Nuveen Quality MunicipalNAD
13F holders, Q3 2024 (September 30)285holders +9
32new positions
24sold out
1famous investor
$12.41avg. 13F price*
At the end of Q3 2024, 285 institutions reported holding Nuveen Quality Municipal Inc. (NAD) in their 13F filings, up 9 from Q2 2024. 32 opened new positions and 24 sold out. The largest holders were Karpus Management, Inc. ($108.1M), Rivernorth Capital Management, LLC ($105.1M) and Morgan Stanley ($74.0M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Nuveen Quality Municipal Inc.
- CUSIP
- 67066V101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $8.9M |
| Exits | 24 | $63.5M |
All 13F filers, Q2 2024 → Q3 2024: 5,518,483 shares bought and 14,762,206 shares sold, net −9,243,723 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 285 holders
| Karpus Management, Inc. | 3.00% | Reduce -38.5% | 8,730,821 | $108.1M |
| Rivernorth Capital Management, LLC | 5.08% | Reduce -4.2% | 8,489,763 | $105.1M |
| Morgan Stanley | 0.01% | Add +6.5% | 5,976,086 | $74.0M |
| Bramshill Investments, LLC | 4.95% | Add +54.4% | 3,649,800 | $45.2M |
| Sit Investment Associates Inc. | 0.86% | Reduce -10.4% | 3,104,280 | $38.4M |
| UBS Group AG | 0.01% | Add +9.4% | 3,066,855 | $38.0M |
| MacKay Shields LLC | 4.77% | Add +2.4% | 2,238,289 | $27.7M |
| Wells Fargo & Company | 0.01% | Add +8.0% | 2,027,683 | $25.1M |
| Bank of America Corp. | 0.00% | Add +11.2% | 1,933,479 | $23.9M |
| Hennion & Walsh Asset Management, Inc. | 1.09% | Reduce -1.7% | 1,890,646 | $23.4M |
| Pathstone Holdings, LLC | 0.10% | Add +16.4% | 1,794,711 | $22.2M |
| Deutsche Bank AG | 0.01% | No change | 1,656,000 | $20.5M |
| Van Eck Associates Corp. | 0.02% | Reduce -0.9% | 1,507,819 | $18.0M |
| Robinson Capital Management, LLC | 5.76% | Add +0.0% | 1,347,447 | $16.7M |
| Allspring Global Investments Holdings, LLC | 0.03% | Reduce -35.7% | 1,316,632 | $16.3M |
| Guggenheim Capital LLC | 0.09% | Reduce -1.3% | 1,059,608 | $13.1M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +34.5% | 1,034,614 | $12.8M |
| McGowan Group Asset Management, Inc. | 1.50% | Add +80.8% | 902,217 | $11.2M |
| HighTower Advisors, LLC | 0.02% | Add +10.8% | 869,231 | $10.8M |
| Gill Capital Partners, LLC | 3.60% | Add +8.8% | 812,693 | $10.1M |
| PenderFund Capital Management Ltd. | 5.07% | Reduce -5.6% | 585,000 | $9.8M |
| Royal Bank of Canada | 0.00% | Add +11.0% | 660,093 | $8.2M |
| Raymond James & Associates | 0.00% | Add +7.3% | 612,107 | $7.6M |
| Eagle Bluffs Wealth Management LLC | 3.90% | Add +6.2% | 581,350 | $7.2M |
| LPL Financial LLC | 0.00% | Add +1.4% | 551,445 | $6.8M |
| Stifel Financial Corp. | 0.01% | Add +1.2% | 538,901 | $6.7M |
| Advisors Asset Management, Inc. | 0.12% | Add +7.5% | 538,478 | $6.7M |
| Fiera Capital Corp | 0.02% | Reduce -2.1% | 458,785 | $5.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.3% | 442,877 | $5.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.7% | 438,974 | $5.4M |
| Dakota Wealth Management | 0.12% | Reduce -17.3% | 437,198 | $5.4M |
| Tyche Wealth Partners LLC | 1.19% | Add +3.4% | 424,325 | $5.3M |
| Logan Stone Capital, LLC | 1.29% | Reduce -74.6% | 418,166 | $5.2M |
| Congress Park Capital LLC | 1.86% | Add +52.5% | 404,250 | $5.0M |
| Ameriprise Financial Inc. | 0.00% | Add +10.3% | 393,191 | $4.9M |
| Cohen & Steers, Inc. | 0.01% | Add +63.0% | 388,123 | $4.8M |
