NUVEEN TAXABLE MUNICPAL INM NBB
COM · Closed-End Fund · CUSIP 67074C103
84
institutional holders
-2 vs Q4 2023
14.4m
shares reported held*
$220.8mreported value*
9 new
28 added
21 reduced
10 sold out
net bought ≈ $32.7m (+2.1m 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 ≈ $15.32.
Trends to Q1 2024
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 |
| Q1 2024 | 84 |
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 |
| Q1 2024 | 37 | 31 |
Biggest buyers
| MORGAN STANLEY | Added | +1.4m |
| SIT INVESTMENT ASSOCIATES INC | Added | +371.0k |
| ENVESTNET ASSET MANAGEMENT INC | Added | +352.4k |
| Raymond James Financial Services Advisors, Inc. | Added | +47.2k |
| Eagle Bluffs Wealth Management LLC | Added | +40.7k |
| AMERIPRISE FINANCIAL INC | Added | +32.9k |
| Amitell Capital Pte Ltd | New | +31.3k |
| Baird Financial Group, Inc. | Added | +28.4k |
| RAYMOND JAMES & ASSOCIATES | Added | +24.4k |
| Cetera Investment Advisers | Added | +21.1k |
Biggest sellers
| GUGGENHEIM CAPITAL LLC | Reduced | -59.6k |
| Stratos Wealth Partners, LTD. | Reduced | -53.6k |
| LPL Financial LLC | Reduced | -35.9k |
| Transform Wealth, LLC | Sold out | -21.0k |
| Invesco Ltd. | Reduced | -18.1k |
| Cetera Advisor Networks LLC | Sold out | -17.5k |
| Gridiron Partners, LLC | Reduced | -17.5k |
| Modern Wealth Management, LLC | Sold out | -16.0k |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | Reduced | -15.3k |
| JPMORGAN CHASE & CO | Reduced | -13.3k |
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 2024
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 2024.
Holders, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.00% of their portfolio | 3.9m $59.6m | Added +1.4m |
| SIT INVESTMENT ASSOCIATES INC 1.06% of their portfolio | 3.0m $46.3m | Added +371.0k |
| GUGGENHEIM CAPITAL LLC 0.08% of their portfolio | 701.5k $10.7m | Reduced -59.6k |
| Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio | 656.5k $10.1m | Added +47.2k |
| UBS Group AG 0.00% of their portfolio | 646.4k $9.9m | Added +14.8k |
| M&T Bank Corp 0.03% of their portfolio | 601.9k $9.2m | Added +7.6k |
| OSAIC HOLDINGS, INC. 0.02% of their portfolio | 547.9k $8.4m | Added +7.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 494.3k $7.6m | Added +9.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 482.7k $7.4m | Added +2.8k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 451.9k $6.9m | Added +352.4k |
| Invesco Ltd. 0.00% of their portfolio | 342.3k $5.2m | Reduced -18.1k |
| Eagle Bluffs Wealth Management LLC 3.19% of their portfolio | 333.4k $5.1m | Added +40.7k |
| Stratos Wealth Partners, LTD. 0.07% of their portfolio | 270.1k $4.1m | Reduced -53.6k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 191.5k $2.9m | Added +24.4k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 183.2k $2.8m | Added +32.9k |
| Baird Financial Group, Inc. 0.00% of their portfolio | 128.5k $2.0m | Added +28.4k |
| GILL CAPITAL PARTNERS, LLC 0.67% of their portfolio | 114.2k $1.7m | Unchanged |
| LPL Financial LLC 0.00% of their portfolio | 111.7k $1.7m | Reduced -35.9k |
| GraniteShares Advisors LLC 0.86% of their portfolio | 106.7k $1.6m | Added +13.6k |
| WEDBUSH SECURITIES INC 0.05% of their portfolio | 85.0k $1.3m | Reduced -633 |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 82.6k $1.3m | Reduced -209 |
| PARK AVENUE SECURITIES LLC 0.01% of their portfolio | 73.3k $1.1m | Reduced -2.3k |
| RAYMOND JAMES TRUST N.A. 0.02% of their portfolio | 59.3k $908.0k | Unchanged |
| Bruce G. Allen Investments, LLC 0.72% of their portfolio | 57.3k $878.5k | Added +530 |
| Shaker Financial Services, LLC 0.26% of their portfolio | 43.4k $667.7k | Added +9.8k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 43.0k $659.0k | Added +2.0k |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.06% of their portfolio | 42.5k $650.4k | Reduced -15.3k |
| Cetera Investment Advisers 0.00% of their portfolio | 37.3k $571.2k | Added +21.1k |
| Advisory Services Network, LLC 0.01% of their portfolio | 37.0k $567.6k | Added +600 |
| Amitell Capital Pte Ltd 0.41% of their portfolio | 31.3k $479.1k | New |
| Cresta Advisors, Ltd. 0.28% of their portfolio | 28.5k $436.1k | Unchanged |
| HORIZON KINETICS ASSET MANAGEMENT LLC 0.01% of their portfolio | 27.0k $412.9k | Reduced -1.7k |
