Vault-13

NUVEEN TAXABLE MUNICPAL INM NBB

COM · Closed-End Fund · CUSIP 67074C103

78 institutional holders -2 vs Q1 2023
9,013,9619.0m shares reported held*
$141.5mreported value*
5 new 21 added 25 reduced 8 sold out net bought ≈ $13.2m (+839.0k 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 ≈ $15.70.

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 71Q4 22: 81Q1 23: 80Q2 23: 7878Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 202271
Q4 202281
Q1 202380
Q2 202378

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q4 22: 42 bought or addedQ4 22: 27 cut or sold outQ4 22Q1 23: 32 bought or addedQ1 23: 37 cut or sold outQ1 23Q2 23: 26 bought or addedQ2 23: 33 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 20224227
Q1 20233237
Q2 20232633

Biggest buyers

SIT INVESTMENT ASSOCIATES INC Added +423,061+423.1k
MORGAN STANLEY Added +348,030+348.0k
M&T Bank Corp New +227,666+227.7k
RIVERNORTH CAPITAL MANAGEMENT, LLC Added +46,350+46.4k
Clarity Financial LLC New +28,369+28.4k
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. New +20,283+20.3k
LPL Financial LLC Added +14,307+14.3k
Farther Finance Advisors, LLC New +13,803+13.8k
HighTower Advisors, LLC Added +10,017+10.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +9,705+9.7k

Biggest sellers

UBS Group AG Reduced -88,547-88.5k
BANK OF AMERICA CORP /DE/ Reduced -82,591-82.6k
WELLS FARGO & COMPANY/MN Reduced -26,177-26.2k
GILL CAPITAL PARTNERS, LLC Reduced -16,889-16.9k
Sigma Planning Corp Sold out -16,100-16.1k
RVW Wealth, LLC Sold out -15,700-15.7k
Steward Partners Investment Advisory, LLC Reduced -14,416-14.4k
Mystic Asset Management, Inc. Sold out -14,000-14.0k
Belpointe Asset Management LLC Sold out -9,150-9.2k
RAYMOND JAMES & ASSOCIATES Reduced -6,677-6.7k

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.

HolderStakeChangeShares Last filed
MORGAN STANLEY 13G · institution +1.4 pts · filed 2026-08-12 8.0% +1.4 pts 2.3m≈ $37.0m 2026-08-12

Insider purchases and sales in Q2 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 Q2 2023.

