Purchases and Sales Made in Q4 2023 in Nuveen Quality Municipal Income Fund (NAD)
This table provides information about the institutional ownership of Nuveen Quality Municipal Income Fund (NAD) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.52KNew |
$24.1K - $28.8K
|
2.52K
$30.9K
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.19K+ 8.13% |
$20.9K - $25K
|
29.1K
$357K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.1KNew |
$20.1K - $24K
|
2.1K
$25.8K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.93KNew |
$18.4K - $22K
|
1.93K
$23.6K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.84KNew |
$17.6K - $21.1K
|
1.84K
$22.6K
|
|
Jan 12, 2024
Q4 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
1.36K+ 1.51% |
$13K - $15.6K
|
91.8K
$1.13M
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
1.09K+ 6.56% |
$10.4K - $12.4K
|
17.6K
$217K
|
|
Jan 24, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
1.05K+ 0.93% |
$10.1K - $12.1K
|
114K
$1.4M
|
|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
1.05K+ 0.93% |
$10.1K - $12.1K
|
114K
$1.4M
|
|
Jan 09, 2024
Q4 2023
|
Integrated Capital Management, Inc.
|
BUY
|
- |
1.04K+ 4.02% |
$9.94K - $11.9K
|
26.9K
$330K
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
900New |
$8.61K - $10.3K
|
900
$11.1K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
879New |
$8.41K - $10.1K
|
879
$10.8K
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
816+ 24.35% |
$7.81K - $9.34K
|
4.17K
$51.2K
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
600+ 11.01% |
$5.74K - $6.87K
|
6.05K
$74.3K
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
563+ 1.77% |
$5.39K - $6.45K
|
32.5K
$399K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
542+ 1.82% |
$5.19K - $6.21K
|
30.3K
$372K
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
482+ 2.5% |
$4.61K - $5.52K
|
19.8K
$243K
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
325+ 1.57% |
$3.11K - $3.72K
|
21.1K
$259K
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
304+ 0.07% |
$2.91K - $3.48K
|
419K
$5.14M
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
300+ 1.88% |
$2.87K - $3.44K
|
16.2K
$199K
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
215+ 1.15% |
$2.06K - $2.46K
|
18.9K
$232K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
173+ 9.81% |
$1.66K - $1.98K
|
1.94K
$23.8K
|
|
Jan 25, 2024
Q4 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
163+ 0.11% |
$1.56K - $1.87K
|
149K
$1.83M
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
133+ 2.65% |
$1.27K - $1.52K
|
5.16K
$63.4K
|
|
Feb 06, 2024
Q4 2023
|
Smh Capital Advisors Inc
|
BUY
|
- |
125+ 1.07% |
$1.2K - $1.43K
|
11.8K
$145K
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
101+ 0.08% |
$967 - $1.16K
|
133K
$1.64M
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
BUY
|
- |
95+ 0.69% |
$909 - $1.09K
|
13.8K
$170K
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
45+ 0.45% |
$431 - $515
|
9.95K
$122K
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
40+ 0.17% |
$383 - $458
|
23.1K
$284K
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
12+ 0.09% |
$115 - $137
|
13.7K
$169K
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
11+ 1.19% |
$105 - $126
|
938
$11.5K
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
7+ 0.07% |
$67 - $80.1
|
10.5K
$129K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 0.27% |
$67 - $80.1
|
2.61K
$32.1K
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-186- 1.7% |
$1.78K - $2.13K
|
10.8K
$132K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-200- 1.01% |
$1.91K - $2.29K
|
19.5K
$240K
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-400- 1.09% |
$3.83K - $4.58K
|
36.3K
$445K
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-400- 17.75% |
$3.83K - $4.58K
|
1.85K
$22.8K
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-475- 1.65% |
$4.55K - $5.44K
|
28.3K
$347K
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-514- 50.0% |
$4.92K - $5.89K
|
514
$6.31K
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-699- 6.03% |
$6.69K - $8K
|
10.9K
$134K
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-800- 6.48% |
$7.66K - $9.16K
|
11.6K
$142K
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-835- 13.98% |
$7.99K - $9.56K
|
5.14K
$63.1K
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-861- 2.89% |
$8.24K - $9.86K
|
28.9K
$355K
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-867- 4.74% |
$8.3K - $9.93K
|
17.4K
$214K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-934- 38.18% |
$8.94K - $10.7K
|
1.51K
$18.6K
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-960Closed |
$9.19K - $11K
|
0
$0
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-1.07K- 3.43% |
$10.2K - $12.2K
|
30K
$368K
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.14K- 2.43% |
$10.9K - $13K
|
45.6K
$560K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.33K- 1.06% |
$12.8K - $15.3K
|
125K
$1.53M
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.36K- 9.32% |
$13K - $15.5K
|
13.2K
$162K
|