Latest Institutional Purchases of Nuveen Quality Municipal Income Fund (NAD)
This list provides information on the latest institutional transactions involving Nuveen Quality Municipal Income Fund (NAD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
638+ 1.28% |
$7K - $8.45K
|
50.5K
$575K
|
|
Oct 14, 2022
Q3 2022
|
First Community Trust Na
|
BUY
|
- |
448New |
$4.91K - $5.93K
|
448
$5.1K
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
9+ 1.27% |
$98.7 - $119
|
715
$8.14K
|
|
Q2 2022 | |||||||
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
108KNew |
$1.27M - $1.45M
|
108K
$1.23M
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
23.3KNew |
$274K - $313K
|
23.3K
$265K
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
19.5KNew |
$230K - $262K
|
19.5K
$222K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
5.64KNew |
$66.4K - $75.9K
|
5.64K
$64.2K
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
4.55KNew |
$53.5K - $61.2K
|
4.55K
$51.8K
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
1.99KNew |
$23.5K - $26.8K
|
1.99K
$22.7K
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.7KNew |
$20K - $22.9K
|
1.7K
$19.4K
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
BUY
|
- |
752New |
$8.86K - $10.1K
|
752
$8.57K
|
|
Aug 01, 2022
Q2 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
555+ 4.28% |
$6.54K - $7.47K
|
13.5K
$154K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
514New |
$6.05K - $6.92K
|
514
$5.85K
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
419New |
$4.94K - $5.64K
|
419
$4.77K
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
174K+ 138.02% |
$2.29M - $2.79M
|
301K
$3.42M
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
15KNew |
$197K - $240K
|
15K
$170K
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
10KNew |
$132K - $160K
|
10K
$114K
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
600New |
$7.89K - $9.62K
|
600
$6.83K
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
150New |
$1.97K - $2.4K
|
150
$1.71K
|
|
Q4 2021 | |||||||
Jan 20, 2022
Q4 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
16KNew |
$245K - $257K
|
16K
$182K
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
12.7KNew |
$194K - $204K
|
12.7K
$144K
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
7.53KNew |
$115K - $121K
|
7.53K
$85.7K
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.85KNew |
$43.6K - $45.9K
|
2.85K
$32.4K
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
2.01K+ 300.0% |
$30.7K - $32.3K
|
2.68K
$30.5K
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
1.62KNew |
$24.9K - $26.2K
|
1.62K
$18.5K
|
|
Jan 10, 2022
Q4 2021
|
Seelaus Asset Management LLC
|
BUY
|
- |
1.2K+ 8.39% |
$18.4K - $19.3K
|
15.5K
$177K
|
|
Q3 2021 | |||||||
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
4.29KNew |
$66.9K - $70.5K
|
4.29K
$48.9K
|
|
Q2 2021 | |||||||
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
23.1KNew |
$350K - $369K
|
23.1K
$263K
|
|
Aug 04, 2021
Q2 2021
|
Financial Advantage, Inc.
|
BUY
|
- |
6KNew |
$91.1K - $96K
|
6K
$68.3K
|
|
Jul 29, 2021
Q2 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
455+ 91.0% |
$6.91K - $7.28K
|
955
$10.9K
|
|
Q1 2021 | |||||||
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
22KNew |
$325K - $340K
|
22K
$251K
|
|
May 13, 2021
Q1 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1KNew |
$14.7K - $15.5K
|
1K
$11.4K
|
|
Q4 2020 | |||||||
Jan 19, 2021
Q4 2020
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4K+ 38.34% |
$57.5K - $61.5K
|
14.4K
$164K
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3KNew |
$43.1K - $46.1K
|
3K
$34.2K
|
|
Feb 12, 2021
Q4 2020
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.14KNew |
$16.4K - $17.6K
|
1.14K
$13K
|
|
Mar 10, 2021
Q4 2020
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
393New |
$5.65K - $6.04K
|
393
$4.48K
|
|
Q3 2020 | |||||||
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
12.7KNew |
$178K - $189K
|
12.7K
$144K
|
|
Oct 26, 2020
Q3 2020
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
10.8KNew |
$151K - $161K
|
10.8K
$122K
|
|
Oct 20, 2020
Q3 2020
|
First Command Bank
|
BUY
|
- |
8.77KNew |
$123K - $131K
|
8.77K
$99.9K
|
|
Oct 19, 2020
Q3 2020
|
First Command Financial Services, Inc.
|
BUY
|
- |
8.77KNew |
$123K - $131K
|
8.77K
$99.9K
|
|
Nov 12, 2020
Q3 2020
|
Tfc Financial Management
|
BUY
|
- |
1.02KNew |
$14.3K - $15.2K
|
1.02K
$11.6K
|
|
Q4 2019 | |||||||
Jan 24, 2020
Q4 2019
|
Hardy Reed LLC
|
BUY
|
- |
11.7KNew |
$166K - $171K
|
11.7K
$133K
|
|
Feb 14, 2020
Q4 2019
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
8.03K+ 42.13% |
$114K - $117K
|
27.1K
$308K
|
|
Jan 27, 2020
Q4 2019
|
Duncker Streett & CO Inc
|
BUY
|
- |
100New |
$1.42K - $1.46K
|
100
$1.14K
|
|
Q3 2019 | |||||||
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
150New |
$2.1K - $2.2K
|
150
$1.71K
|
|
Q2 2019 | |||||||
Jul 23, 2019
Q2 2019
|
Arcadia Investment Management Corp
|
BUY
|
- |
7.34KNew |
$96.7K - $103K
|
7.34K
$83.5K
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
421New |
$5.36K - $5.72K
|
421
$4.8K
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
15.4KNew |
$196K - $205K
|
15.4K
$175K
|
|
Q1 2018 | |||||||
May 07, 2018
Q1 2018
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
24.6KNew |
$319K - $346K
|
24.6K
$280K
|