NMT Institutional Ownership
Nuveen Massachusetts Quality Municipal Income Fund
1W: -0.2%
1M: -15.4%
3M: -19.4%
YTD: -7.5%
1Y: -9.4%
3Y: +23.4%
5Y: -17.3%
$10.30
-0.19 (-1.81%)
Weekly Expected Move ±4.0%
$10
$10
$10
$11
$11
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Institutional Ownership — NMT
34
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
$12M
Total Invested
2
New Positions
14
Increased
8
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (38 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 211,200 | $2M | -858 | -0.4% | 15Q | SEC ↗ |
| 2 | MORGAN STANLEY | 150,083 | $2M | +1,962 | +1.3% | 60Q | SEC ↗ |
| 3 | WELLS FARGO & COMPANY/MN | 105,713 | $1M | +10,465 | +11.0% | 70Q | SEC ↗ |
| 4 | LPL Financial LLC | 63,643 | $656K | +5,099 | +8.7% | 35Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 58,171 | $599K | +345 | +0.6% | 7Q | SEC ↗ |
| 6 | SAX WEALTH ADVISORS, LLC | 38,469 | $396K | +18,588 | +93.5% | 3Q | SEC ↗ |
| 7 | UBS Group AG | 34,631 | $357K | +153 | +0.4% | 47Q | SEC ↗ |
| 8 | Cetera Investment Advisers | 33,054 | $340K | +21,854 | +195.1% | 2Q | SEC ↗ |
| 9 | Stablepoint Partners, LLC | 32,000 | $330K | — | +0.0% | 11Q | SEC ↗ |
| 10 | Brookwood Investment Group LLC | 30,335 | $312K | +7,875 | +35.1% | 6Q | SEC ↗ |
| 11 | MELFA WEALTH MANAGEMENT, INC. | 29,475 | $304K | -20,750 | -41.3% | 15Q | SEC ↗ |
| 12 | CAPTRUST FINANCIAL ADVISORS | 24,259 | $250K | +3,000 | +14.1% | 2Q | SEC ↗ |
| 13 | PFG Investments, LLC | 17,772 | $183K | +1,588 | +9.8% | 10Q | SEC ↗ |
| 14 | Bay Colony Advisory Group, Inc d/b/a B | 17,245 | $178K | +6,745 | +64.2% | 5Q | SEC ↗ |
| 15 | Integrated Wealth Concepts LLC | 17,200 | $177K | — | +0.0% | 18Q | SEC ↗ |
| 16 | Herold Advisors, Inc. | 16,000 | $165K | — | +0.0% | 11Q | SEC ↗ |
| 17 | W.H. Cornerstone Investments Inc. NEW | 12,173 | $125K | — | +0.0% | 1Q | SEC ↗ |
| 18 | Cerity Partners LLC NEW | 10,095 | $104K | — | +0.0% | 1Q | SEC ↗ |
| 19 | ROYAL BANK OF CANADA | 8,401 | $87K | — | +0.0% | 67Q | SEC ↗ |
| 20 | OSAIC HOLDINGS, INC. | 7,046 | $73K | +100 | +1.4% | 26Q | SEC ↗ |
| 21 | BROWN, LISLE/CUMMINGS, INC. | 6,207 | $64K | — | +0.0% | 17Q | SEC ↗ |
| 22 | ST GERMAIN D J CO INC | 3,964 | $41K | — | +0.0% | 5Q | SEC ↗ |
| 23 | Grove Bank & Trust | 3,000 | $31K | — | +0.0% | 6Q | SEC ↗ |
| 24 | 1620 INVESTMENT ADVISORS, INC. | 2,602 | $27K | -1,650 | -38.8% | 7Q | SEC ↗ |
| 25 | SHP Wealth Management | 2,516 | $26K | — | +0.0% | 3Q | SEC ↗ |
| 26 | Parallel Advisors, LLC | 2,500 | $26K | +2,000 | +400.0% | 2Q | SEC ↗ |
