DaveManuel.com · Institutional Ownership · Who Owns It
NUVEEN QUALITY MUNCP INCOME (NAD)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
288
Reporting holders
$588.3M
Reported value
0.0%
Calls
0.0%
Puts
+1
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $80.7M | 6,661,733 | 0.00% | 35q | HELD |
| GUGGENHEIM CAPITAL LLC | $43.9M | 3,620,112 | 0.28% | 31q | +18.0%+$6.7M |
| UBS Group AG | $37.8M | 3,121,270 | 0.00% | 31q | -2.1%-$823.7K |
| WELLS FARGO & COMPANY/MN | $33.8M | 2,790,256 | 0.01% | 31q | +11.6%+$3.5M |
| BANK OF AMERICA CORP /DE/ | $28.1M | 2,317,429 | 0.00% | 31q | -8.0%-$2.4M |
| RAYMOND JAMES FINANCIAL INC | $25.1M | 2,071,280 | 0.01% | 7q | -21.4%-$6.8M |
| AMERIPRISE FINANCIAL INC | $16.7M | 1,375,036 | 0.00% | 31q | +12.1%+$1.8M |
| Hennion & Walsh Asset Management, Inc. | $16.6M | 1,373,096 | 0.48% | 20q | +48.0%+$5.4M |
| McGowan Group Asset Management, Inc. | $16.5M | 1,361,907 | 2.01% | 10q | -1.3%-$216.0K |
| VAN ECK ASSOCIATES CORP | $15.6M | 1,288,803 | 0.01% | 31q | +16.1%+$2.2M |
| LPL Financial LLC | $15.3M | 1,265,467 | 0.00% | 31q | +3.5%+$519.5K |
| ROYAL BANK OF CANADA | $12.0M | 990,972 | 0.00% | 31q | +3.0%+$344.5K |
| Cornerstone Advisory, LLC | $9.9M | 813,878 | 0.82% | 21q | -4.0%-$406.6K |
| STIFEL FINANCIAL CORP | $9.2M | 757,076 | 0.01% | 31q | +3.6%+$321.0K |
| Eagle Bluffs Wealth Management LLC | $9.2M | 750,650 | 3.06% | 18q | +1.2%+$109.2K |
| Cetera Investment Advisers | $9.0M | 742,472 | 0.01% | 31q | +9.9%+$808.7K |
| Palogic Value Management, L.P. | $8.5M | 701,422 | 1.39% | 15q | +133.5%+$4.9M |
| GFS Advisors, LLC | $7.5M | 526,790 | 0.40% | 7q | -9.3%-$772.6K |
| Congress Park Capital LLC | $7.5M | 618,500 | 2.02% | 25q | +2.9%+$212.1K |
| Melone Private Wealth, LLC | $6.9M | 569,497 | 2.63% | 18q | +41.5%+$2.0M |
| Cambridge Investment Research Advisors, Inc. | $6.2M | 511,484 | 0.01% | 31q | +110.6%+$3.3M |
| NewEdge Advisors, LLC | $5.9M | 486,357 | 0.02% | 20q | +25.5%+$1.2M |
| DEUTSCHE BANK AG\ | $5.0M | 416,376 | 0.00% | 18q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.0M | 411,801 | 0.01% | 31q | -1.9%-$95.7K |
| OSAIC HOLDINGS, INC. | $4.8M | 396,856 | 0.01% | 26q | +7.4%+$330.2K |
| Janney Montgomery Scott LLC | $4.8M | 391,986 | 0.01% | new | NEW |
| Advisors Asset Management, Inc. | $4.5M | 371,722 | 0.07% | 17q | -24.4%-$1.5M |
| Savant Capital, LLC | $4.3M | 367,968 | 0.01% | 26q | +100.7%+$2.2M |
| Capital Investment Advisors, LLC | $3.7M | 305,660 | 0.05% | 31q | -0.7%-$27.2K |