| Cetera Investment Advisers | 0.01% | Add +29.2% | 376,472 | $4.7M |
| Capital Investment Advisors, LLC | 0.09% | Reduce -0.1% | 368,482 | $4.6M |
| Rareview Capital LLC | 3.33% | Add +11.9% | 360,495 | $4.5M |
| City of London Investment Management Co. Ltd. | 0.37% | Reduce -18.9% | 346,807 | $4.3M |
| LM Advisors LLC | 0.83% | Reduce -5.3% | 325,030 | $4.0M |
| Allianz Asset Management GmbH | 0.01% | No change | 300,646 | $3.7M |
| Park Avenue Securities LLC | 0.03% | Reduce -2.4% | 248,481 | $3.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -2.5% | 226,531 | $2.8M |
| Indiana Trust & Investment Management Co | 0.95% | No change | 225,001 | $2.8M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -58.5% | 218,358 | $2.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +8.5% | 211,193 | $2.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +4.6% | 205,346 | $2.5M |
| Cornerstone Advisory, LLC | 0.32% | Add +0.3% | 196,362 | $2.4M |
| Mesirow Financial Investment Management, Inc. | 0.05% | No change | 195,737 | $2.4M |
| Rothschild Investment LLC | 0.16% | Reduce -1.1% | 194,510 | $2.4M |
| Baird Financial Group, Inc. | 0.00% | Add +1.0% | 192,114 | $2.4M |
| Bayshore Asset Management, LLC | 1.04% | New | 187,015 | $2.3M |
| Savant Capital, LLC | 0.02% | No change | 181,743 | $2.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +134.1% | 182,888 | $2.2M |
| Thomas J. Herzfeld Advisors, Inc. | 0.73% | Reduce -16.3% | 178,003 | $2.2M |
| Palogic Value Management, L.P. | 0.83% | Add +8.2% | 164,416 | $2.0M |
| Mutual Advisors, LLC | 0.06% | Reduce -0.4% | 167,348 | $2.0M |
| Invesco Ltd. | 0.00% | Add +1.8% | 158,862 | $2.0M |
| Wakefield Asset Management LLLP | 0.62% | Add +1.1% | 154,505 | $1.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Reduce -0.7% | 151,792 | $1.9M |
| Tortoise Investment Management, LLC | 0.20% | Reduce -39.6% | 151,347 | $1.9M |
| XML Financial, LLC | 0.16% | Add +0.2% | 139,913 | $1.7M |
| Horizon Kinetics Asset Management LLC | 0.03% | Add +23.9% | 138,117 | $1.7M |
| Prospera Financial Services Inc | 0.04% | No change | 130,784 | $1.6M |
| Avior Wealth Management, LLC | 0.06% | Add +1.5% | 121,506 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Add +10.8% | 120,904 | $1.5M |
| JFS Wealth Advisors, LLC | 0.10% | Add +2797.2% | 118,146 | $1.5M |
| Wealth Advisors of Tampa Bay, LLC | 0.60% | No change | 116,162 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Add +3.2% | 107,993 | $1.3M |
| Arkos Global Advisors | 0.19% | Reduce -7.2% | 107,786 | $1.3M |
| Cerity Partners LLC | 0.00% | Add +10.8% | 101,792 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Add +26.4% | 101,292 | $1.3M |
| Kim, LLC | 0.16% | No change | 100,000 | $1.2M |
| Melone Private Wealth, LLC | 0.64% | Add +1.4% | 97,955 | $1.2M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Reduce -1.3% | 95,925 | $1.2M |
| Choreo, LLC | 0.02% | Reduce -8.6% | 95,119 | $1.2M |
| Riverbridge Partners LLC | 0.02% | Add +2.0% | 94,403 | $1.2M |
| Kercheville Advisors, LLC | 0.47% | Add +485.7% | 90,441 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +4.5% | 81,485 | $1.0M |
| Mariner, LLC | 0.00% | Reduce -12.6% | 79,169 | $980K |
| Crescent Grove Advisors, LLC | 0.10% | Reduce -4.3% | 75,441 | $940K |
| Breakwater Capital Group | 0.19% | Add +20.6% | 74,869 | $927K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +38.3% | 73,416 | $909K |
