Nuveen Quality MunicipalNAD
13F holders, Q1 2026 (March 31)284holders +5
36new positions
29sold out
$11.65avg. 13F price*
At the end of Q1 2026, 284 institutions reported holding Nuveen Quality Municipal Inc. (NAD) in their 13F filings, up 5 from Q4 2025. 36 opened new positions and 29 sold out. The largest holders were Morgan Stanley ($76.3M), UBS Group AG ($36.7M) and Guggenheim Capital LLC ($35.3M).
- Company
- Nuveen Quality Municipal Inc.
- CUSIP
- 67066V101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $9.3M |
| Exits | 29 | $15.1M |
All 13F filers, Q4 2025 → Q1 2026: 3,223,978 shares bought and 5,753,340 shares sold, net −2,529,362 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 284 holders
| Morgan Stanley | 0.00% | Reduce -7.6% | 6,636,515 | $76.3M |
| UBS Group AG | 0.01% | Reduce -10.0% | 3,189,228 | $36.7M |
| Guggenheim Capital LLC | 0.28% | Add +19.3% | 3,068,531 | $35.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -0.1% | 2,633,657 | $30.3M |
| Bank of America Corp. | 0.00% | Reduce -4.6% | 2,518,933 | $29.0M |
| Wells Fargo & Company | 0.01% | Add +2.3% | 2,499,745 | $28.7M |
| McGowan Group Asset Management, Inc. | 2.02% | Add +1.3% | 1,379,726 | $15.9M |
| Ameriprise Financial Inc. | 0.00% | Add +19.6% | 1,226,229 | $14.1M |
| LPL Financial LLC | 0.00% | Add +28.2% | 1,222,601 | $14.1M |
| GFS Advisors, LLC | 0.85% | Add +20.1% | 580,851 | $13.1M |
| Van Eck Associates Corp. | 0.01% | Reduce -5.6% | 1,110,476 | $12.8M |
| Royal Bank of Canada | 0.00% | Add +7.0% | 962,548 | $11.1M |
| Hennion & Walsh Asset Management, Inc. | 0.36% | Add +33.5% | 927,745 | $10.7M |
| Cornerstone Advisory, LLC | 0.92% | Reduce -3.5% | 847,426 | $9.7M |
| Eagle Bluffs Wealth Management LLC | 3.34% | Add +7.6% | 741,692 | $8.6M |
| Stifel Financial Corp. | 0.01% | Add +5.2% | 730,592 | $8.4M |
| Cetera Investment Advisers | 0.01% | Add +4.4% | 675,745 | $7.8M |
| Congress Park Capital LLC | 2.12% | No change | 601,000 | $6.9M |
| Advisors Asset Management, Inc. | 0.09% | Reduce -3.9% | 491,539 | $5.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -5.7% | 419,700 | $4.8M |
| Deutsche Bank AG | 0.00% | No change | 416,376 | $4.8M |
| Melone Private Wealth, LLC | 1.89% | Add +39.0% | 402,537 | $4.6M |
| NewEdge Advisors, LLC | 0.02% | Add +4.3% | 387,632 | $4.5M |
| Osaic Holdings, Inc. | 0.01% | Add +12.5% | 369,614 | $4.3M |
| Cohen & Steers, Inc. | 0.01% | Reduce -1.5% | 327,123 | $3.8M |
| Capital Investment Advisors, LLC | 0.05% | Reduce -6.4% | 307,901 | $3.5M |
| Allianz Asset Management GmbH | 0.00% | No change | 300,646 | $3.5M |
| Palogic Value Management, L.P. | 1.54% | Add +9.0% | 300,411 | $3.5M |
| Bramshill Investments, LLC | 0.29% | Reduce -88.4% | 296,999 | $3.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +2.1% | 242,844 | $2.8M |
| OneDigital Investment Advisors LLC | 0.03% | Add +10.9% | 233,576 | $2.7M |
| Sit Investment Associates Inc. | 0.05% | Reduce -5.4% | 231,852 | $2.7M |
| Fiera Capital Corp | 0.01% | New | 221,624 | $2.5M |
| Cerity Partners LLC | 0.00% | Reduce -3.6% | 210,856 | $2.4M |
| Invesco Ltd. | 0.00% | Reduce -5.4% | 206,994 | $2.4M |
| Sightline Wealth Advisors, LLC | 0.98% | Add +385.9% | 201,498 | $2.3M |
| Gill Capital Partners, LLC | 0.66% | No change | 198,572 | $2.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -2.2% | 191,253 | $2.2M |
