Filing Research | NUVEEN QUALITY MUNCP INCOME Institutional Holdings

Snapshot holdings

50 / 85 loaded

#		Instrument	quantity
1	Hennion & Walsh Asset Management, Inc.	Shares	1.4MSH	$16.6M
2	Congress Park Capital LLC	Shares	618.5KSH	$7.5M
3	Melone Private Wealth, LLC	Shares	569.5KSH	$6.9M
4	Sightline Wealth Advisors, LLC	Shares	213.9KSH	$2.6M
5	Breakwater Capital Group	Shares	125.4KSH	$1.5M
6	Prospera Financial Services Inc	Shares	122.3KSH	$1.5M
7	JFS WEALTH ADVISORS, LLC	Shares	118.7KSH	$1.4M
8	XML Financial, LLC	Shares	106.2KSH	$1.3M
9	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	103.1KSH	$1.3M
10	BENJAMIN EDWARDS INC	Shares	80.3KSH	$972.6K
11	Avior Wealth Management, LLC	Shares	69.7KSH	$845.0K
12	Wealth Alliance Advisory Group, LLC	Shares	67.8KSH	$822.0K
13	RFG Advisory, LLC	Shares	52.5KSH	$636.3K
14	Wealth Care LLC	Shares	50.0KSH	$606.0K
15	Spire Wealth Management	Shares	49.5KSH	$600.5K
16	Realta Investment Advisors	Shares	48.9KSH	$592.6K
17	Farther Finance Advisors, LLC	Shares	47.9KSH	$580.2K
18	CoreCap Advisors, LLC	Shares	47.8KSH	$579.2K
19	BNC WEALTH MANAGEMENT, LLC	Shares	44.4KSH	$537.8K
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	44.5KSH	$530.5K
21	Worthington Financial Partners, LLC	Shares	43.1KSH	$522.7K
22	Worth Asset Management, LLC	Shares	42.7KSH	$517.1K
23	Sunpointe, LLC	Shares	41.3KSH	$500.6K
24	PFG Investments, LLC	Shares	37.8KSH	$458.1K
25	RAMSEY QUANTITATIVE SYSTEMS	Shares	36.0KSH	$436.3K
26	Fortitude Advisory Group L.L.C.	Shares	35.6KSH	$431.4K
27	D.A. DAVIDSON & CO.	Shares	30.1KSH	$364.7K
28	Indiana Trust & Investment Management Co	Shares	29.0KSH	$351.5K
29	INDEPENDENT FINANCIAL GROUP, LLC	Shares	28.5KSH	$345.5K
30	Envestnet Portfolio Solutions, Inc.	Shares	27.5KSH	$333.2K
31	Wealth Management Associates, Inc.	Shares	25.0KSH	$303.3K
32	MELFA WEALTH MANAGEMENT, INC.	Shares	24.5KSH	$296.5K
33	IFP Advisors, Inc	Shares	24.3KSH	$294.7K
34	Clark Asset Management, LLC	Shares	24.0KSH	$291.0K
35	Canvas Wealth Advisors, LLC	Shares	22.5KSH	$274.6K
36	Uptown Financial Advisors LLC	Shares	21.9KSH	$265.8K
37	PEDDOCK CAPITAL ADVISORS, LLC	Shares	20.6KSH	$249.9K
38	Wealthcare Advisory Partners LLC	Shares	20.3KSH	$246.5K
39	CARY STREET PARTNERS FINANCIAL LLC	Shares	19.6KSH	$238.1K
40	David J Yvars Group	Shares	19.3KSH	$233.9K
41	FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC	Shares	18.6KSH	$225.9K
42	Barry Investment Advisors, LLC	Shares	18.2KSH	$222.0K
43	Ferguson Shapiro LLC	Shares	18.2KSH	$220.6K
44	Archford Capital Strategies, LLC	Shares	16.6KSH	$201.2K
45	Sowell Financial Services LLC	Shares	15.9KSH	$192.5K
46	B. Riley Wealth Advisors, Inc.	Shares	16.0KSH	$192.5K
47	Altus Wealth Group LLC	Shares	15.8KSH	$191.9K
48	Diligent Investors, LLC	Shares	15.8KSH	$191.6K
49	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	15.6KSH	$188.7K
50	Carlton Hofferkamp & Jenks Wealth Management, LLC	Shares	15.0KSH	$175.2K

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Manager changes2026-06-30 vs 2026-03-31

