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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
13.9KNew |
$151K - $162K
|
13.9K
$155K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.49KNew |
$16.2K - $17.3K
|
1.49K
$16.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-11.8K- 42.66% |
$128K - $136K
|
15.8K
$175K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2.25K+ 131.87% |
$24.4K - $26.1K
|
3.95K
$43.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
13.8KNew |
$150K - $160K
|
13.8K
$153K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
5.22K+ 4.42% |
$56.7K - $60.6K
|
123K
$1.37M
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
297+ 0.96% |
$3.23K - $3.45K
|
31.2K
$347K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-313- 3.0% |
$3.4K - $3.63K
|
10.1K
$112K
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.53K- 18.55% |
$27.4K - $29.3K
|
11.1K
$123K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
836New |
$9.08K - $9.7K
|
836
$9.28K
|
|
| Q1 2023 | |||||||
|
Jan 29, 2025
Q1 2023
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
16.8KNew |
$187K - $203K
|
16.8K
$186K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.24KNew |
$24.9K - $27.1K
|
2.24K
$24.8K
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
11.3KNew |
$126K - $137K
|
11.3K
$126K
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
21KNew |
$234K - $254K
|
21K
$233K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.88K- 14.93% |
$21K - $22.8K
|
10.7K
$119K
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
11.1KNew |
$123K - $134K
|
11.1K
$123K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
14.4KNew |
$160K - $173K
|
14.4K
$159K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
28+ 0.21% |
$312 - $339
|
13.3K
$148K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.56K+ 8.46% |
$28.5K - $30.9K
|
32.8K
$364K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.76KNew |
$30.7K - $33.3K
|
2.76K
$30.6K
|
|
|
May 05, 2023
Q1 2023
|
Delphi Financial Group, Inc.
|
SELL
|
- |
-101K- 25.59% |
$1.13M - $1.22M
|
294K
$3.27M
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-3.4K- 18.58% |
$37.8K - $41.1K
|
14.9K
$165K
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
669New |
$7.45K - $8.09K
|
669
$7.43K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
8.1KNew |
$90.2K - $97.9K
|
8.1K
$89.9K
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
1K+ 25.0% |
$11.1K - $12.1K
|
5K
$55.5K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-600Closed |
$6.37K - $7.12K
|
0
$0
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.06KNew |
$21.8K - $24.4K
|
2.06K
$22.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
5.07K+ 78.19% |
$53.8K - $60.1K
|
11.6K
$128K
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-11.5K- 35.49% |
$122K - $136K
|
20.9K
$232K
|
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
5K+ 38.46% |
$53.1K - $59.3K
|
18K
$200K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
43.6KNew |
$463K - $517K
|
43.6K
$484K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.5KNew |
$37.1K - $41.5K
|
3.5K
$38.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
11.5KNew |
$122K - $137K
|
11.5K
$128K
|
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-750- 6.91% |
$7.96K - $8.9K
|
10.1K
$112K
|
|
|
Feb 10, 2023
Q4 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
11K+ 99.99% |
$117K - $131K
|
22.1K
$245K
|
|
|
Feb 09, 2023
Q4 2022
|
Ota Financial Group L.P.
|
SELL
|
- |
-16.9K- 45.4% |
$180K - $201K
|
20.4K
$226K
|
|
|
Feb 01, 2023
Q4 2022
|
Hartford Financial Management Inc.
|
SELL
|
- |
-900- 43.37% |
$9.56K - $10.7K
|
1.18K
$13K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-500- 4.03% |
$5.31K - $5.93K
|
11.9K
$132K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.18KNew |
$12.6K - $14K
|
1.18K
$13.1K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.03KNew |
$10.9K - $12.2K
|
1.03K
$11.4K
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-309- 3.26% |
$3.28K - $3.66K
|
9.18K
$102K
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-3.58K- 24.73% |
$38K - $42.5K
|
10.9K
$121K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
895New |
$9.5K - $10.6K
|
895
$9.93K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
719New |
$7.64K - $8.53K
|
719
$7.98K
|
|
| Q3 2022 | |||||||
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
638+ 1.28% |
$7K - $8.45K
|
50.5K
$561K
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-1K- 6.73% |
$11K - $13.2K
|
13.8K
$154K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-16.1KClosed |
$176K - $213K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
820New |
$9K - $10.9K
|
820
$9.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-118K- 13.13% |
$1.29M - $1.56M
|
780K
$8.66M
|
|