NUVEEN TAXABLE MUNICPAL INM NBB
COM · Closed-End Fund · CUSIP 67074C103
* 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 ≈ $15.51.
Trends to Q2 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 |
| Q2 2024 | 77 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling 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 |
| Q2 2024 | 38 | 26 |
Biggest buyers
| SIT INVESTMENT ASSOCIATES INC | Added | +511.7k |
| MacKay Shields LLC | New | +330.1k |
| M&T Bank Corp | Added | +227.8k |
| ENVESTNET ASSET MANAGEMENT INC | Added | +136.7k |
| Eagle Bluffs Wealth Management LLC | Added | +78.6k |
| LPL Financial LLC | Added | +75.1k |
| 1607 Capital Partners, LLC | New | +73.6k |
| Raymond James Financial Services Advisors, Inc. | Added | +46.1k |
| RIVERBRIDGE PARTNERS LLC | Added | +20.9k |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | Added | +19.6k |
Biggest sellers
| MORGAN STANLEY | Reduced | -2.5m |
| GUGGENHEIM CAPITAL LLC | Sold out | -701.5k |
| Stratos Wealth Partners, LTD. | Reduced | -176.2k |
| Shaker Financial Services, LLC | Sold out | -43.4k |
| UBS Group AG | Reduced | -33.9k |
| RAYMOND JAMES & ASSOCIATES | Reduced | -27.5k |
| BAYSHORE ASSET MANAGEMENT, LLC | Sold out | -12.8k |
| Stonebrook Private Inc. | Sold out | -12.1k |
| Clarity Financial LLC | Sold out | -11.7k |
| OPPENHEIMER & CO INC | Sold out | -10.1k |
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 Q2 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 Q2 2024.
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| SIT INVESTMENT ASSOCIATES INC 1.26% of their portfolio | 3.5m $54.8m | Added +511.7k |
| MORGAN STANLEY 0.00% of their portfolio | 1.4m $22.3m | Reduced -2.5m |
| M&T Bank Corp 0.04% of their portfolio | 829.7k $12.9m | Added +227.8k |
| Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio | 702.6k $10.9m | Added +46.1k |
| UBS Group AG 0.00% of their portfolio | 612.5k $9.5m | Reduced -33.9k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 588.6k $9.1m | Added +136.7k |
| OSAIC HOLDINGS, INC. 0.02% of their portfolio | 565.2k $8.8m | Added +17.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 489.1k $7.6m | Added +6.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 486.9k $7.6m | Reduced -7.4k |
| Eagle Bluffs Wealth Management LLC 3.74% of their portfolio | 412.1k $6.4m | Added +78.6k |
| Invesco Ltd. 0.00% of their portfolio | 344.2k $5.3m | Added +1.9k |
| MacKay Shields LLC 0.16% of their portfolio | 330.1k $5.1m | New |
| LPL Financial LLC 0.00% of their portfolio | 186.8k $2.9m | Added +75.1k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 173.2k $2.7m | Reduced -10.0k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 164.0k $2.5m | Reduced -27.5k |
| Baird Financial Group, Inc. 0.00% of their portfolio | 145.7k $2.3m | Added +17.2k |
| GraniteShares Advisors LLC 0.63% of their portfolio | 122.0k $1.9m | Added +15.2k |
| GILL CAPITAL PARTNERS, LLC 0.68% of their portfolio | 114.2k $1.8m | Added +6 |
| Stratos Wealth Partners, LTD. 0.02% of their portfolio | 93.9k $1.5m | Reduced -176.2k |
| WEDBUSH SECURITIES INC 0.05% of their portfolio | 90.6k $1.4m | Added +5.6k |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 82.8k $1.3m | Added +191 |
| 1607 Capital Partners, LLC 0.10% of their portfolio | 73.6k $1.1m | New |
| PARK AVENUE SECURITIES LLC 0.01% of their portfolio | 71.2k $1.1m | Reduced -2.0k |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.08% of their portfolio | 62.1k $962.8k | Added +19.6k |
| RAYMOND JAMES TRUST N.A. 0.02% of their portfolio | 59.3k $919.9k | Added +44 |
| Bruce G. Allen Investments, LLC 0.69% of their portfolio | 52.7k $817.4k | Reduced -4.6k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 45.0k $698.0k | Added +2.0k |
| RIVERBRIDGE PARTNERS LLC 0.01% of their portfolio | 42.6k $660.9k | Added +20.9k |
