Nuveen Quality MunicipalNAD
13F holders, Q2 2026 (June 30)285holders +1
25new positions
26sold out
$11.93avg. 13F price*
At the end of Q2 2026, 285 institutions reported holding Nuveen Quality Municipal Inc. (NAD) in their 13F filings, up 1 from Q1 2026. 25 opened new positions and 26 sold out. The largest holders were Morgan Stanley ($80.7M), Guggenheim Capital LLC ($43.9M) and UBS Group AG ($37.8M).
- Company
- Nuveen Quality Municipal Inc.
- CUSIP
- 67066V101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $8.3M |
| Exits | 26 | $6.5M |
All 13F filers, Q1 2026 → Q2 2026: 3,995,608 shares bought and 2,312,835 shares sold, net +1,682,773 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 285 holders
| Morgan Stanley | 0.00% | Add +0.4% | 6,661,733 | $80.7M |
| Guggenheim Capital LLC | 0.28% | Add +18.0% | 3,620,112 | $43.9M |
| UBS Group AG | 0.01% | Reduce -2.1% | 3,121,270 | $37.8M |
| Wells Fargo & Company | 0.01% | Add +11.6% | 2,790,256 | $33.8M |
| Bank of America Corp. | 0.00% | Reduce -8.0% | 2,317,429 | $28.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -21.4% | 2,071,280 | $25.1M |
| Ameriprise Financial Inc. | 0.00% | Add +12.1% | 1,375,036 | $16.7M |
| Hennion & Walsh Asset Management, Inc. | 0.48% | Add +48.0% | 1,373,096 | $16.6M |
| McGowan Group Asset Management, Inc. | 2.01% | Reduce -1.3% | 1,361,907 | $16.5M |
| Van Eck Associates Corp. | 0.01% | Add +16.1% | 1,288,803 | $15.6M |
| LPL Financial LLC | 0.00% | Add +3.5% | 1,265,467 | $15.3M |
| Royal Bank of Canada | 0.00% | Add +3.0% | 990,972 | $12.0M |
| Cornerstone Advisory, LLC | 0.82% | Reduce -4.0% | 813,878 | $9.9M |
| Stifel Financial Corp. | 0.01% | Add +3.6% | 757,076 | $9.2M |
| Eagle Bluffs Wealth Management LLC | 3.06% | Add +1.2% | 750,650 | $9.2M |
| Cetera Investment Advisers | 0.01% | Add +9.9% | 742,472 | $9.0M |
| Congress Park Capital LLC | 2.02% | Add +2.9% | 618,500 | $7.5M |
| Melone Private Wealth, LLC | 2.63% | Add +41.5% | 569,497 | $6.9M |
| NewEdge Advisors, LLC | 0.02% | Add +25.5% | 486,357 | $5.9M |
| Deutsche Bank AG | 0.00% | No change | 416,376 | $5.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.9% | 411,801 | $5.0M |
| Osaic Holdings, Inc. | 0.01% | Add +7.4% | 396,856 | $4.8M |
| Janney Montgomery Scott LLC | 0.01% | New | 391,986 | $4.8M |
| Advisors Asset Management, Inc. | 0.07% | Reduce -24.4% | 371,722 | $4.5M |
| Savant Capital, LLC | 0.01% | Add +100.7% | 367,968 | $4.3M |
| Palogic Value Management, L.P. | 1.53% | Add +16.7% | 350,711 | $4.3M |
| Capital Investment Advisors, LLC | 0.05% | Reduce -0.7% | 305,660 | $3.7M |
| Cohen & Steers, Inc. | 0.01% | Reduce -7.8% | 301,523 | $3.7M |
| Allianz Asset Management GmbH | 0.00% | No change | 300,646 | $3.6M |
| AE Wealth Management LLC | 0.02% | Add +52.3% | 291,032 | $3.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +5.3% | 255,742 | $3.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +62.0% | 253,680 | $3.1M |
| OneDigital Investment Advisors LLC | 0.02% | Add +0.3% | 234,360 | $2.8M |
| Sit Investment Associates Inc. | 0.05% | Reduce -4.3% | 221,852 | $2.7M |
| Fiera Capital Corp | 0.01% | Reduce -3.1% | 214,702 | $2.6M |
| Sightline Wealth Advisors, LLC | 0.95% | Add +6.2% | 213,893 | $2.6M |
| Invesco Ltd. | 0.00% | Add +0.4% | 207,824 | $2.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +5.8% | 197,705 | $2.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.3% | 195,686 | $2.4M |
