NewEdge Advisors, LLC
Position in NBB — Nuveen Taxable Municipal Income Fund
CIK 1633516
NEW ORLEANS, LA
Position in NBB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$354,355
+$334,084 QoQ
Shares Held
22,456
+10.8% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#39
of 76 holders
Holding Since
Jun 2022
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NBB Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026NewEdge Advisors, LLC holds $346,700,436 across 298 Asset Management names. NBB ranks #161 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
73,695 | $70,862,164 | |
| 2 | BX |
Blackstone Inc.
|
93,282 | $10,976,492 | |
| 3 | PSUS |
Pershing Square USA, Ltd.
|
254,260 | $9,504,238 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
431,148 | $7,200,171 | |
| 5 | UTG |
Reaves Utility Income Fund
|
172,636 | $7,029,737 | |
| 6 | NAD |
Nuveen Quality Municipal Income Fund
|
486,357 | $5,894,646 | |
| 7 | IVZ |
Invesco Ltd.
|
222,541 | $5,872,856 | |
| 8 | KKR |
KKR & Co. Inc.
|
62,393 | $5,726,429 |
All Filings in NBB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $354,355 | 22,456 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $20,271 | 20,271 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $272,234 | 17,230 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $260,331 | 16,050 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $238,707 | 15,089 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $202,316 | 12,629 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $167,641 | 11,191 | Shares | Sole | 2025-02-13 | |
| 2023-06-30 | $10,198 | 650 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $10,349 | 642 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $10,150 | 636 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $245,337 | 13,783 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||