DaveManuel.com · Institutional Ownership · Who Owns It
NUVEEN MUN CR INCOME FD (NZF)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
246
Reporting holders
$421.5M
Reported value
0.0%
Calls
0.0%
Puts
+12
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 | $39.2M | 3,087,546 | 0.00% | 35q | +1.6%+$600.0K |
| WELLS FARGO & COMPANY/MN | $28.0M | 2,205,133 | 0.00% | 31q | +18.8%+$4.4M |
| GUGGENHEIM CAPITAL LLC | $27.7M | 2,180,790 | 0.17% | 31q | +3.2%+$849.9K |
| UBS Group AG | $25.5M | 2,008,537 | 0.00% | 31q | -5.1%-$1.4M |
| BANK OF AMERICA CORP /DE/ | $24.4M | 1,923,434 | 0.00% | 31q | -9.8%-$2.7M |
| Hennion & Walsh Asset Management, Inc. | $20.4M | 1,605,436 | 0.58% | 22q | +18.4%+$3.2M |
| RAYMOND JAMES FINANCIAL INC | $14.8M | 1,167,360 | 0.00% | 7q | +9.4%+$1.3M |
| ROYAL BANK OF CANADA | $13.8M | 1,086,535 | 0.00% | 31q | +6.4%+$823.9K |
| LPL Financial LLC | $13.7M | 1,083,518 | 0.00% | 31q | +10.3%+$1.3M |
| Melone Private Wealth, LLC | $12.3M | 972,837 | 4.70% | 19q | +13.8%+$1.5M |
| VAN ECK ASSOCIATES CORP | $12.0M | 949,535 | 0.01% | 31q | +2.2%+$261.2K |
| STIFEL FINANCIAL CORP | $9.1M | 720,508 | 0.01% | 31q | +5.3%+$459.9K |
| Advisors Asset Management, Inc. | $8.6M | 680,478 | 0.13% | 17q | -1.3%-$118.0K |
| Cetera Investment Advisers | $7.4M | 587,505 | 0.01% | 29q | +8.2%+$567.5K |
| Cambridge Investment Research Advisors, Inc. | $7.4M | 586,166 | 0.01% | 31q | +171.0%+$4.7M |
| McGowan Group Asset Management, Inc. | $6.0M | 469,795 | 0.72% | 9q | +0.7%+$39.6K |
| Allianz Asset Management GmbH | $5.9M | 462,380 | 0.00% | 26q | HELD |
| Kestra Advisory Services, LLC | $5.6M | 439,598 | 0.02% | 24q | +9.6%+$488.6K |
| Congress Park Capital LLC | $5.5M | 437,500 | 1.50% | 25q | HELD |
| Rockefeller Capital Management L.P. | $5.2M | 413,937 | 0.01% | 27q | +7.6%+$370.8K |
| LAKE STREET PRIVATE WEALTH, LLC | $5.1M | 404,250 | 0.59% | 28q | +10.2%+$473.0K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.6M | 364,448 | 0.00% | 31q | -1.5%-$70.1K |
| GREATMARK INVESTMENT PARTNERS, INC. | $4.0M | 316,300 | 0.44% | 13q | HELD |
| Edgemoor Investment Advisors, Inc. | $3.9M | 303,993 | 0.26% | 10q | +6.7%+$242.3K |
| TRUIST FINANCIAL CORP | $3.8M | 300,981 | 0.00% | 27q | +18.2%+$586.6K |
| OSAIC HOLDINGS, INC. | $3.7M | 289,565 | 0.00% | 26q | +1.6%+$58.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.2M | 250,270 | 0.00% | 31q | +3.7%+$112.0K |
| KIM, LLC | $3.2M | 250,000 | 0.32% | 11q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $3.1M | 242,059 | 0.00% | 21q | +30.7%+$721.5K |