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,666,9671.7m $26.2m $26.2m 0.00% Added +348.0k +348,030
2 SIT INVESTMENT ASSOCIATES INC 0.50% of their portfolio Minneapolis, MN 1,215,3751.2m $19.1m $19.1m 0.50% Added +423.1k +423,061
3 GUGGENHEIM CAPITAL LLC 0.09% of their portfolio CHICAGO, IL 761,134761.1k $11.9m $11.9m 0.09% Unchanged
4 UBS Group AG 0.00% of their portfolio ZURICH, V8 657,405657.4k $10.3m $10.3m 0.00% Reduced -88.5k -88,547
5 Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio ST. PETERSBURG, FL 608,748608.7k $9.6m $9.6m 0.02% Added +7.9k +7,886
6 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 522,897522.9k $8.2m $8.2m 0.00% Reduced -26.2k -26,177
7 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 491,512491.5k $7.7m $7.7m 0.01% Added +1.5k +1,464
8 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 358,885358.9k $5.6m $5.6m 0.00% Reduced -82.6k -82,591
9 Eagle Bluffs Wealth Management LLC 3.91% of their portfolio COLUMBIA, MO 322,352322.4k $5.1m $5.1m 3.91% Reduced -6.3k -6,341
10 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 287,770287.8k $4.5m $4.5m 0.00% Reduced -2.1k -2,120
11 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 231,010231.0k $3.6m $3.6m 0.00% Reduced -6.7k -6,677
12 M&T Bank Corp 0.01% of their portfolio BUFFALO, NY 227,666227.7k $3.6m $3.6m 0.01% New
13 Bramshill Investments, LLC 0.29% of their portfolio NAPLES, FL 205,241205.2k $3.2m $3.2m 0.29% Reduced -2.9k -2,948
14 GILL CAPITAL PARTNERS, LLC 0.87% of their portfolio DENVER, CO 131,475131.5k $2.1m $2.1m 0.87% Reduced -16.9k -16,889
15 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 117,560117.6k $1.8m $1.8m 0.00% Added +1.9k +1,931
16 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 105,078105.1k $1.6m $1.6m 0.00% Added +14.3k +14,307
17 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 100,786100.8k $1.6m $1.6m 0.00% Added +556 +556
18 WEDBUSH SECURITIES INC 0.06% of their portfolio PASADENA, CA 83,54083.5k $1.3m $1.3m 0.06% Added +1.0k +1,000
19 Stratos Wealth Partners, LTD. 0.02% of their portfolio BEACHWOOD, OH 66,53066.5k $1.0m $1.0m 0.02% Added +2.7k +2,696
20 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.05% of their portfolio WEST PALM BEACH, FL 60,68760.7k $952.2k $952.2k 0.05% Added +46.4k +46,350
21 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 44,58844.6k $699.6k $699.6k 0.00% Reduced -678 -678
22 RAYMOND JAMES TRUST N.A. 0.02% of their portfolio ST. PETERSBURG, FL 42,86842.9k $673.0k $673.0k 0.02% Reduced -462 -462
23 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 37,92237.9k $596.0k $596.0k 0.00% Added +10.0k +10,017
24 Shaker Financial Services, LLC 0.24% of their portfolio Arlington, VA 34,91834.9k $550.2k $550.2k 0.24% Unchanged
25 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 33,55533.6k $526.0k $526.0k 0.00% Added +587 +587
26 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 31,20031.2k $489.5k $489.5k 0.01% Reduced -1.0k -1,000
27 U.S. Capital Wealth Advisors, LLC 0.02% of their portfolio AUSTIN, TX 29,69429.7k $465.9k $465.9k 0.02% Unchanged
28 HORIZON KINETICS ASSET MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 28,84928.8k $452.6k $452.6k 0.01% Reduced -286 -286
29 Cresta Advisors, Ltd. 0.35% of their portfolio LAREDO, TX 28,46328.5k $446.6k $446.6k 0.35% Unchanged
30 Clarity Financial LLC 0.07% of their portfolio Houston, TX 28,36928.4k $445.1k $445.1k 0.07% New
31 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 26,80526.8k $420.0k $420.0k 0.00% Reduced -3.9k -3,898
32 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 23,45623.5k $369.6k $369.6k 0.01% Reduced -2.0k -1,967
33 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 22,33722.3k $350.5k $350.5k 0.00% Added +1.9k +1,923
34 Fortitude Advisory Group L.L.C. 0.26% of their portfolio GIG HARBOR, WA 22,09522.1k $346.7k $346.7k 0.26% Unchanged
35 GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio WILMINGTON, DE 22,02322.0k $345.5k $345.5k 0.01% Unchanged
36 Van Hulzen Asset Management, LLC 0.03% of their portfolio EL DORADO HILLS, CA 21,13121.1k $332.0k $332.0k 0.03% Reduced -2.9k -2,850
37 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 21,02121.0k $329.8k $329.8k 0.00% Added +9.7k +9,705
38 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 20,97021.0k $329.0k $329.0k 0.01% Reduced -56 -56
