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Nuveen Taxable Municipal Inc (NBB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Eagle Bluffs Wealth Management LLC
INCREASED
Shares1,034,053 from 944,136
Change+89,917 (+10%)
Value$14.9M (-$112.7K)
Filed 2026-10-20
LPL Financial LLC
INCREASED
Shares280,920 from 239,185
Change+41,735 (+17%)
Value$4.0M (+$240.0K)
Filed 2026-11-06
Riverbridge Partners LLC
DECREASED
Shares120,240 from 145,001
Change-24,761 (-17%)
Value$1.7M (-$569.9K)
Filed 2026-11-05
Gill Capital Partners, LLC
UNCHANGED
Shares71,896 from 71,896
Change0 (0%)
Value$1.0M (-$107.1K)
Filed 2026-10-13
Truist Financial Corp
INCREASED
Shares66,242 from 64,999
Change+1,243 (+2%)
Value$946.6K (-$79.1K)
Filed 2026-10-30
Noble Wealth Management PBC
DECREASED
Shares46,205 from 47,750
Change-1,545 (-3%)
Value$660.3K (-$93.2K)
Filed 2026-10-01
Kestra Private Wealth Services, LLC
INCREASED
Shares40,104 from 13,841
Change+26,263 (+190%)
Value$573.1K (+$354.7K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares39,394 from 41,536
Change-2,142 (-5%)
Value$563.0K (-$92.5K)
Filed 2026-11-02
Wedbush Securities Inc
DECREASED
Shares38,320 from 52,799
Change-14,479 (-27%)
Value$548 (-$832.5K)
Filed 2026-10-22
Sagespring Wealth Partners, LLC
DECREASED
Shares34,333 from 38,846
Change-4,513 (-12%)
Value$490.6K (-$122.4K)
Filed 2026-10-22
Fortitude Advisory Group L.L.C.
DECREASED
Shares30,144 from 30,274
Change-130 (0%)
Value$430.8K (-$47.0K)
Filed 2026-10-15
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares26,854 from 27,357
Change-503 (-2%)
Value$383.8K (-$48.0K)
Filed 2026-10-29
MGO One Seven LLC
INCREASED
Shares25,630 from 22,010
Change+3,620 (+16%)
Value$366.3K (+$18.9K)
Filed 2026-10-28
Calamos Advisors LLC
INCREASED
Shares21,573 from 20,226
Change+1,347 (+7%)
Value$308.3K (-$10.9K)
Filed 2026-11-02
Integrity Wealth Partners, LLC
NEW
Shares20,168
Change+20,168
Value$288.2K
Filed 2026-10-14
Focused Wealth Management, Inc
INCREASED
Shares18,002 from 17,905
Change+97 (+1%)
Value$257.2K (-$25.3K)
Filed 2026-10-30
Kuhn & Co Investment Counsel
UNCHANGED
Shares14,512 from 14,512
Change0 (0%)
Value$207.4K (-$21.6K)
Filed 2026-10-29
Gridiron Partners, LLC
UNCHANGED
Shares11,055 from 11,055
Change0 (0%)
Value$158.0K (-$16.5K)
Filed 2026-10-08
Delta Financial Advisors LLC
DECREASED
Shares10,850 from 11,600
Change-750 (-6%)
Value$155.0K (-$28.0K)
Filed 2026-10-27
Lanark Financial, Inc.
INCREASED
Shares4,787 from 1,551
Change+3,236 (+209%)
Value$68.4K (+$43.9K)
Filed 2026-10-26
Fifth Third Bancorp
UNCHANGED
Shares4,718 from 4,718
Change0 (0%)
Value$67.4K (-$7.0K)
Filed 2026-11-05
FNY Investment Advisers, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$14 (-$1)
Filed 2026-10-16
Caldwell Trust Co
UNCHANGED
Shares292 from 292
Change0 (0%)
Value$4.2K (-$435)
Filed 2026-10-30
Kentucky Trust Co
UNCHANGED
Shares198 from 198
Change0 (0%)
Value$2.8K (-$295)
Filed 2026-10-15
Rossby Financial, LCC
NEW
Shares120
Change+120
Value$1.7K
Filed 2026-11-05
Cresta Advisors, Ltd.
CLOSED
Shares0 from 28,463
Change-28,463 (-100%)
Value$0 (-$449.1K)
Filed 2026-10-14
Simon Quick Advisors, LLC
CLOSED
Shares0 from 12,592
Change-12,592 (-100%)
Value$0 (-$198.7K)
Filed 2026-10-26
Mystic Asset Management, Inc.