| AE Wealth Management LLC | 0.01% | Add +76.2% | 191,144 | $2.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +4.4% | 186,831 | $2.1M |
| Jane Street Group, LLC | 0.00% | Reduce -27.5% | 186,590 | $2.1M |
| Savant Capital, LLC | 0.01% | No change | 183,334 | $2.1M |
| Mutual Advisors, LLC | 0.04% | Add +0.5% | 178,542 | $2.1M |
| Wakefield Asset Management LLLP | 0.53% | Add +8.7% | 173,673 | $2.0M |
| Horizon Kinetics Asset Management LLC | 0.02% | Add +0.3% | 162,423 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -1.2% | 159,227 | $1.8M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -15.3% | 156,578 | $1.8M |
| Tyche Wealth Partners LLC | 0.27% | Reduce -36.8% | 152,794 | $1.8M |
| XML Financial, LLC | 0.12% | Reduce -3.6% | 133,148 | $1.5M |
| Ibex Wealth Advisors | 0.14% | Reduce -3.5% | 127,683 | $1.5M |
| Modern Wealth Management, LLC | 0.03% | Reduce -10.2% | 124,369 | $1.5M |
| Prospera Financial Services Inc | 0.02% | Add +0.3% | 125,791 | $1.4M |
| Kuhn & Co Investment Counsel | 0.92% | Add +24.9% | 124,805 | $1.4M |
| Breakwater Capital Group | 0.19% | Add +7.9% | 123,172 | $1.4M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +7.6% | 118,897 | $1.4M |
| JFS Wealth Advisors, LLC | 0.08% | Add +0.0% | 118,640 | $1.4M |
| Wealth Advisors of Tampa Bay, LLC | 0.44% | No change | 115,422 | $1.3M |
| Indivisible Partners | 0.12% | Add +1.5% | 114,866 | $1.3M |
| Baird Financial Group, Inc. | 0.00% | Reduce -9.7% | 111,977 | $1.3M |
| Cura Wealth Advisors, LLC | 0.57% | No change | 110,000 | $1.3M |
| &partners | 0.01% | Add +11.6% | 105,547 | $1.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | No change | 103,138 | $1.2M |
| Everstar Asset Management, LLC | 0.61% | New | 100,170 | $1.2M |
| Kim, LLC | 0.39% | No change | 100,000 | $1.1M |
| Summit Trail Advisors, LLC | 0.02% | New | 96,370 | $1.1M |
| Summit Financial, LLC | 0.01% | Add +5.3% | 93,878 | $1.1M |
| Kercheville Advisors, LLC | 0.34% | Reduce -0.4% | 92,301 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -81.0% | 88,372 | $1.0M |
| Avior Wealth Management, LLC | 0.03% | Add +2.5% | 85,217 | $980K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.3% | 84,886 | $976K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 83,915 | $965K |
| Silverlake Wealth Management LLC | 0.19% | Add +0.6% | 79,639 | $916K |
| Corient Private Wealth LP | 0.00% | Add +94.6% | 76,682 | $884K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.9% | 74,942 | $862K |
| Benjamin Edwards Inc. | 0.01% | Add +13.4% | 74,407 | $856K |
| XTX Topco Ltd | 0.01% | Add +60.0% | 74,339 | $855K |
| Smith, Moore & Co. | 0.06% | Reduce -37.1% | 74,219 | $854K |
| Focused Alpha, LLC | 0.25% | Add +39.2% | 70,519 | $811K |
| Susquehanna International Group, LLP | 0.00% | Add +10.0% | 67,026 | $771K |
| MSH Capital Advisors LLC | 0.16% | No change | 66,947 | $770K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +28.6% | 65,659 | $755K |
| Koshinski Asset Management, Inc. | 0.05% | No change | 63,042 | $725K |
| Wealth Alliance Advisory Group, LLC | 0.11% | Add +111.2% | 60,611 | $697K |
| IFP Advisors, Inc | 0.01% | Add +17.0% | 58,544 | $673K |
| Focus Partners Wealth | 0.00% | Reduce -4.8% | 57,655 | $663K |
| CFM Wealth Partners LLC | 0.10% | No change | 57,144 | $657K |
