DaveManuel.com · Institutional Ownership · Who Owns It
NUVEEN ARIZONA QLTY MUN INC (NAZ)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
35
Reporting holders
$17.2M
Reported value
0.0%
Calls
0.0%
Puts
+2
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 | $2.5M | 197,784 | 0.00% | 35q | -3.1%-$80.2K |
| WELLS FARGO & COMPANY/MN | $2.4M | 195,137 | 0.00% | 31q | -1.2%-$28.9K |
| LPL Financial LLC | $2.3M | 187,717 | 0.00% | 31q | +25.0%+$468.9K |
| CAPTRUST FINANCIAL ADVISORS | $1.5M | 119,952 | 0.00% | 2q | HELD |
| Cetera Investment Advisers | $1.3M | 102,755 | 0.00% | 10q | +1.4%+$18.2K |
| Western Wealth Management, LLC | $662.1K | 53,007 | 0.02% | 2q | +1.3%+$8.8K |
| BANK OF AMERICA CORP /DE/ | $634.6K | 50,812 | 0.00% | 31q | +28.2%+$139.5K |
| RAYMOND JAMES FINANCIAL INC | $578.8K | 46,337 | 0.00% | 7q | +24.6%+$114.4K |
| INTEGRITY ALLIANCE, LLC. | $486.5K | 38,950 | 0.02% | 4q | HELD |
| ROYAL BANK OF CANADA | $458.0K | 36,674 | 0.00% | 31q | +90.5%+$217.6K |
| KINGSWOOD WEALTH ADVISORS, LLC | $453.4K | 36,300 | 0.02% | 7q | +45.2%+$141.1K |
| STIFEL FINANCIAL CORP | $438.8K | 35,133 | 0.00% | 13q | -11.9%-$59.3K |
| Diversify Advisory Services, LLC | $342.9K | 28,036 | 0.01% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $342.9K | 28,036 | 0.01% | 5q | HELD |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $331.4K | 26,400 | 0.00% | 28q | HELD |
| INDEPENDENT FINANCIAL GROUP, LLC | $320.3K | 25,642 | 0.01% | 26q | +13.2%+$37.5K |
| IHT Wealth Management, LLC | $316.7K | 25,357 | 0.01% | 2q | -48.5%-$298.3K |
| Steward Partners Investment Advisory, LLC | $271.0K | 21,700 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $219.9K | 17,604 | 0.00% | 6q | HELD |
| SHUFRO ROSE & CO LLC | $218.6K | 17,500 | 0.01% | 10q | -36.4%-$124.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $185.5K | 14,849 | 0.00% | 18q | HELD |
| Plan Group Financial, LLC | $148.8K | 11,914 | 0.03% | 5q | HELD |
| Stratos Wealth Partners, LTD. | $138.1K | 11,056 | 0.00% | 2q | HELD |
| STALEY CAPITAL ADVISERS INC | $124.9K | 10,000 | 0.00% | 24q | HELD |
| Allworth Financial LP | $108.1K | 8,655 | 0.00% | 17q | HELD |
| CoreCap Advisors, LLC | $93.7K | 7,500 | 0.00% | 6q | +66.7%+$37.5K |
| Brooklyn FI, LLC | $86.4K | 6,900 | 0.02% | new | NEW |
| OSAIC HOLDINGS, INC. | $76.1K | 6,090 | 0.00% | 26q | HELD |
| AMERIFLEX GROUP, INC. | $53.8K | 4,310 | 0.02% | 7q | HELD |
| UBS Group AG | $21.6K | 1,733 | 0.00% | 31q | +30.0%+$5.0K |
| FIFTH THIRD BANCORP | $3.1K | 250 | 0.00% | 2q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $3.1K | 250 | 0.00% | new | NEW |
| FNY Investment Advisers, LLC | $1.0K | 100 | 0.00% | 2q | HELD |
| ASSETMARK, INC | $412 | 33 | 0.00% | 2q | HELD |
| IFP Advisors, Inc | $12 | 1 | 0.00% | 4q | HELD |
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 | 11 | $1.9M | 181,951 | 1 | 3 | 2 | 0.0% |
| Q2 2026 | 35 | $17.2M | 1,374,474 | 4 | 10 | 5 | 0.0% |
| Q1 2026 | 33 | $15.5M | 1,289,963 | 8 | 10 | 4 | 0.0% |
| Q4 2025 | 28 | $13.0M | 1,096,613 | 1 | 10 | 4 | 0.0% |
| Q3 2025 | 32 | $11.9M | 1,001,273 | 5 | 8 | 4 | 0.0% |
| Q2 2025 | 28 | $11.2M | 957,879 | 3 | 9 | 5 | 0.0% |
| Q1 2025 | 28 | $11.9M | 985,869 | 6 | 11 | 4 | 0.0% |
| Q4 2024 | 26 | $9.5M | 837,642 | 2 | 11 | 5 | 0.0% |
| Q3 2024 | 33 | $13.8M | 1,172,231 | 3 | 11 | 11 | 0.0% |
| Q2 2024 | 33 | $19.0M | 1,698,742 | 2 | 13 | 6 | 0.0% |
| Q1 2024 | 36 | $22.0M | 2,005,928 | 5 | 6 | 13 | 0.0% |
| Q4 2023 | 35 | $20.2M | 1,882,152 | 3 | 11 | 13 | 0.0% |
| Q3 2023 | 39 | $14.6M | 1,517,920 | 4 | 10 | 12 | 0.0% |
| Q2 2023 | 40 | $14.4M | 1,342,001 | 9 | 6 | 10 | 0.0% |
| Q1 2023 | 33 | $13.9M | 1,230,566 | 3 | 11 | 10 | 0.0% |
| Q4 2022 | 36 | $14.4M | 1,286,594 | 5 | 7 | 12 | 0.0% |
| Q3 2022 | 37 | $724.7M | 57,675,712 | 4 | 6 | 10 | 0.0% |
| Q2 2022 | 38 | $746.1M | 57,889,178 | 5 | 12 | 5 | 0.0% |
| Q1 2022 | 39 | $727.5M | 53,304,723 | 6 | 12 | 6 | 0.0% |
| Q4 2021 | 34 | $839.9M | 52,495,242 | 1 | 7 | 7 | 0.0% |
| Q3 2021 | 34 | $822.8M | 52,309,123 | 3 | 9 | 6 | 0.0% |
| Q2 2021 | 32 | $782.4M | 48,197,322 | 4 | 8 | 6 | 0.0% |
| Q1 2021 | 31 | $656.1M | 43,167,819 | 3 | 8 | 5 | 0.0% |
| Q4 2020 | 30 | $639.6M | 40,301,470 | 4 | 9 | 6 | 0.0% |
| Q3 2020 | 30 | $557.4M | 37,850,998 | 5 | 5 | 7 | 0.0% |
| Q2 2020 | 31 | $484.6M | 35,509,013 | 2 | 7 | 6 | 0.0% |
| Q1 2020 | 31 | $441.9M | 35,509,443 | 3 | 11 | 7 | 0.0% |
| Q4 2019 | 30 | $442.1M | 32,820,187 | 2 | 9 | 7 | 0.0% |
| Q3 2019 | 35 | $332.2M | 24,607,767 | 5 | 6 | 12 | 0.0% |
| Q2 2019 | 31 | $14.8M | 1,128,017 | 2 | 10 | 9 | 0.0% |
| Q1 2019 | 33 | $16.1M | 1,248,876 | 5 | 6 | 10 | 0.0% |
| Q4 2018 | 32 | $16.0M | 1,348,073 | 0 | 1 | 0 | 0.0% |