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$157.8K)
Filed 2026-10-15
International Assets Investment Management, LLC
CLOSED
Shares0 from 5,150
Change-5,150 (-100%)
Value$0 (-$81.1K)
Filed 2026-11-02
Private Trust Co NA
CLOSED
Shares0 from 2,800
Change-2,800 (-100%)
Value$0 (-$44.2K)
Filed 2026-10-20
Concord Wealth Partners
CLOSED
Shares0 from 264
Change-264 (-100%)
Value$0 (-$4.2K)
Filed 2026-11-02
SIT Investment Associates Inc
N/A
Shares— from 3,809,746
Change-3,809,746 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,342,990
Change-2,342,990 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,297,230
Change-1,297,230 (-100%)
Value—
UBS Group AG
N/A
Shares— from 760,233
Change-760,233 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 624,081
Change-624,081 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 555,537
Change-555,537 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 418,814
Change-418,814 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 356,690
Change-356,690 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 255,234
Change-255,234 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 155,134
Change-155,134 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 145,717
Change-145,717 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 77,164
Change-77,164 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 67,515
Change-67,515 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 58,372
Change-58,372 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 55,124
Change-55,124 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 48,678
Change-48,678 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 46,423
Change-46,423 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 45,607
Change-45,607 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 41,250
Change-41,250 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 38,499
Change-38,499 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 33,690
Change-33,690 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 26,625
Change-26,625 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 26,227
Change-26,227 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 24,919
Change-24,919 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 23,977
Change-23,977 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 22,852
Change-22,852 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 22,456
Change-22,456 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 20,300
Change-20,300 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 18,509
Change-18,509 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 17,279
Change-17,279 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 16,594
Change-16,594 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 16,465
Change-16,465 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 16,449
Change-16,449 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 15,594
Change-15,594 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 13,930
Change-13,930 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 11,700
Change-11,700 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 11,605
Change-11,605 (-100%)
Value—
Taylor Hoffman Capital Management LLC
N/A
Shares— from 11,284
Change-11,284 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 11,050
Change-11,050 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 10,152
Change-10,152 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 7,485
Change-7,485 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,573
Change-3,573 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 500
Change-500 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 0
Change0
Value—
Status
Eagle Bluffs Wealth Management LLC
INCREASED1,034,053944,136+89,917+10%$15.0M$14.9M-$112.7K2026-10-20
LPL Financial LLC
INCREASED280,920239,185+41,735+17%$3.8M$4.0M+$240.0K2026-11-06
Riverbridge Partners LLC
DECREASED120,240145,001-24,761-17%$2.3M$1.7M-$569.9K2026-11-05
Gill Capital Partners, LLC
UNCHANGED71,89671,89600%$1.1M$1.0M-$107.1K2026-10-13
Truist Financial Corp
INCREASED66,24264,999+1,243+2%$1.0M$946.6K-$79.1K2026-10-30
Noble Wealth Management PBC
DECREASED46,20547,750-1,545-3%$753.5K$660.3K-$93.2K2026-10-01
Kestra Private Wealth Services, LLC
INCREASED40,10413,841+26,263+190%$218.4K$573.1K+$354.7K2026-11-06
Commonwealth Equity Services, LLC
DECREASED39,39441,536-2,142-5%$655.4K$563.0K-$92.5K2026-11-02
Wedbush Securities Inc
DECREASED38,32052,799-14,479-27%$833.0K$548-$832.5K2026-10-22
Sagespring Wealth Partners, LLC
DECREASED34,33338,846-4,513-12%$613.0K$490.6K-$122.4K2026-10-22
Fortitude Advisory Group L.L.C.
DECREASED30,14430,274-1300%$477.7K$430.8K-$47.0K2026-10-15
Gerber Kawasaki Wealth & Investment Management
DECREASED26,85427,357-503-2%$431.7K$383.8K-$48.0K2026-10-29
MGO One Seven LLC
INCREASED25,63022,010+3,620+16%$347.3K$366.3K+$18.9K2026-10-28
Calamos Advisors LLC
INCREASED21,57320,226+1,347+7%$319.2K$308.3K-$10.9K2026-11-02
Integrity Wealth Partners, LLC
NEW20,168—+20,168——$288.2K—2026-10-14
Focused Wealth Management, Inc
INCREASED18,00217,905+97+1%$282.5K$257.2K-$25.3K2026-10-30
Kuhn & Co Investment Counsel
UNCHANGED14,51214,51200%$229.0K$207.4K-$21.6K2026-10-29
Gridiron Partners, LLC
UNCHANGED11,05511,05500%$174.4K$158.0K-$16.5K2026-10-08
Delta Financial Advisors LLC
DECREASED10,85011,600-750-6%$183.0K$155.0K-$28.0K2026-10-27
Lanark Financial, Inc.
INCREASED4,7871,551+3,236+209%$24.5K$68.4K+$43.9K2026-10-26
Fifth Third Bancorp
UNCHANGED4,7184,71800%$74.5K$67.4K-$7.0K2026-11-05
FNY Investment Advisers, LLC
UNCHANGED1,0001,00000%$15$14-$12026-10-16
Caldwell Trust Co
UNCHANGED29229200%$4.6K$4.2K-$4352026-10-30
Kentucky Trust Co
UNCHANGED19819800%$3.1K$2.8K-$2952026-10-15
Rossby Financial, LCC
NEW120—+120——$1.7K—2026-11-05
Cresta Advisors, Ltd.