| Stratos Wealth Advisors, LLC | 0.04% | Add +58.2% | 72,859 | $902K |
| Oppenheimer & Co. Inc. | 0.01% | Add +8.6% | 72,659 | $900K |
| Advisory Services Network, LLC | 0.02% | No change | 75,720 | $889K |
| Absolute Investment Advisers, LLC | 0.11% | New | 65,500 | $811K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +9.6% | 64,189 | $795K |
| Smith, Moore & Co. | 0.08% | Add +66.3% | 63,968 | $792K |
| GC Wealth Management RIA, LLC | 0.14% | Add +58.6% | 62,999 | $780K |
| GeoWealth Management, LLC | 0.03% | Add +58.6% | 62,999 | $780K |
| Bank of New York Mellon Corp | 0.00% | Add +1.7% | 62,812 | $778K |
| Wealthspire Advisors, LLC | 0.01% | Add +0.8% | 61,514 | $762K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +30.2% | 58,981 | $730K |
| Centiva Capital, LP | 0.03% | New | 57,593 | $713K |
| BNC Wealth Management, LLC | 0.26% | Add +1.5% | 56,533 | $700K |
| OneDigital Investment Advisors LLC | 0.01% | Add +13.3% | 54,310 | $672K |
| MSH Capital Advisors LLC | 0.20% | Add +63.2% | 52,133 | $645K |
| Claro Advisors Inc. | 0.08% | No change | 51,883 | $642K |
| CFM Wealth Partners LLC | 0.11% | Add +59.3% | 50,961 | $631K |
| Orleans Capital Management Corp. | 0.36% | New | 50,850 | $630K |
| RFG Advisory, LLC | 0.02% | Add +0.5% | 48,277 | $598K |
| Truist Financial Corp. | 0.00% | No change | 47,351 | $586K |
| Corient Private Wealth LP | 0.00% | Reduce -4.8% | 47,298 | $586K |
| Cresset Asset Management, LLC | 0.00% | Reduce -15.3% | 45,900 | $571K |
| Summit Financial, LLC | 0.02% | Reduce -10.7% | 45,409 | $566K |
| Integrated Capital Management, Inc. | 0.44% | Add +2.4% | 45,572 | $564K |
| GenTrust, LLC | 0.03% | New | 44,950 | $560K |
| Marex Group Ltd | 0.01% | Add +23.9% | 45,000 | $557K |
| NorthCoast Asset Management LLC | 0.00% | New | 43,593 | $540K |
| Silverlake Wealth Management LLC | 0.21% | Add +33.9% | 43,246 | $535K |
| Journey Strategic Wealth LLC | 0.02% | Add +4.9% | 43,159 | $534K |
| Portfolio Strategies, Inc. | 0.07% | No change | 40,000 | $495K |
| Comerica Bank | 0.00% | Add +4.3% | 39,048 | $483K |
| Melfa Wealth Management, Inc. | 0.31% | Add +10.2% | 37,856 | $469K |
| Barry Investment Advisors, LLC | 0.14% | Add +0.6% | 36,486 | $454K |
| Wellspring Financial Advisors, LLC | 0.05% | Reduce -40.6% | 35,600 | $441K |
| PFG Investments, LLC | 0.03% | New | 34,000 | $421K |
| Gould Capital, LLC | 0.28% | Reduce -4.9% | 33,791 | $418K |
| Fortitude Advisory Group L.L.C. | 0.26% | Add +3.4% | 32,735 | $405K |
| Millennium Management | 0.00% | New | 32,032 | $397K |
| Benjamin Edwards Inc. | 0.01% | New | 31,297 | $387K |
| Wealth Alliance Advisory Group, LLC | 0.08% | Add +14.0% | 31,067 | $385K |
| Kuhn & Co Investment Counsel | 0.33% | Add +3.0% | 30,908 | $383K |
| Bank of Montreal | 0.00% | Reduce -0.0% | 30,810 | $380K |
| Summa Corp. | 0.18% | No change | 30,464 | $377K |
| Ellis Investment Partners, LLC | 0.07% | Add +0.2% | 30,217 | $374K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -0.5% | 30,206 | $374K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +16.2% | 29,500 | $365K |
| D.A. Davidson & Co. | 0.00% | Reduce -9.8% | 29,305 | $363K |
| Independent Financial Group, LLC | 0.01% | Add +0.9% | 28,011 | $347K |
| Brown Advisory Inc. | 0.00% | Reduce -2.9% | 27,788 | $344K |
| Maiden Cove Capital, LLC | 0.52% | Add +103.6% | 26,875 | $333K |
