RIL
NMI icon

Rothschild Investment LLC’s Nuveen Municipal Income NMI Stock Holding History

Rothschild Investment LLC’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
2025
Q3 		– Sell
-50,000
Closed -$503K – 3212
2025
Q2 		$503K Hold
50,000
– – 0.03% 338
2025
Q1 		$492K Hold
50,000
– – 0.03% 336
2024
Q4 		$471K Hold
50,000
– – 0.03% 355
2024
Q3 		$502K Hold
50,000
– – 0.03% 343
2024
Q2 		$490K Hold
50,000
– – 0.03% 333
2024
Q1 		$473K Hold
50,000
– – 0.03% 333
2023
Q4 		$460K Buy
+50,000
New +$438K 0.04% 289

Other funds holding NMI

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $222M AUM 33.23% 1-Year Est. Return

Rothschild Investment LLC's NMI Position: Q3 2025 in Review

Rothschild Investment LLC sold out of Nuveen Municipal Income (NMI) in Q3 2025, closing a stake of 50,000 shares — an estimated $503K sold.

Rothschild Investment LLC first reported a position in NMI in Q4 2023 and held it in 7 quarters. The position peaked at $503K in Q2 2025. 26 funds tracked by Wall St. Rank hold NMI as of Q3 2025.

  • Rothschild Investment LLC reported no remaining Nuveen Municipal Income position as of Q3 2025 after selling out during the quarter.
  • Rothschild Investment LLC sold 50,000 Nuveen Municipal Income shares in Q3 2025, an estimated $503K.
  • Rothschild Investment LLC first reported a position in Nuveen Municipal Income in Q4 2023 and held it in 7 quarters.
  • Rothschild Investment LLC's Nuveen Municipal Income position peaked at $503K in Q2 2025.
  • 26 funds tracked by Wall St. Rank held Nuveen Municipal Income as of Q3 2025.

Based on Rothschild Investment LLC's 13F filing for Q3 2025, filed 7 Nov 2025.