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Nuveen NJ Qlty Muni Inc (NXJ)

Q4 2025 vs Q1 2026

Comparing institutional holders between quarters

Quarters

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
J.W. Cole Advisors, Inc.
INCREASED
Shares793,054 from 717,853
Change+75,201 (+10%)
Value$9.8M (+$9.7M)
Filed 2026-04-23
Morgan Stanley
DECREASED
Shares760,293 from 776,533
Change-16,240 (-2%)
Value$9.4M (-$463.8K)
Filed 2026-05-15
Bank of America Corp
DECREASED
Shares447,250 from 457,051
Change-9,801 (-2%)
Value$5.5M (-$276.0K)
Filed 2026-05-18
Raymond James Financial Inc
INCREASED
Shares424,986 from 365,396
Change+59,590 (+16%)
Value$5.2M (+$608.7K)
Filed 2026-05-14
Cetera Investment Advisers
INCREASED
Shares346,509 from 337,818
Change+8,691 (+3%)
Value$4.3M (-$8.0K)
Filed 2026-05-13
Guggenheim Capital LLC
DECREASED
Shares333,212 from 393,702
Change-60,490 (-15%)
Value$4.1M (-$877.9K)
Filed 2026-05-15
SIT Investment Associates Inc
NEW
Shares265,380
Change+265,380
Value$3.3K
Filed 2026-05-13
Wells Fargo & Company
DECREASED
Shares254,979 from 256,675
Change-1,696 (-1%)
Value$3.1M (-$108.1K)
Filed 2026-07-08
Commonwealth Equity Services, LLC
INCREASED
Shares178,412 from 159,223
Change+19,189 (+12%)
Value$2.2M (+$181.9K)
Filed 2026-04-27
Equitable Holdings, Inc.
DECREASED
Shares147,029 from 153,301
Change-6,272 (-4%)
Value$1.9M (-$79.3K)
Filed 2026-05-15
SAX Wealth Advisors, LLC
UNCHANGED
Shares128,142 from 128,142
Change0 (0%)
Value$1.6M ($0)
Filed 2026-04-08
Strategic Advisors LLC
UNCHANGED
Shares116,446 from 116,446
Change0 (0%)
Value$1.4M (-$66.4K)
Filed 2026-05-14
LPL Financial LLC
INCREASED
Shares115,428 from 110,014
Change+5,414 (+5%)
Value$1.4M (+$29.2K)
Filed 2026-05-06
BCS Private Wealth Management, Inc.
UNCHANGED
Shares110,450 from 110,450
Change0 (0%)
Value$1.4M (-$28.9K)
Filed 2026-04-21
Royal Bank of Canada
INCREASED
Shares93,082 from 92,573
Change+509 (+1%)
Value$1.1M (-$25.0K)
Filed 2026-05-15
UBS Group AG
DECREASED
Shares89,334 from 91,356
Change-2,022 (-2%)
Value$1.1M (-$55.9K)
Filed 2026-05-05
Breakwater Capital Group
DECREASED
Shares87,564 from 90,349
Change-2,785 (-3%)
Value$1.1M (-$65.0K)
Filed 2026-04-20
North Ground Capital
DECREASED
Shares62,639 from 112,826
Change-50,187 (-44%)
Value$770.5K (-$655.7K)
Filed 2026-05-11
Osaic Holdings, Inc.
INCREASED
Shares55,274 from 32,151
Change+23,123 (+72%)
Value$679.9K (+$273.5K)
Filed 2026-05-15
Ameriprise Financial Inc
NEW
Shares43,376
Change+43,376
Value$533.5K
Filed 2026-07-17
NewEdge Advisors, LLC
INCREASED
Shares38,635 from 37,623
Change+1,012 (+3%)
Value$475.2K (-$345)
Filed 2026-06-03
RMR Wealth Builders
DECREASED
Shares38,176 from 38,378
Change-202 (-1%)
Value$472.6K (-$12.5K)
Filed 2026-04-22
Nations Financial Group Inc,
INCREASED
Shares32,141 from 31,299
Change+842 (+3%)
Value$395.3K (-$281)
Filed 2026-04-15
Wealth Effects LLC
UNCHANGED
Shares31,300 from 31,300
Change0 (0%)
Value$385.0K (-$10.6K)
Filed 2026-04-21
Yakira Capital Management, Inc.
NEW
Shares29,590
Change+29,590
Value$364.0K
Filed 2026-05-14
Stifel Financial Corp
DECREASED
Shares26,513 from 26,705
Change-192 (-1%)
Value$326.1K (-$11.4K)
Filed 2026-05-12
HighTower Advisors, LLC
INCREASED
Shares25,892 from 24,291
Change+1,601 (+7%)
Value$318.5K (+$11.4K)
Filed 2026-05-05
NCM Capital Management, LLC
UNCHANGED
Shares25,853 from 25,853
Change0 (0%)
Value$318.0K (-$8.8K)
Filed 2026-05-15
Sykon Capital LLC
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$307.5K (-$8.5K)
Filed 2026-04-22
Focus Partners Advisor Solutions, LLC
NEW
Shares24,184
Change+24,184
Value$297.5K
Filed 2026-05-13
Omni 360 Wealth, Inc.
DECREASED
Shares24,184 from 24,588
Change-404 (-2%)
Value$297.5K (-$13.6K)
Filed 2026-04-13
Peapack Gladstone Financial Corp
UNCHANGED
Shares22,936 from 22,936
Change0 (0%)
Value$282 (-$8)
Filed 2026-05-15
Oppenheimer & Co Inc
INCREASED
Shares21,116 from 19,911
Change+1,205 (+6%)
Value$259.7K (+$8.1K)
Filed 2026-04-24
Alpine Global Management, LLC
NEW
Shares20,629
Change+20,629
Value$253.7K
Filed 2026-05-15
Northwestern Mutual Wealth Management Co
INCREASED
Shares19,754 from 19,584
Change+170 (+1%)
Value$243.0K (-$4.6K)
Filed 2026-05-07
White Knight Strategic Wealth Advisors, LLC
NEW
Shares19,450
Change+19,450
Value$239.2K
Filed 2026-05-15
Evolve Private Wealth, LLC
DECREASED
Shares16,672 from 16,888
Change-216 (-1%)
Value$205.1K (-$8.4K)
Filed 2026-04-16
Corient Private Wealth LP
DECREASED
Shares15,762 from 24,784
Change-9,022 (-36%)
Value$117.5K (-$195.8K)
Filed 2026-05-15
Wealth Management Associates, Inc.
DECREASED
Shares15,732 from 17,528
Change-1,796 (-10%)
Value$193.5K (-$28.0K)
Filed 2026-05-13
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares15,357 from 15,357
Change0 (0%)
Value$188.9K (-$5.2K)
Filed 2026-04-22
Cary Street Partners Financial LLC
UNCHANGED
Shares15,276 from 15,276
Change0 (0%)
Value$187.9K (-$5.2K)
Filed 2026-04-29
Pine Valley Investments Ltd Liability Co
UNCHANGED
Shares14,350 from 14,350
Change0 (0%)
Value$177.4K (-$4.0K)
Filed 2026-06-08
Regal Investment Advisors LLC
DECREASED
Shares12,892 from 16,962
Change-4,070 (-24%)
Value$158.6K (-$55.8K)
Filed 2026-05-14
David J Yvars Group
UNCHANGED
Shares12,808 from 12,808
Change0 (0%)
Value$157.5K (-$4.4K)
Filed 2026-04-08
Private Advisor Group, LLC
INCREASED
Shares12,637 from 12,604
Change+33 (+0%)
Value$155.4K (-$3.9K)
Filed 2026-04-27
Green Ridge Wealth Planning LLC
DECREASED
Shares11,500 from 13,000
Change-1,500 (-12%)
Value$141.5K (-$22.9K)
Filed 2026-04-10
Closed-End Fund Advisors, Inc.
UNCHANGED
Shares10,849 from 10,849
Change0 (0%)
Value$133.4K (-$3.7K)
Filed 2026-05-11
Joel Isaacson & Co., LLC
UNCHANGED
Shares10,800 from 10,800
Change0 (0%)
Value$132.8K (-$3.7K)
Filed 2026-04-23
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares10,282 from 10,260
Change+22 (+0%)
Value$126 (-$4)
Filed 2026-04-30
Steward Partners Investment Advisory, LLC
INCREASED
Shares10,047 from 9,149
Change+898 (+10%)
Value$123.6K (+$7.9K)
Filed 2026-05-08
Bogart Wealth, LLC
UNCHANGED
Shares2,936 from 2,936
Change0 (0%)
Value$36.1K (-$998)
Filed 2026-04-28
Rockefeller Capital Management L.P.
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$30.8K (-$850)
Filed 2026-05-14
Princeton Global Asset Management LLC
UNCHANGED
Shares2,060 from 2,060
Change0 (0%)
Value$25.3K (-$700)
Filed 2026-04-22
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares1,133 from 1,380
Change-247 (-18%)
Value$13.9K (-$3.5K)
Filed 2026-05-11
Penserra Capital Management LLC
NEW
Shares1,114
Change+1,114
Value$13
Filed 2026-05-11
MAI Capital Management
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$12.3K (-$340)
Filed 2026-05-15
Private Trust Co NA
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$12.3K (-$340)
Filed 2026-04-30
BFC Planning, Inc.
UNCHANGED
Shares674 from 674
Change0 (0%)
Value$8.3K (-$229)
Filed 2026-10-29
Berthel, Fisher & Company Financial Services, Inc.
UNCHANGED
Shares674 from 674
Change0 (0%)
Value$8.3K (-$229)
Filed 2026-10-30
FNY Investment Advisers, LLC
NEW
Shares500
Change+500
Value$6
Filed 2026-04-15
International Assets Investment Management, LLC
UNCHANGED
Shares421 from 421
Change0 (0%)
Value$5.2K (-$92)
Filed 2026-05-01
BlackRock, Inc.
NEW
Shares347
Change+347
Value$4.3K
Filed 2026-05-13
WPG Advisers, LLC
DECREASED
Shares314 from 384
Change-70 (-18%)
Value$3.9K (-$992)
Filed 2026-04-30
Prestige Wealth Management Group LLC
UNCHANGED
Shares288 from 288
Change0 (0%)
Value$3.6K (-$75)
Filed 2026-05-13
Smartleaf Asset Management LLC
UNCHANGED
Shares144 from 144
Change0 (0%)
Value$1.7K (-$97)
Filed 2026-05-15
Fifth Third Bancorp
NEW
Shares46
Change+46
Value$561
Filed 2026-05-01
Robinson Capital Management, LLC
CLOSED
Shares0 from 371,039
Change-371,039 (-100%)
Value$0 (-$4.7M)
Filed 2026-05-11
HBK Sorce Advisory LLC
CLOSED
Shares0 from 17,226
Change-17,226 (-100%)
Value$0 (-$214.3K)
Filed 2026-05-11
Jane Street Group, LLC
CLOSED
Shares0 from 13,736
Change-13,736 (-100%)
Value$0 (-$173.6K)
Filed 2026-05-12
Kestra Advisory Services, LLC
CLOSED
Shares0 from 4,235
Change-4,235 (-100%)
Value$0 (-$53.5K)
Filed 2026-04-30
Concord Wealth Partners
CLOSED
Shares0 from 2,046
Change-2,046 (-100%)
Value$0 (-$25.9K)
Filed 2026-05-01
Mpwm Advisory Solutions, LLC
CLOSED
Shares0 from 493
Change-493 (-100%)
Value$0 (-$6.2K)
Filed 2026-05-13
Focus Partners Wealth
DECREASED
Shares0 from 29,303
Change-29,303 (-100%)
Value$293.0K (-$70.7K)
Filed 2026-05-15
Global Retirement Partners, LLC
N/A
Shares— from 3,166
Change-3,166 (-100%)
Value—
Comerica Bank
N/A
Shares— from 56
Change-56 (-100%)
Value—
Atlantic Trust Group, LLC
N/A
Shares— from 0
Change0
Value—
Status
J.W. Cole Advisors, Inc.
INCREASED793,054717,853+75,201+10%$68.3K$9.8M+$9.7M2026-04-23
Morgan Stanley
DECREASED760,293776,533-16,240-2%$9.8M$9.4M-$463.8K2026-05-15
Bank of America Corp
DECREASED447,250457,051-9,801-2%$5.8M$5.5M-$276.0K2026-05-18
Raymond James Financial Inc
INCREASED424,986365,396+59,590+16%$4.6M$5.2M+$608.7K2026-05-14
Cetera Investment Advisers
INCREASED346,509337,818+8,691+3%$4.3M$4.3M-$8.0K2026-05-13
Guggenheim Capital LLC
DECREASED333,212393,702-60,490-15%$5.0M$4.1M-$877.9K2026-05-15
SIT Investment Associates Inc
NEW265,380—+265,380——$3.3K—2026-05-13
Wells Fargo & Company
DECREASED254,979256,675-1,696-1%$3.2M$3.1M-$108.1K2026-07-08
Commonwealth Equity Services, LLC
INCREASED178,412159,223+19,189+12%$2.0M$2.2M+$181.9K2026-04-27
Equitable Holdings, Inc.
DECREASED147,029153,301-6,272-4%$1.9M$1.9M-$79.3K2026-05-15
SAX Wealth Advisors, LLC
UNCHANGED128,142128,14200%$1.6M$1.6M$02026-04-08
Strategic Advisors LLC
UNCHANGED116,446116,44600%$1.5M$1.4M-$66.4K2026-05-14
LPL Financial LLC
INCREASED115,428110,014+5,414+5%$1.4M$1.4M+$29.2K2026-05-06
BCS Private Wealth Management, Inc.
UNCHANGED110,450110,45000%$1.4M$1.4M-$28.9K2026-04-21
Royal Bank of Canada
INCREASED93,08292,573+509+1%$1.2M$1.1M-$25.0K2026-05-15
UBS Group AG
DECREASED89,33491,356-2,022-2%$1.2M$1.1M-$55.9K2026-05-05
Breakwater Capital Group
DECREASED87,56490,349-2,785-3%$1.1M$1.1M-$65.0K2026-04-20
North Ground Capital
DECREASED62,639112,826-50,187-44%$1.4M$770.5K-$655.7K2026-05-11
Osaic Holdings, Inc.
INCREASED55,27432,151+23,123+72%$406.4K$679.9K+$273.5K2026-05-15
Ameriprise Financial Inc
NEW43,376—+43,376——$533.5K—2026-07-17
NewEdge Advisors, LLC
INCREASED38,63537,623+1,012+3%$475.6K$475.2K-$3452026-06-03
RMR Wealth Builders
DECREASED38,17638,378-202-1%$485.1K$472.6K-$12.5K2026-04-22
Nations Financial Group Inc,
INCREASED32,14131,299+842+3%$395.6K$395.3K-$2812026-04-15
Wealth Effects LLC
UNCHANGED31,30031,30000%$395.6K$385.0K-$10.6K2026-04-21
Yakira Capital Management, Inc.
NEW29,590—+29,590——$364.0K—2026-05-14
Stifel Financial Corp
DECREASED26,51326,705-192-1%$337.6K$326.1K-$11.4K2026-05-12
HighTower Advisors, LLC
INCREASED25,89224,291+1,601+7%$307.0K$318.5K+$11.4K2026-05-05
NCM Capital Management, LLC
UNCHANGED25,85325,85300%$326.8K$318.0K-$8.8K2026-05-15
Sykon Capital LLC
UNCHANGED25,00025,00000%$316.0K$307.5K-$8.5K2026-04-22
Focus Partners Advisor Solutions, LLC
NEW24,184—+24,184——$297.5K—2026-05-13
Omni 360 Wealth, Inc.
DECREASED24,18424,588-404-2%$311.0K$297.5K-$13.6K2026-04-13
Peapack Gladstone Financial Corp
UNCHANGED22,93622,93600%$290$282-$82026-05-15
Oppenheimer & Co Inc
INCREASED21,11619,911+1,205+6%$251.7K$259.7K+$8.1K2026-04-24
Alpine Global Management, LLC
NEW20,629—+20,629——$253.7K—2026-05-15
Northwestern Mutual Wealth Management Co
INCREASED19,75419,584+170+1%$247.5K$243.0K-$4.6K2026-05-07
White Knight Strategic Wealth Advisors, LLC
NEW19,450—+19,450——$239.2K—2026-05-15
Evolve Private Wealth, LLC
DECREASED16,67216,888-216-1%$213.5K$205.1K-$8.4K2026-04-16
Corient Private Wealth LP
DECREASED15,76224,784-9,022-36%$313.3K$117.5K-$195.8K2026-05-15
Wealth Management Associates, Inc.
DECREASED15,73217,528-1,796-10%$221.6K$193.5K-$28.0K2026-05-13
Smallwood Wealth Investment Management, LLC
UNCHANGED15,35715,35700%$194.1K$188.9K-$5.2K2026-04-22
Cary Street Partners Financial LLC
UNCHANGED15,27615,27600%$193.1K$187.9K-$5.2K2026-04-29
Pine Valley Investments Ltd Liability Co
UNCHANGED14,35014,35000%$181.4K$177.4K-$4.0K2026-06-08
Regal Investment Advisors LLC
DECREASED12,89216,962-4,070-24%$214.4K$158.6K-$55.8K2026-05-14
David J Yvars Group
UNCHANGED12,80812,80800%$161.9K$157.5K-$4.4K2026-04-08
Private Advisor Group, LLC
INCREASED12,63712,604+33+0%$159.3K$155.4K-$3.9K2026-04-27
Green Ridge Wealth Planning LLC
DECREASED11,50013,000-1,500-12%$164.3K$141.5K-$22.9K2026-04-10
Closed-End Fund Advisors, Inc.
UNCHANGED10,84910,84900%$137.1K$133.4K-$3.7K2026-05-11
Joel Isaacson & Co., LLC
UNCHANGED10,80010,80000%$136.5K$132.8K-$3.7K2026-04-23
Cambridge Investment Research Advisors, Inc.
INCREASED10,28210,260+22+0%$130$126-$42026-04-30
Steward Partners Investment Advisory, LLC
INCREASED10,0479,149+898+10%$115.6K$123.6K+$7.9K2026-05-08
Bogart Wealth, LLC
UNCHANGED2,9362,93600%$37.1K$36.1K-$9982026-04-28
Rockefeller Capital Management L.P.
UNCHANGED2,5002,50000%$31.6K$30.8K-$8502026-05-14
Princeton Global Asset Management LLC
UNCHANGED2,0602,06000%$26.0K$25.3K-$7002026-04-22
Pinnacle Wealth Planning Services, Inc.
DECREASED1,1331,380-247-18%$17.4K$13.9K-$3.5K2026-05-11
Penserra Capital Management LLC
NEW1,114—+1,114——$13—2026-05-11
MAI Capital Management
UNCHANGED1,0001,00000%$12.6K$12.3K-$3402026-05-15
Private Trust Co NA
UNCHANGED1,0001,00000%$12.6K$12.3K-$3402026-04-30
BFC Planning, Inc.
UNCHANGED67467400%$8.5K$8.3K-$2292026-10-29
Berthel, Fisher & Company Financial Services, Inc.
UNCHANGED67467400%$8.5K$8.3K-$2292026-10-30
FNY Investment Advisers, LLC
NEW500—+500——$6—2026-04-15
International Assets Investment Management, LLC
UNCHANGED42142100%$5.3K$5.2K-$922026-05-01
BlackRock, Inc.
NEW347—+347——$4.3K—2026-05-13
WPG Advisers, LLC
DECREASED314384-70-18%$4.9K$3.9K-$9922026-04-30
Prestige Wealth Management Group LLC
UNCHANGED28828800%$3.6K$3.6K-$752026-05-13
Smartleaf Asset Management LLC
UNCHANGED14414400%$1.8K$1.7K-$972026-05-15
Fifth Third Bancorp
NEW46—+46——$561—2026-05-01
Robinson Capital Management, LLC
CLOSED0371,039-371,039-100%$4.7M$0-$4.7M2026-05-11
HBK Sorce Advisory LLC
CLOSED017,226-17,226-100%$214.3K$0-$214.3K2026-05-11
Jane Street Group, LLC
CLOSED013,736-13,736-100%$173.6K$0-$173.6K2026-05-12
Kestra Advisory Services, LLC
CLOSED04,235-4,235-100%$53.5K$0-$53.5K2026-04-30
Concord Wealth Partners
CLOSED02,046-2,046-100%$25.9K$0-$25.9K2026-05-01
Mpwm Advisory Solutions, LLC
CLOSED0493-493-100%$6.2K$0-$6.2K2026-05-13
Focus Partners Wealth
DECREASED029,303-29,303-100%$363.7K$293.0K-$70.7K2026-05-15
Global Retirement Partners, LLC
N/A—3,166-3,166-100%$40.0K———
Comerica Bank
N/A—56-56-100%$705———
Atlantic Trust Group, LLC
N/A—00—$6———
Showing 76 of 76 institutions