Skip to content
Disclosery

NAD NUVEEN QUALITY MUNCP INCOME

Follow

COM (fund), issuer CIK 1083839

284 managers (285 13F filers) reported a position in NAD shares at 2026-03-31, 45,919,810 shares in all. 36 filers opened a position and 29 filers sold out during the quarter.

Managers
284
13F filers
285
New
36
Added
85
Reduced
70
Sold out
29
Shares held by filers
45,919,810

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Canal Capital Management, LLC12,195$140K0.02%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC12,050$139K<0.01%013F-HRTimelineGroup
SMH CAPITAL ADVISORS INC11,715$135K0.38%-40013F-HR/ATimeline
CHOREO, LLC11,417$133K<0.01%-29,63213F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.11,086$127K0.03%013F-HRTimelineGroup
AlphaCore Capital LLC10,992$127K<0.01%new13F-HRTimeline
Pathway Financial Advisers, LLC11,052$127K0.04%+12713F-HRTimeline
Cresset Asset Management, LLC10,747$124K<0.01%-1,95313F-HRTimeline
VSM Wealth Advisory, LLC10,630$122K0.04%new13F-HRTimeline
Strategic Advisors LLC10,589$122K0.02%013F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC10,417$120K0.07%-113F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC10,293$118K0.02%013F-HRTimeline
Carson Advisory Inc.10,115$116K0.06%013F-HRTimeline
LANARK FINANCIAL, INC.10,037$115K0.01%+3,26513F-HRTimeline
RWA WEALTH PARTNERS, LLC10,000$115K<0.01%013F-HRTimeline
Patriot Financial Group Insurance Agenc…10,000$115K0.01%new13F-HRTimeline
Gateway Wealth Partners, LLC10,000$115K<0.01%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED9,881$114K0.01%+1,07913F-HRTimeline
Noble Wealth Management PBC9,697$112K0.06%+6,46413F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN9,000$104K0.01%013F-HRTimeline
Mechanics Financial Corp8,500$97.8K0.04%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC8,018$92.2K<0.01%+3,08613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.6,043$69.5K<0.01%new13F-HRTimelineGroup
Chung Wu Investment Group, LLC6,000$69K0.06%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC5,856$67.3K<0.01%-52013F-HRTimelineGroup
FINANCIAL CONSULATE, INC5,330$61.3K0.01%013F-HRTimeline
Founders Capital Management5,000$57.5K0.03%013F-HRTimeline
OAKWORTH CAPITAL, INC.4,000$46K<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates3,954$45.5K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,495$40K<0.01%+4013F-HRTimelineGroup
Advocate Investing Services LLC3,372$38.8K0.03%013F-HRTimeline
PRIVATE TRUST CO NA3,254$37.4K<0.01%-1,78213F-HRTimeline
Lloyd Advisory Services, LLC.3,109$35.7K0.01%new13F-HRTimeline
Kingdom Financial Group LLC.3,109$35.7K0.01%-54813F-HRTimeline
Community Financial Services Group, LLC2,975$35K0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3,035$34.9K<0.01%013F-HRTimelineGroup
Minot DeBlois Advisors LLC3,000$34.5K0.03%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,625$30K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC2,523$29K<0.01%+2913F-HRTimeline
Tradewinds Capital Management, LLC2,484$28.6K0.01%013F-HRTimeline
Hurley Capital, LLC2,402$27.6K0.01%013F-HRTimeline
Osbon Capital Management LLC2,337$26.9K0.02%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.2,207$25.4K<0.01%+1013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,183$25.1K<0.01%013F-HRTimeline
SHP Wealth Management1,936$22.3K<0.01%+2213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,877$21.6K<0.01%-41013F-HRTimelineGroup
AMERIFLEX GROUP, INC.1,800$20.7K0.01%013F-HRTimeline
FNY Investment Advisers, LLC1,800$20K0.01%new13F-HRTimeline
WEBSTER BANK, N. A.1,689$19.4K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,611$18.5K<0.01%013F-HRTimeline
EASTERN BANK1,553$17.9K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,534$17.6K<0.01%-4,33913F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…1,470$16.9K<0.01%013F-HRTimelineGroup
Trust Co1,467$16.9K<0.01%+813F-HRTimeline
Towne Trust Company, N.A1,446$16.6K0.01%013F-HRTimeline
Hartford Financial Management Inc.1,175$13.5K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.1,097$12.7K<0.01%+1213F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,095$12.6K<0.01%new13F-HRTimeline
Parallel Advisors, LLC1,072$12.3K<0.01%013F-HR/ATimeline
Penserra Capital Management LLCin group Penserra Capital Management L…1,114$12K<0.01%new13F-HRTimelineGroup
Hanson & Doremus Investment Management1,028$12K<0.01%new13F-HRTimeline
CX Institutional1,003$12K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.1,024$11.8K<0.01%new13F-HRTimeline
TFC Financial Management, Inc.1,020$11.7K<0.01%013F-HRTimeline
Heritage Wealth Advisors1,003$11.5K<0.01%new13F-HRTimeline
Aspect Partners, LLC941$10.8K<0.01%013F-HRTimeline
MOTCO675$7.76K<0.01%013F-HRTimeline
ADIRONDACK TRUST CO669$7.69K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.463$5.33K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC436$5.02K<0.01%-1713F-HRTimelineGroup
Federation des caisses Desjardins du Qu…430$4.95K<0.01%013F-HRTimeline
WPG Advisers, LLC425$4.89K<0.01%-1,20113F-HRTimeline
Mascoma Wealth Management LLC419$4.82K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC400$4.6K<0.01%-30013F-HRTimeline
SOA Wealth Advisors, LLC.393$4.52K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.349$4.01K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC308$3.54K<0.01%013F-HRTimeline
JPL Wealth Management, LLC296$3.4K<0.01%new13F-HR/ATimeline
Align Financial, LLC244$2.81K<0.01%-2,68913F-HRTimeline
Millstone Evans Group, LLC218$2.51K<0.01%013F-HRTimeline
Addison Advisors LLC56$644<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…21$242<0.01%-1,72013F-HRTimelineGroup
Fourth Dimension Wealth, LLC8$92<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC0$81<0.01%-1,14313F-HRTimelineAmount filed as zero, left out of ratios.