| Westview Management dba Westview Investment Advisors | 0.32% | No change | 53,711 | $618K |
| MAI Capital Management | 0.00% | Reduce -1.9% | 53,407 | $614K |
| Concorde Asset Management, LLC | 0.29% | Reduce -16.9% | 51,622 | $597K |
| Farther Finance Advisors, LLC | 0.01% | Add +7.4% | 49,158 | $578K |
| Wealth Care LLC | 0.51% | — | 50,000 | $575K |
| Orleans Capital Management Corp. | 0.39% | No change | 49,950 | $574K |
| RFG Advisory, LLC | 0.01% | Add +0.3% | 49,946 | $574K |
| Fifth Third Bancorp | 0.00% | Add +416.9% | 49,434 | $568K |
| Realta Investment Advisors | 0.20% | No change | 48,897 | $562K |
| CoreCap Advisors, LLC | 0.02% | Add +139.6% | 47,436 | $546K |
| BNC Wealth Management, LLC | 0.14% | No change | 44,372 | $510K |
| Bank of New York Mellon Corp | 0.00% | Add +23.6% | 43,275 | $498K |
| Worthington Financial Partners, LLC | 0.43% | Reduce -3.1% | 43,157 | $496K |
| Spire Wealth Management | 0.02% | No change | 42,047 | $484K |
| Sunpointe, LLC | 0.16% | No change | 41,324 | $475K |
| Private Advisor Group, LLC | 0.00% | Reduce -2.3% | 41,162 | $473K |
| URS Advisory LLC | 0.35% | Add +19.6% | 41,160 | $473K |
| Moors & Cabot, Inc. | 0.02% | Add +49.8% | 41,005 | $472K |
| Brick & Kyle, Associates | 0.15% | New | 40,774 | $469K |
| Claro Advisors Inc. | 0.06% | No change | 40,747 | $469K |
| HUB Investment Partners, LLC | 0.01% | Add +87.7% | 40,448 | $465K |
| Quantinno Capital Management LP | 0.00% | New | 38,808 | $446K |
| Melfa Wealth Management, Inc. | 0.25% | Add +0.1% | 38,406 | $442K |
| PFG Investments, LLC | 0.02% | Reduce -5.1% | 37,694 | $433K |
| Captrust Financial Advisors | 0.00% | Reduce -0.1% | 37,253 | $428K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.6% | 36,618 | $421K |
| Snowden Capital Advisors LLC | 0.01% | Add +1.9% | 35,045 | $405K |
| Advisory Services Network, LLC | 0.01% | Reduce -45.9% | 34,110 | $392K |
| Fortitude Advisory Group L.L.C. | 0.18% | No change | 33,970 | $391K |
| Truist Financial Corp. | 0.00% | Reduce -1.4% | 32,166 | $370K |
| Cwm, LLC | 0.00% | Reduce -1.5% | 32,135 | $370K |
| Pinnacle Financial Partners, Inc. | 0.00% | New | 32,011 | $368K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -13.8% | 31,612 | $367K |
| Summit Financial Consulting LLC | 0.26% | No change | 31,605 | $363K |
| Uptown Financial Advisors LLC | 0.28% | No change | 30,340 | $349K |
| D.A. Davidson & Co. | 0.00% | No change | 30,091 | $346K |
| Evolve Private Wealth, LLC | 0.02% | No change | 29,146 | $335K |
| Indiana Trust & Investment Management Co | 0.10% | Reduce -77.4% | 29,000 | $334K |
| Gould Capital, LLC | 0.20% | Reduce -2.3% | 28,689 | $330K |
| Mariner, LLC | 0.00% | Reduce -24.8% | 28,586 | $328K |
| Independent Financial Group, LLC | 0.01% | Add +0.5% | 28,302 | $325K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -3.2% | 27,473 | $323K |
| Nomura Holdings Inc. | 0.00% | New | 28,000 | $322K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 27,944 | $321K |
| Insigneo Advisory Services, LLC | 0.02% | Add +88.6% | 26,322 | $303K |
| LM Advisors LLC | 1.66% | New | 3,419 | $298K |
| Duncker Streett & Co. Inc. | 0.06% | No change | 25,635 | $295K |
| Integrated Wealth Concepts LLC | 0.00% | Add +2.1% | 25,242 | $290K |
