Nuveen New Jersey Quality Municipal Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 776.53 K | $9.82 M | 7.70% | 1.88% |
| J.W. COLE ADVISORS, INC. | 02/11/2026 | 717.85 K | $68.26 K | 51.94% | 1.74% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 457.05 K | $5.78 M | -13.30% | 1.11% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 393.70 K | $4.98 M | 1.99% | 0.95% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 02/13/2026 | 371.04 K | $4.69 M | -1.64% | 0.90% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 365.40 K | $4.62 M | 9.92% | 0.89% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 337.82 K | $4.27 M | 5.83% | 0.82% |
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 319.01 K | $4.03 M | -13.73% | 0.77% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 256.68 K | $3.24 M | 41.47% | 0.62% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 159.22 K | $2.01 M | 10.33% | 0.39% |
| EQUITABLE HOLDINGS, INC. | 02/17/2026 | 153.30 K | $1.94 M | 1.04% | 0.37% |
| SAX WEALTH ADVISORS, LLC | 01/12/2026 | 128.14 K | $1.62 M | 16.89% | 0.31% |
| STRATEGIC ADVISORS LLC | 02/10/2026 | 116.45 K | $1.47 M | 0.00% | 0.28% |
| NORTH GROUND CAPITAL | 02/12/2026 | 112.83 K | $1.43 M | -34.02% | 0.27% |
| BCS PRIVATE WEALTH MANAGEMENT, INC. | 01/26/2026 | 110.45 K | $1.40 M | 2.98% | 0.27% |
| LPL FINANCIAL LLC | 02/11/2026 | 110.01 K | $1.39 M | 83.79% | 0.27% |
| ROYAL BANK OF CANADA | 02/17/2026 | 92.57 K | $1.17 M | 2.16% | 0.22% |
| UBS GROUP AG | 01/29/2026 | 91.36 K | $1.15 M | -3.49% | 0.22% |
| BREAKWATER CAPITAL GROUP | 01/09/2026 | 90.35 K | $1.14 M | 6.06% | 0.22% |
| ALPINE GLOBAL MANAGEMENT, LLC | 02/17/2026 | 54.42 K | $687.84 K | -39.54% | 0.13% |
| RMR WEALTH BUILDERS | 01/29/2026 | 38.38 K | $485.10 K | -5.68% | 0.09% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 37.62 K | $475.55 K | 174.88% | 0.09% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 32.15 K | $406.42 K | -11.91% | 0.08% |
| WEALTH EFFECTS LLC | 01/26/2026 | 31.30 K | $395.63 K | 37.28% | 0.08% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 01/26/2026 | 31.30 K | $395.62 K | 4.81% | 0.08% |
| COLONY GROUP, LLC | 02/13/2026 | 29.30 K | $363.65 K | 0.00% | 0.07% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 26.71 K | $337.56 K | 7.95% | 0.06% |
| NCM CAPITAL MANAGEMENT, LLC | 03/02/2026 | 25.85 K | $326.78 K | -3.73% | 0.06% |
| SYKON CAPITAL LLC | 02/12/2026 | 25.00 K | $316.00 K | 0.00% | 0.06% |
| CI PRIVATE WEALTH, LLC | 03/09/2026 | 24.78 K | $313.27 K | 100.00% | 0.06% |
| OMNI 360 WEALTH, INC. | 01/29/2026 | 24.59 K | $311.04 K | 31.29% | 0.06% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 24.29 K | $307.04 K | 1.66% | 0.06% |
| PEAPACK GLADSTONE FINANCIAL CORP | 02/10/2026 | 22.94 K | $290.00 K | -8.23% | 0.06% |
| OPPENHEIMER & CO INC | 02/02/2026 | 19.91 K | $251.68 K | -4.86% | 0.05% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 19.58 K | $247.54 K | 1.71% | 0.05% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 18.18 K | $229.78 K | -5.45% | 0.04% |
| WEALTH MANAGEMENT ASSOCIATES, INC. | 01/20/2026 | 17.53 K | $221.55 K | -38.00% | 0.04% |
| HBK SORCE ADVISORY LLC | 02/09/2026 | 17.23 K | $214.29 K | -31.08% | 0.04% |
| REGAL INVESTMENT ADVISORS LLC | 02/17/2026 | 16.96 K | $214.40 K | 4.91% | 0.04% |
| 02/17/2026 | 16.89 K | $213.46 K | 100.00% | 0.04% | |
| SMALLWOOD WEALTH INVESTMENT MANAGEMENT, LLC | 01/23/2026 | 15.36 K | $194.11 K | -0.72% | 0.04% |
| CARY STREET PARTNERS FINANCIAL LLC | 02/09/2026 | 15.28 K | $193.09 K | 0.00% | 0.04% |
| PINE VALLEY INVESTMENTS LTD LIABILITY CO | 02/13/2026 | 14.35 K | $181.38 K | 1.77% | 0.03% |
| JANE STREET GROUP, LLC | 02/12/2026 | 13.74 K | $173.62 K | 7.12% | 0.03% |
| 03/11/2026 | 13.00 K | $164.32 K | 100.00% | 0.03% | |
| DAVID J YVARS GROUP | 01/12/2026 | 12.81 K | $161.89 K | 100.00% | 0.03% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 12.60 K | $159.31 K | 0.52% | 0.03% |
| 02/11/2026 | 10.85 K | $137.13 K | 100.00% | 0.03% | |
| JOEL ISAACSON & CO., LLC | 01/30/2026 | 10.80 K | $136.51 K | 0.00% | 0.03% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 10.26 K | $130.00 K | 100.00% | 0.02% |
Nuveen New Jersey Quality Municipal Income Fund institutional Ownership - FAQ's
During the previous two years, 98 institutional investors and hedge funds held shares of Nuveen New Jersey Quality Municipal Income Fund. The most heavily invested institutionals were:
J.W. COLE ADVISORS, INC.: 793,054
COMMONWEALTH EQUITY SERVICES, LLC: 178,412
SAX WEALTH ADVISORS, LLC: 128,142
BCS Private Wealth Management, Inc.: 110,450
UBS Group AG: 89,334
Breakwater Capital Group: 87,564
14.25% of Nuveen New Jersey Quality Municipal Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 6.73 M shares in the last 24 months. This purchase volume represents approximately $82.67 M in transactions.