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Gladstone Institutional Advisory’s Nuveen Minnesota Quality Municipal Income Fund NMS Stock Holding History

Gladstone Institutional Advisory’s Portfolio NMS Stock Details NMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-20,616
Closed -$254K – 744
2024
Q4 		$254K Buy
+20,616
New +$268K 0.01% 628

Other funds holding NMS

FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Gladstone Institutional Advisory's NMS Position: Q1 2025 in Review

Gladstone Institutional Advisory sold out of Nuveen Minnesota Quality Municipal Income Fund (NMS) in Q1 2025, closing a stake of 20,616 shares — an estimated $254K sold.

Gladstone Institutional Advisory first reported a position in NMS in Q4 2024 and held it in 1 quarter. The position peaked at $254K in Q4 2024. 21 funds tracked by Wall St. Rank hold NMS as of Q1 2025.

  • Gladstone Institutional Advisory reported no remaining Nuveen Minnesota Quality Municipal Income Fund position as of Q1 2025 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 20,616 Nuveen Minnesota Quality Municipal Income Fund shares in Q1 2025, an estimated $254K.
  • Gladstone Institutional Advisory first reported a position in Nuveen Minnesota Quality Municipal Income Fund in Q4 2024 and held it in 1 quarter.
  • Gladstone Institutional Advisory's Nuveen Minnesota Quality Municipal Income Fund position peaked at $254K in Q4 2024.
  • 21 funds tracked by Wall St. Rank held Nuveen Minnesota Quality Municipal Income Fund as of Q1 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2025, filed 15 May 2025.