Home › NAD

Who holds NAD

NUVEEN QUALITY MUNCP INCOME · 60 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
KIM, LLC100.0K$1.2B0.1%
MORGAN STANLEY6.7M$80.7M0.0%
GUGGENHEIM CAPITAL LLC3.6M$43.9M0.3%
UBS Group AG3.1M$37.8M0.0%
WELLS FARGO & COMPANY/MN2.8M$33.8M0.0%
BANK OF AMERICA CORP /DE/2.3M$28.1M0.0%
RAYMOND JAMES FINANCIAL INC2.1M$25.1M0.0%
AMERIPRISE FINANCIAL INC1.4M$16.7M0.0%
Hennion & Walsh Asset Management, Inc.1.4M$16.6M0.5%
McGowan Group Asset Management, Inc.1.4M$16.5M2.0%
VAN ECK ASSOCIATES CORP1.3M$15.6M0.0%
LPL Financial LLC1.3M$15.3M0.0%
ROYAL BANK OF CANADA991.0K$12.0M0.0%
Cornerstone Advisory, LLC813.9K$9.9M0.8%
STIFEL FINANCIAL CORP757.1K$9.2M0.0%
Eagle Bluffs Wealth Management LLC750.6K$9.2M3.1%
Cetera Investment Advisers742.5K$9.0M0.0%
Congress Park Capital LLC618.5K$7.5M2.0%
Melone Private Wealth, LLC569.5K$6.9M2.6%
NewEdge Advisors, LLC486.4K$5.9M0.0%
Advisors Asset Management, Inc.325.3K$5.2M0.1%
DEUTSCHE BANK AG\416.4K$5.0M0.0%
COMMONWEALTH EQUITY SERVICES, LLC411.8K$5.0M0.0%
OSAIC HOLDINGS, INC.396.9K$4.8M0.0%
Janney Montgomery Scott LLC392.0K$4.8M0.0%
Savant Capital, LLC368.0K$4.3M0.0%
Palogic Value Management, L.P.350.7K$4.3M1.4%
Capital Investment Advisors, LLC305.7K$3.7M0.0%
COHEN & STEERS, INC.301.5K$3.7M0.0%
LM Advisors LLC300.8K$3.6M0.4%
Allianz Asset Management GmbH300.6K$3.6M0.0%
AE Wealth Management LLC291.0K$3.5M0.0%
Cambridge Investment Research Advisors, Inc.255.7K$3.1M0.0%
Rockefeller Capital Management L.P.253.7K$3.1M0.0%
OneDigital Investment Advisors LLC234.4K$2.8M0.0%
SIT INVESTMENT ASSOCIATES INC221.9K$2.7M0.1%
Fiera Capital Corp214.7K$2.6M0.0%
Sightline Wealth Advisors, LLC213.9K$2.6M0.9%
Invesco Ltd.207.8K$2.5M0.0%
Kestra Advisory Services, LLC197.7K$2.4M0.0%
Steward Partners Investment Advisory, LLC195.7K$2.4M0.0%
Cerity Partners LLC194.0K$2.4M0.0%
Wakefield Asset Management LLLP193.3K$2.3M0.5%
Sanctuary Advisors, LLC152.2K$1.8M0.0%
Mutual Advisors, LLC145.2K$1.8M0.0%
Kuhn & Co Investment Counsel141.7K$1.7M1.0%
Tyche Wealth Partners LLC133.6K$1.6M0.2%
GILL CAPITAL PARTNERS, LLC132.6K$1.6M0.4%
Stratos Wealth Partners, LTD.127.5K$1.5M0.0%
Breakwater Capital Group125.4K$1.5M0.2%
Prospera Financial Services Inc122.3K$1.5M0.0%
&PARTNERS121.2K$1.5M0.0%
JFS WEALTH ADVISORS, LLC118.7K$1.4M0.1%
IBEX WEALTH ADVISORS118.4K$1.4M0.1%
Baird Financial Group, Inc.116.5K$1.4M0.0%
Indivisible Partners116.5K$1.4M0.1%
Wealth Advisors of Tampa Bay, LLC115.2K$1.4M0.4%
Modern Wealth Management, LLC110.4K$1.3M0.0%
CURA WEALTH ADVISORS, LLC110.0K$1.3M0.6%
XTX Topco Ltd107.7K$1.3M0.0%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter

{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}