Institutional Ownership Nuveen Quality Municipal Income Fund (NAD)
This table provides information about the institutional ownership of Nuveen Quality Municipal Income Fund (NAD). We have compiled data on the 294 institutions that hold shares in the stock, with a total of 73.6 Million shares, which have been reported (via 13F filing form) to have a value of $862 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
15,324
shares
|
$180,057
0.0% of portfolio
|
Q2 2024
Added 16.95%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
15,185
shares
|
$178,423
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
15,016
shares
|
$176,438
0.04% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Kennicott Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
15,000
shares
|
$176,250
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
15,000
shares
|
$176,250
0.06% of portfolio
|
Q3 2023
Reduced 25.0%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
15,000
shares
|
$176,250
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
15,000
shares
|
$176,250
0.03% of portfolio
|
Q3 2018
Reduced 19.9%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
14,988
shares
|
$176,109
0.02% of portfolio
|
Q3 2024
Reduced 5.61%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
14,577
shares
|
$171,279
0.03% of portfolio
|
Q4 2024
Added 4.62%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
14,434
shares
|
$169,599
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
14,382
shares
|
$168,988
0.0% of portfolio
|
Q4 2024
Added 27.81%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
14,353
shares
|
$168,647
0.0% of portfolio
|
Q3 2024
Added 34.1%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
14,207
shares
|
$166,932
0.01% of portfolio
|
Q3 2024
Added 8.24%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
13,923
shares
|
$163,595
0.0% of portfolio
|
Q3 2024
Reduced 90.8%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
13,849
shares
|
$162,725
0.01% of portfolio
|
Q3 2022
Reduced 6.73%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
13,804
shares
|
$162,197
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
13,530
shares
|
$158,977
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
13,513
shares
|
$158,777
0.09% of portfolio
|
Q2 2022
Added 4.28%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 12, 2024 Q3 2024 |
13,331
shares
|
$156,639
0.08% of portfolio
|
Q4 2022
Reduced 63.45%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2024 Q3 2024 |
13,328
shares
|
$156,604
0.08% of portfolio
|
Q3 2024
Added 9.34%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
13,178
shares
|
$154,841
0.01% of portfolio
|
Q4 2023
Reduced 9.32%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
13,177
shares
|
$154,829
0.0% of portfolio
|
Q3 2024
Added 20.9%
|
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
13,125
shares
|
$154,218
0.11% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
13,025
shares
|
$153,043
0.01% of portfolio
|
Q4 2017
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,930
shares
|
$151,927
0.05% of portfolio
|
Q3 2024
Reduced 21.3%
|