| Cerity Partners LLC | 0.00% | Reduce -8.0% | 194,009 | $2.4M |
| Wakefield Asset Management LLLP | 0.53% | Add +11.3% | 193,285 | $2.3M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -4.4% | 152,238 | $1.8M |
| Mutual Advisors, LLC | 0.03% | Reduce -18.7% | 145,172 | $1.8M |
| Kuhn & Co Investment Counsel | 0.99% | Add +13.6% | 141,712 | $1.7M |
| Tyche Wealth Partners LLC | 0.23% | Reduce -12.6% | 133,581 | $1.6M |
| Gill Capital Partners, LLC | 0.43% | Reduce -33.2% | 132,609 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +7.2% | 127,472 | $1.5M |
| Breakwater Capital Group | 0.18% | Add +1.8% | 125,400 | $1.5M |
| Prospera Financial Services Inc | 0.02% | Reduce -2.8% | 122,291 | $1.5M |
| &partners | 0.01% | Add +14.8% | 121,168 | $1.5M |
| JFS Wealth Advisors, LLC | 0.07% | Add +0.1% | 118,724 | $1.4M |
| Ibex Wealth Advisors | 0.11% | Reduce -7.2% | 118,437 | $1.4M |
| Baird Financial Group, Inc. | 0.00% | Add +4.1% | 116,533 | $1.4M |
| Indivisible Partners | 0.08% | Add +1.4% | 116,457 | $1.4M |
| Wealth Advisors of Tampa Bay, LLC | 0.43% | Reduce -0.2% | 115,182 | $1.4M |
| Modern Wealth Management, LLC | 0.02% | Reduce -11.2% | 110,385 | $1.3M |
| Cura Wealth Advisors, LLC | 0.57% | No change | 110,000 | $1.3M |
| XTX Topco Ltd | 0.02% | Add +44.9% | 107,739 | $1.3M |
| XML Financial, LLC | 0.09% | Reduce -20.3% | 106,183 | $1.3M |
| Horizon Kinetics Asset Management LLC | 0.01% | Reduce -34.8% | 105,829 | $1.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | No change | 103,138 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Add +16.3% | 102,744 | $1.2M |
| Everstar Asset Management, LLC | 0.59% | Add +0.3% | 100,425 | $1.2M |
| Kim, LLC | 0.37% | No change | 100,000 | $1.2M |
| Summit Financial, LLC | 0.01% | Add +2.7% | 96,436 | $1.2M |
| GFS Advisors, LLC | 0.12% | Reduce -9.5% | 525,720 | $1.2M |
| Summit Trail Advisors, LLC | 0.01% | Reduce -3.2% | 93,298 | $1.1M |
| Kercheville Advisors, LLC | 0.34% | Add +0.1% | 92,362 | $1.1M |
| IHT Wealth Management, LLC | 0.02% | Add +375.8% | 92,000 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +31.4% | 86,288 | $1.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.9% | 85,539 | $1.0M |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -1.6% | 83,494 | $1.0M |
| Silverlake Wealth Management LLC | 0.19% | Add +4.8% | 83,449 | $1.0M |
| Peak Asset Management, LLC | 0.15% | New | 82,432 | $999K |
| Focused Alpha, LLC | 0.26% | Add +16.6% | 82,205 | $996K |
| Benjamin Edwards Inc. | 0.01% | Add +7.8% | 80,250 | $973K |
| Jane Street Group, LLC | 0.00% | Reduce -57.7% | 78,857 | $956K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.9% | 75,611 | $916K |
| Smith, Moore & Co. | 0.06% | Add +0.6% | 74,697 | $905K |
| MSH Capital Advisors LLC | 0.15% | Add +4.5% | 69,947 | $848K |
| Avior Wealth Management, LLC | 0.02% | Reduce -18.2% | 69,717 | $845K |
| Wealth Alliance Advisory Group, LLC | 0.12% | Add +11.9% | 67,825 | $822K |
| Regatta Research & Money Management | 0.75% | — | 65,325 | $792K |
| Koshinski Asset Management, Inc. | 0.04% | No change | 63,042 | $764K |
| Corient Private Wealth LP | 0.00% | Reduce -19.1% | 62,001 | $753K |
| Susquehanna International Group, LLP | 0.00% | Reduce -9.2% | 60,880 | $738K |