| Baird Financial Group, Inc. | $2.9M | 225,020 | 0.00% | 31q | +6.9%+$183.5K |
| AMERIPRISE FINANCIAL INC | $2.6M | 205,503 | 0.00% | 31q | +21.5%+$461.2K |
| NewEdge Advisors, LLC | $2.6M | 204,553 | 0.01% | 26q | +10.0%+$236.5K |
| COHEN & STEERS, INC. | $2.5M | 200,295 | 0.00% | 31q | -11.1%-$317.0K |
| Invesco Ltd. | $2.5M | 195,832 | 0.00% | 31q | HELD |
| Wakefield Asset Management LLLP | $2.3M | 182,597 | 0.52% | 15q | +11.5%+$238.2K |
| JANE STREET GROUP, LLC | $2.1M | 169,393 | 0.00% | 5q | +2.8%+$59.0K |
| Compass Financial Group, INC/SD | $2.1M | 164,571 | 0.24% | 15q | HELD |
| Steward Partners Investment Advisory, LLC | $1.9M | 146,071 | 0.01% | 29q | -4.3%-$82.3K |
| Lido Advisors, LLC | $1.7M | 136,118 | 0.00% | 11q | +3.1%+$52.5K |
| Wealth Alliance Advisory Group, LLC | $1.7M | 134,881 | 0.25% | 31q | +21.0%+$296.7K |
| Prospera Financial Services Inc | $1.7M | 133,043 | 0.02% | 13q | -33.3%-$841.0K |
| Carson Advisory Inc. | $1.7M | 131,159 | 0.76% | 13q | -2.3%-$38.9K |
| Capital Investment Advisors, LLC | $1.7M | 130,736 | 0.02% | 31q | -8.3%-$150.3K |
| &PARTNERS | $1.5M | 121,006 | 0.01% | 8q | -5.5%-$89.4K |
| PETRA FINANCIAL ADVISORS INC | $1.5M | 117,720 | 0.69% | 15q | HELD |
| Janney Montgomery Scott LLC | $1.2M | 98,164 | 0.00% | 11q | +29.8%+$285.6K |
| BFC Planning, Inc. | $1.2M | 93,607 | 0.05% | 7q | HELD |
| GOLDMAN SACHS GROUP INC | $1.1M | 89,801 | 0.00% | 10q | -2.4%-$27.9K |
| SILVERLAKE WEALTH MANAGEMENT LLC | $1.1M | 88,928 | 0.21% | 11q | +6.5%+$68.4K |
| HighTower Advisors, LLC | $1.1M | 87,829 | 0.00% | 31q | -8.3%-$101.0K |
| STEPHENS INC /AR/ | $1.1M | 84,678 | 0.01% | new | NEW |
| FF Advisors,LLC | $1.1M | 84,603 | 0.40% | 11q | -3.3%-$36.7K |
| Palogic Value Management, L.P. | $1.1M | 83,420 | 0.17% | 15q | +100.0%+$528.9K |
| Operose Advisors LLC | $1.0M | 79,113 | 0.19% | new | NEW |
| Westview Management dba Westview Investment Advisors | $949.0K | 74,839 | 0.46% | 3q | -36.1%-$536.5K |
| World Investment Advisors | $937.8K | 76,439 | 0.02% | 4q | -3.3%-$32.2K |
| PRIMORIS WEALTH ADVISORS, LLC | $922.5K | 72,755 | 0.42% | 17q | +19.8%+$152.2K |
| Tyche Wealth Partners LLC | $918.7K | 72,454 | 0.13% | 11q | -4.0%-$38.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $906.2K | 71,465 | 0.00% | 2q | +4.6%+$39.5K |
| Gould Capital, LLC | $878.3K | 69,263 | 0.49% | 19q | HELD |
| WEDBUSH SECURITIES INC | $865.0K | 68,183 | 0.02% | 31q | -1.4%-$12.0K |
| XTX Topco Ltd | $830.8K | 65,521 | 0.01% | 2q | +25.1%+$166.8K |
