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Disclosery

NAD NUVEEN QUALITY MUNCP INCOME

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COM (fund), issuer CIK 1083839

285 managers (287 13F filers) reported a position in NAD shares at 2025-03-31, 63,906,227 shares in all. 29 filers opened a position and 35 filers sold out during the quarter.

Managers
285
13F filers
287
New
29
Added
96
Reduced
74
Sold out
35
Shares held by filers
63,906,227

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Keystone Wealth Services, LLC12,654$146K0.04%013F-HRTimeline
Icon Wealth Advisors, LLC12,246$141K0.01%013F-HRTimeline
Permanent Capital Management, LP12,013$139K0.04%-1,19613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC12,050$139K<0.01%new13F-HRTimelineGroup
ACCREDITED INVESTOR SERVICES, LLC11,977$138K0.12%new13F-HRTimeline
Maridea Wealth Management LLC11,938$138K0.04%+6113F-HRTimeline
SMH CAPITAL ADVISORS INC11,844$136K0.32%013F-HRTimeline
Second Line Capital, LLC11,648$135K0.03%013F-HRTimeline
TOWNSQUARE CAPITAL LLC11,196$129K<0.01%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN11,000$127K0.01%013F-HRTimeline
Texas Bank & Trust Co10,841$125K0.05%013F-HRTimeline
Quad-Cities Investment Group, LLC10,835$125K0.06%+7613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,802$124K<0.01%new13F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.10,778$124K<0.01%-5,71013F-HRTimeline
American Institute for Advanced Investm…10,767$124K0.09%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC10,765$124K<0.01%new13F-HRTimelineGroup
Summit Trail Advisors, LLC10,537$124K<0.01%+34813F-HRTimeline
Strategic Advisors LLC10,589$122K0.02%new13F-HRTimeline
Ranch Capital Advisors Inc.10,476$121K0.06%013F-HRTimeline
Fruth Investment Management10,431$120K0.03%013F-HRTimeline
Northstar Financial Companies, Inc.10,330$119K0.13%new13F-HRTimeline
Balefire, LLC10,292$119K0.04%+5513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC9,257$108K<0.01%013F-HRTimelineGroup
VESTOR CAPITAL, LLC9,319$107K0.01%013F-HRTimeline
Mechanics Financial Corp8,500$97.9K0.04%013F-HRTimeline
PRIVATE TRUST CO NA7,284$83.9K0.01%+3,92913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC7,189$82.8K<0.01%-20713F-HRTimelineGroup
Tortoise Investment Management, LLC7,170$82.6K0.01%-86,17713F-HR/ATimeline
North Star Investment Management Corp.7,140$82.3K0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC6,833$78.7K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.6,772$78K0.01%+6,76613F-HRTimeline
Noble Wealth Management PBC5,970$68.8K0.05%-66813F-HRTimeline
CWM, LLCin group CWM, LLC5,853$67K<0.01%-1,14313F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,136$59.2K<0.01%-5,29913F-HRTimelineGroup
Tradewinds Capital Management, LLC5,018$57.8K0.02%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC5,016$57.8K0.01%-5,00013F-HRTimeline
Founders Capital Management5,000$57.6K0.04%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC4,467$51.5K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.4,100$47.2K0.02%-40013F-HRTimeline
Sandy Spring Bank3,998$46.1K<0.01%+96313F-HRTimeline
Anderson Financial Strategies, LLC3,798$43.8K0.03%013F-HRTimeline
WPG Advisers, LLC3,459$39.8K0.04%-2,34013F-HRTimeline
Farther Finance Advisors, LLC3,307$38.3K<0.01%+3,18213F-HRTimeline
Parallel Advisors, LLC3,217$37.1K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.3,206$36.9K<0.01%-1,33813F-HRTimelineGroup
Minot DeBlois Advisors LLC3,000$34.6K0.03%013F-HRTimeline
FSA Wealth Management LLC3,000$34.6K0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,857$32.9K<0.01%013F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC2,625$30.2K<0.01%013F-HRTimeline
EASTERN BANK2,556$29.4K<0.01%new13F-HRTimeline
Allworth Financial LP2,546$28.4K<0.01%013F-HRTimeline
Hurley Capital, LLC2,402$27.7K0.02%013F-HRTimeline
N.E.W. Advisory Services LLC2,341$27K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,183$25.1K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC2,174$25K0.01%+94113F-HRTimeline
Sachetta, LLC1,844$21.4K0.01%013F-HRTimeline
FNY Investment Advisers, LLC1,800$20K0.01%new13F-HRTimeline
WEBSTER BANK, N. A.1,689$19.5K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,611$18.6K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,498$17.3K<0.01%+1113F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…1,470$17K0.01%013F-HRTimelineGroup
Hartford Financial Management Inc.1,175$13.5K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC1,143$13.3K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,095$12.6K0.01%013F-HRTimeline
Hemington Wealth Management1,095$12K<0.01%013F-HRTimeline
TFC Financial Management, Inc.1,020$11.8K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.1,018$11.7K<0.01%+1313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP852$9.73K<0.01%new13F-HR/ATimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.795$8.6K<0.01%-113F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors750$8.56K<0.01%new13F-HRTimelineGroup
ADIRONDACK TRUST CO669$7.71K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC492$6K<0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners468$5.39K<0.01%013F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC420$4.84K<0.01%new13F-HRTimelineGroup
Mascoma Wealth Management LLC419$4.83K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.393$4.53K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC312$3.62K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC308$3.59K<0.01%013F-HRTimeline
Millstone Evans Group, LLC218$2.51K<0.01%013F-HRTimeline
Runnymede Capital Advisors, Inc.102$1.18K<0.01%new13F-HRTimeline
Addison Advisors LLC79$911<0.01%new13F-HRTimeline
Fourth Dimension Wealth, LLC8$92<0.01%013F-HRTimeline
IFP Advisors, Inc1$8<0.01%-3,44413F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-5,63013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…0$00%-313F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.