NAD
Nuveen Quality Municipal Income Fund
1W: +1.8%
1M: -9.3%
3M: -14.3%
YTD: -13.5%
1Y: -11.0%
3Y: +19.1%
5Y: -17.6%
$10.28
+0.11 (+1.08%)
Weekly Expected Move ±2.9%
$10
$10
$10
$11
$11
Institutional Ownership — NAD
313
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
565M
Total Invested
29
New Positions
100
Increased
91
Reduced
27
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (340 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 6,661,733 | 68M | +25,218 | +0.4% | 60Q | SEC ↗ |
| 2 | GUGGENHEIM CAPITAL LLC | 3,620,112 | 37M | +551,581 | +18.0% | 64Q | SEC ↗ |
| 3 | UBS Group AG | 3,121,270 | 32M | -67,958 | -2.1% | 47Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN | 2,790,256 | 29M | +290,511 | +11.6% | 101Q | SEC ↗ |
| 5 | BANK OF AMERICA CORP /DE | 2,317,429 | 24M | -201,504 | -8.0% | 15Q | SEC ↗ |
| 6 | RAYMOND JAMES FINANCIAL INC | 2,071,280 | 21M | -562,377 | -21.4% | 7Q | SEC ↗ |
| 7 | AMERIPRISE FINANCIAL INC | 1,375,036 | 14M | +148,807 | +12.1% | 16Q | SEC ↗ |
| 8 | Hennion & Walsh Asset Management, Inc. | 1,373,096 | 14M | +445,351 | +48.0% | 20Q | SEC ↗ |
| 9 | McGowan Group Asset Management, Inc. | 1,361,907 | 14M | -17,819 | -1.3% | 10Q | SEC ↗ |
| 10 | VAN ECK ASSOCIATES CORP | 1,288,803 | 13M | +178,327 | +16.1% | 15Q | SEC ↗ |
| 11 | LPL Financial LLC | 1,265,467 | 13M | +42,866 | +3.5% | 61Q | SEC ↗ |
| 12 | ROYAL BANK OF CANADA | 990,972 | 10M | +28,424 | +3.0% | 67Q | SEC ↗ |
| 13 | Cornerstone Advisory, LLC | 813,878 | 8M | -33,548 | -4.0% | 21Q | SEC ↗ |
| 14 | STIFEL FINANCIAL CORP | 757,076 | 8M | +26,484 | +3.6% | 42Q | SEC ↗ |
| 15 | Eagle Bluffs Wealth Management LLC | 750,650 | 8M | +8,958 | +1.2% | 18Q | SEC ↗ |
| 16 | Cetera Investment Advisers | 742,472 | 8M | +66,727 | +9.9% | 33Q | SEC ↗ |
| 17 | Congress Park Capital LLC | 618,500 | 6M | +17,500 | +2.9% | 25Q | SEC ↗ |
| 18 | Melone Private Wealth, LLC | 569,497 | 6M | +166,960 | +41.5% | 18Q | SEC ↗ |
| 19 | GFS Advisors, LLC | 525,720 | 5M | +43,000 | +8.9% | 7Q | SEC ↗ |
| 20 | NewEdge Advisors, LLC | 486,357 | 5M | +98,725 | +25.5% | 20Q | SEC ↗ |
| 21 | DEUTSCHE BANK AG | 416,376 | 4M | — | +0.0% | 18Q | SEC ↗ |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | 411,801 | 4M | -7,899 | -1.9% | 35Q | SEC ↗ |
| 23 | OSAIC HOLDINGS, INC. | 396,856 | 4M | +27,242 | +7.4% | 26Q | SEC ↗ |
| 24 | Janney Montgomery Scott LLC NEW | 391,986 | 4M | — | +0.0% | 1Q | SEC ↗ |
| 25 | Advisors Asset Management, Inc. | 371,722 | 4M | -119,817 | -24.4% | 77Q | SEC ↗ |
| 26 | Savant Capital, LLC | 367,968 | 4M | +184,634 | +100.7% | 26Q | SEC ↗ |
| 27 | Palogic Value Management, L.P. | 350,711 | 4M | +50,300 | +16.7% | 15Q | SEC ↗ |
| 28 | Capital Investment Advisors, LLC | 305,660 | 3M | -2,241 | -0.7% | 51Q | SEC ↗ |
| 29 | COHEN & STEERS, INC. | 301,523 | 3M | -25,600 | -7.8% | 40Q | SEC ↗ |
| 30 | LM Advisors LLC | 300,845 | 3M | +297,426 | +8699.2% | 2Q | SEC ↗ |
| 31 | Allianz Asset Management GmbH | 300,646 | 3M | — | +0.0% | 26Q | SEC ↗ |
