Nuveen Taxable Municipal Income Fund (NBB) shareholders
Close on Nov 13, 2026Market cap –P/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Sit Investment Associates, Inc. | 3,022,481 | 10.28% | 13G (passive) | Apr 5, 2024 |
| Morgan Stanley Joint filing with Morgan Stanley Smith Barney LLC (7.90%) | 2,342,991 | 8.00% | 13G (passive) amendment | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of NBB | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 3,809,746 | – | $60.12M | +16,031 | 1.14% |
| Morgan Stanley | 2,342,990 | – | $36.97M | +108,791 | 0.00% |
| Raymond James Financial Inc | 1,297,230 | – | $20.47M | +1,813 | 0.01% |
| Eagle Bluffs Wealth Management LLC | 944,136 | – | $14.99M | +52,593 | 5.01% |
| UBS Group AG | 760,233 | – | $12.00M | +81,385 | 0.00% |
| LaSalle St. Investment Advisors, LLC | 624,081 | – | $9.85M | +19,918 | 1.20% |
| Bank Of America Corp /De/ | 555,537 | – | $8.77M | +1,785 | 0.00% |
| M&T Bank Corp | 418,814 | – | $6.61M | +168,842 | 0.02% |
| Wells Fargo & Company/Mn | 356,690 | – | $5.63M | −7,918 | 0.00% |
| Invesco Ltd. | 255,234 | – | $4.03M | −27,197 | 0.00% |
| LPL Financial LLC | 239,185 | – | $3.77M | +16,226 | 0.00% |
| Baird Financial Group, Inc. | 155,134 | – | $2.45M | −1,814 | 0.00% |
| Ameriprise Financial Inc | 145,717 | – | $2.30M | +7,696 | 0.00% |
| Riverbridge Partners LLC | 145,001 | – | $2.29M | +4,109 | 0.06% |
| First Trust Advisors LP | 77,164 | – | $1.22M | +5,748 | 0.00% |
| Gill Capital Partners, LLC | 71,896 | – | $1.13M | −1,581 | 0.30% |
| Guggenheim Capital LLC | 67,515 | – | $1.07M | +14,553 | 0.01% |
| Truist Financial Corp | 64,999 | – | $1.03M | +343 | 0.00% |
| Bruce G. Allen Investments, LLC | 58,372 | – | $921.12K | −719 | 0.59% |
| Cetera Investment Advisers | 55,124 | – | $869.86K | +2,948 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 76 | 14M | 5 / 28 | 21 / 5 | 1M | 0M |
| Q1 2026 | 78 | 13M | 9 / 26 | 17 / 1 | 1M | 0M |
| Q4 2025 | 71 | 13M | 4 / 23 | 26 / 7 | 0M | 1M |
| Q3 2025 | 74 | 14M | 5 / 32 | 15 / 10 | 2M | 0M |
| Q2 2025 | 79 | 12M | 8 / 26 | 18 / 8 | 1M | 1M |
| Q1 2025 | 81 | 13M | 8 / 29 | 18 / 9 | 1M | 0M |
| Q4 2024 | 82 | 12M | 16 / 22 | 21 / 8 | 2M | 1M |
| Q3 2024 | 77 | 12M | 11 / 26 | 18 / 8 | 1M | 1M |
| Q2 2024 | 75 | 13M | 6 / 32 | 13 / 12 | 2M | 4M |
| Q1 2024 | 81 | 14M | 8 / 28 | 21 / 10 | 2M | 0M |
| Q4 2023 | 84 | 12M | 18 / 24 | 21 / 11 | 3M | 0M |
| Q3 2023 | 77 | 10M | 7 / 19 | 26 / 6 | 2M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
5 funds held NBB in Q2 2026, 97% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of NBB | Value | % of fund | As of |
|---|---|---|---|---|---|
| Invesco CEF Income Composite ETF | 272,218 | – | $4.32M | 0.52% | May 31, 2026 |
| First Trust Income Opportunities ETF | 46,056 | – | $730.91K | 0.92% | May 31, 2026 |
| Calamos CEF Income & Arbitrage ETF | 20,675 | – | $314.47K | 0.93% | Jul 31, 2026 |
| Sit Balanced Fund | 11,867 | – | $187.26K | 0.24% | Jun 30, 2026 |
| Invesco Zacks Multi-Asset Income ETF | 8,783 | – | $133.59K | 0.11% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Parth Doshi | Vice President | – | Sep 1, 2026 |
| William A. Siffermann | Vice President | 615 | Mar 6, 2026 |
| Joseph Castro | EVP, Chief Risk & Compliance | – | Feb 26, 2026 |
| Robert Tanner Page | VP and Treasurer | – | Feb 20, 2026 |
| Marc Cardella | VP and Controller | – | Dec 3, 2024 |
| Margot Kleinman | – | – | Sep 3, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| William A. Siffermann Vice President | Mar 4, 2026 | Buy | +75 | $16.20 | $1.22K | 615 |
| Gifford R. Zimmerman Secretary | May 10, 2019 | Sale | −858.58 | $20.82 | $17.88K | 0 |
| Gifford R. Zimmerman Secretary | Nov 19, 2018 | Other | +858.58 | – | – | 859 |
| William A. Siffermann Vice President | Nov 19, 2018 | Other | +324.48 | – | – | 324 |
| Nuveen Fund Advisors, LLC – | May 11, 2017 | Sale | −5,250 | $20.73 | $108.83K | 0 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Nuveen Taxable Municipal Income Fund's stock actually held short. Settlement fails (shares not delivered on time) peaked at 15,048 shares on Sep 8, 2026 over the last 90 days.
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