ORLEANS CAPITAL MANAGEMENT CORP/LA NBB — NUVEEN TAXABLE MUNICPAL INM

Ownership history in ORLEANS CAPITAL MANAGEMENT CORP/LA  ·  7 quarters on record

AI Ownership Summary

ORLEANS CAPITAL MANAGEMENT CORP/LA reported NUVEEN TAXABLE MUNICPAL INM (NBB) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.5% in 2024 Q3. The latest visible filing shows NBB at 0.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NBB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ORLEANS CAPITAL MANAGEMENT CORP/LA's position in NUVEEN TAXABLE MUNICPAL INM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NBB was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.5% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NBB stock page ORLEANS CAPITAL MANAGEMENT CORP/LA fund profile ORLEANS CAPITAL MANAGEMENT CORP/LA full holdings
How ORLEANS CAPITAL MANAGEMENT CORP/LA held NBB — position size vs. price
% of Fund (quarterly)    NBB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 20,300 — 0% 0.21% $318K 2026-05-14 $15.80
2025 Q4 REDUCED — — — 20,300 -1,000 -4.7% 0.20% $321K 2026-02-13 $15.95
2025 Q3 REDUCED 44.1% -0.5% ✅ 21,300 -16,800 -44.1% 0.22% $345K 2025-11-12 $15.77
2025 Q2 REDUCED 7.1% +4.0% ❌ 38,100 -2,900 -7.1% 0.32% $603K 2025-08-13 $15.10
2025 Q1 REDUCED 21.2% +0.7% ❌ 41,000 -11,000 -21.2% 0.39% $657K 2025-05-09 $14.35
2024 Q4 REDUCED — — — 52,000 -1,150 -2.2% 0.47% $836K 2025-02-12 $14.48
2024 Q3 INITIATED — — — 53,150 — — 0.50% $883K 2024-11-14 $14.23

🏢 Other funds also holding NBB

As of 2026 Q1 — sorted by position size

Eagle Bluffs Wealth Management LLC 3Y 5.47% LaSalle St. Investment Advisors, LLC 3Y 1.33% SIT INVESTMENT ASSOCIATES INC 3Y 7Y 1.21% Bruce G. Allen Investments, LLC 0.61% Noble Wealth Management PBC 0.4% GILL CAPITAL PARTNERS, LLC 3Y 0.33% Integrity Wealth Partners, LLC 0.28% Fortitude Advisory Group L.L.C. 3Y 0.21% Comprehensive Money Management Services LLC 0.19% Cresta Advisors, Ltd. 3Y 0.18%

FAQ About ORLEANS CAPITAL MANAGEMENT CORP/LA and NBB

These are the practical questions this page is built to answer before you even open the full history table.

How long has ORLEANS CAPITAL MANAGEMENT CORP/LA reported owning NBB?

ORLEANS CAPITAL MANAGEMENT CORP/LA reported NBB across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported NBB position in ORLEANS CAPITAL MANAGEMENT CORP/LA's portfolio?

The largest reported portfolio weight for NBB was 0.50% in 2024 Q3.

What is the latest reported NBB position on this page?

The most recent filing on this page is 2026 Q1, when ORLEANS CAPITAL MANAGEMENT CORP/LA reported 20,300 shares, equal to 0.21% of portfolio, with an estimated market value of $318K.

What does the chart on this NBB ownership page compare?

The chart compares ORLEANS CAPITAL MANAGEMENT CORP/LA's quarterly NBB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ORLEANS CAPITAL MANAGEMENT CORP/LA time their NBB position?

Based on 13F filing dates vs. subsequent NBB price moves, ORLEANS CAPITAL MANAGEMENT CORP/LA correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on NBB relative to SPY over the holding period was -9.2%.

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