Rockefeller Capital Management
NMI icon

Rockefeller Capital Management’s Nuveen Municipal Income NMI Stock Holding History

Rockefeller Capital Management’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 		$22.9K Hold
2,190
– – ﹤0.01% 3656
2025
Q4 		$21.7K Hold
2,190
– – ﹤0.01% 3480
2025
Q3 		$21.7K Buy
+2,190
New +$21.6K ﹤0.01% 3321
2023
Q1 		– Sell
-2,000
Closed -$18K – 3213
2022
Q4 		$18K Hold
2,000
– – ﹤0.01% 2846
2022
Q3 		$17K Buy
+2,000
New +$18.5K ﹤0.01% 2848

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WIA
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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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Rockefeller Capital Management's NMI Position: Q1 2026 in Review

Rockefeller Capital Management held its Nuveen Municipal Income (NMI) position steady in Q1 2026 at 2,190 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3656.

Rockefeller Capital Management first reported a position in NMI in Q3 2022 and has held it in 5 quarters since. 34 funds tracked by Wall St. Rank hold NMI as of Q1 2026.

  • Rockefeller Capital Management held 2,190 shares of Nuveen Municipal Income worth $22.9K as of Q1 2026.
  • Rockefeller Capital Management left its Nuveen Municipal Income share count unchanged in Q1 2026.
  • Nuveen Municipal Income made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3656 holding.
  • Rockefeller Capital Management first reported a position in Nuveen Municipal Income in Q3 2022 and has held it in 5 quarters since.
  • 34 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.