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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
13.1KNew |
$125K - $150K
|
13.1K
$145K
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
3.19KNew |
$30.5K - $36.5K
|
3.19K
$35.4K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.1KNew |
$20.1K - $24K
|
2.1K
$23.3K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.93KNew |
$18.4K - $22K
|
1.93K
$21.4K
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
38.4KNew |
$367K - $440K
|
38.4K
$426K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
3KNew |
$28.7K - $34.4K
|
3K
$33.3K
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-960Closed |
$9.19K - $11K
|
0
$0
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-200- 1.01% |
$1.91K - $2.29K
|
19.5K
$217K
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
79.8KNew |
$763K - $913K
|
79.8K
$885K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.84KNew |
$17.6K - $21.1K
|
1.84K
$20.5K
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.36K- 9.32% |
$13K - $15.5K
|
13.2K
$146K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
542+ 1.82% |
$5.19K - $6.21K
|
30.3K
$336K
|
|
Feb 06, 2024
Q4 2023
|
Smh Capital Advisors Inc
|
BUY
|
- |
125+ 1.07% |
$1.2K - $1.43K
|
11.8K
$131K
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
11.8KNew |
$113K - $135K
|
11.8K
$131K
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
14.4KNew |
$138K - $165K
|
14.4K
$160K
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
SELL
|
- |
-4.75K- 32.2% |
$45.5K - $54.4K
|
10K
$111K
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.8K+ 7.28% |
$26.7K - $32K
|
41.2K
$457K
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.77K- 10.2% |
$36.1K - $43.2K
|
33.2K
$368K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.52KNew |
$24.1K - $28.8K
|
2.52K
$28K
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-514- 50.0% |
$4.92K - $5.89K
|
514
$5.71K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-800- 6.48% |
$7.66K - $9.16K
|
11.6K
$128K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-934- 38.18% |
$8.94K - $10.7K
|
1.51K
$16.8K
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-25K- 67.57% |
$239K - $286K
|
12K
$133K
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-3.88K- 35.19% |
$37.1K - $44.4K
|
7.14K
$79.3K
|
|
Q3 2023 | |||||||
Aug 06, 2024
Q3 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
24K+ 72.59% |
$241K - $272K
|
57K
$633K
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2KNew |
$20.1K - $22.7K
|
2K
$22.2K
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.46KNew |
$14.7K - $16.6K
|
1.46K
$16.2K
|
|
Nov 14, 2023
Q3 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-1.85K- 5.43% |
$18.6K - $21K
|
32.3K
$358K
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-220- 0.19% |
$2.21K - $2.49K
|
116K
$1.29M
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
5KNew |
$50.2K - $56.7K
|
5K
$55.5K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.27K- 43.8% |
$22.8K - $25.7K
|
2.91K
$32.3K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12.2KNew |
$123K - $139K
|
12.2K
$136K
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-467Closed |
$4.69K - $5.3K
|
0
$0
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
167New |
$1.68K - $1.89K
|
167
$1.85K
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-6K- 37.17% |
$60.2K - $68K
|
10.1K
$113K
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
11+ 0.28% |
$110 - $125
|
4.01K
$44.5K
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
6.66K+ 38.43% |
$66.9K - $75.5K
|
24K
$266K
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
2.79KNew |
$28K - $31.6K
|
2.79K
$31K
|
|
Oct 31, 2023
Q3 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
2.3K+ 19.87% |
$23.1K - $26.1K
|
13.9K
$154K
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
25.6KNew |
$257K - $290K
|
25.6K
$284K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-3.54K- 55.71% |
$35.6K - $40.2K
|
2.82K
$31.3K
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-5K- 25.0% |
$50.2K - $56.7K
|
15K
$167K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
343KNew |
$3.44M - $3.88M
|
343K
$3.8M
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
2.94KNew |
$29.5K - $33.4K
|
2.94K
$32.7K
|
|
Oct 24, 2023
Q3 2023
|
Goodwin Daniel L
|
SELL
|
- |
-661- 0.53% |
$6.64K - $7.5K
|
124K
$1.38M
|
|
Q2 2023 | |||||||
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
7.21K+ 341.24% |
$78.3K - $83.6K
|
9.32K
$103K
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.65KNew |
$17.9K - $19.1K
|
1.65K
$18.3K
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
63.4KNew |
$689K - $736K
|
63.4K
$704K
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15K- 53.31% |
$163K - $174K
|
13.1K
$146K
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-288- 2.16% |
$3.13K - $3.34K
|
13.1K
$145K
|