| 32 | AE Wealth Management LLC | 291,032 | 3M | +99,888 | +52.3% | 5Q | SEC ↗ |
| 33 | Cambridge Investment Research Advisors | 255,742 | 3M | +12,898 | +5.3% | 41Q | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 253,680 | 3M | +97,102 | +62.0% | 28Q | SEC ↗ |
| 35 | OneDigital Investment Advisors LLC | 234,360 | 2M | +784 | +0.3% | 22Q | SEC ↗ |
| 36 | SIT INVESTMENT ASSOCIATES INC | 221,852 | 2M | -10,000 | -4.3% | 15Q | SEC ↗ |
| 37 | Fiera Capital Corp | 214,702 | 2M | -6,922 | -3.1% | 2Q | SEC ↗ |
| 38 | Sightline Wealth Advisors, LLC | 213,893 | 2M | +12,395 | +6.2% | 3Q | SEC ↗ |
| 39 | Invesco Ltd. | 207,824 | 2M | +830 | +0.4% | 65Q | SEC ↗ |
| 40 | Kestra Advisory Services, LLC | 197,705 | 2M | +10,874 | +5.8% | 24Q | SEC ↗ |
| 41 | Steward Partners Investment Advisory, | 195,686 | 2M | +4,433 | +2.3% | 29Q | SEC ↗ |
| 42 | Cerity Partners LLC | 194,009 | 2M | -16,847 | -8.0% | 15Q | SEC ↗ |
| 43 | Wakefield Asset Management LLLP | 193,285 | 2M | +19,612 | +11.3% | 15Q | SEC ↗ |
| 44 | Sanctuary Advisors, LLC | 152,238 | 2M | -6,989 | -4.4% | 9Q | SEC ↗ |
| 45 | Mutual Advisors, LLC | 145,172 | 1M | -33,370 | -18.7% | 28Q | SEC ↗ |
| 46 | Kuhn & Co Investment Counsel | 141,712 | 1M | +16,907 | +13.5% | 11Q | SEC ↗ |
| 47 | Tyche Wealth Partners LLC | 133,581 | 1M | -19,213 | -12.6% | 11Q | SEC ↗ |
| 48 | GILL CAPITAL PARTNERS, LLC | 132,609 | 1M | -65,963 | -33.2% | 26Q | SEC ↗ |
| 49 | Stratos Wealth Partners, LTD. | 127,472 | 1M | +8,575 | +7.2% | 47Q | SEC ↗ |
| 50 | Breakwater Capital Group | 125,400 | 1M | +2,228 | +1.8% | 9Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Janney Montgomery Scott LLC | 391,986 | 4M |
| Peak Asset Management, LLC | 82,432 | 847K |
| Regatta Research & Money Management | 65,325 | 672K |
| Worth Asset Management, LLC | 42,662 | 439K |
| RAMSEY QUANTITATIVE SYSTEMS | 36,000 | 370K |
| Envestnet Portfolio Solutions, Inc. | 27,493 | 283K |
| Global Retirement Partners, LLC | 26,130 | 269K |
| LANGLEY WEALTH MANAGEMENT, LLC | 20,368 | 209K |
| TWO SIGMA SECURITIES, LLC | 20,008 | 206K |
| AlphaStar Capital Management, LLC | 14,403 | 148K |
| SMITH CHAS P & ASSOCIATES PA CPAS | 12,950 | 133K |
| DAVENPORT & Co LLC | 12,736 | 131K |
| BANK OF MONTREAL /CAN | 10,522 | 108K |
| Ramiah Investment Group | 10,223 | 105K |
| Beacon Pointe Advisors, LLC | 10,191 | 105K |
| Allied Private Wealth LLC | 6,224 | 64K |
| Arax Advisory Partners | 2,271 | 23K |
| JPMORGAN CHASE & CO | 2,063 | 21K |
| Ameritas Advisory Services, LLC | 1,968 | 20K |
| IFG Advisory, LLC | 1,949 | 20K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Bramshill Investments, LLC | 296,999 | 3M |
| StoneX Group Inc. | 268,500 | 3M |
| ROBINSON CAPITAL MANAGEMENT, LLC | 187,255 | 2M |
| Colter Lewis Investment Partners LL | 104,326 | 1M |
| Concorde Asset Management, LLC | 51,622 | 531K |
| U.S. Capital Wealth Advisors, LLC | 49,160 | 505K |
| GC Wealth Management RIA, LLC | 36,814 | 378K |
