% 15Q SEC ↗
8 M&T Bank Corp 418,814 $6M +17,683 +4.4% 13Q SEC ↗
9 WELLS FARGO & COMPANY/MN 356,690 $5M -7,918 -2.2% 65Q SEC ↗
10 Invesco Ltd. 255,234 $4M -27,197 -9.6% 64Q SEC ↗
11 LPL Financial LLC 239,185 $3M +16,226 +7.3% 35Q SEC ↗
12 Baird Financial Group, Inc. 155,134 $2M -1,814 -1.2% 11Q SEC ↗
13 AMERIPRISE FINANCIAL INC 145,717 $2M +7,696 +5.6% 16Q SEC ↗
14 RIVERBRIDGE PARTNERS LLC 145,001 $2M +4,109 +2.9% 17Q SEC ↗
15 FIRST TRUST ADVISORS LP 77,164 $1M +5,748 +8.0% 8Q SEC ↗
16 GILL CAPITAL PARTNERS, LLC 71,896 $1M -1,581 -2.2% 26Q SEC ↗
17 GUGGENHEIM CAPITAL LLC 67,515 $965K +14,553 +27.5% 7Q SEC ↗
18 TRUIST FINANCIAL CORP 64,999 $929K +343 +0.5% 36Q SEC ↗
19 Bruce G. Allen Investments, LLC 58,372 $835K -719 -1.2% 11Q SEC ↗
20 Cetera Investment Advisers 55,124 $788K +2,948 +5.7% 18Q SEC ↗
21 WEDBUSH SECURITIES INC 52,799 $755K -2,418 -4.4% 21Q SEC ↗
22 ENVESTNET ASSET MANAGEMENT INC 48,678 $696K +1,846 +3.9% 22Q SEC ↗
23 Noble Wealth Management PBC 47,750 $683K -2,920 -5.8% 4Q SEC ↗
24 Intellus Advisors LLC 46,423 $664K +4,474 +10.7% 7Q SEC ↗
25 Stratos Wealth Partners, LTD. 45,607 $652K -338 -0.7% 36Q SEC ↗
26 COMMONWEALTH EQUITY SERVICES, LLC 41,536 $594K -30 -0.1% 35Q SEC ↗
27 Advisory Services Network, LLC 41,250 $590K +2,700 +7.0% 21Q SEC ↗
28 SAGESPRING WEALTH PARTNERS, LLC 38,846 $555K +218 +0.6% 5Q SEC ↗
29 ROYAL BANK OF CANADA 38,499 $551K -2,892 -7.0% 64Q SEC ↗
30 Focus Partners Wealth 33,690 $482K — +0.0% 3Q SEC ↗
31 Fortitude Advisory Group L.L.C. 30,274 $433K +306 +1.0% 19Q SEC ↗
32 Cresta Advisors, Ltd. 28,463 $407K — +0.0% 14Q SEC ↗
33 Gerber Kawasaki Wealth & Investment Ma 27,357 $391K -135 -0.5% 14Q SEC ↗
34 BCS Private Wealth Management, Inc. 26,625 $381K — +0.0% 5Q SEC ↗
35 STIFEL FINANCIAL CORP 26,227 $375K +454 +1.8% 36Q SEC ↗
36 Rockefeller Capital Management L.P. 24,919 $356K +20,007 +407.3% 4Q SEC ↗
37 HORIZON KINETICS ASSET MANAGEMENT LLC 23,977 $343K -863 -3.5% 30Q SEC ↗
38 OSAIC HOLDINGS, INC. 22,852 $327K +1,008 +4.6% 26Q SEC ↗
39 NewEdge Advisors, LLC 22,456 $321K +2,185 +10.8% 7Q SEC ↗
40 MGO ONE SEVEN LLC 22,010 $315K +3,342 +17.9% 2Q SEC ↗
41 ORLEANS CAPITAL MANAGEMENT CORP/LA 20,300 $290K — +0.0% 8Q SEC ↗
42 Calamos Advisors LLC 20,226 $289K +1,347 +7.1% 2Q SEC ↗
43 Integrity Wealth Partners, LLC NEW 20,124 $288K — +0.0% 1Q SEC ↗
44 Palogic Value Management, L.P. 20,000 $286K — +0.0% 15Q SEC ↗
45 Integrated Wealth Concepts LLC 18,509 $265K +72 +0.4% 2Q SEC ↗
46 Focused Wealth Management, Inc 17,905 $256K -599 -3.2% 17Q SEC ↗
47 HighTower Advisors, LLC 17,279 $247K -1,965 -10.2% 16Q SEC ↗
48 Mayflower Financial Advisors, LLC 16,594 $237K — +0.0% 16Q SEC ↗
49 Comprehensive Money Management Service 16,465 $235K -2,000 -10.8% 7Q SEC ↗
50 HRT FINANCIAL LP NEW 16,449 $235K — +0.0% 1Q SEC ↗

