Latest Institutional Transactions on Nuveen Quality Municipal Income Fund (NAD)
This table provides information on the latest institutional transactions involving Nuveen Quality Municipal Income Fund (NAD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-2.35KClosed |
$35.7K - $37.6K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
23.1KNew |
$350K - $369K
|
23.1K
$256K
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-4.43KClosed |
$67.2K - $70.9K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Arden Trust CO
|
SELL
|
- |
-17.1KClosed |
$260K - $274K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-12.7KClosed |
$192K - $203K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Cypress Capital Group
|
SELL
|
- |
-13.3KClosed |
$202K - $213K
|
0
$0
|
|
Q1 2021 | |||||||
Jun 15, 2021
Q1 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.55KClosed |
$37.5K - $39.3K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-344Closed |
$5.07K - $5.31K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-25.8KClosed |
$380K - $399K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-14KClosed |
$206K - $216K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.87KClosed |
$42.3K - $44.3K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-5.68KClosed |
$83.8K - $87.8K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1KNew |
$14.7K - $15.5K
|
1K
$11.1K
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
22KNew |
$325K - $340K
|
22K
$244K
|
|
May 12, 2021
Q1 2021
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-37.4KClosed |
$551K - $578K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-2.66K- 27.99% |
$39.1K - $41K
|
6.83K
$75.8K
|
|
May 11, 2021
Q1 2021
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-1.97KClosed |
$29K - $30.4K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-43Closed |
$634 - $664
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-12.2KClosed |
$180K - $188K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-27.1KClosed |
$399K - $419K
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-1.71KClosed |
$25.2K - $26.4K
|
0
$0
|
|
Q4 2020 | |||||||
Mar 10, 2021
Q4 2020
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
393New |
$5.65K - $6.04K
|
393
$4.36K
|
|
Feb 16, 2021
Q4 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.69KClosed |
$24.3K - $26K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.14KNew |
$16.4K - $17.6K
|
1.14K
$12.7K
|
|
Feb 12, 2021
Q4 2020
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-10.6KClosed |
$152K - $163K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-25.9KClosed |
$372K - $398K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-1.6KClosed |
$23K - $24.6K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3KNew |
$43.1K - $46.1K
|
3K
$33.3K
|
|
Feb 04, 2021
Q4 2020
|
Lvw Advisors, LLC
|
SELL
|
- |
-15.1KClosed |
$217K - $232K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-27.3KClosed |
$392K - $419K
|
0
$0
|
|
Feb 01, 2021
Q4 2020
|
Avestar Capital, LLC
|
SELL
|
- |
-19.5KClosed |
$280K - $299K
|
0
$0
|
|
Jan 19, 2021
Q4 2020
|
Lantz Financial LLC
|
SELL
|
- |
-10.3KClosed |
$149K - $159K
|
0
$0
|
|
Jan 19, 2021
Q4 2020
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4K+ 38.34% |
$57.5K - $61.5K
|
14.4K
$160K
|
|
Jan 14, 2021
Q4 2020
|
Capital City Trust CO
|
SELL
|
- |
-13.7KClosed |
$198K - $211K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-170KClosed |
$2.39M - $2.54M
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Tfc Financial Management
|
BUY
|
- |
1.02KNew |
$14.3K - $15.2K
|
1.02K
$11.3K
|
|
Nov 12, 2020
Q3 2020
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-16.1KClosed |
$226K - $240K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-499Closed |
$7.01K - $7.46K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Campbell Wealth Management
|
SELL
|
- |
-1.18KClosed |
$16.6K - $17.6K
|
0
$0
|
|
Oct 29, 2020
Q3 2020
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-508Closed |
$7.13K - $7.59K
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Riverstone Advisors, LLC
|
SELL
|
- |
-15.8KClosed |
$222K - $236K
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2KClosed |
$28.1K - $29.9K
|
0
$0
|
|
Oct 26, 2020
Q3 2020
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
10.8KNew |
$151K - $161K
|
10.8K
$119K
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
12.7KNew |
$178K - $189K
|
12.7K
$140K
|
|
Oct 20, 2020
Q3 2020
|
First Command Bank
|
BUY
|
- |
8.77KNew |
$123K - $131K
|
8.77K
$97.4K
|
|
Oct 19, 2020
Q3 2020
|
First Command Financial Services, Inc.
|
BUY
|
- |
8.77KNew |
$123K - $131K
|
8.77K
$97.4K
|
|
Oct 15, 2020
Q3 2020
|
Manchester Financial Inc
|
SELL
|
- |
-87.4KClosed |
$1.23M - $1.31M
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-349Closed |
$4.46K - $4.92K
|
0
$0
|
|
Sep 07, 2021
Q2 2020
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-514Closed |
$6.57K - $7.25K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-597Closed |
$7.64K - $8.42K
|
0
$0
|