Skip to content

NAD NUVEEN QUALITY MUNCP INCOME

Follow

COM (fund), issuer CIK 1083839

293 managers (295 13F filers) reported a position in NAD shares at 2024-12-31, 71,224,312 shares in all. 25 filers opened a position and 31 filers sold out during the quarter.

Managers
293
13F filers
295
New
25
Added
92
Reduced
76
Sold out
31
Shares held by filers
71,224,312

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
RIVERNORTH CAPITAL MANAGEMENT, LLC8,308,394$96.9M4.66%-181,36913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6,312,576$73.6M0.01%+336,49013F-HR/ATimelineGroup
Karpus Management, Inc.5,878,998$68.5M2.03%-2,851,82313F-HRTimeline
Bramshill Investments, LLC4,237,821$49.4M7.76%+588,02113F-HRTimeline
UBS Group AGin group UBS Group AG3,314,771$38.7M0.01%+247,91613F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC2,658,500$31M0.7%-445,78013F-HRTimelineGroup
MacKay Shields LLC2,238,289$26.1M0.77%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,177,137$25.4M<0.01%+243,65813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,941,684$22.6M0.01%-85,99913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,854,661$21.6M0.01%13F-HR/ATimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,656,000$19.3M0.01%013F-HR/ATimelineGroup
Hennion & Walsh Asset Management, Inc.1,538,972$17.9M0.81%-351,67413F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP1,511,181$17.6M0.02%+3,36213F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,412,979$16.5M0.07%-381,73213F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,316,632$15.4M0.02%013F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,152,946$13.4M0.11%+93,33813F-HRTimelineGroup
McGowan Group Asset Management, Inc.1,081,837$12.6M1.69%+179,62013F-HRTimeline
ROBINSON CAPITAL MANAGEMENT, LLC1,028,695$12M4.84%-318,75213F-HRTimeline
GILL CAPITAL PARTNERS, LLC744,250$8.68M3.11%-68,44313F-HRTimeline
LPL Financial LLC730,089$8.51M<0.01%+178,64413F-HRTimeline
HighTower Advisors, LLC642,079$7.49M0.01%-227,15213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA638,107$7.44M<0.01%-21,98613F-HRTimelineGroup
Eagle Bluffs Wealth Management LLC609,241$7.1M3.81%+27,89113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP556,084$6.48M0.01%+17,18313F-HRTimelineGroup
Advisors Asset Management, Inc.549,796$6.41M0.12%+11,31813F-HR/ATimeline
PenderFund Capital Management Ltd.335,000$5.61M1.21%-250,00013F-HRTimeline
Congress Park Capital LLC474,250$5.53M2.01%+70,00013F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp467,346$5.45M0.02%+8,56113F-HRTimelineGroup
Cetera Investment Advisers459,360$5.36M0.01%+82,88813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC453,929$5.29M0.01%+14,95513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC432,335$5.04M<0.01%-10,54213F-HRTimelineGroup
Tyche Wealth Partners LLC406,494$4.74M1%-17,83113F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.398,123$4.64M0.01%+10,00013F-HRTimelineGroup
Rareview Capital LLC373,632$4.63M3.35%+13,13713F-HRTimeline
Capital Investment Advisors, LLC368,982$4.3M0.09%+50013F-HRTimeline
Cornerstone Advisory, LLC357,746$4.25M0.48%+161,38413F-HRTimeline
CITY OF LONDON INVESTMENT MANAGEMENT CO…346,807$4.04M0.4%013F-HRTimeline
Dakota Wealth Management337,999$3.94M0.09%-99,19913F-HRTimeline
GFS Advisors, LLC332,450$3.88M0.59%new13F-HRTimeline
LM Advisors LLC314,255$3.66M0.66%-10,77513F-HR/ATimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC306,857$3.58M0.04%+58,37613F-HRTimelineGroup
Allianz Asset Management GmbHin group Allianz SE300,646$3.51M0.01%013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC297,879$3.47M<0.01%-95,31213F-HRTimelineGroup