| Intellus Advisors LLC | $772.9K | 60,951 | 0.09% | 7q | -4.7%-$38.0K |
| CAPTRUST FINANCIAL ADVISORS | $733.3K | 57,832 | 0.00% | 16q | HELD |
| Regatta Research & Money Management | $716.0K | 56,478 | 0.68% | new | FIRST |
| Sanctuary Advisors, LLC | $706.1K | 55,686 | 0.00% | 9q | -4.7%-$34.8K |
| Fortitude Advisory Group L.L.C. | $683.8K | 53,924 | 0.26% | 19q | +1.5%+$10.0K |
| Venture Visionary Partners LLC | $674.8K | 53,215 | 0.02% | 23q | HELD |
| Mariner, LLC | $652.4K | 51,451 | 0.00% | 31q | +3.8%+$24.0K |
| Rinkey Investments | $645.7K | 50,925 | 0.15% | 10q | +23.8%+$124.3K |
| Wealth Care LLC | $634.0K | 50,000 | 0.51% | 2q | HELD |
| Sunpointe, LLC | $633.9K | 49,991 | 0.18% | 9q | HELD |
| Corient Private Wealth LP | $620.9K | 48,843 | 0.00% | 5q | -19.5%-$150.9K |
| Creative Planning | $586.1K | 46,221 | 0.00% | 31q | -27.4%-$221.5K |
| Whipplewood Advisors, LLC | $572.6K | 45,158 | 0.39% | 7q | -2.6%-$15.5K |
| RAMSEY QUANTITATIVE SYSTEMS | $570.6K | 45,000 | 0.51% | new | NEW |
| Beacon Pointe Advisors, LLC | $529.2K | 41,738 | 0.00% | new | NEW |
| Summit Financial Consulting LLC | $522.5K | 41,208 | 0.35% | 6q | +3.3%+$16.6K |
| Balefire, LLC | $518.6K | 40,896 | 0.08% | 20q | +26.4%+$108.2K |
| ROTHSCHILD INVESTMENT LLC | $516.2K | 40,707 | 0.02% | 11q | +54.9%+$182.9K |
| DUNCKER STREETT & CO INC | $512.4K | 40,409 | 0.09% | 5q | HELD |
| AlphaCore Capital LLC | $509.1K | 39,896 | 0.01% | 6q | +3.4%+$16.6K |
| PNC Financial Services Group, Inc. | $508.5K | 40,104 | 0.00% | 31q | -12.0%-$69.4K |
| Abel Hall, LLC | $507.2K | 40,000 | 0.09% | new | NEW |
| Indivisible Partners | $501.4K | 39,541 | 0.03% | 3q | HELD |
| Allworth Financial LP | $496.2K | 39,135 | 0.00% | 16q | +1.2%+$6.1K |
| Plan Group Financial, LLC | $490.3K | 38,665 | 0.10% | 5q | HELD |
| Advisory Services Network, LLC | $476.4K | 37,573 | 0.01% | 5q | -7.4%-$38.3K |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | $469.3K | 37,009 | 0.12% | 25q | HELD |
| River Street Advisors LLC | $436.6K | 34,431 | 0.13% | 5q | HELD |
| OPPENHEIMER & CO INC | $435.4K | 34,338 | 0.00% | 8q | +3.0%+$12.8K |
| Private Advisor Group, LLC | $428.5K | 33,796 | 0.00% | 27q | -31.6%-$197.8K |
| Closed-End Fund Advisors, Inc. | $427.1K | 33,684 | 0.42% | 3q | -4.2%-$18.6K |
| Perennial Investment Advisors, LLC | $425.1K | 33,526 | 0.03% | 4q | +42.7%+$127.3K |
| Savvy Advisors, Inc. | $425.1K | 33,525 | 0.01% | 7q | +0.9%+$3.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $404.4K | 32,091 | 0.00% | 12q | +62.5%+$155.5K |
| CARY STREET PARTNERS FINANCIAL LLC | $400.6K | 31,590 | 0.01% | 5q | HELD |
| Chicago Partners Investment Group LLC | $395.8K | 32,282 | 0.01% | 22q | +14.3%+$49.5K |
| HOLLENCREST CAPITAL MANAGEMENT | $392.2K | 30,929 | 0.03% | 24q | -12.6%-$56.3K |
| Meadow Creek Wealth Advisors LLC | $390.0K | 30,757 | 0.24% | 11q | +105.2%+$199.9K |
Showing the largest 100 of 246 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 | 16,131 | $17.6M |
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 | 84 | $67.1M | 6,193,875 | 8 | 21 | 15 | 0.0% |
| Q2 2026 | 246 | $421.5M | 33,242,242 | 29 | 74 | 53 | 0.0% |
| Q1 2026 | 234 | $383.6M | 31,479,812 | 26 | 70 | 55 | 0.0% |
| Q4 2025 | 236 | $425.1M | 33,794,106 | 19 | 82 | 56 | 0.0% |
| Q3 2025 | 233 | $434.5M | 34,598,951 | 17 | 73 | 64 | 0.0% |
| Q2 2025 | 245 | $464.9M | 39,003,844 | 21 | 69 | 65 | 0.0% |
| Q1 2025 | 243 | $485.1M | 39,673,223 | 18 | 64 | 62 | 0.0% |
| Q4 2024 | 265 | $545.9M | 44,813,537 | 23 | 72 | 70 | 0.0% |
| Q3 2024 | 244 | $620.1M | 46,980,532 | 27 | 84 | 49 | 0.0% |
| Q2 2024 | 255 | $640.4M | 51,330,629 | 31 | 67 | 75 | 0.0% |
| Q1 2024 | 247 | $746.8M | 60,801,520 | 25 | 75 | 73 | 0.0% |
| Q4 2023 | 251 | $674.4M | 56,801,325 | 27 | 68 | 70 | 0.0% |
| Q3 2023 | 242 | $534.2M | 50,928,663 | 16 | 75 | 60 | 0.0% |
| Q2 2023 | 243 | $549.9M | 46,906,596 | 48 | 82 | 46 | 0.0% |
| Q1 2023 | 210 | $399.8M | 33,232,572 | 22 | 64 | 51 | 0.0% |
| Q4 2022 | 216 | $734.4M | 60,694,964 | 35 | 56 | 58 | 0.0% |
| Q3 2022 | 191 | $795.8M | 69,928,746 | 20 | 50 | 45 | 0.0% |
| Q2 2022 | 202 | $962.5M | 76,553,615 | 51 | 64 | 28 | 0.0% |
| Q1 2022 | 172 | $989.3M | 67,705,932 | 21 | 42 | 40 | 0.0% |
| Q4 2021 | 176 | $976.3M | 57,108,507 | 17 | 46 | 23 | 0.0% |
| Q3 2021 | 161 | $1.1B | 64,924,149 | 20 | 40 | 26 | 0.0% |
| Q2 2021 | 155 | $1.1B | 64,211,842 | 17 | 41 | 31 | 0.0% |
| Q1 2021 | 152 | $1.1B | 65,692,398 | 9 | 46 | 27 | 0.0% |
| Q4 2020 | 157 | $1.1B | 69,304,352 | 14 | 43 | 29 | 0.0% |
| Q3 2020 | 152 | $1.4B | 92,858,455 | 15 | 34 | 25 | 0.0% |
| Q2 2020 | 149 | $927.3M | 62,780,491 | 11 | 38 | 32 | 0.0% |
| Q1 2020 | 156 | $1.0B | 73,806,201 | 25 | 26 | 43 | 0.0% |
| Q4 2019 | 147 | $1.1B | 65,245,708 | 17 | 33 | 29 | 0.0% |
| Q3 2019 | 131 | $875.8M | 53,901,082 | 15 | 29 | 32 | 0.0% |
| Q2 2019 | 127 | $612.4M | 38,882,620 | 13 | 33 | 36 | 0.0% |
| Q1 2019 | 134 | $420.2M | 27,877,805 | 11 | 37 | 28 | 0.0% |
| Q4 2018 | 143 | $334.3M | 24,911,013 | 2 | 3 | 1 | 0.0% |