| GeoWealth Management, LLC | 36,814 | 378K |
| Crescent Grove Advisors, LLC | 31,735 | 326K |
| NOMURA HOLDINGS INC | 28,000 | 288K |
| TIAA TRUST, NATIONAL ASSOCIATION | 27,585 | 284K |
| Arkos Global Advisors | 19,668 | 202K |
| Private Wealth Asset Management, LL | 19,135 | 197K |
| PARK AVENUE SECURITIES LLC | 19,112 | 196K |
| Dakota Wealth Management | 19,048 | 196K |
| SEGALL BRYANT & HAMILL, LLC | 18,046 | 186K |
| Summa Corp. | 16,900 | 174K |
| Marex Group plc | 15,499 | 159K |
| Curi Capital, LLC | 15,000 | 154K |
| Sound Income Strategies, LLC | 14,412 | 148K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| GUGGENHEIM CAPITAL LLC | +551,581 | +18.0% | 3,620,112 |
| Hennion & Walsh Asset Management, I | +445,351 | +48.0% | 1,373,096 |
| LM Advisors LLC | +297,426 | +8699.2% | 300,845 |
| WELLS FARGO & COMPANY/MN | +290,511 | +11.6% | 2,790,256 |
| Savant Capital, LLC | +184,634 | +100.7% | 367,968 |
| VAN ECK ASSOCIATES CORP | +178,327 | +16.1% | 1,288,803 |
| Melone Private Wealth, LLC | +166,960 | +41.5% | 569,497 |
| AMERIPRISE FINANCIAL INC | +148,807 | +12.1% | 1,375,036 |
| AE Wealth Management LLC | +99,888 | +52.3% | 291,032 |
| NewEdge Advisors, LLC | +98,725 | +25.5% | 486,357 |
| Rockefeller Capital Management L.P. | +97,102 | +62.0% | 253,680 |
| IHT Wealth Management, LLC | +72,664 | +375.8% | 92,000 |
| Cetera Investment Advisers | +66,727 | +9.9% | 742,472 |
| Palogic Value Management, L.P. | +50,300 | +16.7% | 350,711 |
| GFS Advisors, LLC | +43,000 | +8.9% | 525,720 |
| LPL Financial LLC | +42,866 | +3.5% | 1,265,467 |
| MERCER GLOBAL ADVISORS INC /ADV | +37,028 | +155.6% | 60,829 |
| XTX Topco Ltd | +33,400 | +44.9% | 107,739 |
| ROYAL BANK OF CANADA | +28,424 | +3.0% | 990,972 |
| OSAIC HOLDINGS, INC. | +27,242 | +7.4% | 396,856 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | -562,377 | -21.4% | 2,071,280 |
| BANK OF AMERICA CORP /DE | -201,504 | -8.0% | 2,317,429 |
| Advisors Asset Management, Inc. | -119,817 | -24.4% | 371,722 |
| JANE STREET GROUP, LLC | -107,733 | -57.7% | 78,857 |
| UBS Group AG | -67,958 | -2.1% | 3,121,270 |
| GILL CAPITAL PARTNERS, LLC | -65,963 | -33.2% | 132,609 |
| HORIZON KINETICS ASSET MANAGEMENT L | -56,594 | -34.8% | 105,829 |
| IFP Advisors, Inc | -34,227 | -58.5% | 24,317 |
| Cornerstone Advisory, LLC | -33,548 | -4.0% | 813,878 |
| Mutual Advisors, LLC | -33,370 | -18.7% | 145,172 |
| Quantinno Capital Management LP | -28,437 | -73.3% | 10,371 |
| XML Financial, LLC | -26,965 | -20.3% | 106,183 |
| COHEN & STEERS, INC. | -25,600 | -7.8% | 301,523 |
| ENVESTNET ASSET MANAGEMENT INC | -22,283 | -60.9% | 14,335 |
| Tyche Wealth Partners LLC | -19,213 | -12.6% | 133,581 |
| Claro Advisors Inc. | -19,000 | -46.6% | 21,747 |
| Westview Management dba Westview In | -17,900 | -33.3% | 35,811 |
| McGowan Group Asset Management, Inc | -17,819 | -1.3% | 1,361,907 |
| Cerity Partners LLC | -16,847 | -8.0% | 194,009 |
| TRUIST FINANCIAL CORP | -16,373 | -50.9% | 15,793 |