39 Cetera Advisor Networks LLC 0.00% of their portfolio EL SEGUNDO, CA 20,52420.5k $322.0k $322.0k 0.00% Added +802 +802
40 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.04% of their portfolio Englewood, NJ 20,28320.3k $318.2k $318.2k 0.04% New
41 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 19,07919.1k $324.9k $324.9k 0.00% Unchanged
42 Taylor Hoffman Wealth Management 0.13% of their portfolio Richmond, VA 16,53416.5k $259.4k $259.4k 0.13% Unchanged
43 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 16,05216.1k $251.9k $251.9k 0.00% Added +864 +864
44 RIVERBRIDGE PARTNERS LLC 0.00% of their portfolio MINNEAPOLIS, MN 15,89915.9k $249.5k $249.5k 0.00% Reduced -1.0k -1,038
45 Gerber Kawasaki Wealth & Investment Management 0.02% of their portfolio SANTA MONICA, CA 15,69015.7k $246.2k $246.2k 0.02% Added +4.2k +4,155
46 SVB WEALTH LLC 0.00% of their portfolio BOSTON, MA 15,45215.5k $242.4k $242.4k 0.00% Reduced -2.9k -2,852
47 Farther Finance Advisors, LLC 0.05% of their portfolio SAN FRANCISCO, CA 13,80313.8k $216.6k $216.6k 0.05% New
48 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 13,18513.2k $206.9k $206.9k 0.01% Unchanged
49 Opal Wealth Advisors, LLC 0.10% of their portfolio JERICHO, NY 13,04313.0k $204.7k $204.7k 0.10% Unchanged
50 Palogic Value Management, L.P. 0.09% of their portfolio DALLAS, TX 12,00012.0k $188.3k $188.3k 0.09% Unchanged
51 Carlton Hofferkamp & Jenks Wealth Management, LLC 0.08% of their portfolio THE WOODLANDS, TX 11,50011.5k $175.7k $175.7k 0.08% Unchanged
52 Mayflower Financial Advisors, LLC 0.02% of their portfolio BOSTON, MA 11,50011.5k $180.4k $180.4k 0.02% Unchanged
53 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 11,18711.2k $176.0k $176.0k 0.00% Reduced -615 -615
54 Cyndeo Wealth Partners, LLC 0.02% of their portfolio ST. PETERSBURG, FL 11,08311.1k $173.9k $173.9k 0.02% Unchanged
55 Tortoise Investment Management, LLC 0.01% of their portfolio WHITE PLAINS, NY 4,6024.6k $72.2k $72.2k 0.01% Added +2.4k +2,410
56 Farmers & Merchants Trust Co of Chambersburg PA 0.04% of their portfolio CHAMBERSBURG, PA 4,1134.1k $65.0k $65.0k 0.04% Reduced -6.5k -6,498
57 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 3,5733.6k $56.1k $56.1k 0.00% Reduced -100 -100
58 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 2,8002.8k $43.9k $43.9k 0.01% Unchanged
59 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 2,7332.7k $42.9k $42.9k 0.00% Reduced -14.4k -14,416
60 Focused Wealth Management, Inc 0.01% of their portfolio Newburgh, NY 2,4452.4k $38.4k $38.4k 0.01% Unchanged
61 Pinnacle Financial Partners Inc 0.00% of their portfolio Nashville, TN 2,3982.4k $37.6k $37.6k 0.00% Reduced -36 -36
62 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 2,0002.0k $31.4k $31.4k 0.00% Unchanged
63 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.00% of their portfolio RICHMOND, VA 1,6501.6k $25.9k $25.9k 0.00% Unchanged
64 WOLVERINE ASSET MANAGEMENT LLC 0.00% of their portfolio CHICAGO, IL 1,4641.5k $23.0k $23.0k 0.00% New
65 Sunbelt Securities, Inc. 0.00% of their portfolio HOUSTON, TX 1,2131.2k $19.0k $19.0k 0.00% Added +16 +16
66 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 1,1251.1k $17.7k $17.7k 0.00% Unchanged
67 FNY Investment Advisers, LLC 0.02% of their portfolio NEW YORK, NY 1,0001.0k $15.0k $15.0k 0.02% Unchanged
68 FIRST MANHATTAN CO. LLC. 0.00% of their portfolio NEW YORK, NY 807807 $12.7k $12.7k 0.00% Unchanged
69 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 650650 $10.2k $10.2k 0.00% Added +8 +8
70 Glass Jacobson Investment Advisors llc 0.00% of their portfolio OWINGS MILLS, MD 650650 $10.2k $10.2k 0.00% First filing
71 Highlander Capital Management, LLC 0.00% of their portfolio SHORT HILLS, NJ 523523 $8.0k $8.0k 0.00% Unchanged
72 M&R CAPITAL MANAGEMENT INC 0.00% of their portfolio SUMMIT, NJ 501501 $7.9k $7.9k 0.00% Reduced -1.0k -1,000
73 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 500500 $7.8k $7.8k 0.00% Unchanged
74 Caldwell Trust Co 0.00% of their portfolio Venice, FL 292292 $4.6k $4.6k 0.00% Unchanged
75 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 210210 $3.3k $3.3k 0.00% Reduced -30 -30
76 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 138138 $2.5k $2.5k 0.00% Added +70 +70
77 Beaird Harris Wealth Management, LLC 0.00% of their portfolio DALLAS, TX 33 $48 $48 0.00% Not comparable
78 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged