NUVEEN TAXABLE MUNICPAL INM (NBB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
73
Reporting holders
$151.9M
Reported value
0.0%
Held as options
-2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $37.0M | 2,342,990 | 0.00% | 35q | +4.9%+$1.7M |
| RAYMOND JAMES FINANCIAL INC | $20.5M | 1,297,230 | 0.01% | 7q | HELD |
| Eagle Bluffs Wealth Management LLC | $15.0M | 944,136 | 5.01% | 18q | +5.9%+$834.9K |
| UBS Group AG | $12.0M | 760,233 | 0.00% | 31q | +12.0%+$1.3M |
| LaSalle St. Investment Advisors, LLC | $9.8M | 624,081 | 1.20% | 4q | +3.3%+$314.3K |
| BANK OF AMERICA CORP /DE/ | $8.8M | 555,537 | 0.00% | 31q | HELD |
| M&T Bank Corp | $6.6M | 418,814 | 0.02% | 13q | +67.5%+$2.7M |
| WELLS FARGO & COMPANY/MN | $5.6M | 356,690 | 0.00% | 31q | -51.1%-$5.9M |
| Invesco Ltd. | $4.0M | 255,234 | 0.00% | 31q | -9.6%-$429.2K |
| LPL Financial LLC | $3.8M | 239,185 | 0.00% | 31q | +7.3%+$256.0K |
| Baird Financial Group, Inc. | $2.4M | 155,134 | 0.00% | 11q | -1.2%-$28.6K |
| AMERIPRISE FINANCIAL INC | $2.3M | 145,717 | 0.00% | 31q | -47.2%-$2.1M |
| RIVERBRIDGE PARTNERS LLC | $2.3M | 145,001 | 0.06% | 17q | +2.9%+$64.8K |
| FIRST TRUST ADVISORS LP | $1.2M | 77,164 | 0.00% | 8q | +8.0%+$90.7K |
| GILL CAPITAL PARTNERS, LLC | $1.1M | 71,896 | 0.30% | 27q | -2.2%-$24.9K |
| GUGGENHEIM CAPITAL LLC | $1.1M | 67,515 | 0.01% | 7q | +27.5%+$229.6K |
| TRUIST FINANCIAL CORP | $1.0M | 64,999 | 0.00% | 31q | +0.5%+$5.4K |
| Bruce G. Allen Investments, LLC | $921.1K | 58,372 | 0.59% | 11q | -1.2%-$11.3K |
| Cetera Investment Advisers | $869.9K | 55,124 | 0.00% | 18q | +5.7%+$46.5K |
| ENVESTNET ASSET MANAGEMENT INC | $768.1K | 48,678 | 0.00% | 22q | +3.9%+$29.1K |
| Noble Wealth Management PBC | $753.5K | 47,750 | 0.34% | 6q | -5.8%-$46.1K |
| Intellus Advisors LLC | $732.6K | 46,423 | 0.09% | 7q | +10.7%+$70.6K |
| Stratos Wealth Partners, LTD. | $719.7K | 45,607 | 0.01% | 31q | -0.7%-$5.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $655.4K | 41,536 | 0.00% | 31q | HELD |
| Advisory Services Network, LLC | $650.9K | 41,250 | 0.01% | 21q | +7.0%+$42.6K |
| SAGESPRING WEALTH PARTNERS, LLC | $613.0K | 38,846 | 0.01% | 5q | +0.6%+$3.4K |
| ROYAL BANK OF CANADA | $608.0K | 38,499 | 0.00% | 31q | -7.0%-$45.7K |
| Focus Partners Wealth | $534.9K | 33,690 | 0.00% | 3q | HELD |
| Fortitude Advisory Group L.L.C. | $477.7K | 30,274 | 0.18% | 19q | +1.0%+$4.8K |
| Cresta Advisors, Ltd. | $449.1K | 28,463 | 0.16% | 14q | HELD |
| Gerber Kawasaki Wealth & Investment Management | $431.7K | 27,357 | 0.01% | 14q | HELD |
| BCS Private Wealth Management, Inc. | $422.7K | 26,625 | 0.13% | 5q | HELD |
| STIFEL FINANCIAL CORP | $413.9K | 26,227 | 0.00% | 31q | +1.8%+$7.2K |
| Rockefeller Capital Management L.P. | $393.2K | 24,919 | 0.00% | 4q | +407.3%+$315.7K |
| HORIZON KINETICS ASSET MANAGEMENT LLC | $378.4K | 23,977 | 0.00% | 30q | -3.5%-$13.6K |
| Integrated Wealth Concepts LLC | $373.2K | 23,650 | 0.00% | 2q | +28.3%+$82.3K |
| OSAIC HOLDINGS, INC. | $360.6K | 22,852 | 0.00% | 26q | +4.6%+$15.9K |
| NewEdge Advisors, LLC | $354.3K | 22,456 | 0.00% | 7q | +10.8%+$34.5K |
| MGO ONE SEVEN LLC | $347.3K | 22,010 | 0.01% | 2q | +17.9%+$52.7K |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | $320.3K | 20,300 | 0.17% | 8q | HELD |
| Calamos Advisors LLC | $319.2K | 20,226 | 0.00% | 2q | +7.1%+$21.3K |
| Palogic Value Management, L.P. | $315.6K | 20,000 | 0.10% | 15q | HELD |
| Focused Wealth Management, Inc | $282.5K | 17,905 | 0.02% | 17q | -3.2%-$9.5K |
| HighTower Advisors, LLC | $272.7K | 17,279 | 0.00% | 16q | -10.2%-$31.0K |
| Mayflower Financial Advisors, LLC | $261.9K | 16,594 | 0.02% | 16q | HELD |
| Comprehensive Money Management Services LLC | $259.8K | 16,465 | 0.16% | 7q | -10.8%-$31.6K |
| Arax Advisory Partners | $246.1K | 15,594 | 0.00% | new | NEW |
| Kuhn & Co Investment Counsel | $229.0K | 14,512 | 0.13% | 11q | HELD |
| JANE STREET GROUP, LLC | $219.8K | 13,930 | 0.00% | new | NEW |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $218.4K | 13,841 | 0.00% | 6q | -3.2%-$7.3K |
| SIMON QUICK ADVISORS, LLC | $198.7K | 12,592 | 0.01% | new | NEW |
| CAPTRUST FINANCIAL ADVISORS | $184.6K | 11,700 | 0.00% | 8q | HELD |
| Van Hulzen Asset Management, LLC | $183.1K | 11,605 | 0.01% | 31q | HELD |
| DELTA FINANCIAL ADVISORS LLC | $183.0K | 11,600 | 0.04% | 4q | HELD |
| Taylor Hoffman Capital Management LLC | $178.1K | 11,284 | 0.04% | 8q | HELD |
| Gridiron Partners, LLC | $174.4K | 11,055 | 0.09% | 11q | -28.1%-$68.1K |
| GREAT VALLEY ADVISOR GROUP, INC. | $174.4K | 11,050 | 0.00% | 31q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $160.2K | 10,152 | 0.00% | 3q | -48.8%-$152.6K |
| MAIMON WEALTH MANAGEMENT LTD. | $157.8K | 10,000 | 0.12% | 3q | HELD |
| Mystic Asset Management, Inc. | $157.8K | 10,000 | 0.03% | 12q | -7.0%-$11.8K |
| Caitlin John, LLC | $118.1K | 7,485 | 0.06% | 9q | -29.8%-$50.1K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $81.1K | 5,150 | 0.00% | 3q | HELD |
| FIFTH THIRD BANCORP | $74.5K | 4,718 | 0.00% | 2q | -9.8%-$8.0K |
| SIT INVESTMENT ASSOCIATES INC | $60.1K | 3,809,746 | 1.14% | 17q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $56.4K | 3,573 | 0.00% | 31q | HELD |
| PRIVATE TRUST CO NA | $44.2K | 2,800 | 0.00% | 17q | HELD |
| Steward Partners Investment Advisory, LLC | $31.6K | 2,000 | 0.00% | 29q | +185.7%+$20.5K |
| LANARK FINANCIAL, INC. | $24.5K | 1,551 | 0.00% | 12q | HELD |
| HARBOUR INVESTMENTS, INC. | $7.9K | 500 | 0.00% | 21q | HELD |
| Caldwell Trust Co | $4.6K | 292 | 0.00% | 27q | HELD |
| Concord Wealth Partners | $4.2K | 264 | 0.00% | new | NEW |
| Kentucky Trust Co | $3.1K | 198 | 0.00% | 7q | HELD |
| WEDBUSH SECURITIES INC | $833 | 52,799 | 0.02% | 21q | -4.4% |
| HRT FINANCIAL LP | $259 | 16,449 | 0.00% | new | NEW |
| Beaird Harris Wealth Management, LLC | $48 | 3 | 0.00% | 13q | HELD |
| FNY Investment Advisers, LLC | $15 | 1,000 | 0.01% | 2q | HELD |
| JPMORGAN CHASE & CO | $12 | 0 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-12 | 13G/A | Morgan Stanleywith 1 co-filers | 8.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 73 | $151.9M | 9,622,359 | 5 | 24 | 19 | 0.0% |
| Q1 2026 | 75 | $151.4M | 9,665,177 | 8 | 20 | 15 | 0.0% |
| Q4 2025 | 68 | $132.6M | 8,395,519 | 3 | 18 | 23 | 0.0% |
| Q3 2025 | 68 | $140.0M | 8,625,567 | 3 | 28 | 12 | 0.0% |
| Q2 2025 | 72 | $138.5M | 8,513,084 | 5 | 24 | 13 | 0.0% |
| Q1 2025 | 74 | $137.7M | 8,592,238 | 4 | 22 | 15 | 0.0% |
| Q4 2024 | 80 | $123.4M | 8,233,100 | 10 | 19 | 19 | 0.0% |
| Q3 2024 | 71 | $132.7M | 7,989,879 | 9 | 20 | 14 | 0.0% |
| Q2 2024 | 70 | $136.2M | 8,781,972 | 6 | 22 | 12 | 0.0% |
| Q1 2024 | 74 | $171.1M | 11,169,455 | 6 | 24 | 17 | 0.0% |
| Q4 2023 | 78 | $148.6M | 9,410,269 | 9 | 21 | 19 | 0.0% |
| Q3 2023 | 71 | $117.0M | 8,049,593 | 6 | 15 | 25 | 0.0% |
| Q2 2023 | 68 | $119.3M | 7,601,794 | 6 | 17 | 20 | 0.0% |
| Q1 2023 | 68 | $115.6M | 7,170,607 | 9 | 18 | 23 | 0.0% |
| Q4 2022 | 64 | $116.4M | 7,295,510 | 10 | 20 | 17 | 0.0% |
| Q3 2022 | 69 | $120.9M | 7,701,293 | 5 | 18 | 20 | 0.0% |
| Q2 2022 | 80 | $135.0M | 7,566,055 | 15 | 16 | 17 | 0.0% |
| Q1 2022 | 71 | $148.2M | 7,413,619 | 11 | 17 | 19 | 0.0% |
| Q4 2021 | 74 | $166.4M | 7,324,577 | 6 | 24 | 13 | 0.0% |
| Q3 2021 | 72 | $169.0M | 7,377,284 | 1 | 29 | 13 | 0.0% |
| Q2 2021 | 76 | $178.7M | 7,636,406 | 11 | 27 | 13 | 0.0% |
| Q1 2021 | 73 | $164.4M | 7,289,224 | 5 | 25 | 15 | 0.0% |
| Q4 2020 | 76 | $168.6M | 7,099,673 | 11 | 17 | 17 | 0.0% |
| Q3 2020 | 64 | $160.0M | 7,144,767 | 8 | 22 | 11 | 0.0% |
| Q2 2020 | 61 | $150.4M | 7,006,831 | 8 | 20 | 15 | 0.0% |
| Q1 2020 | 61 | $127.2M | 6,601,532 | 7 | 23 | 15 | 0.0% |
| Q4 2019 | 61 | $140.4M | 6,429,126 | 3 | 21 | 15 | 0.0% |
| Q3 2019 | 62 | $145.8M | 6,541,462 | 5 | 27 | 12 | 0.0% |
| Q2 2019 | 62 | $140.1M | 6,693,760 | 9 | 20 | 15 | 0.0% |
| Q1 2019 | 61 | $133.4M | 6,501,058 | 6 | 17 | 24 | 0.0% |
| Q4 2018 | 72 | $206.8M | 10,679,224 | 0 | 1 | 2 | 0.0% |