| NINE MASTS CAPITAL Ltd | 0.16% | Reduce -89.2% | 26,184 | $324K |
| Virtu Financial LLC | 0.02% | Add +78.8% | 26,166 | $324K |
| Element Wealth, LLC | 0.17% | No change | 26,106 | $323K |
| Peddock Capital Advisors, LLC | 0.07% | No change | 25,170 | $312K |
| Wealth Management Associates, Inc. | 0.14% | No change | 25,026 | $310K |
| Chicago Partners Investment Group LLC | 0.01% | Add +1.4% | 25,729 | $308K |
| Widmann Financial Services, Inc. | 0.23% | Add +0.4% | 24,791 | $307K |
| Raymond James Trust N.A. | 0.01% | Reduce -21.4% | 24,302 | $301K |
| Belpointe Asset Management LLC | 0.02% | Add +109.5% | 23,882 | $296K |
| Realta Investment Advisors | 0.14% | Reduce -50.7% | 24,127 | $295K |
| Hollencrest Capital Management | 0.01% | No change | 22,512 | $279K |
| Carmichael Hill & Associates, Inc. | 0.10% | No change | 21,940 | $272K |
| Compass Financial Group, INC | 0.05% | Add +0.5% | 21,722 | $269K |
| Scotia Capital Inc. | 0.00% | Add +7.5% | 21,500 | $266K |
| BBR Partners, LLC | 0.02% | No change | 21,439 | $265K |
| Snowden Capital Advisors LLC | 0.01% | Add +1.9% | 20,829 | $259K |
| Pathway Financial Advisers, LLC | 0.11% | Add +1.5% | 20,212 | $250K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -4.6% | 20,024 | $248K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | New | 19,512 | $242K |
| IHT Wealth Management, LLC | 0.01% | Add +34.0% | 19,484 | $241K |
| Diligent Investors, LLC | 0.05% | Reduce -2.0% | 18,844 | $233K |
| Hilltop Holdings Inc. | 0.01% | Add +24.0% | 18,555 | $230K |
| CoreCap Advisors, LLC | 0.01% | Add +469.6% | 18,199 | $225K |
| Susquehanna International Group, LLP | 0.00% | Reduce -15.5% | 17,810 | $220K |
| Modern Wealth Management, LLC | 0.01% | Reduce -69.5% | 17,581 | $218K |
| Captrust Financial Advisors | 0.00% | No change | 17,415 | $216K |
| First Trust Advisors LP | 0.00% | Reduce -2.3% | 17,084 | $211K |
| Keybank National Association | 0.00% | New | 16,921 | $209K |
| Sage Private Wealth Group, LLC | 0.16% | No change | 16,787 | $208K |
| MML Investors Services, LLC | 0.00% | Reduce -20.1% | 16,667 | $206K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +9.3% | 16,390 | $204K |
| Archford Capital Strategies, LLC | 0.03% | No change | 16,604 | $203K |
| Tru Independence Asset Management 2, LLC | 0.17% | — | 15,967 | $199K |
| Ferguson Shapiro LLC | 0.07% | New | 15,975 | $198K |
| Drive Wealth Management, LLC | 0.05% | Reduce -28.0% | 15,800 | $197K |
| Spire Wealth Management | 0.01% | Add +2.4% | 15,907 | $197K |
| Clark Asset Management, LLC | 0.04% | New | 15,500 | $192K |
| Clearstead Advisors, LLC | 0.00% | No change | 15,370 | $190K |
| Lido Advisors, LLC | 0.00% | No change | 15,324 | $190K |
| Williams Jones Wealth Management, LLC. | 0.00% | New | 15,185 | $188K |
| Simon Quick Advisors, LLC | 0.01% | Add +6.2% | 15,154 | $188K |
| Blue Bell Private Wealth Management, LLC | 0.04% | Reduce -0.6% | 15,016 | $186K |
| Meixler Investment Management, Ltd. | 0.14% | Reduce -22.9% | 15,000 | $186K |
| Kennicott Capital Management LLC | 0.07% | No change | 15,000 | $186K |
| HUB Investment Partners, LLC | 0.01% | No change | 15,000 | $186K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -5.6% | 14,988 | $186K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 14,434 | $179K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.07% | No change | 15,000 | $179K |
| Creative Planning | 0.00% | Add +34.1% | 14,353 | $178K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Add +8.2% | 14,207 | $176K |
| Occidental Asset Management, LLC | 0.03% | Reduce -0.2% | 13,933 | $172K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -90.8% | 13,923 | $172K |
| Institute for Wealth Management, LLC. | 0.02% | No change | 13,804 | $171K |
| Matisse Capital | 0.08% | No change | 13,593 | $168K |
| EP Wealth Advisors, LLC | 0.00% | New | 13,530 | $168K |
| Ranch Capital Advisors Inc. | 0.08% | No change | 13,331 | $165K |
| Beacon Investment Advisors LLC | 0.08% | Add +9.3% | 13,328 | $165K |
| Quad-Cities Investment Group, LLC | 0.08% | Add +1.2% | 13,199 | $163K |
| Sheaff Brock Investment Advisors, LLC | 0.01% | No change | 13,178 | $163K |
| Tiaa Trust, National Association | 0.00% | Add +20.9% | 13,177 | $163K |
| Carson Advisory Inc. | 0.10% | Reduce -5.2% | 13,125 | $162K |
| Bar Harbor Wealth Management | 0.01% | No change | 13,025 | $161K |
| Debussy Capital Management LP | 0.05% | Reduce -21.3% | 12,930 | $160K |
| US Bancorp \de | 0.00% | Add +6.7% | 12,852 | $159K |
| Wesbanco Bank Inc. | 0.01% | No change | 12,799 | $158K |
| Sfmg, LLC | 0.01% | No change | 12,709 | $157K |
| Keystone Wealth Services, LLC | 0.04% | No change | 12,654 | $157K |
| Icon Wealth Advisors, LLC | 0.01% | New | 12,246 | $152K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1.0% | 12,038 | $149K |
| Cyndeo Wealth Partners, LLC | 0.01% | No change | 12,000 | $149K |
| SMH Capital Advisors Inc. | 0.91% | No change | 11,844 | $147K |
| Two Sigma Securities, LLC | 0.01% | New | 11,776 | $146K |
| Second Line Capital, LLC | 0.04% | No change | 11,648 | $145K |
| Camelot Portfolios, LLC | 0.14% | Add +632.3% | 11,680 | $145K |
| Sterneck Capital Management, LLC | 0.08% | No change | 11,474 | $142K |
| Koshinski Asset Management, Inc. | 0.01% | No change | 11,253 | $139K |
| Moors & Cabot, Inc. | 0.01% | Add +6.6% | 11,206 | $139K |
| WMG Financial Advisors, LLC | 0.06% | Reduce -0.0% | 11,191 | $139K |
| Regions Financial Corp. | 0.00% | New | 10,888 | $135K |
| American Institute for Advanced Investment Management, LLP | 0.10% | No change | 10,767 | $133K |
| Fruth Investment Management | 0.03% | No change | 10,431 | $129K |
| Summit Trail Advisors, LLC | 0.00% | New | 10,337 | $129K |
| Old National Bancorp | 0.00% | Reduce -10.9% | 10,274 | $127K |
| Avantax Advisory Services, Inc. | 0.00% | New | 10,158 | $126K |
| NWF Advisory Services Inc. | 0.02% | Reduce -22.7% | 10,152 | $126K |
| Balefire, LLC | 0.04% | Add +0.8% | 10,134 | $125K |
| Jane Street Group, LLC | 0.00% | Reduce -34.5% | 10,125 | $125K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 10,000 | $124K |
| Godsey & Gibb, Inc. | 0.01% | No change | 9,776 | $121K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -20.8% | 9,502 | $118K |
| Vestor Capital, LLC | 0.01% | No change | 9,319 | $115K |
| Principal Securities, Inc. | 0.00% | Reduce -32.8% | 9,244 | $114K |
| CIBC Private Wealth Group LLC | 0.00% | Add +34.9% | 8,047 | $100K |
| Ancora Advisors LLC | 0.00% | No change | 7,396 | $92K |
| Private Trust Co. NA | 0.01% | Add +17.8% | 7,267 | $90K |
| North Star Investment Management Corp. | 0.01% | No change | 7,140 | $88K |
| Delta Asset Management LLC | 0.01% | No change | 7,000 | $87K |
| TCTC Holdings, LLC | 0.00% | No change | 6,833 | $85K |
