Vault-13

NUVEEN TAXABLE MUNICPAL INM NBB

COM · Closed-End Fund · CUSIP 67074C103

84 institutional holders +5 vs Q3 2024
12,054,47912.1m shares reported held*
$180.7mreported value*
10 new 22 added 21 reduced 8 sold out net bought ≈ $4.5m (+197.4k 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 ≈ $14.99.

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 71Q4 22: 81Q1 23: 80Q2 23: 78Q3 23: 80Q4 23: 86Q1 24: 84Q2 24: 77Q3 24: 79Q4 24: 8484Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 202271
Q4 202281
Q1 202380
Q2 202378
Q3 202380
Q4 202386
Q1 202484
Q2 202477
Q3 202479
Q4 202484

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q1 23: 32 bought or addedQ1 23: 37 cut or sold outQ2 23: 26 bought or addedQ2 23: 33 cut or sold outQ2 23Q3 23: 25 bought or addedQ3 23: 32 cut or sold outQ4 23: 34 bought or addedQ4 23: 33 cut or sold outQ4 23Q1 24: 37 bought or addedQ1 24: 31 cut or sold outQ2 24: 38 bought or addedQ2 24: 26 cut or sold outQ2 24Q3 24: 36 bought or addedQ3 24: 26 cut or sold outQ4 24: 32 bought or addedQ4 24: 29 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20233237
Q2 20232633
Q3 20232532
Q4 20233433
Q1 20243731
Q2 20243826
Q3 20243626
Q4 20243229

Biggest buyers

Eagle Bluffs Wealth Management LLC Added +208,822+208.8k
SIT INVESTMENT ASSOCIATES INC Added +166,303+166.3k
MORGAN STANLEY Added +121,457+121.5k
UBS Group AG Added +70,771+70.8k
StoneX Group Inc. New +67,381+67.4k
HighTower Advisors, LLC Added +38,214+38.2k
BAYSHORE ASSET MANAGEMENT, LLC New +34,470+34.5k
Focus Partners Advisor Solutions, LLC New +34,470+34.5k
Transform Wealth, LLC New +33,690+33.7k
AMERIPRISE FINANCIAL INC Added +30,702+30.7k

Biggest sellers

OSAIC HOLDINGS, INC. Reduced -259,922-259.9k
GraniteShares Advisors LLC Sold out -145,604-145.6k
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC Sold out -101,670-101.7k
WELLS FARGO & COMPANY/MN Reduced -79,223-79.2k
Stratos Wealth Partners, LTD. Reduced -40,016-40.0k
1607 Capital Partners, LLC Sold out -25,862-25.9k
BANK OF AMERICA CORP /DE/ Reduced -25,422-25.4k
JANE STREET GROUP, LLC Sold out -14,450-14.4k
Waverly Advisors, LLC Sold out -13,185-13.2k
TRUIST FINANCIAL CORP Reduced -8,357-8.4k

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 Q4 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 Q4 2024.