| Mercer Global Advisors Inc. | 0.00% | Add +155.6% | 60,829 | $737K |
| Focus Partners Wealth | 0.00% | Add +1.2% | 58,329 | $707K |
| CFM Wealth Partners LLC | 0.09% | No change | 57,144 | $693K |
| RFG Advisory, LLC | 0.01% | Add +5.1% | 52,498 | $636K |
| Fifth Third Bancorp | 0.00% | Add +2.9% | 50,844 | $616K |
| Wealth Care LLC | 0.49% | No change | 50,000 | $606K |
| Orleans Capital Management Corp. | 0.31% | No change | 49,950 | $605K |
| Spire Wealth Management | 0.02% | Add +17.8% | 49,547 | $601K |
| Realta Investment Advisors | 0.18% | No change | 48,897 | $593K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -2.6% | 47,869 | $580K |
| CoreCap Advisors, LLC | 0.02% | Add +0.8% | 47,791 | $579K |
| MAI Capital Management | 0.00% | Reduce -10.8% | 47,659 | $578K |
| Private Advisor Group, LLC | 0.00% | Add +14.2% | 46,997 | $570K |
| Moors & Cabot, Inc. | 0.02% | Add +12.6% | 46,164 | $560K |
| BNC Wealth Management, LLC | 0.13% | No change | 44,372 | $538K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +40.7% | 44,465 | $530K |
| Worthington Financial Partners, LLC | 0.43% | Reduce -0.1% | 43,128 | $523K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.9% | 42,880 | $520K |
| Worth Asset Management, LLC | 0.17% | New | 42,662 | $517K |
| URS Advisory LLC | 0.28% | Add +0.5% | 41,374 | $501K |
| Sunpointe, LLC | 0.14% | Reduce -0.1% | 41,304 | $501K |
| HUB Investment Partners, LLC | 0.01% | No change | 40,448 | $490K |
| Brick & Kyle, Associates | 0.15% | No change | 40,774 | $469K |
| PFG Investments, LLC | 0.02% | Add +0.3% | 37,796 | $458K |
| Captrust Financial Advisors | 0.00% | Add +0.5% | 37,429 | $454K |
| Ramsey Quantitative Systems | 0.39% | New | 36,000 | $436K |
| Westview Management dba Westview Investment Advisors | 0.21% | Reduce -33.3% | 35,811 | $434K |
| Snowden Capital Advisors LLC | 0.01% | Add +1.8% | 35,683 | $432K |
| Fortitude Advisory Group L.L.C. | 0.16% | Add +4.8% | 35,591 | $431K |
| Advisory Services Network, LLC | 0.00% | Add +0.1% | 34,153 | $414K |
| Pinnacle Financial Partners, Inc. | 0.00% | Add +3.5% | 33,124 | $401K |
| Rothschild Investment LLC | 0.01% | Add +303.1% | 32,318 | $392K |
| Summit Financial Consulting LLC | 0.26% | No change | 31,605 | $383K |
| D.A. Davidson & Co. | 0.00% | No change | 30,091 | $365K |
| Belpointe Asset Management LLC | 0.01% | Add +33.5% | 29,300 | $355K |
| Indiana Trust & Investment Management Co | 0.10% | No change | 29,000 | $351K |
| Gould Capital, LLC | 0.19% | No change | 28,689 | $348K |
| Independent Financial Group, LLC | 0.01% | Add +0.7% | 28,508 | $346K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Reduce -1.3% | 27,585 | $334K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 27,493 | $333K |
| Insigneo Advisory Services, LLC | 0.01% | Add +3.9% | 27,355 | $332K |
| Mariner, LLC | 0.00% | Reduce -4.6% | 27,261 | $330K |
| Creative Planning | 0.00% | Add +57.6% | 27,036 | $328K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 27,473 | $319K |
| Global Retirement Partners, LLC | 0.00% | — | 26,130 | $317K |
| Integrated Wealth Concepts LLC | 0.00% | Add +1.9% | 25,733 | $312K |
| Duncker Streett & Co. Inc. | 0.05% | No change | 25,635 | $311K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +39.1% | 25,600 | $310K |
| Wealth Management Associates, Inc. | 0.08% | No change | 25,026 | $303K |
| Melfa Wealth Management, Inc. | 0.16% | Reduce -36.3% | 24,465 | $297K |
| IFP Advisors, Inc | 0.01% | Reduce -58.5% | 24,317 | $295K |
| Clark Asset Management, LLC | 0.02% | Add +50.0% | 24,006 | $291K |
| Avestar Capital, LLC | 0.02% | Add +27.0% | 23,500 | $286K |
| Canvas Wealth Advisors, LLC | 0.04% | Add +1.8% | 22,529 | $275K |
| Uptown Financial Advisors LLC | 0.19% | Reduce -27.7% | 21,930 | $266K |
| Virtu Financial LLC | 0.01% | Add +58.5% | 21,890 | $265K |
| Claro Advisors Inc. | 0.03% | Reduce -46.6% | 21,747 | $264K |
| Scotia Capital Inc. | 0.00% | No change | 21,500 | $261K |
| Peddock Capital Advisors, LLC | 0.05% | No change | 20,620 | $250K |
| Langley Wealth Management, LLC | 0.24% | — | 20,368 | $247K |
| Wealthcare Advisory Partners LLC | 0.00% | No change | 20,340 | $247K |
| Two Sigma Securities, LLC | 0.02% | New | 20,008 | $242K |
| Clearstead Advisors, LLC | 0.00% | No change | 20,000 | $242K |
| Brown Advisory Inc. | 0.00% | No change | 19,865 | $241K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -6.2% | 19,648 | $238K |
| David J Yvars Group | 0.12% | Add +12.9% | 19,300 | $234K |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.02% | No change | 18,638 | $226K |
| Barry Investment Advisors, LLC | 0.05% | No change | 18,214 | $222K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -3.6% | 18,264 | $221K |
| Ferguson Shapiro LLC | 0.07% | Add +1.8% | 18,199 | $221K |
| Great Lakes Retirement, Inc. | 0.02% | No change | 17,904 | $218K |
| Hollencrest Capital Management | 0.01% | Reduce -6.5% | 17,973 | $218K |
| Widmann Financial Services, Inc. | 0.11% | Add +0.6% | 17,385 | $211K |
| Ellis Investment Partners, LLC | 0.03% | Add +1.3% | 17,234 | $209K |
| Maridea Wealth Management LLC | 0.02% | Add +18.0% | 17,220 | $209K |
| Clear Creek Financial Management, LLC | 0.01% | Reduce -10.3% | 17,132 | $208K |
| NewEdge Wealth, LLC | 0.00% | Reduce -1.0% | 17,000 | $206K |
| Keybank National Association | 0.00% | No change | 16,921 | $205K |
| Sage Private Wealth Group, LLC | 0.09% | No change | 16,787 | $203K |
| Archford Capital Strategies, LLC | 0.02% | No change | 16,604 | $201K |
| Tru Independence Asset Management 2, LLC | 0.11% | No change | 15,967 | $195K |
| Compass Financial Group, INC | 0.02% | Reduce -28.7% | 15,974 | $194K |
| Sowell Financial Services LLC | 0.01% | Reduce -23.4% | 15,882 | $192K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +17.4% | 15,959 | $192K |
| Altus Wealth Group LLC | 0.07% | No change | 15,832 | $192K |
| Diligent Investors, LLC | 0.04% | Add +0.5% | 15,808 | $192K |
| Truist Financial Corp. | 0.00% | Reduce -50.9% | 15,793 | $191K |
| Allworth Financial LP | 0.00% | Reduce -14.7% | 15,724 | $191K |
| International Assets Investment Management, LLC | 0.01% | Add +0.8% | 15,610 | $189K |
| Boothbay Fund Management, LLC | 0.00% | Reduce -9.4% | 15,542 | $188K |
| AmeriServ Wealth Advisors | 0.13% | No change | 15,504 | $188K |
| Fruth Investment Management | 0.04% | No change | 15,493 | $187K |
| Lee Johnson Capital Management, LLC | 0.06% | Add +1.8% | 15,361 | $186K |
| Virtue Asset Management LLC | 0.13% | No change | 15,281 | $185K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.06% | No change | 15,000 | $175K |
| AlphaStar Capital Management, LLC | 0.01% | New | 14,403 | $175K |
| World Investment Advisors | 0.00% | Reduce -35.1% | 14,681 | $174K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -60.9% | 14,335 | $174K |
| Evolve Private Wealth, LLC | 0.01% | Reduce -52.3% | 13,905 | $170K |
| Sfmg, LLC | 0.01% | No change | 13,959 | $169K |
| AlphaCore Capital LLC | 0.00% | Add +26.0% | 13,849 | $169K |
| Institute for Wealth Management, LLC. | 0.01% | No change | 13,804 | $167K |
| Plan Group Financial, LLC | 0.03% | No change | 13,410 | $163K |
| Bar Harbor Wealth Management | 0.01% | No change | 13,025 | $158K |
| Smith Chas P & Associates Pa Cpas | 0.01% | New | 12,950 | $157K |
| Camelot Portfolios, LLC | 0.11% | Reduce -5.9% | 12,910 | $156K |
| Wesbanco Bank Inc. | 0.00% | No change | 12,799 | $155K |
| US Bancorp \de | 0.00% | No change | 12,751 | $155K |
| DAVENPORT & Co LLC | 0.00% | New | 12,736 | $154K |
| Balefire, LLC | 0.03% | Add +0.9% | 12,732 | $154K |
| Keystone Wealth Services, LLC | 0.03% | No change | 12,654 | $153K |
| Icon Wealth Advisors, LLC | 0.01% | No change | 12,246 | $148K |
| Merit Financial Group, LLC | 0.00% | Reduce -21.8% | 12,089 | $147K |
| Cresset Asset Management, LLC | 0.00% | Add +9.8% | 11,797 | $144K |
| SMH Capital Advisors Inc. | 0.56% | No change | 11,715 | $142K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -3.1% | 11,680 | $142K |
| Canal Capital Management, LLC | 0.02% | Reduce -6.6% | 11,385 | $138K |
| Pathway Financial Advisers, LLC | 0.03% | Add +1.8% | 11,253 | $136K |
| Essex Bank | 0.03% | No change | 11,086 | $134K |
| Fort Point Capital Partners LLC | 0.01% | Reduce -27.4% | 10,646 | $130K |
| VSM Wealth Advisory, LLC | 0.03% | No change | 10,630 | $129K |
| Strategic Advisors LLC | 0.03% | No change | 10,589 | $128K |
| Bank of Montreal | 0.00% | New | 10,522 | $128K |
| Quantinno Capital Management LP | 0.00% | Reduce -73.3% | 10,371 | $126K |
| Fiduciary Financial Group, LLC | 0.01% | No change | 10,293 | $125K |
| Ramiah Investment Group | 0.09% | New | 10,223 | $124K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 10,191 | $124K |
| Carson Advisory Inc. | 0.06% | No change | 10,115 | $123K |
| Lanark Financial, Inc. | 0.01% | No change | 10,037 | $122K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 10,000 | $121K |
| Noble Wealth Management PBC | 0.05% | Add +1.4% | 9,836 | $119K |
| Chung Wu Investment Group, LLC | 0.07% | Add +56.7% | 9,400 | $114K |
| Mechanics Financial Corp | 0.04% | No change | 8,500 | $103K |
| Allied Private Wealth LLC | 0.05% | — | 6,224 | $75K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 6,043 | $73K |
| Founders Capital Management | 0.03% | Add +18.0% | 5,900 | $72K |
| Ancora Advisors LLC | 0.00% | Reduce -8.0% | 5,385 | $65K |
| Financial Consulate, Inc. | 0.01% | No change | 5,330 | $65K |
| Delta Asset Management LLC | 0.00% | Reduce -55.6% | 4,000 | $48K |
| Advocate Investing Services LLC | 0.03% | No change | 3,372 | $41K |
| Penserra Capital Management LLC | 0.00% | Add +200.0% | 3,342 | $40K |
| Kingdom Financial Group LLC. | 0.01% | Add +1.8% | 3,165 | $38K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 3,035 | $37K |
| Minot DeBlois Advisors LLC | 0.03% | No change | 3,000 | $36K |
| Community Financial Services Group, LLC | 0.01% | No change | 2,975 | $36K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 2,625 | $32K |
| N.E.W. Advisory Services LLC | 0.00% | Add +1.8% | 2,569 | $31K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 2,484 | $30K |
| Hurley Capital, LLC | 0.02% | No change | 2,402 | $29K |
| Arax Advisory Partners | 0.00% | New | 2,271 | $28K |
| Harbour Investments, Inc. | 0.00% | Add +0.9% | 2,226 | $27K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 2,183 | $26K |
| Private Trust Co. NA | 0.00% | Reduce -34.7% | 2,126 | $26K |
| Capital Analysts, LLC | 0.00% | Reduce -41.0% | 2,063 | $25K |
| JPMorgan Chase & Co. | 0.00% | New | 2,063 | $25K |
| Ameritas Advisory Services, LLC | 0.00% | New | 1,968 | $24K |
| SHP Wealth Management | 0.00% | Add +1.2% | 1,960 | $24K |
| IFG Advisory, LLC | 0.00% | New | 1,949 | $24K |
| NBT Bank, N.A. | 0.00% | No change | 1,877 | $23K |
| Ameriflex Group, Inc. | 0.01% | No change | 1,800 | $22K |
| Financial Management Professionals, Inc. | 0.00% | Add +57.9% | 1,732 | $21K |
| FNY Investment Advisers, LLC | 0.01% | No change | 1,800 | $21K |
| Webster Bank, N. A. | 0.00% | No change | 1,689 | $20K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,611 | $20K |
| Eastern Bank | 0.00% | No change | 1,553 | $19K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 1,470 | $18K |
| Trust Co | 0.00% | No change | 1,467 | $18K |
| Towne Trust Company, N.A | 0.01% | No change | 1,446 | $18K |
| Hartford Financial Management Inc. | 0.00% | No change | 1,175 | $14K |
| Jones Financial Companies LLLP | 0.00% | New | 1,182 | $14K |
| Parallel Advisors, LLC | 0.00% | No change | 1,072 | $13K |
| Mather Group, Llc. | 0.00% | No change | 1,024 | $12K |
| TFC Financial Management, Inc. | 0.00% | No change | 1,020 | $12K |
| Heritage Wealth Advisors | 0.00% | No change | 1,003 | $12K |
| CX Institutional | 0.00% | No change | 1,003 | $12K |
| Aspect Partners, LLC | 0.00% | No change | 941 | $11K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 727 | $9K |
| LifeSteps Financial, Inc. | 0.00% | New | 700 | $8K |
| Adirondack Trust Co. | 0.00% | No change | 669 | $8K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -58.3% | 640 | $8K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 430 | $5K |
| Mascoma Wealth Management LLC | 0.00% | No change | 419 | $5K |
| Assetmark, Inc. | 0.00% | Reduce -4.1% | 418 | $5K |
| Highline Wealth Partners LLC | 0.00% | No change | 400 | $5K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 393 | $5K |
| TIAA Wealth Investment Management LLC | 0.00% | New | 351 | $4K |
| First Command Advisory Services, Inc. | 0.00% | No change | 349 | $4K |
| Fiduciary Financial Advisors | 0.00% | New | 342 | $4K |
| Darwin Wealth Management, LLC | 0.00% | No change | 308 | $4K |
| LM Advisors LLC | 0.02% | Add +8699.2% | 300,845 | $4K |
| JPL Wealth Management, LLC | 0.00% | No change | 296 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +1085.7% | 249 | $3K |
| Align Financial, LLC | 0.00% | No change | 244 | $3K |
| Millstone Evans Group, LLC | 0.00% | No change | 218 | $3K |
| First Horizon Corp. | 0.00% | New | 183 | $2K |
| WPG Advisers, LLC | 0.00% | Reduce -58.1% | 178 | $2K |
| IMA Advisory Services, Inc. | 0.00% | New | 139 | $2K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 8 | $97 |
| Larson Financial Group LLC | 0.00% | New | 1 | $8 |
"% of holder's portfolio" is NAD's weight in each manager's 13F, not the share of Nuveen Quality Municipal Inc. the manager owns.