13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
NBB

NUVEEN TAXABLE MUNICPAL INM

82 institutions still hold NUVEEN TAXABLE MUNICPAL INM as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 67074C103·82 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 3.0%
vs prior quarter
13F value held
$129M
53.0% inst. owned
of float
Holders
82
-67 QoQ
filers reporting
Activity
+79 / −60
+989 added · −911 reduced
this quarter
Concentration
27.10%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

82 institutions reported NBB in Q1 2026. MORGAN STANLEY leads at 27.1% of the visible book. -67 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$35M2.2M0.00%Q1 202602
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$20M1.3M0.01%Q1 202603
Eagle Bluffs Wealth Management LLC
CIK 0001906547
$14M892K5.47%Q1 202604
UBS Group AG
CIK 0001610520
$11M679K0.00%Q1 202605
LaSalle St. Investment Advisors, LLC
CIK 0001966193
$9M604K1.33%Q1 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$9M554K0.00%Q1 202607
WELLS FARGO & COMPANY/MN
CIK 0000072971
$6M365K0.00%Q1 202608
Invesco Ltd.
CIK 0000914208
$4M282K0.00%Q1 202609
M&T BANK CORP
CIK 0000036270
$4M250K0.01%Q1 202610
LPL Financial LLC
CIK 0001403438
$3M223K0.00%Q1 202611
Baird Financial Group, Inc.
CIK 0001648711
$2M157K0.00%Q1 202612
RIVERBRIDGE PARTNERS LLC
CIK 0001112325
$2M141K0.05%Q1 202613
AMERIPRISE FINANCIAL INC
CIK 0000820027
$2M138K0.00%Q1 202614
GILL CAPITAL PARTNERS, LLC
CIK 0000729563
$1M73K0.33%Q1 202615
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$1M71K0.00%Q1 202616
TRUIST FINANCIAL CORP
CIK 0000092230
$1M65K0.00%Q1 202617
Bruce G. Allen Investments, LLC
CIK 0002005409
$925,35859K0.61%Q1 202618
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$829,38553K0.01%Q1 202619
Cetera Investment Advisers
CIK 0001666741
$817,07152K0.00%Q1 202620
Noble Wealth Management PBC
CIK 0002055065
$793,49251K0.40%Q1 2026
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