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SIT INVESTMENT ASSOCIATES INC 1.26% of their portfolio Minneapolis, MN 3,695,7813.7m $55.4m $55.4m 1.26% Added +166.3k +166,303
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,762,9221.8m $26.4m $26.4m 0.00% Added +121.5k +121,457
3 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 845,069845.1k $12.7m $12.7m 0.00% First filing
4 UBS Group AG 0.00% of their portfolio ZURICH, V8 686,981687.0k $10.3m $10.3m 0.00% Added +70.8k +70,771
5 Eagle Bluffs Wealth Management LLC 5.30% of their portfolio COLUMBIA, MO 658,538658.5k $9.9m $9.9m 5.30% Added +208.8k +208,822
6 M&T Bank Corp 0.03% of their portfolio BUFFALO, NY 572,209572.2k $8.6m $8.6m 0.03% Added +1.1k +1,119
7 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 474,527474.5k $7.1m $7.1m 0.00% Reduced -25.4k -25,422
8 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 412,790412.8k $6.2m $6.2m 0.00% Reduced -79.2k -79,223
9 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 313,928313.9k $4.7m $4.7m 0.01% Reduced -259.9k -259,922
10 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 312,217312.2k $4.7m $4.7m 0.00% Added +21.4k +21,446
11 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 233,662233.7k $3.5m $3.5m 0.00% Added +30.7k +30,702
12 MacKay Shields LLC 0.07% of their portfolio New York, NY 156,775156.8k $2.3m $2.3m 0.07% Reduced -7.9k -7,920
13 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 151,705151.7k $2.3m $2.3m 0.00% Added +3.1k +3,126
14 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 119,688119.7k $1.8m $1.8m 0.00% Added +8.2k +8,213
15 GILL CAPITAL PARTNERS, LLC 0.59% of their portfolio DENVER, CO 110,577110.6k $1.7m $1.7m 0.59% Reduced -3.6k -3,601
16 Broyhill Asset Management, LLC 1.43% of their portfolio CHARLOTTE, NC 108,432108.4k $1.6m $1.6m 1.43% First filing
17 WEDBUSH SECURITIES INC 0.04% of their portfolio PASADENA, CA 79,85879.9k $1.2m $1.2m 0.04% Reduced -7.2k -7,244
18 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 71,36571.4k $1.1m $1.1m 0.00% Reduced -8.4k -8,357
19 StoneX Group Inc. 0.06% of their portfolio NEW YORK, NY 67,38167.4k $1.0m $1.0m 0.06% New
20 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 57,34857.3k $859.1k $859.1k 0.01% Reduced -40.0k -40,016
21 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 56,92656.9k $852.7k $852.7k 0.00% Added +38.2k +38,214
22 Bruce G. Allen Investments, LLC 0.67% of their portfolio DENVER, CO 54,88154.9k $822.1k $822.1k 0.67% Added +1.4k +1,442
23 ORLEANS CAPITAL MANAGEMENT CORP/LA 0.47% of their portfolio MANDEVILLE, LA 52,00052.0k $836.2k $836.2k 0.47% Reduced -1.1k -1,150
24 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 49,53649.5k $742.0k $742.0k 0.00% Added +8.4k +8,408
25 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 48,42548.4k $725.4k $725.4k 0.00% Reduced -3.8k -3,804
26 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 48,42148.4k $725.3k $725.3k 0.00% Added +9.7k +9,730
27 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 46,86546.9k $702.0k $702.0k 0.00% Added +1.7k +1,658
28 Noble Wealth Management PBC 0.48% of their portfolio GREENWOOD VILLAGE, CO 46,17546.2k $691.7k $691.7k 0.48% First filing
29 RIVERBRIDGE PARTNERS LLC 0.01% of their portfolio MINNEAPOLIS, MN 44,27844.3k $663.3k $663.3k 0.01% Added +1.5k +1,520
30 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 40,80040.8k $611.2k $611.2k 0.01% Added +3.5k +3,500
31 Focus Partners Advisor Solutions, LLC 0.01% of their portfolio SAINT LOUIS, MO 34,47034.5k $516.4k $516.4k 0.01% New
32 BAYSHORE ASSET MANAGEMENT, LLC 0.24% of their portfolio CORAL GABLES, FL 34,47034.5k $516.4k $516.4k 0.24% New
33 Transform Wealth, LLC 0.03% of their portfolio GREENWOOD VILLAGE, CO 33,69033.7k $504.7k $504.7k 0.03% New
34 Calamos Advisors LLC 0.00% of their portfolio NAPERVILLE, IL 33,21233.2k $497.5k $497.5k 0.00% Added +6.4k +6,385
35 Intellus Advisors LLC 0.08% of their portfolio NAPLES, FL 31,46731.5k $471.4k $471.4k 0.08% First filing
36 Amitell Capital Pte Ltd 0.42% of their portfolio SINGAPORE, U0 31,27031.3k $468.4k $468.4k 0.42% Unchanged
37 Fortitude Advisory Group L.L.C. 0.27% of their portfolio GIG HARBOR, WA 29,88029.9k $447.6k $447.6k 0.27% Unchanged
38 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 28,92328.9k $433.3k $433.3k 0.00% Added +8.5k +8,455
39 Cresta Advisors, Ltd. 0.25% of their portfolio LAREDO, TX 28,46328.5k $472.8k $472.8k 0.25% Unchanged
40 HORIZON KINETICS ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 26,21026.2k $392.6k $392.6k 0.00% Reduced -744 -744