Modern Wealth Management, LLC250,310$2.92M0.11%+232,72913F-HR/ATimeline
Cambridge Investment Research Advisors,…235,711$2.75M0.01%+24,51813F-HRTimeline
Indiana Trust & Investment Management Co225,001$2.62M0.89%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.222,394$2.59M0.01%-4,13713F-HR/ATimelineGroup
StoneX Group Inc.in group StoneX Group Inc.213,862$2.49M0.14%new13F-HR/ATimelineGroup
Focus Partners Wealthgroup of 2 filers holding199,882$2.33MnewTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…197,887$2.31M0.01%-20,47113F-HRTimelineGroup
Mesirow Financial Investment Management…195,737$2.28M0.05%013F-HRTimeline
Janney Montgomery Scott LLC195,580$2.28M0.01%+74,67613F-HRTimeline
Palogic Value Management, L.P.194,439$2.27M0.91%+30,02313F-HR/ATimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.193,920$2.26M<0.01%+1,80613F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC193,815$2.26M0.15%-69513F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC187,015$2.18M1%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC181,846$2.12M0.02%+10313F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.178,663$2.08M<0.01%+19,80113F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding176,921$2.06M+22,577Timeline
Sanctuary Advisors, LLC166,886$1.96M0.01%-16,00213F-HRTimeline
Mutual Advisors, LLC160,751$1.87M0.05%-6,59713F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…154,939$1.81M0.61%+43413F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC149,352$1.74M0.01%-55,99413F-HRTimelineGroup
HORIZON KINETICS ASSET MANAGEMENT LLC138,117$1.61M0.02%013F-HRTimeline
XML Financial, LLC137,254$1.6M0.15%-2,65913F-HRTimeline
IBEX WEALTH ADVISORS133,431$1.56M0.18%new13F-HRTimeline
Prospera Financial Services Inc125,784$1.47M0.03%-5,00013F-HRTimeline
CURA WEALTH ADVISORS, LLC124,420$1.45M0.64%13F-HRTimeline
JFS WEALTH ADVISORS, LLC118,250$1.38M0.09%+10413F-HRTimeline
Avior Wealth Management, LLC118,055$1.38M0.05%-3,45113F-HRTimeline
Wealth Advisors of Tampa Bay, LLC115,672$1.35M0.58%-49013F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.115,117$1.34M0.43%-62,88613F-HRTimeline
Melone Private Wealth, LLC111,204$1.3M0.67%+13,24913F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…102,956$1.2M0.13%new13F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …102,352$1.19M0.02%+29,69313F-HRTimelineGroup
KIM, LLC100,000$1.17M0.17%013F-HRTimeline
NewEdge Advisors, LLC99,753$1.16M0.01%-1,53913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC99,588$1.16M<0.01%-2,20413F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC94,123$1.1M0.02%-57,66913F-HRTimeline
Kercheville Advisors, LLC93,466$1.09M0.42%+3,02513F-HRTimeline
Tortoise Investment Management, LLC93,347$1.09M0.11%-58,00013F-HR/ATimeline
SMITH, MOORE & CO.92,754$1.08M0.1%+28,78613F-HRTimeline
CHOREO, LLC89,464$1.04M0.01%-5,65513F-HRTimeline
U.S. Capital Wealth Advisors, LLC79,248$924K0.03%-16,67713F-HRTimeline
Breakwater Capital Group78,894$920K0.18%+4,02513F-HRTimeline
Private Advisor Group, LLC77,242$901K0.01%-30,75113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…77,001$898K<0.01%+3,58513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC75,747$883K<0.01%-3,42213F-HRTimelineGroup
Advisory Services Network, LLC72,849$849K0.02%-2,87113F-HRTimeline
Arkos Global Advisors70,391$821K0.12%-37,39513F-HRTimeline
GeoWealth Management, LLC68,935$804K0.03%+5,93613F-HRTimeline
GC Wealth Management RIA, LLC68,935$804K0.14%+5,93613F-HRTimeline
NOVUS ADVISORS, LLC68,487$799K0.8%13F-HRTimeline
