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Nuveen Ohio Qlty MUN Income

Q1 2023 vs Q2 2023

Comparing institutional holders between quarters

Quarters

Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
IFP Advisors, Inc
DECREASED
Shares53,422 from 123,481
Change-70,059 (-57%)
Value$676.3K (-$1.0M)
Filed 2023-08-14
Karpus Management, Inc.
CLOSED
Shares0 from 2,634,293
Change-2,634,293 (-100%)
Value$0 (-$33.5M)
Filed 2023-08-11
SIT Investment Associates Inc
CLOSED
Shares0 from 1,312,764
Change-1,312,764 (-100%)
Value$0 (-$16.7K)
Filed 2023-08-10
Allspring Global Investments Holdings, LLC
CLOSED
Shares0 from 277,093
Change-277,093 (-100%)
Value$0 (-$3.5M)
Filed 2023-07-24
Rivernorth Capital Management, LLC
CLOSED
Shares0 from 265,552
Change-265,552 (-100%)
Value$0 (-$3.4M)
Filed 2023-08-14
Morgan Stanley
CLOSED
Shares0 from 250,711
Change-250,711 (-100%)
Value$0 (-$3.2M)
Filed 2023-08-14
UBS Group AG
CLOSED
Shares0 from 158,970
Change-158,970 (-100%)
Value$0 (-$2.0M)
Filed 2023-08-11
Logan Stone Capital, LLC
CLOSED
Shares0 from 136,347
Change-136,347 (-100%)
Value$0 (-$1.7M)
Filed 2023-08-14
Wells Fargo & Company
CLOSED
Shares0 from 116,866
Change-116,866 (-100%)
Value$0 (-$1.5M)
Filed 2023-08-15
Matisse Capital
CLOSED
Shares0 from 112,900
Change-112,900 (-100%)
Value$0 (-$1.4M)
Filed 2023-08-02
Saba Capital Management, L.P.A
CLOSED
Shares0 from 106,920
Change-106,920 (-100%)
Value$0 (-$1.4M)
Filed 2023-08-14
Wolverine Asset Management LLC
CLOSED
Shares0 from 94,601
Change-94,601 (-100%)
Value$0 (-$1.2M)
Filed 2023-08-07
Stifel Financial Corp
CLOSED
Shares0 from 79,263
Change-79,263 (-100%)
Value$0 (-$1.0M)
Filed 2023-08-14
Bank of America Corp
CLOSED
Shares0 from 66,292
Change-66,292 (-100%)
Value$0 (-$842.6K)
Filed 2023-08-14
LPL Financial LLC
CLOSED
Shares0 from 58,811
Change-58,811 (-100%)
Value$0 (-$747.5K)
Filed 2023-07-31
Venture Visionary Partners LLC
CLOSED
Shares0 from 54,752
Change-54,752 (-100%)
Value$0 (-$695.9K)
Filed 2023-07-14
Dakota Wealth Management
CLOSED
Shares0 from 50,127
Change-50,127 (-100%)
Value$0 (-$637.1K)
Filed 2023-07-31
AQR Arbitrage LLC
CLOSED
Shares0 from 45,983
Change-45,983 (-100%)
Value$0 (-$584.4K)
Filed 2023-08-14
MGO One Seven LLC
CLOSED
Shares0 from 41,863
Change-41,863 (-100%)
Value$0 (-$532.1K)
Filed 2023-08-11
AHL Investment Management, Inc.
CLOSED
Shares0 from 41,735
Change-41,735 (-100%)
Value$0 (-$530.5K)
Filed 2023-07-19
Aviance Capital Partners, LLC
CLOSED
Shares0 from 39,494
Change-39,494 (-100%)
Value$0 (-$502.0K)
Filed 2023-08-04
Harbour Investments, Inc.
CLOSED
Shares0 from 24,236
Change-24,236 (-100%)
Value$0 (-$308.0K)
Filed 2023-08-15
Stratos Wealth Partners, Ltd.
CLOSED
Shares0 from 23,493
Change-23,493 (-100%)
Value$0 (-$298.6K)
Filed 2023-07-18
Krilogy Financial LLC
CLOSED
Shares0 from 21,000
Change-21,000 (-100%)
Value$0 (-$266.9K)
Filed 2023-07-19
Wesbanco Bank Inc
CLOSED
Shares0 from 20,948
Change-20,948 (-100%)
Value$0 (-$266)
Filed 2023-07-13
Wellspring Financial Advisors, LLC
CLOSED
Shares0 from 20,300
Change-20,300 (-100%)
Value$0 (-$258.0K)
Filed 2023-08-11
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 19,238
Change-19,238 (-100%)
Value$0 (-$244.5K)
Filed 2023-08-11
Wealth Dimensions Group, Ltd.
CLOSED
Shares0 from 18,990
Change-18,990 (-100%)
Value$0 (-$241.4K)
Filed 2023-08-14
Daymark Wealth Partners, LLC
CLOSED
Shares0 from 18,327
Change-18,327 (-100%)
Value$0 (-$232.9K)
Filed 2023-07-19
SkyView Investment Advisors, LLC
CLOSED
Shares0 from 18,177
Change-18,177 (-100%)
Value$0 (-$231)
Filed 2023-08-15
Osaic Holdings, Inc.
CLOSED
Shares0 from 16,987
Change-16,987 (-100%)
Value$0 (-$215.9K)
Filed 2023-08-21
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 16,805
Change-16,805 (-100%)
Value$0 (-$213)
Filed 2023-08-10
Kestra Advisory Services, LLC
CLOSED
Shares0 from 16,574
Change-16,574 (-100%)
Value$0 (-$210.7K)
Filed 2023-08-11
Prospera Financial Services Inc
CLOSED
Shares0 from 16,129
Change-16,129 (-100%)
Value$0 (-$205.0K)
Filed 2023-08-08
Walleye Capital LLC
CLOSED
Shares0 from 14,236
Change-14,236 (-100%)
Value$0 (-$180.9K)
Filed 2023-08-14
Raymond James Financial Services Advisors, Inc.
CLOSED
Shares0 from 13,687
Change-13,687 (-100%)
Value$0 (-$174.0K)
Filed 2023-07-25
Janney Montgomery Scott LLC
CLOSED
Shares0 from 12,194
Change-12,194 (-100%)
Value$0 (-$155)
Filed 2023-07-26
Atlas Wealth LLC
CLOSED
Shares0 from 10,351
Change-10,351 (-100%)
Value$0 (-$131.6K)
Filed 2023-08-08
James Investment Research, Inc.
CLOSED
Shares0 from 9,250
Change-9,250 (-100%)
Value$0 (-$118)
Filed 2023-08-07
Advisory Services Network, LLC
CLOSED
Shares0 from 8,397
Change-8,397 (-100%)
Value$0 (-$106.7K)
Filed 2023-08-09
Private Trust Co NA
CLOSED
Shares0 from 4,536
Change-4,536 (-100%)
Value$0 (-$57.7K)
Filed 2023-07-28
Royal Bank of Canada
CLOSED
Shares0 from 4,408
Change-4,408 (-100%)
Value$0 (-$56.0K)
Filed 2023-08-14
Fifth Third Bancorp
CLOSED
Shares0 from 4,362
Change-4,362 (-100%)
Value$0 (-$55.4K)
Filed 2023-07-26
Ancora Advisors LLCA
CLOSED
Shares0 from 3,000
Change-3,000 (-100%)
Value$0 (-$38.1K)
Filed 2023-08-14
Van Eck Associates Corp
CLOSED
Shares0 from 1,701
Change-1,701 (-100%)
Value$0 (-$22)
Filed 2023-08-03
JPMorgan Chase & Co
CLOSED
Shares0 from 1,448
Change-1,448 (-100%)
Value$0 (-$18.0K)
Filed 2023-08-11
Northwestern Mutual Wealth Management Co
CLOSED
Shares0 from 1,011
Change-1,011 (-100%)
Value$0 (-$12.9K)
Filed 2023-08-14
Northwest Investment Counselors, LLC
CLOSED
Shares0 from 790
Change-790 (-100%)
Value$0 (-$10.0K)
Filed 2023-07-11
Clearstead Advisors, LLC
CLOSED
Shares0 from 650
Change-650 (-100%)
Value$0 (-$8.3K)
Filed 2023-08-07
Bartlett & Co. LLC
CLOSED
Shares0 from 120
Change-120 (-100%)
Value$0 (-$2)
Filed 2023-07-14
Bartlett & Co. Wealth Management LLC
CLOSED
Shares0 from 120
Change-120 (-100%)
Value$0 (-$1.5K)
Filed 2024-02-14
FNY Investment Advisers, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$1)
Filed 2023-07-11
Proequities, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2023-08-10
Status
IFP Advisors, Inc
DECREASED53,422123,481-70,059-57%$1.7M$676.3K-$1.0M2023-08-14
Karpus Management, Inc.
CLOSED02,634,293-2,634,293-100%$33.5M$0-$33.5M2023-08-11
SIT Investment Associates Inc
CLOSED01,312,764-1,312,764-100%$16.7K$0-$16.7K2023-08-10
Allspring Global Investments Holdings, LLC
CLOSED0277,093-277,093-100%$3.5M$0-$3.5M2023-07-24
Rivernorth Capital Management, LLC
CLOSED0265,552-265,552-100%$3.4M$0-$3.4M2023-08-14
Morgan Stanley
CLOSED0250,711-250,711-100%$3.2M$0-$3.2M2023-08-14
UBS Group AG
CLOSED0158,970-158,970-100%$2.0M$0-$2.0M2023-08-11
Logan Stone Capital, LLC
CLOSED0136,347-136,347-100%$1.7M$0-$1.7M2023-08-14
Wells Fargo & Company
CLOSED0116,866-116,866-100%$1.5M$0-$1.5M2023-08-15
Matisse Capital
CLOSED0112,900-112,900-100%$1.4M$0-$1.4M2023-08-02
Saba Capital Management, L.P.A
CLOSED0106,920-106,920-100%$1.4M$0-$1.4M2023-08-14
Wolverine Asset Management LLC
CLOSED094,601-94,601-100%$1.2M$0-$1.2M2023-08-07
Stifel Financial Corp
CLOSED079,263-79,263-100%$1.0M$0-$1.0M2023-08-14
Bank of America Corp
CLOSED066,292-66,292-100%$842.6K$0-$842.6K2023-08-14
LPL Financial LLC
CLOSED058,811-58,811-100%$747.5K$0-$747.5K2023-07-31
Venture Visionary Partners LLC
CLOSED054,752-54,752-100%$695.9K$0-$695.9K2023-07-14
Dakota Wealth Management
CLOSED050,127-50,127-100%$637.1K$0-$637.1K2023-07-31
AQR Arbitrage LLC
CLOSED045,983-45,983-100%$584.4K$0-$584.4K2023-08-14
MGO One Seven LLC
CLOSED041,863-41,863-100%$532.1K$0-$532.1K2023-08-11
AHL Investment Management, Inc.
CLOSED041,735-41,735-100%$530.5K$0-$530.5K2023-07-19
Aviance Capital Partners, LLC
CLOSED039,494-39,494-100%$502.0K$0-$502.0K2023-08-04
Harbour Investments, Inc.
CLOSED024,236-24,236-100%$308.0K$0-$308.0K2023-08-15
Stratos Wealth Partners, Ltd.
CLOSED023,493-23,493-100%$298.6K$0-$298.6K2023-07-18
Krilogy Financial LLC
CLOSED021,000-21,000-100%$266.9K$0-$266.9K2023-07-19
Wesbanco Bank Inc
CLOSED020,948-20,948-100%$266$0-$2662023-07-13
Wellspring Financial Advisors, LLC
CLOSED020,300-20,300-100%$258.0K$0-$258.0K2023-08-11
PNC Financial Services Group, Inc.
CLOSED019,238-19,238-100%$244.5K$0-$244.5K2023-08-11
Wealth Dimensions Group, Ltd.
CLOSED018,990-18,990-100%$241.4K$0-$241.4K2023-08-14
Daymark Wealth Partners, LLC
CLOSED018,327-18,327-100%$232.9K$0-$232.9K2023-07-19
SkyView Investment Advisors, LLC
CLOSED018,177-18,177-100%$231$0-$2312023-08-15
Osaic Holdings, Inc.
CLOSED016,987-16,987-100%$215.9K$0-$215.9K2023-08-21
Commonwealth Equity Services, LLC
CLOSED016,805-16,805-100%$213$0-$2132023-08-10
Kestra Advisory Services, LLC
CLOSED016,574-16,574-100%$210.7K$0-$210.7K2023-08-11
Prospera Financial Services Inc
CLOSED016,129-16,129-100%$205.0K$0-$205.0K2023-08-08
Walleye Capital LLC
CLOSED014,236-14,236-100%$180.9K$0-$180.9K2023-08-14
Raymond James Financial Services Advisors, Inc.
CLOSED013,687-13,687-100%$174.0K$0-$174.0K2023-07-25
Janney Montgomery Scott LLC
CLOSED012,194-12,194-100%$155$0-$1552023-07-26
Atlas Wealth LLC
CLOSED010,351-10,351-100%$131.6K$0-$131.6K2023-08-08
James Investment Research, Inc.
CLOSED09,250-9,250-100%$118$0-$1182023-08-07
Advisory Services Network, LLC
CLOSED08,397-8,397-100%$106.7K$0-$106.7K2023-08-09
Private Trust Co NA
CLOSED04,536-4,536-100%$57.7K$0-$57.7K2023-07-28
Royal Bank of Canada
CLOSED04,408-4,408-100%$56.0K$0-$56.0K2023-08-14
Fifth Third Bancorp
CLOSED04,362-4,362-100%$55.4K$0-$55.4K2023-07-26
Ancora Advisors LLCA
CLOSED03,000-3,000-100%$38.1K$0-$38.1K2023-08-14
Van Eck Associates Corp
CLOSED01,701-1,701-100%$22$0-$222023-08-03
JPMorgan Chase & Co
CLOSED01,448-1,448-100%$18.0K$0-$18.0K2023-08-11
Northwestern Mutual Wealth Management Co
CLOSED01,011-1,011-100%$12.9K$0-$12.9K2023-08-14
Northwest Investment Counselors, LLC
CLOSED0790-790-100%$10.0K$0-$10.0K2023-07-11
Clearstead Advisors, LLC
CLOSED0650-650-100%$8.3K$0-$8.3K2023-08-07
Bartlett & Co. LLC
CLOSED0120-120-100%$2$0-$22023-07-14
Bartlett & Co. Wealth Management LLC
CLOSED0120-120-100%$1.5K$0-$1.5K2024-02-14
FNY Investment Advisers, LLC
CLOSED0100-100-100%$1$0-$12023-07-11
Proequities, Inc.
CLOSED000—$0$0$02023-08-10
Showing 53 of 53 institutions