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 | 05/13/2026 | 3.79 M | $59.41 M | -0.98% | 12.91% |
| MORGAN STANLEY | 05/15/2026 | 2.23 M | $34.99 M | 8.44% | 7.60% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 1.30 M | $20.29 M | 6.28% | 4.41% |
| EAGLE BLUFFS WEALTH MANAGEMENT LLC | 04/24/2026 | 891.54 K | $14.05 M | 6.59% | 3.03% |
| UBS GROUP AG | 05/05/2026 | 678.85 K | $10.63 M | 6.32% | 2.31% |
| LASALLE ST. INVESTMENT ADVISORS, LLC | 05/08/2026 | 604.16 K | $9.46 M | 1.27% | 2.06% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 553.75 K | $8.67 M | 3.12% | 1.88% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 364.61 K | $5.71 M | -2.25% | 1.24% |
| INVESCO LTD. | 05/12/2026 | 282.43 K | $4.42 M | -2.59% | 0.96% |
| M&T BANK CORP | 05/12/2026 | 249.97 K | $3.91 M | -36.56% | 0.85% |
| LPL FINANCIAL LLC | 05/06/2026 | 222.96 K | $3.49 M | 41.02% | 0.76% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 156.95 K | $2.46 M | 1.69% | 0.53% |
| RIVERBRIDGE PARTNERS LLC | 04/17/2026 | 140.89 K | $2.21 M | 4.48% | 0.48% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 138.02 K | $2.16 M | -54.96% | 0.47% |
| GILL CAPITAL PARTNERS, LLC | 04/13/2026 | 73.48 K | $1.15 M | -1.69% | 0.25% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 71.42 K | $1.12 M | 10.49% | 0.24% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 64.66 K | $1.01 M | -5.83% | 0.22% |
| BRUCE G. ALLEN INVESTMENTS, LLC | 05/08/2026 | 59.09 K | $925.36 K | 2.12% | 0.20% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 55.22 K | $865.00 K | 1.01% | 0.19% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 52.96 K | $829.39 K | 29.13% | 0.18% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 52.18 K | $817.07 K | 0.07% | 0.18% |
| NOBLE WEALTH MANAGEMENT PBC | 04/02/2026 | 50.67 K | $793.49 K | 17.51% | 0.17% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 46.83 K | $733.38 K | 6.70% | 0.16% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 45.95 K | $719.51 K | -4.92% | 0.16% |
| INTELLUS ADVISORS LLC | 05/07/2026 | 41.95 K | $656.92 K | 0.41% | 0.14% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 41.57 K | $650.92 K | -2.06% | 0.14% |
| ROYAL BANK OF CANADA | 05/15/2026 | 41.39 K | $648.00 K | 69.14% | 0.14% |
| SAGESPRING WEALTH PARTNERS, LLC | 05/07/2026 | 38.63 K | $604.92 K | 18.58% | 0.13% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 38.55 K | $603.69 K | 0.00% | 0.13% |
| COLONY GROUP, LLC | 05/15/2026 | 33.69 K | $530.84 K | 0.00% | 0.11% |
| FORTITUDE ADVISORY GROUP L.L.C. | 04/28/2026 | 29.97 K | $469.30 K | 0.00% | 0.10% |
| CRESTA ADVISORS, LTD. | 04/27/2026 | 28.46 K | $445.73 K | 0.00% | 0.10% |
| GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT | 05/07/2026 | 27.49 K | $430.53 K | 0.23% | 0.09% |
| BCS PRIVATE WEALTH MANAGEMENT, INC. | 04/21/2026 | 26.63 K | $419.52 K | 0.00% | 0.09% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 25.77 K | $403.61 K | 38.77% | 0.09% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 05/15/2026 | 24.84 K | $388.99 K | -0.61% | 0.08% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 21.84 K | $342.09 K | -5.29% | 0.07% |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | 05/14/2026 | 20.30 K | $317.90 K | 0.00% | 0.07% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 20.27 K | $317.45 K | 17.65% | 0.07% |
| 04/27/2026 | 20.12 K | $315.14 K | 100.00% | 0.07% | |
| PALOGIC VALUE MANAGEMENT, L.P. | 05/15/2026 | 20.00 K | $313.20 K | 0.00% | 0.07% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 19.82 K | $310.38 K | 43.90% | 0.07% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 19.24 K | $301.36 K | -2.49% | 0.07% |
| CALAMOS ADVISORS LLC | 05/04/2026 | 18.88 K | $295.65 K | 100.00% | 0.06% |
| MGO ONE SEVEN LLC | 05/14/2026 | 18.67 K | $292.35 K | 100.00% | 0.06% |
| FOCUSED WEALTH MANAGEMENT, INC | 04/20/2026 | 18.50 K | $289.77 K | 0.36% | 0.06% |
| COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC | 04/23/2026 | 18.47 K | $289.16 K | 0.00% | 0.06% |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2026 | 18.44 K | $288.73 K | 100.00% | 0.06% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 04/21/2026 | 18.30 K | $286.52 K | 4.27% | 0.06% |
| MAYFLOWER FINANCIAL ADVISORS, LLC | 04/23/2026 | 16.59 K | $259.86 K | 0.00% | 0.06% |
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Nuveen Taxable Municipal Income Fund institutional Ownership - FAQ's
During the previous two years, 109 institutional investors and hedge funds held shares of Nuveen Taxable Municipal Income Fund. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 3.79 M
MORGAN STANLEY: 2.23 M
RAYMOND JAMES FINANCIAL INC: 1.3 M
Eagle Bluffs Wealth Management LLC: 891,543
UBS Group AG: 678,848
LaSalle St. Investment Advisors, LLC: 604,163
44.34% of Nuveen Taxable Municipal Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 15.23 M shares in the last 24 months. This purchase volume represents approximately $241.37 M in transactions.