Crescent Grove Advisors, LLC66,846$779K0.08%-8,59513F-HRTimeline
ABSOLUTE INVESTMENT ADVISERS, LLC65,500$764K0.1%013F-HRTimeline
Steward Partners Investment Advisory, L…64,666$754K0.01%+47713F-HRTimeline
Maiden Cove Capital, LLC62,300$726K0.68%+35,42513F-HRTimeline
Atria Wealth Solutions, Inc.62,168$725K0.01%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp62,136$725K<0.01%-67613F-HRTimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC58,119$678K0.26%+14,87313F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.57,953$676K0.53%+12,38113F-HRTimeline
MAI Capital Management57,552$671K<0.01%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…56,244$656K0.02%-2,73713F-HRTimelineGroup
BNC WEALTH MANAGEMENT, LLC53,632$625K0.21%-2,90113F-HRTimeline
OneDigital Investment Advisors LLC53,259$621K0.01%-1,05113F-HRTimeline
Summit Financial, LLC52,682$614K0.02%+7,27313F-HRTimeline
Claro Advisors Inc.52,297$610K0.08%+41413F-HRTimeline
MSH Capital Advisors LLC52,133$608K0.19%013F-HRTimeline
CFM WEALTH PARTNERS LLC50,961$594K0.1%013F-HRTimeline
Marex Group Ltdin group Marex Group Ltd50,674$591K0.01%+5,67413F-HRTimelineGroup
ORLEANS CAPITAL MANAGEMENT CORP/LA48,850$582K0.33%-2,00013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP47,298$551K<0.01%013F-HRTimelineGroup
RFG Advisory, LLC45,678$533K0.02%-2,59913F-HRTimeline
PFG Investments, LLC44,264$516K0.03%+10,26413F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC44,023$513K0.02%+86413F-HRTimeline
Kuhn & Co Investment Counsel42,951$501K0.43%+12,04313F-HRTimeline
COMERICA BANK42,110$491K<0.01%+3,06213F-HR/ATimeline
Barry Investment Advisors, LLC40,949$477K0.15%+4,46313F-HRTimeline
Portfolio Strategies, Inc.40,000$466K0.07%013F-HRTimeline
NorthCoast Asset Management LLC39,406$459K<0.01%-4,18713F-HR/ATimeline
Independent Advisor Alliance38,146$445K0.01%new13F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.37,856$441K0.3%013F-HRTimeline
RIVERBRIDGE PARTNERS LLC36,937$431K0.01%-57,46613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC35,122$410K0.01%+3,82513F-HRTimelineGroup
Atala Financial Inc35,000$408K0.29%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP34,342$400K<0.01%-13,00913F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd32,979$385K0.03%new13F-HRTimelineGroup
Gould Capital, LLC32,770$382K0.27%-1,02113F-HRTimeline
Fortitude Advisory Group L.L.C.32,735$382K0.23%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/31,874$372K<0.01%+1,06413F-HRTimelineGroup
Snowden Capital Advisors LLC31,857$371K0.01%+11,02813F-HRTimeline
D.A. DAVIDSON & CO.30,091$351K<0.01%+78613F-HRTimeline
Transform Wealth, LLC29,581$345K0.02%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC29,388$343K<0.01%+1,60013F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.29,225$341K0.01%+12,83513F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC29,217$341K0.08%+4,04713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …28,593$333K0.01%-90713F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC28,515$332K0.01%+50413F-HRTimeline
Wealth Alliance Advisory Group, LLC27,905$325K0.07%-3,16213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…27,876$325K<0.01%+7,85213F-HR/ATimeline
Integrated Wealth Concepts LLC26,412$308K<0.01%-3,79413F-HRTimeline
Chicago Partners Investment Group LLC26,085$306K0.01%+35613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…26,191$305K<0.01%+8,38113F-HRTimelineGroup
Wealth Management Associates, Inc.25,026$292K0.12%013F-HRTimeline
Realta Investment Advisors24,127$286K0.12%013F-HRTimeline
Widmann Financial Services, Inc.24,160$282K0.22%-63113F-HRTimeline
