Filing Research | Nuveen Taxable Municipal Incom Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

11 / 11 loaded

#		Instrument	quantity
1	RIVERBRIDGE PARTNERS LLC	Shares	145.0KSH	$2.3M
2	Noble Wealth Management PBC	Shares	47.8KSH	$753.5K
3	Fortitude Advisory Group L.L.C.	Shares	30.3KSH	$477.7K
4	Cresta Advisors, Ltd.	Shares	28.5KSH	$449.1K
5	Mayflower Financial Advisors, LLC	Shares	16.6KSH	$261.9K
6	MAIMON WEALTH MANAGEMENT LTD.	Shares	10.0KSH	$157.8K
7	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	5.2KSH	$81.1K
8	LANARK FINANCIAL, INC.	Shares	1.6KSH	$24.5K
9	Kentucky Trust Co	Shares	198SH	$3.1K
10	Beaird Harris Wealth Management, LLC	Shares	3SH	$48
11	FNY Investment Advisers, LLC	Shares	1.0KSH	$15

Manager changes2026-06-30 vs 2026-03-31

13 / 13 loaded

#		Instrument
1	RIVERBRIDGE PARTNERS LLC added	Shares	+4.1K	+$81.7K	$2.3M
2	Fortitude Advisory Group L.L.C. added	Shares	+306	+$8.4K	$477.7K
3	MAIMON WEALTH MANAGEMENT LTD. unchanged	Shares	0	+$4.9K	$157.8K
4	Cresta Advisors, Ltd. unchanged	Shares	0	+$3.4K	$449.1K
5	Mayflower Financial Advisors, LLC unchanged	Shares	0	+$2.0K	$261.9K
6	LANARK FINANCIAL, INC. unchanged	Shares	0	+$186	$24.5K
7	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$154	$81.1K
8	Kentucky Trust Co unchanged	Shares	0	+$23	$3.1K
9	Beaird Harris Wealth Management, LLC unchanged	Shares	0	+$1	$48
10	FNY Investment Advisers, LLC unchanged	Shares	0	$0	$15
11	Global Wealth Strategies & Associates exited	Shares	-5	-$80	$0
12	Noble Wealth Management PBC trimmed	Shares	-2.9K	-$40.0K	$753.5K
13	Opal Wealth Advisors, LLC exited	Shares	-7.4K	-$116.3K	$0

Filing Research | Nuveen Taxable Municipal Incom Institutional Holdings