CLOSED028,463-28,463-100%$449.1K$0-$449.1K2026-10-14
Simon Quick Advisors, LLC
CLOSED012,592-12,592-100%$198.7K$0-$198.7K2026-10-26
Mystic Asset Management, Inc.
CLOSED010,000-10,000-100%$157.8K$0-$157.8K2026-10-15
International Assets Investment Management, LLC
CLOSED05,150-5,150-100%$81.1K$0-$81.1K2026-11-02
Private Trust Co NA
CLOSED02,800-2,800-100%$44.2K$0-$44.2K2026-10-20
Concord Wealth Partners
CLOSED0264-264-100%$4.2K$0-$4.2K2026-11-02
SIT Investment Associates Inc
N/A—3,809,746-3,809,746-100%$60.1M———
Morgan Stanley
N/A—2,342,990-2,342,990-100%$37.0M———
Raymond James Financial Inc
N/A—1,297,230-1,297,230-100%$20.5M———
UBS Group AG
N/A—760,233-760,233-100%$12.0M———
LaSalle St. Investment Advisors, LLC
N/A—624,081-624,081-100%$9.8M———
Bank of America Corp
N/A—555,537-555,537-100%$8.8M———
M&T Bank Corp
N/A—418,814-418,814-100%$6.6M———
Wells Fargo & Company
N/A—356,690-356,690-100%$5.6M———
Invesco Ltd.
N/A—255,234-255,234-100%$4.0M———
Baird Financial Group, Inc.
N/A—155,134-155,134-100%$2.4M———
Ameriprise Financial Inc
N/A—145,717-145,717-100%$2.3M———
First Trust Advisors LP
N/A—77,164-77,164-100%$1.2M———
Guggenheim Capital LLC
N/A—67,515-67,515-100%$1.1M———
Bruce G. Allen Investments, LLC
N/A—58,372-58,372-100%$921.1K———
Cetera Investment Advisers
N/A—55,124-55,124-100%$869.9K———
Envestnet Asset Management Inc
N/A—48,678-48,678-100%$768.1K———
Intellus Advisors LLC
N/A—46,423-46,423-100%$732.6K———
Stratos Wealth Partners, Ltd.
N/A—45,607-45,607-100%$719.7K———
Advisory Services Network, LLC
N/A—41,250-41,250-100%$650.9K———
Royal Bank of Canada
N/A—38,499-38,499-100%$608.0K———
Focus Partners Wealth
N/A—33,690-33,690-100%$534.9K———
BCS Private Wealth Management, Inc.
N/A—26,625-26,625-100%$422.7K———
Stifel Financial Corp
N/A—26,227-26,227-100%$413.9K———
Rockefeller Capital Management L.P.
N/A—24,919-24,919-100%$393.2K———
Horizon Kinetics Asset Management LLC
N/A—23,977-23,977-100%$378.4K———
Osaic Holdings, Inc.
N/A—22,852-22,852-100%$360.6K———
NewEdge Advisors, LLC
N/A—22,456-22,456-100%$354.3K———
Orleans Capital Management Corp
N/A—20,300-20,300-100%$320.3K———
Palogic Value Management, L.P.
N/A—20,000-20,000-100%$315.6K———
Integrated Wealth Concepts LLC
N/A—18,509-18,509-100%$292.1K———
HighTower Advisors, LLC
N/A—17,279-17,279-100%$272.7K———
Mayflower Financial Advisors, LLC
N/A—16,594-16,594-100%$261.9K———
Comprehensive Money Management Services LLC
N/A—16,465-16,465-100%$259.8K———
HRT Financial LP
N/A—16,449-16,449-100%$259.0K———
Arax Advisory Partners
N/A—15,594-15,594-100%$246.1K———
Jane Street Group, LLC
N/A—13,930-13,930-100%$219.8K———
Captrust Financial Advisors
N/A—11,700-11,700-100%$184.6K———
Van Hulzen Asset Management, LLC
N/A—11,605-11,605-100%$183.1K———
Taylor Hoffman Capital Management LLC
N/A—11,284-11,284-100%$178.1K———
Great Valley Advisor Group, Inc.
N/A—11,050-11,050-100%$174.4K———
Susquehanna International Group, LLP
N/A—10,152-10,152-100%$160.2K———
Maimon Wealth Management Ltd.
N/A—10,000-10,000-100%$157.8K———
Caitlin John, LLC
N/A—7,485-7,485-100%$118.1K———
Northwestern Mutual Wealth Management Co
N/A—3,573-3,573-100%$56.4K———
Steward Partners Investment Advisory, LLC
N/A—2,000-2,000-100%$31.6K———
Harbour Investments, Inc.
N/A—500-500-100%$7.9K———
Beaird Harris Wealth Management, LLC
N/A—3-3-100%$48———
JPMorgan Chase & Co
N/A—00—$12———
Showing 79 of 79 institutions