Latest Institutional Transactions on Nuveen Quality Municipal Income Fund (NAD)
This table provides information on the latest institutional transactions involving Nuveen Quality Municipal Income Fund (NAD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12.2KNew |
$123K - $139K
|
12.2K
$145K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-467Closed |
$4.69K - $5.3K
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-6K- 37.17% |
$60.2K - $68K
|
10.1K
$120K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
167New |
$1.68K - $1.89K
|
167
$1.98K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
11+ 0.28% |
$110 - $125
|
4.01K
$47.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
6.66K+ 38.43% |
$66.9K - $75.5K
|
24K
$285K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
2.79KNew |
$28K - $31.6K
|
2.79K
$33.2K
|
|
|
Oct 31, 2023
Q3 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
2.3K+ 19.87% |
$23.1K - $26.1K
|
13.9K
$165K
|
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
25.6KNew |
$257K - $290K
|
25.6K
$304K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-3.54K- 55.71% |
$35.6K - $40.2K
|
2.82K
$33.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
343KNew |
$3.44M - $3.88M
|
343K
$4.07M
|
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-5K- 25.0% |
$50.2K - $56.7K
|
15K
$178K
|
|
|
Oct 24, 2023
Q3 2023
|
Goodwin Daniel L
|
SELL
|
- |
-661- 0.53% |
$6.64K - $7.5K
|
124K
$1.48M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
2.94KNew |
$29.5K - $33.4K
|
2.94K
$35K
|
|
| Q2 2023 | |||||||
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
7.21K+ 341.24% |
$78.3K - $83.6K
|
9.32K
$111K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
63.4KNew |
$689K - $736K
|
63.4K
$754K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.65KNew |
$17.9K - $19.1K
|
1.65K
$19.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
13.9KNew |
$151K - $162K
|
13.9K
$166K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-288- 2.16% |
$3.13K - $3.34K
|
13.1K
$155K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15K- 53.31% |
$163K - $174K
|
13.1K
$156K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.49KNew |
$16.2K - $17.3K
|
1.49K
$17.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-11.8K- 42.66% |
$128K - $136K
|
15.8K
$188K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2.25K+ 131.87% |
$24.4K - $26.1K
|
3.95K
$46.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
BUY
|
- |
10.6KNew |
$115K - $123K
|
10.6K
$126K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
5.22K+ 4.42% |
$56.7K - $60.6K
|
123K
$1.46M
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
13.8KNew |
$150K - $160K
|
13.8K
$164K
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
297+ 0.96% |
$3.23K - $3.45K
|
31.2K
$371K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-313- 3.0% |
$3.4K - $3.63K
|
10.1K
$120K
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.53K- 18.55% |
$27.4K - $29.3K
|
11.1K
$132K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
836New |
$9.08K - $9.7K
|
836
$9.93K
|
|
| Q1 2023 | |||||||
|
Jan 29, 2025
Q1 2023
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
16.8KNew |
$187K - $203K
|
16.8K
$199K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.24KNew |
$24.9K - $27.1K
|
2.24K
$26.6K
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
11.3KNew |
$126K - $137K
|
11.3K
$135K
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
21KNew |
$234K - $254K
|
21K
$250K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.88K- 14.93% |
$21K - $22.8K
|
10.7K
$128K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.71K+ 43.44% |
$19K - $20.6K
|
5.63K
$66.9K
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
11.1KNew |
$123K - $134K
|
11.1K
$131K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
14.4KNew |
$160K - $173K
|
14.4K
$170K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.56K+ 8.46% |
$28.5K - $30.9K
|
32.8K
$390K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
28+ 0.21% |
$312 - $339
|
13.3K
$158K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.76KNew |
$30.7K - $33.3K
|
2.76K
$32.8K
|
|
|
May 05, 2023
Q1 2023
|
Delphi Financial Group, Inc.
|
SELL
|
- |
-101K- 25.59% |
$1.13M - $1.22M
|
294K
$3.5M
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-3.4K- 18.58% |
$37.8K - $41.1K
|
14.9K
$177K
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
669New |
$7.45K - $8.09K
|
669
$7.95K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
8.1KNew |
$90.2K - $97.9K
|
8.1K
$96.2K
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
1K+ 25.0% |
$11.1K - $12.1K
|
5K
$59.4K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-600Closed |
$6.37K - $7.12K
|
0
$0
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.06KNew |
$21.8K - $24.4K
|
2.06K
$24.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
5.07K+ 78.19% |
$53.8K - $60.1K
|
11.6K
$137K
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-11.5K- 35.49% |
$122K - $136K
|
20.9K
$248K
|
|