Purchases and Sales Made in Q3 2023 in Nuveen Quality Municipal Income Fund (NAD)
This table provides information about the institutional ownership of Nuveen Quality Municipal Income Fund (NAD) during Q3 2023. The information is specifically focused on institutions that hold shares of Nuveen Quality Municipal Income Fund.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-150- 20.86% |
$1.51K - $1.7K
|
569
$6.99K
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-167- 0.75% |
$1.68K - $1.89K
|
22.1K
$271K
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-178- 0.3% |
$1.79K - $2.02K
|
59.9K
$735K
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
SELL
|
- |
-199- 0.64% |
$2K - $2.26K
|
31.1K
$381K
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-220- 0.19% |
$2.21K - $2.49K
|
116K
$1.43M
|
|
Nov 14, 2023
Q3 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-245- 0.35% |
$2.46K - $2.78K
|
70.5K
$866K
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-301- 5.68% |
$3.02K - $3.41K
|
5K
$61.4K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-305- 0.07% |
$3.06K - $3.46K
|
408K
$5.01M
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-367- 1.97% |
$3.68K - $4.16K
|
18.3K
$225K
|
|
Nov 13, 2023
Q3 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-369- 0.5% |
$3.7K - $4.18K
|
73.3K
$900K
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-404- 3.32% |
$4.06K - $4.58K
|
11.8K
$145K
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-467Closed |
$4.69K - $5.3K
|
0
$0
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-502- 9.08% |
$5.04K - $5.69K
|
5.03K
$61.7K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-572- 1.39% |
$5.74K - $6.49K
|
40.6K
$499K
|
|
Oct 24, 2023
Q3 2023
|
Goodwin Daniel L
|
SELL
|
- |
-661- 0.53% |
$6.64K - $7.5K
|
124K
$1.53M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-751- 2.68% |
$7.54K - $8.52K
|
27.3K
$335K
|
|
Nov 07, 2023
Q3 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-794- 3.83% |
$7.97K - $9K
|
19.9K
$245K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-939- 3.34% |
$9.43K - $10.6K
|
27.1K
$333K
|
|
Feb 15, 2024
Q3 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-1.05K- 0.92% |
$10.6K - $12K
|
113K
$1.39M
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-1.1K- 2.66% |
$11K - $12.5K
|
40.3K
$494K
|
|
Oct 30, 2023
Q3 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-1.29K- 3.63% |
$13K - $14.7K
|
34.4K
$422K
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.3K- 2.51% |
$13.1K - $14.7K
|
50.5K
$620K
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.38K- 0.74% |
$13.9K - $15.6K
|
184K
$2.26M
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 0.72% |
$15K - $17K
|
206K
$2.53M
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.69K- 0.4% |
$17K - $19.2K
|
419K
$5.14M
|
|
Nov 14, 2023
Q3 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-1.85K- 5.43% |
$18.6K - $21K
|
32.3K
$396K
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2K- 12.47% |
$20.1K - $22.7K
|
14K
$172K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2K- 44.98% |
$20.1K - $22.7K
|
2.45K
$30K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2K- 6.3% |
$20.1K - $22.7K
|
29.8K
$365K
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.11K- 1.51% |
$21.1K - $23.9K
|
137K
$1.69M
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.14K- 8.79% |
$21.5K - $24.3K
|
22.2K
$273K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.27K- 43.8% |
$22.8K - $25.7K
|
2.91K
$35.7K
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.27K- 9.4% |
$22.8K - $25.8K
|
21.9K
$269K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-2.79K- 31.88% |
$28.1K - $31.7K
|
5.97K
$73.3K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.82K- 3.17% |
$28.4K - $32K
|
86.3K
$1.06M
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-3K- 7.25% |
$30.1K - $34K
|
38.4K
$472K
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-3.09K- 23.77% |
$31K - $35K
|
9.91K
$122K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-3.54K- 55.71% |
$35.6K - $40.2K
|
2.82K
$34.6K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.6K- 19.82% |
$36.1K - $40.8K
|
14.5K
$179K
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-3.99K- 9.17% |
$40K - $45.2K
|
39.5K
$485K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.39K- 16.32% |
$44.1K - $49.8K
|
22.5K
$276K
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.51K- 12.38% |
$45.2K - $51.1K
|
31.9K
$392K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.68K- 20.65% |
$47K - $53.1K
|
18K
$221K
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-5K- 25.0% |
$50.2K - $56.7K
|
15K
$184K
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-5.1K- 18.47% |
$51.2K - $57.8K
|
22.5K
$276K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5.95K- 17.15% |
$59.7K - $67.5K
|
28.7K
$353K
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-6K- 37.17% |
$60.2K - $68K
|
10.1K
$125K
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-6.2K- 37.14% |
$62.2K - $70.3K
|
10.5K
$129K
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-6.22K- 73.39% |
$62.4K - $70.5K
|
2.25K
$27.7K
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-6.25K- 15.73% |
$62.8K - $70.9K
|
33.5K
$411K
|