Sowell Financial Services LLC23,552$275K0.01%new13F-HRTimeline
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD23,406$273K<0.01%new13F-HRTimelineGroup
Compass Financial Group, INC/SD21,867$255K0.05%+14513F-HRTimeline
SCOTIA CAPITAL INC.21,500$251K<0.01%013F-HRTimeline
Sunpointe, LLC20,745$242K0.12%new13F-HRTimeline
Pathway Financial Advisers, LLC20,623$240K0.08%+41113F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT19,519$228K0.01%-2,99313F-HRTimeline
Belpointe Asset Management LLC18,882$227K0.01%-5,00013F-HRTimeline
MML INVESTORS SERVICES, LLC18,982$221K<0.01%+2,31513F-HRTimeline
Diligent Investors, LLC18,937$221K0.05%+9313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.18,555$216K0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC18,204$212K0.01%+513F-HRTimeline
Cresset Asset Management, LLC18,035$210K<0.01%-27,86513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management17,547$205K0.01%+1,64013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS17,415$203K<0.01%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…17,301$202K0.03%-2,21113F-HRTimeline
TWO SIGMA SECURITIES, LLC17,210$201K0.04%+5,43413F-HRTimeline
Uptown Financial Advisors LLC17,100$199K0.22%13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…16,921$197K<0.01%013F-HRTimelineGroup
Element Wealth, LLC16,908$197K0.1%-9,19813F-HRTimeline
SAGE PRIVATE WEALTH GROUP, LLC16,787$196K0.15%013F-HRTimeline
Archford Capital Strategies, LLC16,604$194K0.03%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.16,488$192K<0.01%+6,33013F-HRTimeline
Ferguson Shapiro LLC16,377$191K0.07%+40213F-HRTimeline
SIMON QUICK ADVISORS, LLC16,066$187K0.01%+91213F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC15,967$186K0.16%013F-HRTimeline
Creative Planningin group Creative Planning15,660$183K<0.01%+1,30713F-HRTimelineGroup
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors15,504$181K0.1%13F-HRTimelineGroup
Clark Asset Management, LLC15,500$181K0.03%013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…15,000$178K0.07%013F-HRTimeline
Williams Jones Wealth Management, LLC.15,185$177K<0.01%013F-HRTimeline
HUB Investment Partners, LLC15,000$175K0.01%013F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC15,000$175K0.09%013F-HRTimeline
EP Wealth Advisors, LLC14,716$172K<0.01%+1,18613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP14,646$171K<0.01%-2,43813F-HRTimelineGroup
Laird Norton Wetherby Wealth Management…14,610$170K0.01%+40313F-HRTimeline
Occidental Asset Management, LLC14,577$170K0.03%+64413F-HRTimeline
IHT Wealth Management, LLC14,542$170K0.01%-4,94213F-HRTimeline
Sunbelt Securities, Inc.14,638$169K0.01%-35013F-HRTimeline
Koshinski Asset Management, Inc.14,382$168K0.02%+3,12913F-HRTimeline
Plan A Wealth LLC14,363$167K0.15%13F-HRTimeline
Institute for Wealth Management, LLC.13,804$161K0.02%013F-HRTimeline
Aptus Capital Advisors, LLC13,706$160K<0.01%+1,66813F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA13,476$157K<0.01%+29913F-HRTimelineGroup
BEACON INVESTMENT ADVISORS LLC13,367$156K0.07%+3913F-HRTimeline
Permanent Capital Management, LP13,209$154K0.05%13F-HRTimeline
Sheaff Brock Investment Advisors, LLC13,178$154K0.01%013F-HRTimeline
Carson Advisory Inc.13,125$153K0.11%013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT13,025$152K0.01%013F-HRTimelineGroup
DEBUSSY CAPITAL MANAGEMENT LP12,930$152K0.02%013F-HRTimeline
VSM Wealth Advisory, LLC12,880$150K0.05%13F-HRTimeline
WESBANCO BANK INC12,799$149K0.01%013F-HRTimeline
SFMG, LLC12,709$148K0.01%013F-HRTimeline
Keystone Wealth Services, LLC12,654$148K0.04%013F-HRTimeline