DaveManuel.com · Institutional Ownership · Who Owns It
NUVEEN NEW JERSEY (NXJ)
Institutional ownership reported to the SEC as of Q1 2026, across 30 quarters.
66
Reporting holders
$67.4M
Reported value
0.0%
Calls
0.0%
Puts
+0
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 |
|---|---|---|---|---|---|
| J.W. COLE ADVISORS, INC. | $9.8M | 793,054 | 0.33% | 4q | +10.5%+$925.0K |
| MORGAN STANLEY | $9.4M | 760,293 | 0.00% | 34q | -2.1%-$199.8K |
| BANK OF AMERICA CORP /DE/ | $5.5M | 447,250 | 0.00% | 30q | -2.1%-$120.6K |
| RAYMOND JAMES FINANCIAL INC | $5.2M | 424,986 | 0.00% | 6q | +16.3%+$733.0K |
| Cetera Investment Advisers | $4.3M | 346,509 | 0.00% | 9q | +2.6%+$106.9K |
| GUGGENHEIM CAPITAL LLC | $4.1M | 333,212 | 0.03% | 15q | -15.4%-$744.0K |
| SIT INVESTMENT ASSOCIATES INC | $3.3M | 265,380 | 0.07% | 30q | -16.8%-$659.7K |
| WELLS FARGO & COMPANY/MN | $3.1M | 254,979 | 0.00% | 30q | -0.7%-$20.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.2M | 178,412 | 0.00% | 30q | +12.1%+$236.0K |
| Equitable Holdings, Inc. | $1.9M | 147,029 | 0.01% | 17q | -4.1%-$79.3K |
| SAX WEALTH ADVISORS, LLC | $1.6M | 128,142 | 0.08% | 3q | HELD |
| LPL Financial LLC | $1.4M | 115,428 | 0.00% | 30q | +4.9%+$66.6K |
| Strategic Advisors LLC | $1.4M | 116,446 | 0.23% | 3q | HELD |
| BCS Private Wealth Management, Inc. | $1.4M | 110,450 | 0.42% | 4q | HELD |
| ROYAL BANK OF CANADA | $1.1M | 93,082 | 0.00% | 30q | +0.5%+$6.3K |
| UBS Group AG | $1.1M | 89,334 | 0.00% | 30q | -2.2%-$24.9K |
| Breakwater Capital Group | $1.1M | 87,564 | 0.14% | 14q | -3.1%-$34.3K |
| North Ground Capital | $770.5K | 62,639 | 0.93% | 6q | -44.5%-$617.3K |
| OSAIC HOLDINGS, INC. | $679.9K | 55,274 | 0.00% | 25q | +71.9%+$284.4K |
| NewEdge Advisors, LLC | $475.2K | 38,635 | 0.00% | 4q | +2.7%+$12.4K |
| RMR Wealth Builders | $472.6K | 38,176 | 0.04% | 25q | -0.5%-$2.5K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $395.3K | 32,141 | 0.02% | 7q | +2.7%+$10.4K |
| WEALTH EFFECTS LLC | $385.0K | 31,300 | 0.14% | 5q | HELD |
| Yakira Capital Management, Inc. | $364.0K | 29,590 | 0.11% | new | NEW |
| STIFEL FINANCIAL CORP | $326.1K | 26,513 | 0.00% | 11q | -0.7%-$2.4K |
| HighTower Advisors, LLC | $318.5K | 25,892 | 0.00% | 10q | +6.6%+$19.7K |
| NCM Capital Management, LLC | $318.0K | 25,853 | 0.11% | 18q | HELD |
| SYKON CAPITAL LLC | $307.5K | 25,000 | 0.10% | 12q | HELD |
| Focus Partners Advisor Solutions, LLC | $297.5K | 24,184 | 0.00% | new | NEW |
| OMNI 360 Wealth, Inc. | $297.5K | 24,184 | 0.15% | 10q | -1.6%-$5.0K |
| Focus Partners Wealth | $293.0K | none filed | 0.00% | 5q | -100.0% |
| PEAPACK GLADSTONE FINANCIAL CORP | $282.0K | 22,936 | 0.00% | 30q | HELD |
| AMERIPRISE FINANCIAL INC | $266.8K | 21,688 | 0.00% | 5q | +19.3%+$43.2K |
| OPPENHEIMER & CO INC | $259.7K | 21,116 | 0.00% | 6q | +6.1%+$14.8K |
| Alpine Global Management, LLC | $253.7K | 20,629 | 0.04% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $243.0K | 19,754 | 0.00% | 30q | +0.9%+$2.1K |
| White Knight Strategic Wealth Advisors, LLC | $239.2K | 19,450 | 0.20% | new | NEW |
| EVOLVE PRIVATE WEALTH, LLC | $205.1K | 16,672 | 0.01% | 2q | -1.3%-$2.7K |
| Wealth Management Associates, Inc. | $193.5K | 15,732 | 0.07% | 30q | -10.2%-$22.1K |
| Smallwood Wealth Investment Management, LLC | $188.9K | 15,357 | 0.10% | 18q | HELD |
| CARY STREET PARTNERS FINANCIAL LLC | $187.9K | 15,276 | 0.00% | 6q | HELD |
| Pine Valley Investments Ltd Liability Co | $177.4K | 14,350 | 0.01% | 7q | HELD |
| Regal Investment Advisors LLC | $158.6K | 12,892 | 0.01% | 8q | -24.0%-$50.1K |
