NUVEEN TAXABLE MUNICPAL INM NBB
COM · Closed-End Fund · CUSIP 67074C103
86
institutional holders
+6 vs Q3 2023
12.3m
shares reported held*
$193.9mreported value*
10 new
24 added
21 reduced
12 sold out
net bought ≈ $32.1m (+2.0m 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 ≈ $15.79.
Trends to Q4 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 71 |
| Q4 2022 | 81 |
| Q1 2023 | 80 |
| Q2 2023 | 78 |
| Q3 2023 | 80 |
| Q4 2023 | 86 |
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 |
| Q2 2023 | 26 | 33 |
| Q3 2023 | 25 | 32 |
| Q4 2023 | 34 | 33 |
Biggest buyers
| MORGAN STANLEY | Added | +893.6k |
| SIT INVESTMENT ASSOCIATES INC | Added | +745.5k |
| BANK OF AMERICA CORP /DE/ | Added | +132.9k |
| Baird Financial Group, Inc. | New | +100.1k |
| GraniteShares Advisors LLC | New | +93.2k |
| ENVESTNET ASSET MANAGEMENT INC | Added | +77.9k |
| PARK AVENUE SECURITIES LLC | New | +75.6k |
| UBS Group AG | Added | +61.1k |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | Added | +41.5k |
| LPL Financial LLC | Added | +39.0k |
Biggest sellers
| RIVERNORTH CAPITAL MANAGEMENT, LLC | Sold out | -69.1k |
| WELLS FARGO & COMPANY/MN | Reduced | -38.9k |
| STIFEL FINANCIAL CORP | Reduced | -33.9k |
| M&T Bank Corp | Reduced | -27.7k |
| Stratos Wealth Partners, LTD. | Reduced | -21.1k |
| Clarity Financial LLC | Reduced | -16.7k |
| Eagle Bluffs Wealth Management LLC | Reduced | -15.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold out | -15.3k |
| RAYMOND JAMES & ASSOCIATES | Reduced | -15.1k |
| OSAIC HOLDINGS, INC. | Reduced | -14.7k |
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.
| Holder | Stake |
|---|---|
| MORGAN STANLEY 13G · institution +1.4 pts · filed 2026-08-12 | 8.0% |
Insider purchases and sales in Q4 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 Q4 2023.
Holders, Q4 2023
| Manager | Shares | Change |
|---|---|---|
| SIT INVESTMENT ASSOCIATES INC 1.03% of their portfolio | 2.7m $41.9m | Added +745.5k |
| MORGAN STANLEY 0.00% of their portfolio | 2.5m $39.7m | Added +893.6k |
| GUGGENHEIM CAPITAL LLC 0.09% of their portfolio | 761.1k $12.0m | Unchanged |
| UBS Group AG 0.00% of their portfolio | 631.6k $10.0m | Added +61.1k |
| Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio | 609.3k $9.6m | Added +16.7k |
| M&T Bank Corp 0.03% of their portfolio | 594.4k $9.4m | Reduced -27.7k |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 540.3k $8.5m | Reduced -14.7k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 484.9k $7.7m | Reduced -38.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 479.9k $7.6m | Added +132.9k |
| Invesco Ltd. 0.00% of their portfolio | 360.5k $5.7m | Added +6.3k |
| Stratos Wealth Partners, LTD. 0.10% of their portfolio | 323.7k $5.1m | Reduced -21.1k |
| Eagle Bluffs Wealth Management LLC 3.15% of their portfolio | 292.7k $4.6m | Reduced -15.6k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 167.1k $2.6m | Reduced -15.1k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 150.3k $2.4m | Added +10.4k |
| LPL Financial LLC 0.00% of their portfolio | 147.6k $2.3m | Added +39.0k |
| GILL CAPITAL PARTNERS, LLC 0.76% of their portfolio | 114.2k $1.8m | Reduced -13.4k |
| Baird Financial Group, Inc. 0.00% of their portfolio | 100.1k $1.6m | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 99.5k $1.6m | Added +77.9k |
| GraniteShares Advisors LLC 1.32% of their portfolio | 93.2k $1.5m | New |
| WEDBUSH SECURITIES INC 0.06% of their portfolio | 85.7k $1.4m | Added +873 |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 82.8k $1.3m | Reduced -7.1k |
| PARK AVENUE SECURITIES LLC 0.02% of their portfolio | 75.6k $1.2m | New |
| RAYMOND JAMES TRUST N.A. 0.02% of their portfolio | 59.3k $935.9k | Added +2.3k |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.08% of their portfolio | 57.7k $911.5k | Added +41.5k |
| Bruce G. Allen Investments, LLC 0.82% of their portfolio | 56.8k $897.1k | First filing |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 41.0k $648.0k | Added +209 |
| Advisory Services Network, LLC 0.01% of their portfolio | 36.5k $575.5k | Added +1.0k |
| Gridiron Partners, LLC 0.40% of their portfolio | 36.2k $571.6k | First filing |
| Shaker Financial Services, LLC 0.22% of their portfolio | 33.5k $529.8k | Added +6.7k |
| HighTower Advisors, LLC 0.00% of their portfolio | 30.9k $488.0k | Reduced -1.0k |
| U.S. Capital Wealth Advisors, LLC 0.02% of their portfolio | 29.7k $468.9k | Unchanged |
| HORIZON KINETICS ASSET MANAGEMENT LLC 0.01% of their portfolio | 28.6k $451.9k | Unchanged |
| Cresta Advisors, Ltd. 0.30% of their portfolio | 28.5k $449.4k | Unchanged |
| Dynamic Advisor Solutions LLC 0.02% of their portfolio | 25.1k $403.2k | New |
| GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio | 22.5k $355.2k | Added +470 |
| NOMURA HOLDINGS INC 0.00% of their portfolio | 22.3k $351.4k | New |
| Transform Wealth, LLC 0.03% of their portfolio | 21.0k $331.5k | Added +1.4k |
| Fortitude Advisory Group L.L.C. 0.20% of their portfolio | 20.8k $327.7k | Unchanged |
| Atria Wealth Solutions, Inc. 0.00% of their portfolio | 20.3k $321.1k | Reduced -373 |
| RIVERBRIDGE PARTNERS LLC 0.00% of their portfolio | 20.0k $315.0k | Added +146 |
| Gerber Kawasaki Wealth & Investment Management 0.02% of their portfolio | 19.7k $311.3k | Added +2.6k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 19.4k $307.0k | Reduced -6.5k |
| Cetera Advisor Networks LLC 0.00% of their portfolio | 17.5k $277.0k | Reduced -2.9k |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 17.4k $275.3k | Reduced -608 |
| Cetera Investment Advisers 0.00% of their portfolio | 16.2k $256.0k | Added +296 |
| Modern Wealth Management, LLC 0.03% of their portfolio | 16.0k $253.4k | First filing |
| Kuhn & Co Investment Counsel 0.23% of their portfolio | 14.5k $229.1k | First filing |
| Stonebrook Private Inc. 0.07% of their portfolio | 13.8k $218.2k | First filing |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 13.3k $210.2k | New |
| Waverly Advisors, LLC 0.01% of their portfolio | 13.2k $208.2k | Unchanged |
| Focused Wealth Management, Inc 0.03% of their portfolio | 13.0k $204.9k | Added +10.5k |
| Weiss Asset Management LP 0.01% of their portfolio | 12.8k $202.6k | New |
| Van Hulzen Asset Management, LLC 0.01% of their portfolio | 12.1k $191.0k | Reduced -4.4k |
| Palogic Value Management, L.P. 0.08% of their portfolio | 12.0k $189.5k | Unchanged |
| Clarity Financial LLC 0.03% of their portfolio | 11.7k $184.6k | Reduced -16.7k |
| Taylor Hoffman Wealth Management 0.08% of their portfolio | 11.3k $178.2k | Reduced -5.2k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 11.0k $173.2k | Reduced -33.9k |
| Mystic Asset Management, Inc. 0.08% of their portfolio | 10.8k $169.7k | Unchanged |
| INTEGRATED CAPITAL MANAGEMENT, INC. 0.14% of their portfolio | 10.6k $167.5k | New |
| Mayflower Financial Advisors, LLC 0.02% of their portfolio | 10.5k $165.8k | Unchanged |
| Bramshill Investments, LLC 0.02% of their portfolio | 10.2k $156.5k | Reduced -581 |
| Farther Finance Advisors, LLC 0.01% of their portfolio | 7.4k $117.1k | Reduced -6.6k |
| COMERICA BANK 0.00% of their portfolio | 5.5k $86.9k | Added +1.3k |
| Farmers & Merchants Trust Co of Chambersburg PA 0.03% of their portfolio | 4.1k $65.0k | Unchanged |
| Tortoise Investment Management, LLC 0.01% of their portfolio | 4.0k $62.7k | Unchanged |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 3.6k $56.4k | Unchanged |
| PRIVATE TRUST CO NA 0.01% of their portfolio | 2.8k $44.2k | Unchanged |
| Elequin Capital, LP 0.01% of their portfolio | 2.7k $43.2k | Added +1.9k |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 2.0k $31.6k | Unchanged |
| LM Advisors LLC 0.01% of their portfolio | 1.7k $26.4k | First filing |
| LANARK FINANCIAL, INC. 0.00% of their portfolio | 1.5k $24.0k | Reduced -127 |
| Pinnacle Financial Partners Inc 0.00% of their portfolio | 1.3k $20.4k | Unchanged |
| Sunbelt Securities, Inc. 0.00% of their portfolio | 1.3k $20.4k | Added +61 |
| HUNTINGTON NATIONAL BANK 0.00% of their portfolio | 1.1k $17.8k | Unchanged |
| PRINCIPAL SECURITIES, INC. 0.00% of their portfolio | 1.1k $17.7k | First filing |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 700 $11.1k | Unchanged |
| Glass Jacobson Investment Advisors llc 0.00% of their portfolio | 650 $10.3k | Unchanged |
| MeadowBrook Investment Advisors LLC 0.01% of their portfolio | 598 $9.4k | First filing |
| FIRST MANHATTAN CO. LLC. 0.00% of their portfolio | 537 $8.5k | Reduced -270 |
| Mariner Managed Account Solutions, LLC 0.00% of their portfolio | 520 $8.2k | New |
| M&R CAPITAL MANAGEMENT INC 0.00% of their portfolio | 501 $7.9k | Unchanged |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 500 $7.9k | Unchanged |
| Caldwell Trust Co 0.00% of their portfolio | 292 $4.6k | Unchanged |
| Global Retirement Partners, LLC 0.00% of their portfolio | 8 $125 | New |
| Beaird Harris Wealth Management, LLC 0.00% of their portfolio | 3 $48 | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |