DaveManuel.com · Institutional Ownership · Who Owns It
NUVEEN TAXABLE MUNICPAL INM (NBB)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
77
Reporting holders
$213.4M
Reported value
0.0%
Calls
0.0%
Puts
-1
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | $60.1M | 3,809,746 | 1.14% | 17q | HELD |
| 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 | +4.4%+$279.0K |
| WELLS FARGO & COMPANY/MN | $5.6M | 356,690 | 0.00% | 31q | -2.2%-$124.9K |
| 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 | +5.6%+$121.4K |
| 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 |
| WEDBUSH SECURITIES INC | $833.0K | 52,799 | 0.02% | 21q | -4.4%-$38.1K |
| 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 |
| Palogic Value Management, L.P. | $631.2K | 40,000 | 0.10% | 15q | +100.0%+$315.6K |
| 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 |
| 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 |
| Integrated Wealth Concepts LLC | $292.1K | 18,509 | 0.00% | 2q | 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 |
| HRT FINANCIAL LP | $259.0K | 16,449 | 0.00% | new | NEW |
| 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 |
| 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 |
| FNY Investment Advisers, LLC | $15.0K | 1,000 | 0.01% | 2q | 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 |
| Beaird Harris Wealth Management, LLC | $48 | 3 | 0.00% | 13q | HELD |
| JPMORGAN CHASE & CO | $12 | none filed | 0.00% | new | NEW |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 15 | $19.7M | 1,370,005 | 0 | 3 | 5 | 0.0% |
| Q2 2026 | 77 | $213.4M | 13,517,212 | 6 | 25 | 19 | 0.0% |
| Q1 2026 | 78 | $206.5M | 13,182,510 | 8 | 22 | 16 | 0.0% |
| Q4 2025 | 71 | $203.5M | 12,878,182 | 3 | 19 | 25 | 0.0% |
| Q3 2025 | 73 | $212.3M | 13,082,984 | 4 | 28 | 14 | 0.0% |
| Q2 2025 | 80 | $200.5M | 12,431,678 | 6 | 24 | 16 | 0.0% |
| Q1 2025 | 81 | $207.3M | 12,936,862 | 7 | 24 | 17 | 0.0% |
| Q4 2024 | 83 | $180.7M | 12,055,604 | 10 | 21 | 20 | 0.0% |
| Q3 2024 | 78 | $199.9M | 11,767,093 | 10 | 22 | 17 | 0.0% |
| Q2 2024 | 76 | $194.5M | 12,536,583 | 6 | 25 | 13 | 0.0% |
| Q1 2024 | 84 | $221.3M | 14,449,977 | 9 | 26 | 20 | 0.0% |
| Q4 2023 | 85 | $193.9M | 12,281,824 | 10 | 24 | 21 | 0.0% |
| Q3 2023 | 79 | $146.8M | 10,104,996 | 6 | 18 | 26 | 0.0% |
| Q2 2023 | 77 | $141.5M | 9,015,086 | 6 | 20 | 24 | 0.0% |
| Q1 2023 | 79 | $132.1M | 8,190,977 | 11 | 20 | 26 | 0.0% |
| Q4 2022 | 79 | $127.3M | 7,975,342 | 11 | 26 | 24 | 0.0% |
| Q3 2022 | 68 | $125.1M | 7,965,661 | 4 | 18 | 20 | 0.0% |
| Q2 2022 | 80 | $145.6M | 8,162,458 | 15 | 16 | 17 | 0.0% |
| Q1 2022 | 69 | $159.9M | 7,997,293 | 10 | 17 | 18 | 0.0% |
| Q4 2021 | 74 | $179.9M | 7,920,980 | 6 | 24 | 13 | 0.0% |
| Q3 2021 | 72 | $175.7M | 7,668,992 | 1 | 29 | 13 | 0.0% |
| Q2 2021 | 76 | $185.5M | 7,928,114 | 11 | 27 | 13 | 0.0% |
| Q1 2021 | 72 | $170.8M | 7,571,542 | 5 | 24 | 15 | 0.0% |
| Q4 2020 | 76 | $175.5M | 7,391,381 | 11 | 17 | 17 | 0.0% |
| Q3 2020 | 64 | $166.6M | 7,436,475 | 8 | 22 | 11 | 0.0% |
| Q2 2020 | 61 | $156.7M | 7,298,539 | 8 | 20 | 15 | 0.0% |
| Q1 2020 | 61 | $132.8M | 6,893,240 | 7 | 23 | 15 | 0.0% |
| Q4 2019 | 61 | $146.8M | 6,720,834 | 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% |