| Lanark Financial, Inc. | 0.01% | Add +87.3% | 6,772 | $83K |
| Cwm, LLC | 0.00% | Reduce -76.9% | 5,696 | $71K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 5,630 | $70K |
| Geneos Wealth Management Inc. | 0.00% | New | 5,409 | $67K |
| Fifth Third Bancorp | 0.00% | No change | 5,136 | $64K |
| Tradewinds Capital Management, LLC | 0.02% | No change | 5,018 | $62K |
| Founders Capital Management | 0.04% | No change | 5,000 | $62K |
| Caitlin John, LLC | 0.04% | Add +1.3% | 5,027 | $61K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 4,544 | $56K |
| Bessemer Group Inc. | 0.00% | Add +38.0% | 4,256 | $53K |
| IFP Advisors, Inc | 0.00% | Reduce -63.9% | 3,360 | $42K |
| Parallel Advisors, LLC | 0.00% | No change | 3,217 | $40K |
| International Assets Investment Management, LLC | 0.00% | Reduce -53.4% | 3,177 | $39K |
| NBT Bank, N.A. | 0.00% | New | 3,172 | $39K |
| Sandy Spring Bank | 0.00% | No change | 3,035 | $38K |
| FSA Wealth Management LLC | 0.01% | — | 3,000 | $37K |
| CNB Bank | 0.02% | No change | 2,791 | $35K |
| Global Retirement Partners, LLC | 0.00% | Add +0.4% | 2,574 | $32K |
| Allworth Financial LP | 0.00% | No change | 2,546 | $32K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 2,183 | $27K |
| UMB Bank, n.a. | 0.00% | No change | 1,916 | $24K |
| Sachetta, LLC | 0.01% | No change | 1,844 | $23K |
| FNY Investment Advisers, LLC | 0.01% | New | 1,800 | $22K |
| Wintrust Investments LLC | 0.02% | Reduce -88.6% | 1,699 | $21K |
| Webster Bank, N. A. | 0.00% | No change | 1,689 | $21K |
| Creative Financial Designs Inc. | 0.00% | New | 1,611 | $20K |
| Ascentis Wealth Management, LLC | 0.01% | — | 1,470 | $18K |
| Harbour Investments, Inc. | 0.00% | Add +1.1% | 1,464 | $18K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 1,233 | $15K |
| Hartford Financial Management Inc. | 0.00% | No change | 1,175 | $15K |
| Montag A & Associates Inc. | 0.00% | No change | 1,143 | $14K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 1,095 | $14K |
| Hemington Wealth Management | 0.00% | New | 1,095 | $13K |
| TFC Financial Management, Inc. | 0.00% | No change | 1,020 | $13K |
| DiNuzzo Private Wealth, Inc. | 0.00% | New | 1,000 | $12K |
| Signaturefd, LLC | 0.00% | No change | 1,000 | $12K |
| Financial Management Professionals, Inc. | 0.00% | Add +2.0% | 981 | $12K |
| Bogart Wealth, LLC | 0.00% | New | 945 | $12K |
| Provenance Wealth Advisors, LLC | 0.00% | New | 933 | $12K |
| Northwest Financial Advisors | 0.01% | New | 913 | $11K |
| Oarsman Capital, Inc. | 0.00% | New | 779 | $10K |
| Adirondack Trust Co. | 0.00% | No change | 669 | $8K |
| CENTRAL TRUST Co | 0.00% | No change | 514 | $6K |
| First United Bank & Trust | 0.00% | No change | 500 | $6K |
| Concord Wealth Partners | 0.00% | No change | 468 | $6K |
| Mascoma Wealth Management LLC | 0.00% | No change | 419 | $5K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 393 | $5K |
| Darwin Wealth Management, LLC | 0.00% | New | 308 | $4K |
| JPMorgan Chase & Co. | 0.00% | No change | 156 | $2K |
| Farther Finance Advisors, LLC | 0.00% | No change | 125 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.1% | 9 | $111 |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 3 | $37 |
| FMR LLC | 0.00% | No change | 1 | $12 |
"% of holder's portfolio" is NAD's weight in each manager's 13F, not the share of Nuveen Quality Municipal Inc. the manager owns.