Nuveen Taxable Municipal Income Fund Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of NBB?
Owner Type	Number of Shares	Ownership Percentage
Institutions	13,492,216	45.9%
General Public	15,902,536	54.1%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 42.6% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
13.1%	Sit Investment Associates, Inc	3,860,681	US$59.3m	4.46%	1.27%
6.25%	Morgan Stanley, Investment Banking and Brokerage Investments	1,838,297	US$28.2m	4.28%	no data
3.4%	Raymond James Financial Inc., Asset Management Arm	999,205	US$15.3m	18.2%	0.01%
2.46%	Eagle Bluffs Wealth Management LLC	724,021	US$11.1m	9.94%	5.59%
2.36%	UBS Asset Management AG	692,270	US$10.6m	0.77%	no data
1.89%	Arbor Point Advisors, LLC	555,646	US$8.5m	0%	0.18%
1.78%	Wilmington Trust Investment Advisors, Inc.	522,140	US$8.0m	-6.69%	0.16%
1.65%	Merrill Lynch & Co. Inc., Banking Investments	484,996	US$7.4m	3.5%	no data
1.54%	Osaic Advisory Services, LLC	451,584	US$6.9m	52.5%	0.11%
1.25%	Wells Fargo & Company, Securities and Brokerage Investments	366,481	US$5.6m	-11.2%	no data
1.18%	LaSalle St. Investment Advisors, L.L.C.	347,415	US$5.3m	0%	1.21%
1.05%	Columbia Management Investment Advisers, LLC	308,306	US$4.7m	32%	no data
1.02%	Invesco Capital Management LLC	299,673	US$4.6m	-4.02%	no data
0.53%	MacKay Shields LLC	156,775	US$2.4m	0%	0.31%
0.52%	Robert W. Baird & Co. Incorporated, Asset Management Arm	152,481	US$2.3m	0.51%	no data
0.44%	LPL Financial Corporation, Asset Management Arm	129,668	US$2.0m	8.34%	no data
0.37%	Broyhill Asset Management, LLC	107,945	US$1.7m	-0.45%	1.32%
0.35%	Gill Capital Partners, LLC	102,492	US$1.6m	-7.31%	0.52%
0.26%	Wedbush Asset Management, LLC	77,653	US$1.2m	-2.76%	0.04%
0.24%	BB&T Trust	71,658	US$1.1m	0.41%	no data
0.23%	Sterne Agee Asset Management, Inc.	67,020	US$1.0m	-0.54%	0.06%
0.19%	Bruce G. Allen Investments, LLC	54,967	US$843.8k	0.16%	0.68%
0.17%	First Trust Advisors LP	50,455	US$774.5k	1.86%	no data
0.17%	Riverbridge Partners, LLC	50,439	US$774.2k	13.9%	0.01%
0.17%	Stratos Wealth Partners, Ltd	50,291	US$772.0k	-12.3%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/05/20 04:40
End of Day Share Price	2025/05/20 00:00
Earnings	N/A
Annual Earnings	N/A

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Nuveen Taxable Municipal Income Fund is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.