| Dynamic Advisor Solutions LLC 0.01% of their portfolio | 24.9k $382.1k | Reduced -116 |
| U.S. Capital Wealth Advisors, LLC 0.01% of their portfolio | 23.3k $357.6k | Reduced -6.3k |
| RIVERBRIDGE PARTNERS LLC 0.00% of their portfolio | 21.7k $332.8k | Added +1.8k |
| Gerber Kawasaki Wealth & Investment Management 0.02% of their portfolio | 21.4k $327.1k | Added +1.6k |
| Fortitude Advisory Group L.L.C. 0.18% of their portfolio | 20.8k $318.0k | Unchanged |
| NOMURA HOLDINGS INC 0.00% of their portfolio | 20.7k $316.8k | Reduced -1.6k |
| HighTower Advisors, LLC 0.00% of their portfolio | 20.3k $310.0k | Reduced -10.6k |
| Atria Wealth Solutions, Inc. 0.00% of their portfolio | 19.8k $304.1k | Reduced -560 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 18.8k $288.0k | Reduced -650 |
| GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio | 18.7k $287.1k | Reduced -3.8k |
| Gridiron Partners, LLC 0.18% of their portfolio | 18.7k $286.8k | Reduced -17.5k |
| Focused Wealth Management, Inc 0.04% of their portfolio | 17.8k $272.4k | Added +4.8k |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 17.6k $269.9k | Added +181 |
| Kuhn & Co Investment Counsel 0.21% of their portfolio | 14.5k $222.3k | Unchanged |
| Palogic Value Management, L.P. 0.09% of their portfolio | 14.0k $214.5k | Added +2.0k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 13.2k $202.3k | Added +2.2k |
| Waverly Advisors, LLC 0.00% of their portfolio | 13.2k $202.0k | Unchanged |
| BAYSHORE ASSET MANAGEMENT, LLC 0.10% of their portfolio | 12.8k $196.6k | New |
| WOLVERINE ASSET MANAGEMENT LLC 0.00% of their portfolio | 12.7k $195.3k | New |
| Opal Wealth Advisors, LLC 0.07% of their portfolio | 12.6k $193.7k | New |
| Stonebrook Private Inc. 0.05% of their portfolio | 12.1k $185.7k | Reduced -1.7k |
| Van Hulzen Asset Management, LLC 0.01% of their portfolio | 12.1k $185.0k | Unchanged |
| Clarity Financial LLC 0.03% of their portfolio | 11.7k $179.1k | Unchanged |
| INTEGRATED CAPITAL MANAGEMENT, INC. 0.14% of their portfolio | 11.4k $174.0k | Added +750 |
| Taylor Hoffman Wealth Management 0.07% of their portfolio | 11.3k $172.9k | Unchanged |
| Mystic Asset Management, Inc. 0.07% of their portfolio | 10.8k $164.7k | Unchanged |
| Mayflower Financial Advisors, LLC 0.03% of their portfolio | 10.5k $160.9k | Unchanged |
| OPPENHEIMER & CO INC 0.00% of their portfolio | 10.1k $154.5k | New |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 10.0k $154.0k | New |
| Farther Finance Advisors, LLC 0.01% of their portfolio | 6.8k $102.9k | Reduced -660 |
| COMERICA BANK 0.00% of their portfolio | 5.5k $84.5k | Added +14 |
| Tortoise Investment Management, LLC 0.01% of their portfolio | 4.0k $60.9k | Unchanged |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 3.6k $54.7k | Unchanged |
| PRIVATE TRUST CO NA 0.00% of their portfolio | 2.8k $42.9k | Unchanged |
| LANARK FINANCIAL, INC. 0.00% of their portfolio | 1.5k $23.0k | Unchanged |
| Pinnacle Financial Partners Inc 0.00% of their portfolio | 1.3k $19.8k | Unchanged |
| HUNTINGTON NATIONAL BANK 0.00% of their portfolio | 1.1k $17.2k | Unchanged |
| PRINCIPAL SECURITIES, INC. 0.00% of their portfolio | 1.1k $17.2k | Unchanged |
| FNY Investment Advisers, LLC 0.01% of their portfolio | 1.0k $15.0k | New |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 701 $10.7k | Added +1 |
| Glass Jacobson Investment Advisors llc 0.00% of their portfolio | 650 $10.0k | Unchanged |
| CoreCap Advisors, LLC 0.00% of their portfolio | 600 $9.2k | New |
| MeadowBrook Investment Advisors LLC 0.01% of their portfolio | 598 $9.2k | Unchanged |
| FIRST MANHATTAN CO. LLC. 0.00% of their portfolio | 537 $8.2k | Unchanged |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 500 $7.7k | Unchanged |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 400 $6.1k | Reduced -1.6k |
| Caldwell Trust Co 0.00% of their portfolio | 292 $4.5k | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 20 $306 | Reduced -13.3k |
| Global Retirement Partners, LLC 0.00% of their portfolio | 8 $123 | Unchanged |
| Beaird Harris Wealth Management, LLC 0.00% of their portfolio | 3 $46 | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |
| Bogart Wealth, LLC 0.00% of their portfolio | 0 $0 | New |