Nuveen Taxable Municipal Income Fund - Common Shares of Beneficial Interest (NBB) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Shares of Beneficial Interest
Symbol
NBB on NYSE
Shares outstanding
29,461,591
Price per share
$15.80
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
13,508,882
Total reported value
$212,580,090
% of total 13F portfolios
0%
Share change
+643,429
Value change
+$6,758,662
Number of holders
74
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Nuveen Taxable Municipal Income Fund - Common Shares of Beneficial Interest (NBB) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
MORGAN STANLEY 6.6% $30,236,431 1,944,465 Morgan Stanley 30 Jun 2025

As of 30 Sep 2025, 74 institutional investors reported holding 13,508,882 shares of Nuveen Taxable Municipal Income Fund - Common Shares of Beneficial Interest (NBB). This represents 46% of the company’s total 29,461,591 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Nuveen Taxable Municipal Income Fund - Common Shares of Beneficial Interest (NBB) together control 43% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
SIT INVESTMENT ASSOCIATES INC 13% 3,755,173 +0.21% 1.2% $60,909,000
MORGAN STANLEY 6.9% 2,021,497 +4% 0% $32,788,682
RAYMOND JAMES FINANCIAL INC 4.1% 1,201,681 +16% 0.01% $19,491,261
Eagle Bluffs Wealth Management LLC 2.8% 815,129 +9.2% 5.7% $13,296,902
UBS Group AG 2.3% 667,017 -4.4% 0% $10,819,016
LaSalle St. Investment Advisors, LLC 2% 602,576 1.8% $9,773,000
M&T Bank Corp 1.8% 535,240 +4.5% 0.03% $8,681,255
WELLS FARGO & COMPANY/MN 1.7% 511,517 -15% 0% $8,296,822
BANK OF AMERICA CORP /DE/ 1.7% 500,160 +4.2% 0% $8,112,603
Gridiron Partners, LLC 1.4% 425,899 0% 0.39% $291,960
Invesco Ltd. 1% 306,109 +2.3% 0% $4,965,088
AMERIPRISE FINANCIAL INC 1% 299,890 +3% 0% $4,864,223
LPL Financial LLC 0.61% 179,624 +11% 0% $2,913,503
Baird Financial Group, Inc. 0.53% 155,701 +1.4% 0% $2,525,470
Broyhill Asset Management, LLC 0.34% 98,937 -4.8% 1.4% $1,604,758
GILL CAPITAL PARTNERS, LLC 0.29% 84,272 -16% 0.42% $1,366,892
TRUIST FINANCIAL CORP 0.23% 68,880 -2.2% 0% $1,117,234
StoneX Group Inc. 0.23% 66,332 +2.1% 0.05% $1,082,075
FIRST TRUST ADVISORS LP 0.21% 61,354 +13% 0% $995,161
Bruce G. Allen Investments, LLC 0.19% 56,765 +1.7% 0.66% $920,724
WEDBUSH SECURITIES INC 0.19% 56,425 -9.5% 0.03% $915,000
RIVERBRIDGE PARTNERS LLC 0.18% 52,452 +1.4% 0.01% $850,776
Cetera Investment Advisers 0.18% 52,076 +5.1% 0% $844,676
Stratos Wealth Partners, LTD. 0.17% 48,970 +6% 0.01% $794,307
Noble Wealth Management PBC 0.15% 44,090 -6.1% 0.38% $715,140

Institutional Holders of Nuveen Taxable Municipal Income Fund - Common Shares of Beneficial Interest (NBB) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 245,154 $3,873,447 -$5,174,919 $15.80 6
2025 Q3 13,508,882 $212,580,090 +$6,758,662 $16.22 74
2025 Q2 12,399,676 $200,017,771 -$4,274,554 $15.82 79
2025 Q1 12,936,862 $207,293,660 +$14,230,081 $16.02 81
2024 Q4 12,055,306 $180,708,916 +$4,128,882 $14.98 81
2024 Q3 11,664,625 $193,742,550 -$14,146,425 $16.61 75
2024 Q2 12,529,820 $194,368,954 +$11,129,767 $15.51 74
2024 Q1 11,822,366 $181,064,510 +$11,676,035 $15.32 81
2023 Q4 12,000 $189,480 $15.79 1
2023 Q3 10,104,704 $146,839,308 +$15,673,436 $14.53 77
2023 Q2 9,014,725 $141,488,720 +$13,126,731 $15.69 76
2023 Q1 8,190,617 $132,046,400 +$3,710,182 $16.12 77
2022 Q4 7,975,050 $127,288,509 +$6,634,118 $15.96 78
2022 Q3 7,689,121 $138,616 -$1,881,644 $0.02 67
2022 Q2 7,543,344 $134,546,429 +$2,020,093 $17.80 78
2022 Q1 7,413,327 $148,177,558 +$7,931,662 $19.99 70
2021 Q4 7,324,285 $192,363 -$2,796,702 $0.02 73
2021 Q3 7,376,992 $169,009,000 -$4,576,380 $22.91 71
2021 Q2 7,636,089 $178,679,000 +$9,351,613 $23.40 74
2021 Q1 7,266,915 $164,165,060 +$3,662,285 $22.59 71
2020 Q4 7,099,381 $168,607,000 -$2,279,402 $23.75 75
2020 Q3 7,144,475 $160,042,000 +$3,126,267 $22.40 63
2020 Q2 7,006,539 $150,427,000 +$9,669,071 $21.47 60
2020 Q1 6,542,478 $147,269 -$1,015,060 $0.02 59
2019 Q4 6,428,834 $140,408,000 -$1,424,478 $21.84 60
2019 Q3 5,792,808 $129,123,000 +$1,937,075 $22.29 61
2019 Q2 6,481,351 $137,725,000 +$4,129,338 $21.25 61
2019 Q1 6,501,058 $133,397,000 -$81,480,768 $20.52 61
2018 Q4 10,679,224 $206,850,000 +$68,083,893 $19.36 72
2018 Q3 7,047,763 $140,950,940 -$159,985 $20.00 57
2018 Q2 7,076,218 $145,827,000 +$12,511,585 $20.61 61
2018 Q1 6,469,068 $134,496,787 +$6,579,010 $20.79 58
2017 Q4 6,171,142 $135,640,212 +$9,731,223 $21.98 59
2017 Q3 5,730,200 $122,981,892 +$6,720,317 $21.47 54
2017 Q2 5,396,614 $113,464,015 +$8,602,078 $20.99 49
2017 Q1 5,348,712 $111,784,361 +$5,221,095 $20.90 50
2016 Q4 5,107,611 $105,564,860 +$18,143,194 $20.63 53
2016 Q3 4,206,072 $94,912,599 -$8,576,361 $22.68 45
2016 Q2 4,582,955 $104,529,995 -$9,921,001 $22.81 44
2016 Q1 5,019,847 $108,639,854 -$11,761,286 $21.59 42
2015 Q4 5,595,330 $112,659,359 -$1,856,701 $20.09 44
2015 Q3 5,436,198 $106,863,906 -$8,040,451 $19.65 35
2015 Q2 5,972,835 $115,629,968 +$12,745,274 $19.35 38
2015 Q1 5,322,094 $112,963,085 +$2,086,179 $21.24 38
2014 Q4 5,224,766 $110,704,105 -$5,102,151 $21.18 42
2014 Q3 5,271,292 $107,490,326 +$284,127 $20.39 36
2014 Q2 5,258,192 $107,792,238 +$12,042,657 $20.50 38
2014 Q1 4,677,040 $91,764,000 +$5,246,989 $19.62 40