Nuveen Taxable Municipal Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 3.83 M | $60.54 M | 2.03% | 13.03% |
| MORGAN STANLEY | 02/13/2026 | 2.06 M | $32.55 M | 1.92% | 7.01% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 1.22 M | $19.26 M | 1.43% | 4.15% |
| EAGLE BLUFFS WEALTH MANAGEMENT LLC | 02/13/2026 | 836.44 K | $13.22 M | 2.61% | 2.85% |
| UBS GROUP AG | 01/29/2026 | 638.49 K | $10.09 M | -4.28% | 2.17% |
| LASALLE ST. INVESTMENT ADVISORS, LLC | 02/17/2026 | 596.58 K | $9.43 M | -0.99% | 2.03% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 536.99 K | $8.48 M | 7.36% | 1.83% |
| M&T BANK CORP | 01/30/2026 | 394.00 K | $6.22 M | -26.39% | 1.34% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 373.00 K | $5.89 M | -27.08% | 1.27% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 306.44 K | $4.84 M | 2.19% | 1.04% |
| INVESCO LTD. | 02/19/2026 | 289.95 K | $4.58 M | -5.28% | 0.99% |
| LPL FINANCIAL LLC | 02/11/2026 | 158.11 K | $2.50 M | -11.98% | 0.54% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 154.34 K | $2.44 M | -0.87% | 0.53% |
| RIVERBRIDGE PARTNERS LLC | 01/13/2026 | 134.85 K | $2.13 M | 157.08% | 0.46% |
| GILL CAPITAL PARTNERS, LLC | 02/10/2026 | 74.74 K | $1.18 M | -11.31% | 0.25% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 68.66 K | $1.08 M | -0.33% | 0.23% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 64.64 K | $1.02 M | 5.35% | 0.22% |
| STONEX GROUP INC. | 02/12/2026 | 64.01 K | $1.01 M | -3.49% | 0.22% |
| BRUCE G. ALLEN INVESTMENTS, LLC | 02/10/2026 | 57.87 K | $914.30 K | 1.94% | 0.20% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 54.66 K | $864.00 K | -3.12% | 0.19% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 52.14 K | $823.84 K | 0.12% | 0.18% |
| STRATOS WEALTH PARTNERS, LTD. | 01/20/2026 | 48.32 K | $763.46 K | -1.33% | 0.16% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 43.89 K | $693.48 K | 1.83% | 0.15% |
| NOBLE WEALTH MANAGEMENT PBC | 01/05/2026 | 43.12 K | $681.30 K | -2.20% | 0.15% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 42.44 K | $670.59 K | 0.47% | 0.14% |
| INTELLUS ADVISORS LLC | 02/06/2026 | 41.78 K | $660.09 K | 9.65% | 0.14% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 41.01 K | $648.02 K | -1.43% | 0.14% |
| ADVISORY SERVICES NETWORK, LLC | 02/17/2026 | 38.55 K | $609.09 K | 1.98% | 0.13% |
| COLONY GROUP, LLC | 02/13/2026 | 33.69 K | $532.30 K | 100.00% | 0.11% |
| SAGESPRING WEALTH PARTNERS, LLC | 01/07/2026 | 32.58 K | $514.69 K | -15.16% | 0.11% |
| FORTITUDE ADVISORY GROUP L.L.C. | 02/13/2026 | 29.97 K | $473.49 K | 0.00% | 0.10% |
| CRESTA ADVISORS, LTD. | 02/03/2026 | 28.46 K | $449.72 K | 0.00% | 0.10% |
| GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT | 02/13/2026 | 27.43 K | $433.39 K | 4.27% | 0.09% |
| BCS PRIVATE WEALTH MANAGEMENT, INC. | 01/26/2026 | 26.63 K | $420.68 K | -34.83% | 0.09% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 02/11/2026 | 24.99 K | $394.89 K | -4.17% | 0.09% |
| ROYAL BANK OF CANADA | 02/17/2026 | 24.47 K | $387.00 K | 0.11% | 0.08% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 23.06 K | $364.47 K | -10.41% | 0.08% |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | 02/13/2026 | 20.30 K | $320.74 K | -4.69% | 0.07% |
| PALOGIC VALUE MANAGEMENT, L.P. | 02/17/2026 | 20.00 K | $316.00 K | 0.00% | 0.07% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 19.74 K | $311.81 K | -5.44% | 0.07% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 18.57 K | $293.44 K | -0.77% | 0.06% |
| COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC | 01/22/2026 | 18.47 K | $291.75 K | 0.00% | 0.06% |
| FOCUSED WEALTH MANAGEMENT, INC | 01/29/2026 | 18.44 K | $291.32 K | 0.70% | 0.06% |
| GRIDIRON PARTNERS, LLC | 01/08/2026 | 18.02 K | $284.64 K | -95.77% | 0.06% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 01/29/2026 | 17.55 K | $277.24 K | 0.00% | 0.06% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 17.23 K | $272.24 K | 7.35% | 0.06% |
| MAYFLOWER FINANCIAL ADVISORS, LLC | 01/13/2026 | 16.59 K | $262.19 K | 58.04% | 0.06% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 01/29/2026 | 16.08 K | $254.09 K | -9.55% | 0.05% |
| U.S. CAPITAL WEALTH ADVISORS, LLC | 01/23/2026 | 15.59 K | $246.39 K | 0.00% | 0.05% |
| KUHN & CO INVESTMENT COUNSEL | 02/09/2026 | 14.51 K | $229.29 K | 0.00% | 0.05% |
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Nuveen Taxable Municipal Income Fund institutional Ownership - FAQ's
During the previous two years, 113 institutional investors and hedge funds held shares of Nuveen Taxable Municipal Income Fund. The most heavily invested institutionals were:
Eagle Bluffs Wealth Management LLC: 891,543
UBS Group AG: 678,848
RIVERBRIDGE PARTNERS LLC: 140,892
GILL CAPITAL PARTNERS, LLC: 73,477
TRUIST FINANCIAL CORP: 64,656
WEDBUSH SECURITIES INC: 55,217
43.78% of Nuveen Taxable Municipal Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 15.25 M shares in the last 24 months. This purchase volume represents approximately $241.76 M in transactions.