| David J Yvars Group | $157.5K | 12,808 | 0.09% | 2q | HELD |
| Private Advisor Group, LLC | $155.4K | 12,637 | 0.00% | 4q | HELD |
| Green Ridge Wealth Planning LLC | $141.4K | 11,500 | 0.07% | 2q | -11.5%-$18.4K |
| Closed-End Fund Advisors, Inc. | $133.4K | 10,849 | 0.14% | 2q | HELD |
| Joel Isaacson & Co., LLC | $132.8K | 10,800 | 0.00% | 4q | HELD |
| Cambridge Investment Research Advisors, Inc. | $126.0K | 10,282 | 0.00% | 2q | HELD |
| Steward Partners Investment Advisory, LLC | $123.6K | 10,047 | 0.00% | 17q | +9.8%+$11.0K |
| Corient Private Wealth LLC | $117.5K | 15,762 | 0.00% | 2q | -68.2%-$252.0K |
| Bogart Wealth, LLC | $36.1K | 2,936 | 0.00% | 4q | HELD |
| Rockefeller Capital Management L.P. | $30.8K | 2,500 | 0.00% | 3q | HELD |
| Princeton Global Asset Management LLC | $25.3K | 2,060 | 0.00% | 13q | HELD |
| Pinnacle Wealth Planning Services, Inc. | $13.9K | 1,133 | 0.00% | 2q | -17.9%-$3.0K |
| Penserra Capital Management LLC | $13.0K | 1,114 | 0.00% | new | NEW |
| MAI Capital Management | $12.3K | 1,000 | 0.00% | 2q | HELD |
| PRIVATE TRUST CO NA | $12.3K | 1,000 | 0.00% | 16q | HELD |
| BFC Planning, Inc. | $8.3K | 674 | 0.00% | 3q | HELD |
| FNY Investment Advisers, LLC | $6.0K | 500 | 0.00% | new | NEW |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $5.2K | 421 | 0.00% | 2q | HELD |
| BlackRock, Inc. | $4.3K | 347 | 0.00% | new | NEW |
| WPG Advisers, LLC | $3.9K | 314 | 0.00% | 4q | -18.2% |
| Prestige Wealth Management Group LLC | $3.6K | 288 | 0.00% | 30q | HELD |
| Smartleaf Asset Management LLC | $1.7K | 144 | 0.00% | 2q | HELD |
| FIFTH THIRD BANCORP | $561 | 46 | 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 |
|---|---|---|---|---|---|---|---|
| Q1 2026 | 66 | $67.4M | 5,455,945 | 8 | 14 | 20 | 0.0% |
| Q4 2025 | 66 | $64.8M | 5,128,152 | 10 | 26 | 14 | 0.0% |
| Q3 2025 | 68 | $77.5M | 6,249,091 | 7 | 30 | 13 | 0.0% |
| Q2 2025 | 70 | $93.6M | 8,248,048 | 14 | 28 | 14 | 0.0% |
| Q1 2025 | 62 | $108.2M | 9,193,267 | 12 | 20 | 12 | 0.0% |
| Q4 2024 | 63 | $130.9M | 10,757,586 | 8 | 18 | 20 | 0.0% |
| Q3 2024 | 62 | $153.9M | 11,779,091 | 10 | 18 | 17 | 0.0% |
| Q2 2024 | 57 | $158.2M | 12,955,508 | 2 | 22 | 16 | 0.0% |
| Q1 2024 | 61 | $158.6M | 13,130,319 | 4 | 19 | 17 | 0.0% |
| Q4 2023 | 66 | $142.1M | 12,063,516 | 8 | 25 | 15 | 0.0% |
| Q3 2023 | 65 | $109.6M | 10,346,434 | 7 | 22 | 16 | 0.0% |
| Q2 2023 | 65 | $102.9M | 8,962,590 | 6 | 18 | 20 | 0.0% |
| Q1 2023 | 63 | $89.8M | 7,665,265 | 5 | 21 | 16 | 0.0% |
| Q4 2022 | 66 | $71.6M | 6,328,631 | 15 | 19 | 19 | 0.0% |
| Q3 2022 | 57 | $515.5M | 46,815,544 | 7 | 18 | 18 | 0.0% |
| Q2 2022 | 55 | $586.0M | 46,544,093 | 4 | 20 | 14 | 0.0% |
| Q1 2022 | 60 | $641.9M | 47,975,084 | 14 | 23 | 11 | 0.0% |
| Q4 2021 | 58 | $629.3M | 40,915,309 | 5 | 21 | 9 | 0.0% |
| Q3 2021 | 56 | $585.7M | 37,957,643 | 4 | 18 | 15 | 0.0% |
| Q2 2021 | 55 | $594.9M | 38,160,792 | 9 | 19 | 11 | 0.0% |
| Q1 2021 | 57 | $557.1M | 38,472,426 | 7 | 19 | 12 | 0.0% |
| Q4 2020 | 58 | $572.6M | 39,849,474 | 5 | 19 | 17 | 0.0% |
| Q3 2020 | 55 | $546.7M | 40,403,653 | 6 | 16 | 13 | 0.0% |
| Q2 2020 | 52 | $554.7M | 41,858,698 | 6 | 16 | 15 | 0.0% |
| Q1 2020 | 51 | $768.3M | 57,170,238 | 5 | 17 | 12 | 0.0% |
| Q4 2019 | 60 | $769.9M | 52,518,664 | 5 | 17 | 13 | 0.0% |
| Q3 2019 | 56 | $709.2M | 49,009,268 | 5 | 17 | 10 | 0.0% |
| Q2 2019 | 57 | $779.9M | 55,307,759 | 5 | 20 | 9 | 0.0% |
| Q1 2019 | 57 | $762.4M | 55,047,431 | 5 | 12 | 17 | 0.0% |
| Q4 2018 | 60 | $473.0M | 37,125,076 | 0 | 0 | 2 | 0.0% |