| COHEN & STEERS, INC. | $3.7M | 301,523 | 0.01% | 31q | -7.8%-$310.2K |
| LM Advisors LLC | $3.6M | 300,845 | 0.42% | 2q | +8699.2%+$3.6M |
| Allianz Asset Management GmbH | $3.6M | 300,646 | 0.00% | 26q | HELD |
| AE Wealth Management LLC | $3.5M | 291,032 | 0.02% | 5q | +52.3%+$1.2M |
| Rockefeller Capital Management L.P. | $3.1M | 253,680 | 0.00% | 28q | +62.0%+$1.2M |
| OneDigital Investment Advisors LLC | $2.8M | 234,360 | 0.02% | 22q | HELD |
| SIT INVESTMENT ASSOCIATES INC | $2.7M | 221,852 | 0.05% | 31q | -4.3%-$121.2K |
| Fiera Capital Corp | $2.6M | 214,702 | 0.01% | 2q | -3.1%-$83.9K |
| Sightline Wealth Advisors, LLC | $2.6M | 213,893 | 0.95% | 3q | +6.2%+$150.2K |
| Invesco Ltd. | $2.5M | 207,824 | 0.00% | 31q | HELD |
| Kestra Advisory Services, LLC | $2.4M | 197,705 | 0.01% | 24q | +5.8%+$131.8K |
| Steward Partners Investment Advisory, LLC | $2.4M | 195,686 | 0.01% | 29q | +2.3%+$53.7K |
| Cerity Partners LLC | $2.4M | 194,009 | 0.00% | 15q | -8.0%-$204.2K |
| Wakefield Asset Management LLLP | $2.3M | 193,285 | 0.53% | 15q | +11.3%+$237.8K |
| Sanctuary Advisors, LLC | $1.8M | 152,238 | 0.01% | 9q | -4.4%-$84.7K |
| Mutual Advisors, LLC | $1.8M | 145,172 | 0.03% | 28q | -18.7%-$404.4K |
| Kuhn & Co Investment Counsel | $1.7M | 141,712 | 0.99% | 11q | +13.5%+$204.9K |
| Tyche Wealth Partners LLC | $1.6M | 133,581 | 0.23% | 11q | -12.6%-$232.9K |
| GILL CAPITAL PARTNERS, LLC | $1.6M | 132,609 | 0.43% | 26q | -33.2%-$799.5K |
| Stratos Wealth Partners, LTD. | $1.5M | 127,472 | 0.02% | 31q | +7.2%+$103.9K |
| Breakwater Capital Group | $1.5M | 125,400 | 0.18% | 9q | +1.8%+$27.0K |
| Prospera Financial Services Inc | $1.5M | 122,291 | 0.02% | 15q | -2.8%-$42.4K |
| &PARTNERS | $1.5M | 121,168 | 0.01% | 5q | +14.8%+$189.3K |
| JFS WEALTH ADVISORS, LLC | $1.4M | 118,724 | 0.07% | 31q | HELD |
| IBEX WEALTH ADVISORS | $1.4M | 118,437 | 0.11% | 7q | -7.2%-$112.1K |
| Baird Financial Group, Inc. | $1.4M | 116,533 | 0.00% | 31q | +4.1%+$55.2K |
| Indivisible Partners | $1.4M | 116,457 | 0.08% | 3q | +1.4%+$19.3K |
| Wealth Advisors of Tampa Bay, LLC | $1.4M | 115,182 | 0.43% | 31q | HELD |
| Modern Wealth Management, LLC | $1.3M | 110,385 | 0.02% | 9q | -11.2%-$169.5K |
| CURA WEALTH ADVISORS, LLC | $1.3M | 110,000 | 0.57% | 7q | HELD |
| XTX Topco Ltd | $1.3M | 107,739 | 0.02% | 3q | +44.9%+$404.8K |
| XML Financial, LLC | $1.3M | 106,183 | 0.09% | 16q | -20.3%-$326.8K |
| HORIZON KINETICS ASSET MANAGEMENT LLC | $1.3M | 105,829 | 0.01% | 30q | -34.8%-$685.9K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $1.3M | 103,138 | 0.02% | 15q | HELD |
| HighTower Advisors, LLC | $1.2M | 102,744 | 0.00% | 31q | +16.3%+$174.2K |
| Everstar Asset Management, LLC | $1.2M | 100,425 | 0.59% | 2q | HELD |
| KIM, LLC | $1.2M | 100,000 | 0.12% | 9q | HELD |
| Summit Financial, LLC | $1.2M | 96,436 | 0.01% | 10q | +2.7%+$31.2K |
| Summit Trail Advisors, LLC | $1.1M | 93,298 | 0.01% | 2q | -3.2%-$37.2K |
| Kercheville Advisors, LLC | $1.1M | 92,362 | 0.34% | 23q | HELD |
| IHT Wealth Management, LLC | $1.1M | 92,000 | 0.02% | 16q | +375.8%+$880.7K |
| Concurrent Investment Advisors, LLC | $1.0M | 86,288 | 0.01% | 11q | +31.4%+$250.0K |
| PNC Financial Services Group, Inc. | $1.0M | 85,539 | 0.00% | 31q | +1.9%+$19.7K |
| OPPENHEIMER & CO INC | $1.0M | 83,494 | 0.01% | 27q | -1.6%-$16.9K |
| SILVERLAKE WEALTH MANAGEMENT LLC | $1.0M | 83,449 | 0.19% | 11q | +4.8%+$46.2K |
| Peak Asset Management, LLC | $999.1K | 82,432 | 0.15% | new | NEW |
| FOCUSED ALPHA, LLC | $996.3K | 82,205 | 0.26% | 3q | +16.6%+$141.6K |
| BENJAMIN EDWARDS INC | $972.6K | 80,250 | 0.01% | 8q | +7.9%+$70.8K |
| JANE STREET GROUP, LLC | $955.7K | 78,857 | 0.00% | 6q | -57.7%-$1.3M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $916.4K | 75,611 | 0.00% | 31q | +0.9%+$8.1K |
| SMITH, MOORE & CO. | $905.3K | 74,697 | 0.06% | 10q | +0.6%+$5.8K |
| MSH Capital Advisors LLC | $847.8K | 69,947 | 0.15% | 12q | +4.5%+$36.4K |
| Avior Wealth Management, LLC | $845.0K | 69,717 | 0.02% | 16q | -18.2%-$187.9K |
| Wealth Alliance Advisory Group, LLC | $822.0K | 67,825 | 0.12% | 21q | +11.9%+$87.4K |
| Regatta Research & Money Management | $791.7K | 65,325 | 0.75% | new | FIRST |
| Koshinski Asset Management, Inc. | $764.1K | 63,042 | 0.04% | 20q | HELD |
| Corient Private Wealth LP | $752.9K | 62,001 | 0.00% | 15q | -19.1%-$178.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $737.9K | 60,880 | 0.00% | 4q | -9.2%-$74.5K |
| MERCER GLOBAL ADVISORS INC /ADV | $737.2K | 60,829 | 0.00% | 5q | +155.6%+$448.8K |
| BFC Planning, Inc. | $715.0K | 58,994 | 0.03% | 7q | +9.7%+$63.2K |
| Focus Partners Wealth | $707.0K | 58,329 | 0.00% | 7q | +1.2%+$8.2K |
| CFM WEALTH PARTNERS LLC | $692.6K | 57,144 | 0.09% | 21q | HELD |
| RFG Advisory, LLC | $636.3K | 52,498 | 0.01% | 30q | +5.1%+$30.9K |
| FIFTH THIRD BANCORP | $616.2K | 50,844 | 0.00% | 31q | +2.9%+$17.1K |
| Wealth Care LLC | $606.0K | 50,000 | 0.49% | 2q | HELD |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | $605.4K | 49,950 | 0.31% | 8q | HELD |
| Spire Wealth Management | $600.5K | 49,547 | 0.02% | 22q | +17.8%+$90.9K |
| Realta Investment Advisors | $592.6K | 48,897 | 0.18% | 29q | HELD |
| Farther Finance Advisors, LLC | $580.2K | 47,869 | 0.00% | 9q | -2.6%-$15.6K |
| CoreCap Advisors, LLC | $579.2K | 47,791 | 0.02% | 16q | +0.7%+$4.3K |
| MAI Capital Management | $577.6K | 47,659 | 0.00% | 7q | -10.8%-$69.7K |
Showing the largest 100 of 288 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-10-16 | Robert Young L | Other | Sold | 32,727 | $337.7K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 101 | $70.3M | 6,958,928 | 10 | 26 | 18 | 0.0% |
| Q2 2026 | 288 | $588.3M | 48,450,701 | 25 | 90 | 65 | 0.0% |
| Q1 2026 | 287 | $536.9M | 46,093,176 | 36 | 76 | 64 | 0.0% |
| Q4 2025 | 280 | $584.9M | 48,675,855 | 26 | 77 | 79 | 0.0% |
| Q3 2025 | 273 | $596.2M | 50,998,737 | 23 | 76 | 71 | 0.0% |
| Q2 2025 | 275 | $643.3M | 56,944,943 | 24 | 82 | 73 | 0.0% |
| Q1 2025 | 287 | $739.9M | 63,930,900 | 29 | 89 | 66 | 0.0% |
| Q4 2024 | 297 | $833.0M | 71,259,849 | 25 | 84 | 72 | 0.0% |
| Q3 2024 | 286 | $912.6M | 73,353,281 | 32 | 100 | 59 | 0.0% |
| Q2 2024 | 277 | $974.3M | 82,569,532 | 30 | 68 | 84 | 0.0% |
| Q1 2024 | 272 | $1.1B | 92,800,601 | 28 | 85 | 69 | 0.0% |
| Q4 2023 | 269 | $985.2M | 85,757,522 | 32 | 76 | 74 | 0.0% |
| Q3 2023 | 250 | $758.0M | 74,441,624 | 26 | 61 | 80 | 0.0% |
| Q2 2023 | 254 | $736.4M | 65,326,697 | 17 | 67 | 60 | 0.0% |
| Q1 2023 | 257 | $705.7M | 61,207,937 | 21 | 77 | 58 | 0.0% |
| Q4 2022 | 267 | $2.2B | 186,480,981 | 35 | 64 | 86 | 0.0% |
| Q3 2022 | 256 | $1.4B | 131,427,032 | 27 | 66 | 59 | 0.0% |
| Q2 2022 | 256 | $1.7B | 139,096,140 | 24 | 57 | 69 | 0.0% |
| Q1 2022 | 257 | $1.9B | 144,461,801 | 26 | 61 | 66 | 0.0% |
| Q4 2021 | 270 | $2.6B | 161,323,490 | 27 | 69 | 44 | 0.0% |
| Q3 2021 | 247 | $2.5B | 161,889,651 | 19 | 61 | 55 | 0.0% |
| Q2 2021 | 244 | $2.4B | 151,300,758 | 33 | 83 | 35 | 0.0% |
| Q1 2021 | 230 | $2.3B | 151,527,956 | 15 | 65 | 46 | 0.0% |
| Q4 2020 | 238 | $2.2B | 144,709,614 | 20 | 65 | 38 | 0.0% |
| Q3 2020 | 227 | $2.1B | 145,793,609 | 28 | 53 | 52 | 0.0% |
| Q2 2020 | 210 | $1.8B | 128,093,560 | 15 | 63 | 41 | 0.0% |
| Q1 2020 | 227 | $1.7B | 125,603,883 | 37 | 56 | 43 | 0.0% |
| Q4 2019 | 210 | $1.7B | 117,901,086 | 21 | 60 | 31 | 0.0% |
| Q3 2019 | 191 | $1.5B | 102,440,068 | 17 | 47 | 42 | 0.0% |
| Q2 2019 | 185 | $1.4B | 101,344,780 | 20 | 54 | 31 | 0.0% |
| Q1 2019 | 185 | $1.2B | 85,523,465 | 18 | 40 | 51 | 0.0% |
| Q4 2018 | 181 | $1.1B | 84,567,135 | 3 | 1 | 4 | 0.0% |