| Cetera Investment Advisers 0.00% of their portfolio | 37.3k $579.1k | Added +49 |
| Advisory Services Network, LLC 0.01% of their portfolio | 37.3k $578.5k | Added +250 |
| Amitell Capital Pte Ltd 0.42% of their portfolio | 31.3k $485.0k | Unchanged |
| WOLVERINE ASSET MANAGEMENT LLC 0.01% of their portfolio | 30.6k $474.0k | Added +17.8k |
| Cresta Advisors, Ltd. 0.26% of their portfolio | 28.5k $441.5k | Unchanged |
| HORIZON KINETICS ASSET MANAGEMENT LLC 0.01% of their portfolio | 27.0k $418.1k | Unchanged |
| Dynamic Advisor Solutions LLC 0.01% of their portfolio | 25.8k $400.1k | Added +852 |
| U.S. Capital Wealth Advisors, LLC 0.01% of their portfolio | 23.3k $362.1k | Unchanged |
| Gerber Kawasaki Wealth & Investment Management 0.02% of their portfolio | 21.9k $340.3k | Added +588 |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 21.8k $338.2k | Added +8.6k |
| NOMURA HOLDINGS INC 0.00% of their portfolio | 21.2k $328.5k | Added +500 |
| Fortitude Advisory Group L.L.C. 0.19% of their portfolio | 20.8k $321.9k | Unchanged |
| Atria Wealth Solutions, Inc. 0.00% of their portfolio | 20.3k $317.5k | Added +577 |
| HighTower Advisors, LLC 0.00% of their portfolio | 20.3k $315.0k | Added +24 |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 18.2k $282.0k | Added +563 |
| Gridiron Partners, LLC 0.18% of their portfolio | 18.0k $279.2k | Reduced -721 |
| Focused Wealth Management, Inc 0.04% of their portfolio | 17.9k $276.9k | Added +71 |
| GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio | 17.7k $275.2k | Reduced -1.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 17.3k $269.0k | Reduced -1.5k |
| Calamos Advisors LLC 0.00% of their portfolio | 15.8k $244.9k | New |
| Kuhn & Co Investment Counsel 0.20% of their portfolio | 14.5k $225.1k | Unchanged |
| Palogic Value Management, L.P. 0.09% of their portfolio | 14.0k $217.1k | Unchanged |
| INTEGRATED CAPITAL MANAGEMENT, INC. 0.17% of their portfolio | 13.6k $210.4k | Added +2.2k |
| Waverly Advisors, LLC 0.00% of their portfolio | 13.2k $204.5k | Unchanged |
| Van Hulzen Asset Management, LLC 0.01% of their portfolio | 12.1k $188.0k | Unchanged |
| Taylor Hoffman Wealth Management 0.07% of their portfolio | 11.3k $173.7k | Unchanged |
| Mystic Asset Management, Inc. 0.07% of their portfolio | 10.8k $166.7k | Unchanged |
| Mayflower Financial Advisors, LLC 0.03% of their portfolio | 10.5k $162.9k | Unchanged |
| Opal Wealth Advisors, LLC 0.03% of their portfolio | 6.8k $106.2k | Reduced -5.8k |
| Farther Finance Advisors, LLC 0.01% of their portfolio | 6.8k $104.2k | Added +11 |
| COMERICA BANK 0.00% of their portfolio | 6.5k $101.5k | Added +1.0k |
| Caitlin John, LLC 0.07% of their portfolio | 6.5k $100.4k | New |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 6.1k $94.9k | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 3.6k $55.4k | Unchanged |
| PRIVATE TRUST CO NA 0.00% of their portfolio | 2.8k $43.4k | Unchanged |
| Tortoise Investment Management, LLC 0.00% of their portfolio | 2.7k $41.4k | Reduced -1.3k |
| 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 $17.4k | Unchanged |
| PRINCIPAL SECURITIES, INC. 0.00% of their portfolio | 1.1k $17.4k | Unchanged |
| HM PAYSON & CO 0.00% of their portfolio | 1.1k $16.3k | New |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 701 $10.9k | Unchanged |
| Glass Jacobson Investment Advisors llc 0.00% of their portfolio | 650 $10.1k | Unchanged |
| CoreCap Advisors, LLC 0.00% of their portfolio | 600 $9.3k | Unchanged |
| MeadowBrook Investment Advisors LLC 0.01% of their portfolio | 598 $9.3k | Unchanged |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 500 $7.8k | Unchanged |
| Caldwell Trust Co 0.00% of their portfolio | 292 $4.5k | Unchanged |
| Beaird Harris Wealth Management, LLC 0.00% of their portfolio | 3 $47 | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |