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Nuveen Municipal Income (NMI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares249,179 from 209,716
Change+39,463 (+19%)
Value$2.3M (+$16.3K)
Filed 2026-10-13
LPL Financial LLC
INCREASED
Shares118,957 from 90,085
Change+28,872 (+32%)
Value$1.1M (+$118.3K)
Filed 2026-11-06
Avior Wealth Management, LLC
INCREASED
Shares34,360 from 20,370
Change+13,990 (+69%)
Value$320.9K (+$96.4K)
Filed 2026-10-13
Jacobi Capital Management LLC
INCREASED
Shares27,542 from 27,374
Change+168 (+1%)
Value$257.2K (-$44.4K)
Filed 2026-11-05
Fortitude Advisory Group L.L.C.
UNCHANGED
Shares26,920 from 26,920
Change0 (0%)
Value$251.4K (-$45.2K)
Filed 2026-10-15
Truist Financial Corp
INCREASED
Shares26,343 from 25,996
Change+347 (+1%)
Value$246.0K (-$40.4K)
Filed 2026-10-30
Commonwealth Equity Services, LLC
INCREASED
Shares24,858 from 24,667
Change+191 (+1%)
Value$232.2K (-$39.7K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares24,840 from 24,705
Change+135 (+1%)
Value$232.0K (-$40.2K)
Filed 2026-11-02
Community Bank & Trust, Waco, Texas
UNCHANGED
Shares11,799 from 11,799
Change0 (0%)
Value$110 (-$129.9K)
Filed 2026-10-19
Wedbush Securities Inc
UNCHANGED
Shares11,609 from 11,609
Change0 (0%)
Value$108 (-$127.9K)
Filed 2026-10-22
Wespac Advisors, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$93.4K (-$16.8K)
Filed 2026-10-26
Private Trust Co NA
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$93.4K (-$16.8K)
Filed 2026-10-20
Harbor Investment Advisory, LLC
UNCHANGED
Shares2,975 from 2,975
Change0 (0%)
Value$27.8K (-$5.0K)
Filed 2026-10-13
Rothwell Investment Advisors, LLC
NEW
Shares778
Change+778
Value$7.3K
Filed 2026-11-06
Apollon Financial, LLC
CLOSED
Shares0 from 15,600
Change-15,600 (-100%)
Value$0 (-$171.9K)
Filed 2026-10-23
Jones Financial Companies Lllp
N/A
Shares— from 736,580
Change-736,580 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 276,683
Change-276,683 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 121,328
Change-121,328 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 90,335
Change-90,335 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 55,383
Change-55,383 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 48,568
Change-48,568 (-100%)
Value—
UBS Group AG
N/A
Shares— from 42,945
Change-42,945 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 37,115
Change-37,115 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 36,800
Change-36,800 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 33,948
Change-33,948 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 23,875
Change-23,875 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 18,793
Change-18,793 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 12,664
Change-12,664 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 11,824
Change-11,824 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 10,264
Change-10,264 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 6,360
Change-6,360 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 6,250
Change-6,250 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,915
Change-1,915 (-100%)
Value—
Status
Hennion & Walsh Asset Management, Inc.
INCREASED249,179209,716+39,463+19%$2.3M$2.3M+$16.3K2026-10-13
LPL Financial LLC
INCREASED118,95790,085+28,872+32%$992.7K$1.1M+$118.3K2026-11-06
Avior Wealth Management, LLC
INCREASED34,36020,370+13,990+69%$224.5K$320.9K+$96.4K2026-10-13
Jacobi Capital Management LLC
INCREASED27,54227,374+168+1%$301.7K$257.2K-$44.4K2026-11-05
Fortitude Advisory Group L.L.C.
UNCHANGED26,92026,92000%$296.7K$251.4K-$45.2K2026-10-15
Truist Financial Corp
INCREASED26,34325,996+347+1%$286.5K$246.0K-$40.4K2026-10-30
Commonwealth Equity Services, LLC
INCREASED24,85824,667+191+1%$271.8K$232.2K-$39.7K2026-11-02
Kestra Advisory Services, LLC
INCREASED24,84024,705+135+1%$272.2K$232.0K-$40.2K2026-11-02
Community Bank & Trust, Waco, Texas
UNCHANGED11,79911,79900%$130.0K$110-$129.9K2026-10-19
Wedbush Securities Inc
UNCHANGED11,60911,60900%$128.0K$108-$127.9K2026-10-22
Wespac Advisors, LLC
UNCHANGED10,00010,00000%$110.2K$93.4K-$16.8K2026-10-26
Private Trust Co NA
UNCHANGED10,00010,00000%$110.2K$93.4K-$16.8K2026-10-20
Harbor Investment Advisory, LLC
UNCHANGED2,9752,97500%$32.8K$27.8K-$5.0K2026-10-13
Rothwell Investment Advisors, LLC
NEW778—+778——$7.3K—2026-11-06
Apollon Financial, LLC
CLOSED015,600-15,600-100%$171.9K$0-$171.9K2026-10-23
Jones Financial Companies Lllp
N/A—736,580-736,580-100%$8.1M———
World Investment Advisors
N/A—276,683-276,683-100%$2.9M———
Guggenheim Capital LLC
N/A—121,328-121,328-100%$1.3M———
Morgan Stanley
N/A—90,335-90,335-100%$995.5K———
Cetera Investment Advisers
N/A—55,383-55,383-100%$610.3K———
Osaic Holdings, Inc.
N/A—48,568-48,568-100%$535.1K———
UBS Group AG
N/A—42,945-42,945-100%$473.3K———
OneDigital Investment Advisors LLC
N/A—37,115-37,115-100%$409.0K———
Wells Fargo & Company
N/A—36,800-36,800-100%$405.5K———
Envestnet Asset Management Inc
N/A—33,948-33,948-100%$374.1K———
Ameriprise Financial Inc
N/A—23,875-23,875-100%$263.1K———
Janney Montgomery Scott LLC
N/A—18,793-18,793-100%$207.0K———
Raymond James Financial Inc
N/A—12,664-12,664-100%$139.6K———
Astoria Portfolio Advisors Llc.
N/A—11,824-11,824-100%$130.3K———
URS Advisory LLC
N/A—10,264-10,264-100%$113.1K———
Arax Advisory Partners
N/A—6,360-6,360-100%$70.1K———
Royal Bank of Canada
N/A—6,250-6,250-100%$69.0K———
Steward Partners Investment Advisory, LLC
N/A—3,300-3,300-100%$36.4K———
Ameritas Advisory Services, LLC
N/A—2,000-2,000-100%$22.0K———
Rockefeller Capital Management L.P.
N/A—1,915-1,915-100%$21.1K———
Showing 35 of 35 institutions