| Wealth Management Associates, Inc. | 0.10% | No change | 25,026 | $288K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -11.7% | 23,895 | $275K |
| Mercer Global Advisors Inc. | 0.00% | Add +46.3% | 23,801 | $274K |
| World Investment Advisors | 0.00% | Reduce -20.1% | 22,614 | $260K |
| Compass Financial Group, INC | 0.04% | Add +0.3% | 22,406 | $258K |
| Canvas Wealth Advisors, LLC | 0.04% | Add +1.2% | 22,128 | $256K |
| Belpointe Asset Management LLC | 0.01% | No change | 21,942 | $252K |
| Scotia Capital Inc. | 0.00% | No change | 21,500 | $247K |
| Cary Street Partners Financial LLC | 0.01% | Add +16.4% | 20,948 | $241K |
| Sowell Financial Services LLC | 0.01% | Add +0.5% | 20,721 | $238K |
| Peddock Capital Advisors, LLC | 0.05% | No change | 20,620 | $237K |
| Wealthcare Advisory Partners LLC | 0.00% | Reduce -0.0% | 20,340 | $234K |
| Clearstead Advisors, LLC | 0.00% | No change | 20,000 | $230K |
| Brown Advisory Inc. | 0.00% | Reduce -13.0% | 19,865 | $228K |
| Arkos Global Advisors | 0.03% | Reduce -15.1% | 19,668 | $226K |
| IHT Wealth Management, LLC | 0.01% | Add +31.6% | 19,336 | $222K |
| Hollencrest Capital Management | 0.01% | Reduce -1.5% | 19,219 | $221K |
| Private Wealth Asset Management, LLC | 0.02% | Add +1.8% | 19,135 | $220K |
| Clear Creek Financial Management, LLC | 0.02% | No change | 19,098 | $220K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -3.4% | 18,952 | $218K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.02% | New | 18,638 | $214K |
| Avestar Capital, LLC | 0.01% | New | 18,500 | $214K |
| Allworth Financial LP | 0.00% | No change | 18,424 | $212K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +41.5% | 18,400 | $212K |
| Barry Investment Advisors, LLC | 0.05% | No change | 18,214 | $211K |
| Great Lakes Retirement, Inc. | 0.02% | No change | 17,904 | $207K |
| Ferguson Shapiro LLC | 0.06% | Add +1.2% | 17,875 | $206K |
| Widmann Financial Services, Inc. | 0.12% | Add +0.4% | 17,286 | $199K |
| NewEdge Wealth, LLC | 0.00% | Add +1.0% | 17,170 | $197K |
| Boothbay Fund Management, LLC | 0.00% | New | 17,161 | $197K |
| Creative Planning | 0.00% | Add +17.6% | 17,149 | $197K |
| David J Yvars Group | 0.11% | New | 17,100 | $197K |
| Ellis Investment Partners, LLC | 0.03% | New | 17,014 | $196K |
| Keybank National Association | 0.00% | No change | 16,921 | $195K |
| Sage Private Wealth Group, LLC | 0.10% | No change | 16,787 | $193K |
| Archford Capital Strategies, LLC | 0.02% | No change | 16,604 | $191K |
| Tru Independence Asset Management 2, LLC | 0.11% | No change | 15,967 | $185K |
| Clark Asset Management, LLC | 0.02% | No change | 16,006 | $184K |
| Altus Wealth Group LLC | 0.07% | Add +54.7% | 15,832 | $182K |
| International Assets Investment Management, LLC | 0.01% | Add +0.1% | 15,483 | $182K |
| Diligent Investors, LLC | 0.04% | Add +0.3% | 15,733 | $181K |
| AmeriServ Wealth Advisors | 0.11% | No change | 15,504 | $178K |
| Marex Group Ltd | 0.00% | Add +31.5% | 15,499 | $178K |
| Fruth Investment Management | 0.04% | No change | 15,493 | $178K |
| Merit Financial Group, LLC | 0.00% | Reduce -21.6% | 15,451 | $178K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.06% | No change | 15,000 | $176K |
| Virtue Asset Management LLC | 0.14% | No change | 15,281 | $176K |
| Curi Capital, LLC | 0.00% | No change | 15,000 | $174K |
| Lee Johnson Capital Management, LLC | 0.06% | Add +1.2% | 15,087 | $174K |