50 / 90 loaded

#		Instrument
1	Hennion & Walsh Asset Management, Inc. added	Shares	+445.4K	+$6.0M	$16.6M
2	Melone Private Wealth, LLC added	Shares	+167.0K	+$2.3M	$6.9M
3	Congress Park Capital LLC added	Shares	+17.5K	+$584.7K	$7.5M
4	Worth Asset Management, LLC new	Shares	+42.7K	+$517.1K	$517.1K
5	RAMSEY QUANTITATIVE SYSTEMS new	Shares	+36.0K	+$436.3K	$436.3K
6	Envestnet Portfolio Solutions, Inc. new	Shares	+27.5K	+$333.2K	$333.2K
7	Sightline Wealth Advisors, LLC added	Shares	+12.4K	+$275.2K	$2.6M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+12.9K	+$163.8K	$530.5K
9	DAVENPORT & Co LLC new	Shares	+12.7K	+$154.4K	$154.4K
10	Wealth Alliance Advisory Group, LLC added	Shares	+7.2K	+$125.0K	$822.0K
11	Ramiah Investment Group new	Shares	+10.2K	+$123.9K	$123.9K
12	Spire Wealth Management added	Shares	+7.5K	+$117.0K	$600.5K
13	BENJAMIN EDWARDS INC added	Shares	+5.8K	+$117.0K	$972.6K
14	Clark Asset Management, LLC added	Shares	+8.0K	+$106.9K	$291.0K
15	Breakwater Capital Group added	Shares	+2.2K	+$103.4K	$1.5M
16	JFS WEALTH ADVISORS, LLC added	Shares	+84	+$74.6K	$1.4M
17	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC unchanged	Shares	0	+$63.9K	$1.3M
18	RFG Advisory, LLC added	Shares	+2.6K	+$61.9K	$636.3K
19	Fortitude Advisory Group L.L.C. added	Shares	+1.6K	+$40.7K	$431.4K
20	B. Riley Wealth Advisors, Inc. added	Shares	+2.4K	+$39.7K	$192.5K
21	David J Yvars Group added	Shares	+2.2K	+$37.3K	$233.9K
22	Prospera Financial Services Inc trimmed	Shares	-3.5K	+$35.6K	$1.5M
23	CoreCap Advisors, LLC added	Shares	+355	+$33.7K	$579.2K
24	Wealth Care LLC unchanged	Shares	0	+$31.0K	$606.0K
25	Realta Investment Advisors unchanged	Shares	0	+$30.3K	$592.6K
26	BNC WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$27.5K	$537.8K
27	Worthington Financial Partners, LLC trimmed	Shares	-29	+$26.4K	$522.7K
28	Sunpointe, LLC trimmed	Shares	-20	+$25.4K	$500.6K
29	PFG Investments, LLC added	Shares	+102	+$24.6K	$458.1K
30	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+206	+$20.0K	$345.5K
31	D.A. DAVIDSON & CO. unchanged	Shares	0	+$18.7K	$364.7K
32	Canvas Wealth Advisors, LLC added	Shares	+401	+$18.6K	$274.6K
33	Indiana Trust & Investment Management Co unchanged	Shares	0	+$18.0K	$351.5K
34	Wealth Management Associates, Inc. unchanged	Shares	0	+$15.5K	$303.3K
35	Ferguson Shapiro LLC added	Shares	+324	+$15.0K	$220.6K
36	Founders Capital Management added	Shares	+900	+$14.0K	$71.5K
37	PEDDOCK CAPITAL ADVISORS, LLC unchanged	Shares	0	+$12.8K	$249.9K
38	Wealthcare Advisory Partners LLC unchanged	Shares	0	+$12.6K	$246.5K
39	FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC unchanged	Shares	0	+$11.6K	$225.9K
40	Barry Investment Advisors, LLC unchanged	Shares	0	+$11.3K	$222.0K
41	Diligent Investors, LLC added	Shares	+75	+$10.7K	$191.6K
42	Archford Capital Strategies, LLC unchanged	Shares	0	+$10.3K	$201.2K
43	Altus Wealth Group LLC unchanged	Shares	0	+$9.8K	$191.9K
44	Balefire, LLC added	Shares	+120	+$9.3K	$154.3K
45	LifeSteps Financial, Inc. new	Shares	+700	+$8.5K	$8.5K
46	Financial Management Professionals, Inc. added	Shares	+635	+$8.4K	$21.1K
47	BAR HARBOR WEALTH MANAGEMENT unchanged	Shares	0	+$8.1K	$157.9K
48	Noble Wealth Management PBC added	Shares	+139	+$7.7K	$119.2K
49	Essex Bank unchanged	Shares	0	+$6.9K	$134.4K
50	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+127	+$6.8K	$188.7K

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