Recent Activity

New Positions (7)
HolderSharesValue
Integrity Wealth Partners, LLC 20,124 $288K
HRT FINANCIAL LP 16,449 $235K
Arax Advisory Partners 15,594 $223K
JANE STREET GROUP, LLC 13,930 $199K
SIMON QUICK ADVISORS, LLC 12,592 $180K
Concord Wealth Partners 264 $4K
JPMORGAN CHASE & CO 0 $0K
Biggest Increases (20)
HolderAddedChange %Total Shares
MORGAN STANLEY +108,791 +4.9% 2,342,990
UBS Group AG +81,385 +12.0% 760,233
Eagle Bluffs Wealth Management LLC +52,593 +5.9% 944,136
Rockefeller Capital Management L.P. +20,007 +407.3% 24,919
LaSalle St. Investment Advisors, LL +19,918 +3.3% 624,081
M&T Bank Corp +17,683 +4.4% 418,814
LPL Financial LLC +16,226 +7.3% 239,185
SIT INVESTMENT ASSOCIATES INC +16,031 +0.4% 3,809,746
GUGGENHEIM CAPITAL LLC +14,553 +27.5% 67,515
AMERIPRISE FINANCIAL INC +7,696 +5.6% 145,717
FIRST TRUST ADVISORS LP +5,748 +8.0% 77,164
Intellus Advisors LLC +4,474 +10.7% 46,423
RIVERBRIDGE PARTNERS LLC +4,109 +2.9% 145,001
MGO ONE SEVEN LLC +3,342 +17.9% 22,010
Cetera Investment Advisers +2,948 +5.7% 55,124
Advisory Services Network, LLC +2,700 +7.0% 41,250
NewEdge Advisors, LLC +2,185 +10.8% 22,456
ENVESTNET ASSET MANAGEMENT INC +1,846 +3.9% 48,678
RAYMOND JAMES FINANCIAL INC +1,813 +0.1% 1,297,230
BANK OF AMERICA CORP /DE +1,785 +0.3% 555,537
Biggest Decreases (20)
HolderReducedChange %Total Shares
Invesco Ltd. -27,197 -9.6% 255,234
SUSQUEHANNA INTERNATIONAL GROUP, LL -9,668 -48.8% 10,152
WELLS FARGO & COMPANY/MN -7,918 -2.2% 356,690
Gridiron Partners, LLC -4,315 -28.1% 11,055
Caitlin John, LLC -3,178 -29.8% 7,485
Noble Wealth Management PBC -2,920 -5.8% 47,750
ROYAL BANK OF CANADA -2,892 -7.0% 38,499
WEDBUSH SECURITIES INC -2,418 -4.4% 52,799
Comprehensive Money Management Serv -2,000 -10.8% 16,465
HighTower Advisors, LLC -1,965 -10.2% 17,279
Baird Financial Group, Inc. -1,814 -1.2% 155,134
GILL CAPITAL PARTNERS, LLC -1,581 -2.2% 71,896
HORIZON KINETICS ASSET MANAGEMENT L -863 -3.5% 23,977
Mystic Asset Management, Inc. -750 -7.0% 10,000
Bruce G. Allen Investments, LLC -719 -1.2% 58,372
Focused Wealth Management, Inc -599 -3.2% 17,905
FIFTH THIRD BANCORP -510 -9.8% 4,718
KESTRA PRIVATE WEALTH SERVICES, LLC -464 -3.2% 13,841
Stratos Wealth Partners, LTD. -338 -0.7% 45,607
Gerber Kawasaki Wealth & Investment -135 -0.5% 27,357

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms