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 | 08/12/2026 | 3.81 M | $60.12 M | 0.42% | 12.96% |
| MORGAN STANLEY | 08/13/2026 | 2.34 M | $36.97 M | 4.87% | 7.97% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 1.30 M | $20.47 M | 0.14% | 4.41% |
| EAGLE BLUFFS WEALTH MANAGEMENT LLC | 08/06/2026 | 944.14 K | $14.99 M | 5.90% | 3.21% |
| UBS GROUP AG | 08/13/2026 | 760.23 K | $12.00 M | 11.99% | 2.59% |
| LASALLE ST. INVESTMENT ADVISORS, LLC | 08/11/2026 | 624.08 K | $9.85 M | 3.30% | 2.12% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 555.54 K | $8.77 M | 0.32% | 1.89% |
| M&T BANK CORP | 08/04/2026 | 418.81 K | $6.61 M | 4.41% | 1.42% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 356.69 K | $5.63 M | -2.17% | 1.21% |
| INVESCO LTD. | 08/14/2026 | 255.23 K | $4.03 M | -9.63% | 0.87% |
| LPL FINANCIAL LLC | 08/07/2026 | 239.19 K | $3.77 M | 7.28% | 0.81% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 155.13 K | $2.45 M | -1.16% | 0.53% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 145.72 K | $2.30 M | 5.58% | 0.50% |
| RIVERBRIDGE PARTNERS LLC | 07/13/2026 | 145.00 K | $2.29 M | 2.92% | 0.49% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 77.16 K | $1.22 M | 8.05% | 0.26% |
| GILL CAPITAL PARTNERS, LLC | 08/20/2026 | 71.90 K | $1.13 M | -2.15% | 0.24% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 67.52 K | $1.07 M | 27.48% | 0.23% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 65.00 K | $1.03 M | 0.53% | 0.22% |
| BRUCE G. ALLEN INVESTMENTS, LLC | 07/31/2026 | 58.37 K | $921.12 K | -1.22% | 0.20% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 55.12 K | $869.86 K | 5.65% | 0.19% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 52.80 K | $833.00 K | -4.38% | 0.18% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 48.68 K | $768.14 K | 3.94% | 0.17% |
| NOBLE WEALTH MANAGEMENT PBC | 07/01/2026 | 47.75 K | $753.50 K | -5.76% | 0.16% |
| INTELLUS ADVISORS LLC | 08/12/2026 | 46.42 K | $732.56 K | 10.67% | 0.16% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 45.61 K | $719.69 K | -0.74% | 0.16% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 41.54 K | $655.43 K | -0.07% | 0.14% |
| ADVISORY SERVICES NETWORK, LLC | 08/12/2026 | 41.25 K | $650.93 K | 7.00% | 0.14% |
| SAGESPRING WEALTH PARTNERS, LLC | 08/03/2026 | 38.85 K | $612.99 K | 0.56% | 0.13% |
| ROYAL BANK OF CANADA | 08/14/2026 | 38.50 K | $608.00 K | -6.99% | 0.13% |
| COLONY GROUP, LLC | 08/12/2026 | 33.69 K | $534.88 K | 0.00% | 0.11% |
| FORTITUDE ADVISORY GROUP L.L.C. | 07/22/2026 | 30.27 K | $477.72 K | 1.02% | 0.10% |
| CRESTA ADVISORS, LTD. | 07/22/2026 | 28.46 K | $449.15 K | 0.00% | 0.10% |
| GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT | 08/07/2026 | 27.36 K | $431.70 K | -0.49% | 0.09% |
| BCS PRIVATE WEALTH MANAGEMENT, INC. | 07/31/2026 | 26.63 K | $422.71 K | 0.00% | 0.09% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 26.23 K | $413.86 K | 1.76% | 0.09% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 24.92 K | $393.22 K | 407.31% | 0.08% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 08/11/2026 | 23.98 K | $378.36 K | -3.47% | 0.08% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 22.85 K | $360.63 K | 4.61% | 0.08% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 22.46 K | $354.35 K | 10.78% | 0.08% |
| MGO ONE SEVEN LLC | 07/31/2026 | 22.01 K | $347.32 K | 17.90% | 0.07% |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | 08/12/2026 | 20.30 K | $320.33 K | 0.00% | 0.07% |
| CALAMOS ADVISORS LLC | 07/31/2026 | 20.23 K | $319.17 K | 7.13% | 0.07% |
| PALOGIC VALUE MANAGEMENT, L.P. | 09/09/2026 | 20.00 K | $315.60 K | 0.00% | 0.07% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 18.51 K | $292.07 K | 0.39% | 0.06% |
| FOCUSED WEALTH MANAGEMENT, INC | 08/07/2026 | 17.91 K | $282.54 K | -3.24% | 0.06% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 17.28 K | $272.67 K | -10.21% | 0.06% |
| MAYFLOWER FINANCIAL ADVISORS, LLC | 07/09/2026 | 16.59 K | $261.85 K | 0.00% | 0.06% |
| COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC | 08/17/2026 | 16.47 K | $259.82 K | -10.83% | 0.06% |
| HRT FINANCIAL LP | 08/14/2026 | 16.45 K | $259.00 K | 100.00% | 0.06% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 15.59 K | $246.07 K | 100.00% | 0.05% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Nuveen Taxable Municipal Income Fund institutional Ownership - FAQ's
During the previous two years, 115 institutional investors and hedge funds held shares of Nuveen Taxable Municipal Income Fund. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 3.81 M
MORGAN STANLEY: 2.34 M
RAYMOND JAMES FINANCIAL INC: 1.3 M
Eagle Bluffs Wealth Management LLC: 944,136
UBS Group AG: 760,233
LaSalle St. Investment Advisors, LLC: 624,081
45.92% of Nuveen Taxable Municipal Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 15.74 M shares in the last 24 months. This purchase volume represents approximately $249.46 M in transactions.