LA
NAD icon

LM Advisors’s Nuveen Quality Municipal Income Fund NAD Stock Holding History

LM Advisors’s Portfolio NAD Stock Details NAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$298K Buy
+3,419
New +$41.1K 4.71% 4
2025
Q4 		– Sell
-305,359
Closed -$3.57M – 219
2025
Q3 		$3.57M Sell
305,359
-2,890
-0.9% -$32.9K 0.51% 41
2025
Q2 		$3.48M Hold
308,249
– – 0.45% 37
2025
Q1 		$3.55M Sell
308,249
-6,006
-2% -$70.5K 0.64% 32
2024
Q4 		$3.66M Sell
314,255
-10,775
-3% -$130K 0.66% 32
2024
Q3 		$4.02M Sell
325,030
-18,048
-5% -$217K 0.82% 26
2024
Q2 		$4.03M Buy
343,078
+13,731
+4% +$155K 0.01% 48
2024
Q1 		$3.77M Buy
329,347
+8,024
+2% +$90.6K 0.6% 34
2023
Q4 		$3.68M Buy
+321,323
New +$3.39M 0.74% 26

Other funds holding NAD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return