LPL Financial
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LPL Financial’s Nuveen Municipal Income NMI Stock Holding History

LPL Financial’s Portfolio NMI Stock Details NMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$929K Buy
88,897
+8,356
+10% +$83.8K ﹤0.01% 4254
2025
Q4 		$800K Buy
80,541
+7,727
+11% +$77.3K ﹤0.01% 4299
2025
Q3 		$722K Buy
72,814
+16,501
+29% +$163K ﹤0.01% 4316
2025
Q2 		$566K Sell
56,313
-1,239
-2% -$12.1K ﹤0.01% 4276
2025
Q1 		$566K Buy
57,552
+2,311
+4% +$22.6K ﹤0.01% 4053
2024
Q4 		$520K Sell
55,241
-6,762
-11% -$65.4K ﹤0.01% 4060
2024
Q3 		$623K Buy
62,003
+3,335
+6% +$33.6K ﹤0.01% 3818
2024
Q2 		$575K Sell
58,668
-3,566
-6% -$33.4K ﹤0.01% 3749
2024
Q1 		$588K Sell
62,234
-423
-0.7% -$3.94K ﹤0.01% 3641
2023
Q4 		$576K Sell
62,657
-6,335
-9% -$55.5K ﹤0.01% 3556
2023
Q3 		$593K Sell
68,992
-2,387
-3% -$22.1K ﹤0.01% 3336
2023
Q2 		$673K Sell
71,379
-92
-0.1% -$875 ﹤0.01% 3192
2023
Q1 		$669K Sell
71,471
-12,288
-15% -$117K ﹤0.01% 3107
2022
Q4 		$787K Buy
83,759
+5,591
+7% +$49.9K ﹤0.01% 2835
2022
Q3 		$679K Sell
78,168
-8,407
-10% -$77.9K ﹤0.01% 2864
2022
Q2 		$802K Buy
86,575
+19,582
+29% +$185K ﹤0.01% 2775
2022
Q1 		$671K Buy
66,993
+13,223
+25% +$140K ﹤0.01% 2950
2021
Q4 		$616K Buy
53,770
+366
+0.7% +$4.29K ﹤0.01% 3095
2021
Q3 		$641K Buy
53,404
+1,732
+3% +$20.6K ﹤0.01% 3000
2021
Q2 		$611K Sell
51,672
-729
-1% -$8.46K ﹤0.01% 2980
2021
Q1 		$599K Sell
52,401
-8,488
-14% -$96.5K ﹤0.01% 2867
2020
Q4 		$694K Sell
60,889
-66
-0.1% -$747 ﹤0.01% 2475
2020
Q3 		$725K Buy
60,955
+1,805
+3% +$20.7K ﹤0.01% 2179
2020
Q2 		$633K Buy
59,150
+27
+0% +$283 ﹤0.01% 2175
2020
Q1 		$668K Sell
59,123
-1,883
-3% -$21.2K ﹤0.01% 1896
2019
Q4 		$688K Buy
61,006
+3,630
+6% +$41.2K ﹤0.01% 2111
2019
Q3 		$660K Sell
57,376
-5,756
-9% -$65.7K ﹤0.01% 2052
2019
Q2 		$710K Sell
63,132
-30,497
-33% -$337K ﹤0.01% 1982
2019
Q1 		$1.02M Sell
93,629
-12,793
-12% -$136K ﹤0.01% 1637
2018
Q4 		$1.08M Buy
106,422
+53,780
+102% +$546K ﹤0.01% 1478
2018
Q3 		$537K Buy
52,642
+23,159
+79% +$252K ﹤0.01% 2173
2018
Q2 		$333K Buy
29,483
+19,005
+181% +$214K ﹤0.01% 2559
2018
Q1 		$122K Buy
10,478
+368
+4% +$4.16K ﹤0.01% 3054
2017
Q4 		$117K Buy
10,110
+18
+0.2% +$209 ﹤0.01% 2915
2017
Q3 		$116K Buy
+10,092
New +$118K ﹤0.01% 2764
2017
Q2 		– Sell
-24,099
Closed -$308K – 2921
2017
Q1 		$308K Sell
24,099
-5,743
-19% -$66.1K ﹤0.01% 2174
2016
Q4 		$334K Buy
29,842
+3,234
+12% +$38.2K ﹤0.01% 2075
2016
Q3 		$336K Sell
26,608
-199
-0.7% -$2.52K ﹤0.01% 2038
2016
Q2 		$348K Sell
26,807
-32,816
-55% -$414K ﹤0.01% 1963
2016
Q1 		$745K Sell
59,623
-3,015
-5% -$37.4K ﹤0.01% 1886
2015
Q4 		$765K Buy
62,638
+32,031
+105% +$355K ﹤0.01% 1895
2015
Q3 		$329K Sell
30,607
-381
-1% -$4.11K ﹤0.01% 2132
2015
Q2 		$345K Buy
30,988
+5,599
+22% +$66.1K ﹤0.01% 2193
2015
Q1 		$307K Buy
25,389
+96
+0.4% +$1.15K ﹤0.01% 2232
2014
Q4 		$301K Sell
25,293
-1,100
-4% -$12.5K ﹤0.01% 2156
2014
Q3 		$289K Sell
26,393
-5,144
-16% -$56.8K ﹤0.01% 2200
2014
Q2 		$348K Buy
31,537
+139
+0.4% +$1.57K ﹤0.01% 2083
2014
Q1 		$351K Sell
31,398
-8,956
-22% -$98.3K ﹤0.01% 2031
2013
Q4 		$409K Sell
40,354
-2,112
-5% -$21.1K ﹤0.01% 1872
2013
Q3 		$419K Buy
42,466
+9,353
+28% +$94.2K ﹤0.01% 1776
2013
Q2 		$357K Buy
+33,113
New +$388K ﹤0.01% 1780

Other funds holding NMI

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

LPL Financial's NMI Position: Q1 2026 in Review

LPL Financial increased its Nuveen Municipal Income (NMI) stake by 10% in Q1 2026, buying an estimated $83.8K and bringing the position to 88,897 shares worth $929K. The position accounts for ﹤0.01% of the portfolio, ranked #4254.

LPL Financial first reported a position in NMI in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.08M in Q4 2018. 34 funds tracked by Wall St. Rank hold NMI as of Q1 2026.

  • LPL Financial held 88,897 shares of Nuveen Municipal Income worth $929K as of Q1 2026.
  • LPL Financial bought 8,356 Nuveen Municipal Income shares in Q1 2026, an estimated $83.8K.
  • Nuveen Municipal Income made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4254 holding.
  • LPL Financial first reported a position in Nuveen Municipal Income in Q2 2013 and has held it in 51 quarters since.
  • LPL Financial's Nuveen Municipal Income position peaked at $1.08M in Q4 2018.
  • 34 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.