41 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 22,64122.6k $339.0k $339.0k 0.00% Added +5.5k +5,513
42 Gerber Kawasaki Wealth & Investment Management 0.01% of their portfolio SANTA MONICA, CA 22,59922.6k $338.5k $338.5k 0.01% Reduced -852 -852
43 Comprehensive Money Management Services LLC 0.23% of their portfolio CORAL GABLES, FL 18,71518.7k $280.4k $280.4k 0.23% First filing
44 Focused Wealth Management, Inc 0.04% of their portfolio Newburgh, NY 18,05818.1k $270.5k $270.5k 0.04% Added +120 +120
45 Gridiron Partners, LLC 0.17% of their portfolio Wexford, PA 18,00018.0k $269.6k $269.6k 0.17% Unchanged
46 GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio WILMINGTON, DE 16,80016.8k $251.7k $251.7k 0.01% Reduced -943 -943
47 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 16,74816.7k $250.9k $250.9k 0.00% Reduced -1.8k -1,813
48 U.S. Capital Wealth Advisors, LLC 0.01% of their portfolio AUSTIN, TX 16,09416.1k $241.1k $241.1k 0.01% Unchanged
49 Dynamic Advisor Solutions LLC 0.01% of their portfolio PHOENIX, AZ 16,07616.1k $240.8k $240.8k 0.01% Reduced -561 -561
50 READYSTATE ASSET MANAGEMENT LP 0.01% of their portfolio CHICAGO, IL 14,96815.0k $224.2k $224.2k 0.01% New
51 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 14,69114.7k $220.1k $220.1k 0.00% Reduced -1.8k -1,824
52 Kuhn & Co Investment Counsel 0.18% of their portfolio Chicago, IL 14,51214.5k $217.4k $217.4k 0.18% Unchanged
53 GUGGENHEIM CAPITAL LLC 0.00% of their portfolio CHICAGO, IL 14,20514.2k $212.8k $212.8k 0.00% New
54 Palogic Value Management, L.P. 0.08% of their portfolio DALLAS, TX 14,00014.0k $209.7k $209.7k 0.08% Unchanged
55 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 11,70011.7k $175.3k $175.3k 0.00% Unchanged
56 Van Hulzen Asset Management, LLC 0.01% of their portfolio EL DORADO HILLS, CA 11,69611.7k $175.2k $175.2k 0.01% Added +100 +100
57 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 11,55311.6k $173.1k $173.1k 0.00% New
58 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 11,48711.5k $172.1k $172.1k 0.00% New
59 Taylor Hoffman Capital Management LLC 0.06% of their portfolio RICHMOND, VA 11,28411.3k $169.0k $169.0k 0.06% Unchanged
60 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 11,19111.2k $167.6k $167.6k 0.00% New
61 Mystic Asset Management, Inc. 0.04% of their portfolio Warwick, RI 10,75010.8k $161.0k $161.0k 0.04% Unchanged
62 Mayflower Financial Advisors, LLC 0.02% of their portfolio BOSTON, MA 10,50010.5k $157.3k $157.3k 0.02% Unchanged
63 Caitlin John, LLC 0.08% of their portfolio BRIGHTON, MI 8,3298.3k $124.8k $124.8k 0.08% Reduced -183 -183
64 COMERICA BANK 0.00% of their portfolio DALLAS, TX 6,6426.6k $99.5k $99.5k 0.00% Added +60 +60
65 Elequin Capital, LP 0.01% of their portfolio NEW YORK, NY 6,1616.2k $92.3k $92.3k 0.01% New
66 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 3,5733.6k $53.5k $53.5k 0.00% Unchanged
67 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 2,8002.8k $41.9k $41.9k 0.00% Unchanged
68 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 1,1251.1k $16.9k $16.9k 0.00% Unchanged
69 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 1,1201.1k $16.8k $16.8k 0.00% Unchanged
70 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 890890 $13.3k $13.3k 0.00% Reduced -5.9k -5,887
71 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 700700 $10.5k $10.5k 0.00% Reduced -1 -1
72 Glass Jacobson Investment Advisors llc 0.00% of their portfolio OWINGS MILLS, MD 650650 $9.7k $9.7k 0.00% Unchanged
73 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 600600 $9.0k $9.0k 0.00% Unchanged
74 MeadowBrook Investment Advisors LLC 0.01% of their portfolio Livonia, MI 598598 $9.0k $9.0k 0.01% Unchanged
75 Provenance Wealth Advisors, LLC 0.00% of their portfolio FORT LAUDERDALE, FL 506506 $7.6k $7.6k 0.00% Unchanged
76 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 500500 $7.5k $7.5k 0.00% Unchanged
77 OARSMAN CAPITAL, INC. 0.00% of their portfolio MILWAUKEE, WI 321321 $4.8k $4.8k 0.00% Unchanged
78 Caldwell Trust Co 0.00% of their portfolio Venice, FL 292292 $4.4k $4.4k 0.00% Unchanged
79 Kentucky Trust Co 0.00% of their portfolio DANVILLE, KY 198198 $3.0k $3.0k 0.00% First filing
80 Blue Trust, Inc. 0.00% of their portfolio BRENTWOOD, TN 150150 $2.2k $2.2k 0.00% Unchanged
81 Tortoise Investment Management, LLC 0.00% of their portfolio WHITE PLAINS, NY 6262 $929 $929 0.00% Reduced -1.8k -1,760
82 Beaird Harris Wealth Management, LLC 0.00% of their portfolio DALLAS, TX 33 $45 $45 0.00% Unchanged
83 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 11 $17 $17 0.00% Reduced -1.2k -1,160
84 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged