NUVEEN TAXABLE MUNICPAL INM NBB
COM · Closed-End Fund · CUSIP 67074C103
80
institutional holders
-1 vs Q4 2022
8.2m
shares reported held*
$132.1mreported value*
11 new
21 added
28 reduced
9 sold out
net bought ≈ $3.7m (+230.2k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $16.12.
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 71 |
| Q4 2022 | 81 |
| Q1 2023 | 80 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 42 | 27 |
| Q1 2023 | 32 | 37 |
Biggest buyers
| SIT INVESTMENT ASSOCIATES INC | Added | +364.2k |
| Raymond James Financial Services Advisors, Inc. | Added | +215.9k |
| Eagle Bluffs Wealth Management LLC | Added | +68.2k |
| OSAIC HOLDINGS, INC. | Added | +44.3k |
| Shaker Financial Services, LLC | New | +34.9k |
| Cresta Advisors, Ltd. | New | +28.5k |
| Integrated Wealth Concepts LLC | New | +21.0k |
| BANK OF MONTREAL /CAN/ | New | +19.1k |
| RVW Wealth, LLC | New | +15.7k |
| Waverly Advisors, LLC | New | +13.2k |
Biggest sellers
| LPL Financial LLC | Reduced | -198.3k |
| AMERIPRISE FINANCIAL INC | Reduced | -99.7k |
| RAYMOND JAMES & ASSOCIATES | Reduced | -46.1k |
| U.S. Capital Wealth Advisors, LLC | Reduced | -35.6k |
| BANK OF AMERICA CORP /DE/ | Reduced | -29.6k |
| Clarity Financial LLC | Sold out | -29.6k |
| WELLS FARGO & COMPANY/MN | Reduced | -28.8k |
| Weiss Asset Management LP | Sold out | -24.9k |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | Sold out | -21.3k |
| Klingman & Associates, LLC | Sold out | -19.8k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| MORGAN STANLEY 13G · institution +1.4 pts · filed 2026-08-12 | 8.0% |
Insider purchases and sales in Q1 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported in Q1 2023.
Holders, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.00% of their portfolio | 1.3m $21.3m | Added +12.7k |
| SIT INVESTMENT ASSOCIATES INC 0.35% of their portfolio | 792.3k $12.8m | Added +364.2k |
| GUGGENHEIM CAPITAL LLC 0.10% of their portfolio | 761.1k $12.3m | Unchanged |
| UBS Group AG 0.01% of their portfolio | 746.0k $12.0m | Reduced -15.1k |
| Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio | 600.9k $9.7m | Added +215.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 549.1k $8.9m | Reduced -28.8k |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 490.0k $7.9m | Added +44.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 441.5k $7.1m | Reduced -29.6k |
| Eagle Bluffs Wealth Management LLC 4.34% of their portfolio | 328.7k $5.3m | Added +68.2k |
| Invesco Ltd. 0.00% of their portfolio | 289.9k $4.7m | Reduced -15.8k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 237.7k $3.8m | Reduced -46.1k |
| Bramshill Investments, LLC 0.40% of their portfolio | 208.2k $3.4m | Added +4.1k |
| GILL CAPITAL PARTNERS, LLC 1.07% of their portfolio | 148.4k $2.4m | Reduced -309 |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 115.6k $1.9m | Reduced -99.7k |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 100.2k $1.6m | Added +5.7k |
| LPL Financial LLC 0.00% of their portfolio | 90.8k $1.5m | Reduced -198.3k |
| WEDBUSH SECURITIES INC 0.07% of their portfolio | 82.5k $1.3m | Reduced -1.5k |
| Stratos Wealth Partners, LTD. 0.03% of their portfolio | 63.8k $1.0m | Reduced -4.8k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 45.3k $729.7k | Reduced -1.1k |
| RAYMOND JAMES TRUST N.A. 0.02% of their portfolio | 43.3k $698.0k | Reduced -577 |
| Shaker Financial Services, LLC 0.25% of their portfolio | 34.9k $565.8k | New |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 33.0k $531.0k | Added +69 |
| Advisory Services Network, LLC 0.01% of their portfolio | 32.2k $519.1k | Added +1.2k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 30.7k $494.0k | Reduced -1.9k |
| U.S. Capital Wealth Advisors, LLC 0.02% of their portfolio | 29.7k $478.7k | Reduced -35.6k |
| HORIZON KINETICS ASSET MANAGEMENT LLC 0.01% of their portfolio | 29.1k $469.7k | Reduced -145 |
| Cresta Advisors, Ltd. 0.36% of their portfolio | 28.5k $458.8k | New |
| HighTower Advisors, LLC 0.00% of their portfolio | 27.9k $450.0k | Reduced -1.3k |
| Atria Wealth Solutions, Inc. 0.01% of their portfolio | 25.4k $411.6k | Reduced -2.0k |
| Van Hulzen Asset Management, LLC 0.04% of their portfolio | 24.0k $387.0k | Unchanged |
| Fortitude Advisory Group L.L.C. 0.28% of their portfolio | 22.1k $356.2k | Unchanged |
| GREAT VALLEY ADVISOR GROUP, INC. 0.02% of their portfolio | 22.0k $355.0k | Reduced -4.8k |
| Integrated Wealth Concepts LLC 0.01% of their portfolio | 21.0k $339.0k | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 20.4k $329.1k | Added +6.2k |
| Cetera Advisor Networks LLC 0.00% of their portfolio | 19.7k $317.9k | Added +375 |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 19.1k $319.0k | New |
| SVB WEALTH LLC 0.00% of their portfolio | 18.3k $295.1k | Reduced -933 |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 17.1k $276.4k | Added +8.9k |
| RIVERBRIDGE PARTNERS LLC 0.00% of their portfolio | 16.9k $273.0k | Added +1.1k |
| Taylor Hoffman Wealth Management 0.15% of their portfolio | 16.5k $266.5k | Added +1.0k |
| Sigma Planning Corp 0.01% of their portfolio | 16.1k $259.5k | Reduced -3.0k |
| RVW Wealth, LLC 0.03% of their portfolio | 15.7k $253.1k | New |
| Barber Financial Group, Inc. 0.04% of their portfolio | 15.5k $249.9k | Added +124 |
| Cetera Investment Advisers 0.00% of their portfolio | 15.2k $244.8k | Reduced -903 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 14.3k $231.1k | Reduced -11.0k |
| Mystic Asset Management, Inc. 0.12% of their portfolio | 14.0k $225.7k | Unchanged |
| Waverly Advisors, LLC 0.01% of their portfolio | 13.2k $212.5k | New |
| Opal Wealth Advisors, LLC 0.12% of their portfolio | 13.0k $210.3k | Unchanged |
| Palogic Value Management, L.P. 0.09% of their portfolio | 12.0k $193.4k | Unchanged |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 11.8k $190.0k | Added +332 |
| Gerber Kawasaki Wealth & Investment Management 0.01% of their portfolio | 11.5k $185.9k | New |
| Carlton Hofferkamp & Jenks Wealth Management, LLC 0.08% of their portfolio | 11.5k $184.9k | Unchanged |
| Mayflower Financial Advisors, LLC 0.02% of their portfolio | 11.5k $185.4k | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 11.3k $182.4k | Reduced -3.4k |
| Cyndeo Wealth Partners, LLC 0.02% of their portfolio | 11.1k $178.7k | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA 0.11% of their portfolio | 10.6k $171.0k | Reduced -11.0k |
| Belpointe Asset Management LLC 0.01% of their portfolio | 9.2k $147.5k | Reduced -846 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 3.7k $59.2k | Added +100 |
| PRIVATE TRUST CO NA 0.01% of their portfolio | 2.8k $45.1k | Unchanged |
| Focused Wealth Management, Inc 0.01% of their portfolio | 2.4k $39.4k | Unchanged |
| Pinnacle Financial Partners Inc 0.00% of their portfolio | 2.4k $39.2k | Unchanged |
| Elequin Capital, LP 0.02% of their portfolio | 2.2k $35.5k | Reduced -7.8k |
| Tortoise Investment Management, LLC 0.01% of their portfolio | 2.2k $35.3k | Added +630 |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 2.0k $32.2k | Unchanged |
| Ameritas Advisory Services, LLC 0.00% of their portfolio | 1.7k $27.1k | New |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.00% of their portfolio | 1.6k $26.6k | Unchanged |
| M&R CAPITAL MANAGEMENT INC 0.01% of their portfolio | 1.5k $24.2k | Reduced -1.0k |
| OPTIMUM INVESTMENT ADVISORS 0.01% of their portfolio | 1.3k $20.7k | Reduced -1.1k |
| Sunbelt Securities, Inc. 0.00% of their portfolio | 1.2k $19.1k | New |
| HUNTINGTON NATIONAL BANK 0.00% of their portfolio | 1.1k $18.1k | Unchanged |
| FNY Investment Advisers, LLC 0.02% of their portfolio | 1.0k $16.0k | New |
| FIRST MANHATTAN CO. LLC. 0.00% of their portfolio | 807 $13.0k | Added +269 |
| NewEdge Advisors, LLC 0.00% of their portfolio | 642 $10.3k | Added +6 |
| Highlander Capital Management, LLC 0.00% of their portfolio | 523 $8.0k | Unchanged |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 500 $8.1k | Unchanged |
| Caldwell Trust Co 0.00% of their portfolio | 292 $4.7k | Unchanged |
| BENJAMIN F. EDWARDS & COMPANY, INC. 0.00% of their portfolio | 275 $4.0k | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 240 $4.0k | New |
| IFP Advisors, Inc 0.00% of their portfolio | 68 $1.4k | Added +1 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |