DaveManuel.com · Institutional Ownership · Who Owns It
NUVEEN SELECT MAT MUN FD (NIM)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
47
Reporting holders
$44.9M
Reported value
0.0%
Calls
0.0%
Puts
-4
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 |
|---|---|---|---|---|---|
| 1607 Capital Partners, LLC | $6.0M | 635,777 | 0.52% | 18q | -20.0%-$1.5M |
| MORGAN STANLEY | $5.8M | 610,893 | 0.00% | 35q | -4.2%-$255.4K |
| Tortoise Investment Management, LLC | $5.4M | 570,254 | 0.40% | 17q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $4.3M | 460,466 | 0.00% | 11q | +8.0%+$321.0K |
| GUGGENHEIM CAPITAL LLC | $2.8M | 292,061 | 0.02% | 26q | -4.3%-$124.4K |
| Hennion & Walsh Asset Management, Inc. | $2.6M | 272,447 | 0.07% | 16q | -0.8%-$21.6K |
| Blake Schutter Theil Wealth Advisors, LLC | $1.9M | 200,058 | 1.27% | 8q | +10.3%+$175.5K |
| Whipplewood Advisors, LLC | $1.4M | 151,035 | 0.96% | 7q | -1.5%-$21.1K |
| UBS Group AG | $1.4M | 143,892 | 0.00% | 31q | HELD |
| BANK OF AMERICA CORP /DE/ | $1.3M | 140,908 | 0.00% | 31q | -3.8%-$52.4K |
| CROBAN | $1.3M | 137,873 | 0.57% | 8q | HELD |
| ROYAL BANK OF CANADA | $1.1M | 114,792 | 0.00% | 31q | HELD |
| UHLMANN PRICE SECURITIES, LLC | $955.4K | 101,423 | 0.04% | 7q | +10.1%+$87.5K |
| Baird Financial Group, Inc. | $732.8K | 77,794 | 0.00% | 14q | -8.2%-$65.9K |
| STIFEL FINANCIAL CORP | $695.9K | 73,878 | 0.00% | 31q | HELD |
| WELLS FARGO & COMPANY/MN | $537.7K | 57,080 | 0.00% | 31q | HELD |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | $469.9K | 49,884 | 0.09% | 31q | +2.5%+$11.5K |
| Cambridge Investment Research Advisors, Inc. | $468.0K | 49,644 | 0.00% | 31q | +103.1%+$237.6K |
| STEPHENS INC /AR/ | $414.5K | 44,000 | 0.00% | 15q | +6.0%+$23.6K |
| RAYMOND JAMES FINANCIAL INC | $389.9K | 41,390 | 0.00% | 7q | +2.5%+$9.6K |
| LPL Financial LLC | $335.5K | 35,618 | 0.00% | 18q | -8.8%-$32.3K |
| Dorsey & Whitney Trust CO LLC | $323.6K | 34,350 | 0.02% | 31q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $298.5K | 31,692 | 0.00% | 3q | +22.1%+$54.0K |
| Anchor Investment Management, LLC | $297.2K | 31,553 | 0.02% | 42q | HELD |
| OSAIC HOLDINGS, INC. | $284.7K | 30,225 | 0.00% | 26q | -27.2%-$106.6K |
| Hilltop Holdings Inc. | $283.3K | 30,078 | 0.02% | 31q | +4.3%+$11.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $267.6K | 28,405 | 0.00% | 23q | -2.9%-$8.1K |
| Ackerman Capital Advisors, LLC | $252.2K | 26,769 | 0.05% | 4q | +10.5%+$23.9K |
| Hickory Point Bank & Trust | $249.6K | 26,500 | 0.15% | 7q | HELD |
| Worthington Financial Partners, LLC | $233.0K | 24,730 | 0.19% | 3q | -14.6%-$39.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $232.2K | 24,645 | 0.00% | 31q | HELD |
| CITADEL ADVISORS LLC | $228.5K | 24,253 | 0.00% | 6q | -32.8%-$111.6K |
| IFP Advisors, Inc | $210.4K | 22,336 | 0.00% | 18q | -3.4%-$7.5K |
| TRUIST FINANCIAL CORP | $210.1K | 22,303 | 0.00% | 3q | -1.2%-$2.5K |
| HORIZON KINETICS ASSET MANAGEMENT LLC | $202.5K | 21,500 | 0.00% | 30q | HELD |
| DAVENPORT & Co LLC | $176.7K | 18,757 | 0.00% | 31q | HELD |
| SAX WEALTH ADVISORS, LLC | $143.7K | 15,202 | 0.01% | 3q | -16.7%-$28.7K |
| Stratos Wealth Partners, LTD. | $143.2K | 15,200 | 0.00% | 6q | HELD |
| Sightline Wealth Advisors, LLC | $139.8K | 14,842 | 0.05% | 22q | +0.5% |
| NWF Advisory Services Inc. | $117.8K | 12,500 | 0.01% | 4q | HELD |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | $108.0K | 11,500 | 0.00% | 31q | HELD |
| Cerro Pacific Wealth Advisors LLC | $107.4K | 11,400 | 0.02% | 18q | HELD |
| Sigma Planning Corp | $102.9K | 10,926 | 0.00% | 9q | HELD |
| Global Retirement Partners, LLC | $71.0K | 7,535 | 0.00% | 3q | +73.6%+$30.1K |
| BARRETT & COMPANY, INC. | $56.5K | 6,000 | 0.02% | 16q | HELD |
| Ancora Advisors LLC | $53.8K | 5,706 | 0.00% | 11q | HELD |
| FNY Investment Advisers, LLC | $0 | 100 | 0.00% | new | NEW |
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 | 14 | $5.1M | 584,138 | 0 | 2 | 5 | 0.0% |
| Q2 2026 | 47 | $44.9M | 4,770,174 | 1 | 12 | 15 | 0.0% |
| Q1 2026 | 51 | $46.9M | 4,967,556 | 3 | 19 | 10 | 0.0% |
| Q4 2025 | 53 | $45.5M | 4,888,970 | 6 | 15 | 14 | 0.0% |
| Q3 2025 | 52 | $46.2M | 4,996,889 | 5 | 17 | 12 | 0.0% |
| Q2 2025 | 48 | $45.1M | 4,978,684 | 2 | 17 | 16 | 0.0% |
| Q1 2025 | 50 | $45.5M | 4,809,998 | 3 | 15 | 12 | 0.0% |
| Q4 2024 | 58 | $41.6M | 4,773,990 | 5 | 19 | 11 | 0.0% |
| Q3 2024 | 60 | $40.7M | 4,389,434 | 7 | 15 | 11 | 0.0% |
| Q2 2024 | 52 | $38.2M | 4,227,978 | 1 | 14 | 18 | 0.0% |
| Q1 2024 | 55 | $47.8M | 5,317,700 | 3 | 15 | 10 | 0.0% |
| Q4 2023 | 56 | $42.7M | 4,841,219 | 6 | 17 | 12 | 0.0% |
| Q3 2023 | 57 | $32.9M | 3,879,813 | 4 | 16 | 16 | 0.0% |
| Q2 2023 | 56 | $32.0M | 3,551,500 | 4 | 14 | 14 | 0.0% |
| Q1 2023 | 56 | $32.3M | 3,501,671 | 2 | 18 | 13 | 0.0% |
| Q4 2022 | 59 | $31.1M | 3,426,450 | 10 | 17 | 16 | 0.0% |
| Q3 2022 | 54 | $611.9M | 69,061,390 | 6 | 14 | 12 | 0.0% |
| Q2 2022 | 50 | $634.6M | 69,129,134 | 6 | 9 | 16 | 0.0% |
| Q1 2022 | 49 | $1.0B | 107,471,347 | 8 | 8 | 11 | 0.0% |
| Q4 2021 | 47 | $1.3B | 125,757,107 | 4 | 11 | 6 | 0.0% |
| Q3 2021 | 43 | $1.2B | 110,552,782 | 3 | 9 | 6 | 0.0% |
| Q2 2021 | 43 | $793.5M | 72,329,515 | 2 | 10 | 13 | 0.0% |
| Q1 2021 | 42 | $820.6M | 76,835,461 | 3 | 12 | 7 | 0.0% |
| Q4 2020 | 44 | $821.9M | 76,992,063 | 4 | 11 | 10 | 0.0% |
| Q3 2020 | 38 | $844.1M | 80,468,791 | 1 | 11 | 9 | 0.0% |
| Q2 2020 | 40 | $743.5M | 72,657,951 | 4 | 9 | 11 | 0.0% |
| Q1 2020 | 39 | $738.7M | 75,610,357 | 4 | 10 | 9 | 0.0% |
| Q4 2019 | 39 | $810.9M | 77,302,444 | 2 | 13 | 6 | 0.0% |
| Q3 2019 | 36 | $803.0M | 77,211,619 | 3 | 10 | 6 | 0.0% |
| Q2 2019 | 36 | $803.1M | 77,067,169 | 3 | 4 | 8 | 0.0% |
| Q1 2019 | 37 | $793.8M | 79,700,181 | 3 | 5 | 10 | 0.0% |
| Q4 2018 | 40 | $739.7M | 77,088,998 | 0 | 0 | 1 | 0.0% |