| Fort Point Capital Partners LLC | 0.02% | New | 14,668 | $170K |
| Sound Income Strategies, LLC | 0.01% | No change | 14,412 | $169K |
| Maridea Wealth Management LLC | 0.02% | Add +20.5% | 14,593 | $168K |
| Sfmg, LLC | 0.01% | Add +9.8% | 13,959 | $161K |
| First Trust Advisors LP | 0.00% | Add +3.8% | 13,840 | $159K |
| Virtu Financial LLC | 0.01% | Reduce -90.4% | 13,814 | $159K |
| Institute for Wealth Management, LLC. | 0.02% | No change | 13,804 | $159K |
| Camelot Portfolios, LLC | 0.12% | Reduce -0.8% | 13,721 | $158K |
| Plan Group Financial, LLC | 0.04% | No change | 13,410 | $154K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 13,589 | $153K |
| Bar Harbor Wealth Management | 0.01% | No change | 13,025 | $150K |
| EP Wealth Advisors, LLC | 0.00% | New | 13,006 | $150K |
| Wesbanco Bank Inc. | 0.00% | No change | 12,799 | $147K |
| US Bancorp \de | 0.00% | No change | 12,751 | $147K |
| Keystone Wealth Services, LLC | 0.03% | No change | 12,654 | $146K |
| Balefire, LLC | 0.03% | Add +0.6% | 12,612 | $145K |
| Key Financial Inc | 0.03% | New | 12,536 | $144K |
| Icon Wealth Advisors, LLC | 0.01% | No change | 12,246 | $142K |
| Canal Capital Management, LLC | 0.02% | New | 12,195 | $140K |
| Apollon Wealth Management, LLC | 0.00% | No change | 12,050 | $139K |
| SMH Capital Advisors Inc. | 0.38% | Reduce -3.3% | 11,715 | $135K |
| Choreo, LLC | 0.00% | Reduce -72.2% | 11,417 | $133K |
| Essex Bank | 0.03% | No change | 11,086 | $127K |
| AlphaCore Capital LLC | 0.00% | New | 10,992 | $127K |
| Pathway Financial Advisers, LLC | 0.04% | Add +1.2% | 11,052 | $127K |
| Cresset Asset Management, LLC | 0.00% | Reduce -15.4% | 10,747 | $124K |
| VSM Wealth Advisory, LLC | 0.04% | New | 10,630 | $122K |
| Strategic Advisors LLC | 0.02% | No change | 10,589 | $122K |
| Kennicott Capital Management LLC | 0.07% | Reduce -0.0% | 10,417 | $120K |
| Fiduciary Financial Group, LLC | 0.02% | No change | 10,293 | $118K |
| Carson Advisory Inc. | 0.06% | No change | 10,115 | $116K |
| Lanark Financial, Inc. | 0.01% | Add +48.2% | 10,037 | $115K |
| Patriot Financial Group Insurance Agency, LLC | 0.01% | New | 10,000 | $115K |
| Gateway Wealth Partners, LLC | 0.00% | New | 10,000 | $115K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 10,000 | $115K |
| Silver Oak Securities, Incorporated | 0.01% | Add +12.3% | 9,881 | $114K |
| Noble Wealth Management PBC | 0.06% | Add +199.9% | 9,697 | $112K |
| Delta Asset Management LLC | 0.01% | No change | 9,000 | $104K |
| Mechanics Financial Corp | 0.04% | No change | 8,500 | $98K |
| Rothschild Investment LLC | 0.00% | Add +62.6% | 8,018 | $92K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 6,043 | $69K |
| Chung Wu Investment Group, LLC | 0.06% | No change | 6,000 | $69K |
| Ancora Advisors LLC | 0.00% | Reduce -8.2% | 5,856 | $67K |
| Financial Consulate, Inc. | 0.01% | No change | 5,330 | $61K |
| Founders Capital Management | 0.03% | No change | 5,000 | $58K |
| Oakworth Capital, Inc. | 0.00% | New | 4,000 | $46K |
| Global Wealth Strategies & Associates | 0.01% | No change | 3,954 | $45K |
| Capital Analysts, LLC | 0.00% | Add +1.2% | 3,495 | $40K |
| Advocate Investing Services LLC | 0.03% | No change | 3,372 | $39K |
| Private Trust Co. NA | 0.00% | Reduce -35.4% | 3,254 | $37K |
| Lloyd Advisory Services, LLC. | 0.01% | New | 3,109 | $36K |
| Kingdom Financial Group LLC. | 0.01% | Reduce -15.0% | 3,109 | $36K |
| Community Financial Services Group, LLC | 0.01% | New | 2,975 | $35K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 3,035 | $35K |
| Minot DeBlois Advisors LLC | 0.03% | No change | 3,000 | $35K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 2,625 | $30K |
| N.E.W. Advisory Services LLC | 0.00% | Add +1.2% | 2,523 | $29K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 2,484 | $29K |
| Hurley Capital, LLC | 0.01% | No change | 2,402 | $28K |
| Osbon Capital Management LLC | 0.02% | New | 2,337 | $27K |
| Harbour Investments, Inc. | 0.00% | Add +0.5% | 2,207 | $25K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 2,183 | $25K |
| SHP Wealth Management | 0.00% | Add +1.1% | 1,936 | $22K |
| NBT Bank, N.A. | 0.00% | Reduce -17.9% | 1,877 | $22K |
| Ameriflex Group, Inc. | 0.01% | No change | 1,800 | $21K |
| FNY Investment Advisers, LLC | 0.01% | New | 1,800 | $20K |
| Webster Bank, N. A. | 0.00% | No change | 1,689 | $19K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,611 | $19K |
| Eastern Bank | 0.00% | No change | 1,553 | $18K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -73.9% | 1,534 | $18K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 1,470 | $17K |
| Trust Co | 0.00% | Add +0.6% | 1,467 | $17K |
| Towne Trust Company, N.A | 0.01% | No change | 1,446 | $17K |
| Hartford Financial Management Inc. | 0.00% | No change | 1,175 | $14K |
| Financial Management Professionals, Inc. | 0.00% | Add +1.1% | 1,097 | $13K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 1,095 | $13K |
| Parallel Advisors, LLC | 0.00% | No change | 1,072 | $12K |
| Hanson & Doremus Investment Management | 0.00% | New | 1,028 | $12K |
| CX Institutional | 0.00% | New | 1,003 | $12K |
| Penserra Capital Management LLC | 0.00% | New | 1,114 | $12K |
| Mather Group, Llc. | 0.00% | New | 1,024 | $12K |
| TFC Financial Management, Inc. | 0.00% | No change | 1,020 | $12K |
| Heritage Wealth Advisors | 0.00% | New | 1,003 | $12K |
| Aspect Partners, LLC | 0.00% | No change | 941 | $11K |
| Motco | 0.00% | No change | 675 | $8K |
| Adirondack Trust Co. | 0.00% | No change | 669 | $8K |
| BlackRock, Inc. | 0.00% | New | 463 | $5K |
| Assetmark, Inc. | 0.00% | Reduce -3.8% | 436 | $5K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 430 | $5K |
| WPG Advisers, LLC | 0.00% | Reduce -73.9% | 425 | $5K |
| Mascoma Wealth Management LLC | 0.00% | No change | 419 | $5K |
| Highline Wealth Partners LLC | 0.00% | Reduce -42.9% | 400 | $5K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 393 | $5K |
| First Command Advisory Services, Inc. | 0.00% | No change | 349 | $4K |
| Darwin Wealth Management, LLC | 0.00% | No change | 308 | $4K |
| JPL Wealth Management, LLC | 0.00% | New | 296 | $3K |
| Align Financial, LLC | 0.00% | Reduce -91.7% | 244 | $3K |
| Millstone Evans Group, LLC | 0.00% | No change | 218 | $3K |
| Addison Advisors LLC | 0.00% | No change | 56 | $644 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -98.8% | 21 | $242 |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 8 | $92 |
"% of holder's portfolio" is NAD's weight in each manager's 13F, not the share of Nuveen Quality Municipal Inc. the manager owns.