| 27 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 1,502 | $15K | +100 | +7.1% | 34Q | SEC ↗ |
| 28 | FNY Investment Advisers, LLC | 100 | $1K | — | +0.0% | 2Q | SEC ↗ |
| 29 | Holos Integrated Wealth LLC | 100 | $1K | — | +0.0% | 7Q | SEC ↗ |
| 30 | WOLVERINE ASSET MANAGEMENT LLC | 0 | $0K | -11,601 | -100.0% | 1Q | SEC ↗ |
| 31 | Moors & Cabot, Inc. | 0 | $0K | -23,960 | -100.0% | 4Q | SEC ↗ |
| 32 | COMMONWEALTH EQUITY SERVICES, LLC | 0 | $0K | -11,234 | -100.0% | 34Q | SEC ↗ |
| 33 | Kovack Advisors, Inc. | 0 | $0K | -24,210 | -100.0% | 2Q | SEC ↗ |
| 34 | MAI Capital Management | 0 | $0K | -398 | -100.0% | 6Q | SEC ↗ |
| 35 | CITADEL ADVISORS LLC | 0 | $0K | -11,507 | -100.0% | 1Q | SEC ↗ |
| 36 | Eagle Bay Advisors LLC | 0 | $0K | -2,185 | -100.0% | 1Q | SEC ↗ |
| 37 | FLAGSHIP HARBOR ADVISORS, LLC | 0 | $0K | -4 | -100.0% | 1Q | SEC ↗ |
| 38 | HIGHLINE WEALTH PARTNERS LLC | 0 | $0K | -500 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| W.H. Cornerstone Investments Inc. | 12,173 | $125K |
| Cerity Partners LLC | 10,095 | $104K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Kovack Advisors, Inc. | 24,210 | $249K |
| Moors & Cabot, Inc. | 23,960 | $247K |
| WOLVERINE ASSET MANAGEMENT LLC | 11,601 | $119K |
| CITADEL ADVISORS LLC | 11,507 | $119K |
| COMMONWEALTH EQUITY SERVICES, LLC | 11,234 | $116K |
| Eagle Bay Advisors LLC | 2,185 | $23K |
| HIGHLINE WEALTH PARTNERS LLC | 500 | $5K |
| MAI Capital Management | 398 | $4K |
| FLAGSHIP HARBOR ADVISORS, LLC | 4 | $0K |
Biggest Increases (14)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Cetera Investment Advisers | +21,854 | +195.1% | 33,054 |
| SAX WEALTH ADVISORS, LLC | +18,588 | +93.5% | 38,469 |
| WELLS FARGO & COMPANY/MN | +10,465 | +11.0% | 105,713 |
| Brookwood Investment Group LLC | +7,875 | +35.1% | 30,335 |
| Bay Colony Advisory Group, Inc d/b/ | +6,745 | +64.2% | 17,245 |
| LPL Financial LLC | +5,099 | +8.7% | 63,643 |
| CAPTRUST FINANCIAL ADVISORS | +3,000 | +14.1% | 24,259 |
| Parallel Advisors, LLC | +2,000 | +400.0% | 2,500 |
| MORGAN STANLEY | +1,962 | +1.3% | 150,083 |
| PFG Investments, LLC | +1,588 | +9.8% | 17,772 |
| RAYMOND JAMES FINANCIAL INC | +345 | +0.6% | 58,171 |
| UBS Group AG | +153 | +0.4% | 34,631 |
| OSAIC HOLDINGS, INC. | +100 | +1.4% | 7,046 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +100 | +7.1% | 1,502 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MELFA WEALTH MANAGEMENT, INC. | -20,750 | -41.3% | 29,475 |
| 1620 INVESTMENT ADVISORS, INC. | -1,650 | -38.8% | 2,602 |
| BANK OF AMERICA CORP /DE | -858 | -0.4% | 211,200 |