NUVEEN PENNSYLVANIA QLT MUN shareholder history

Current and past NUVEEN PENNSYLVANIA QLT MUN shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BRYN MAWR TRUST Co 43430.01%0.02%0.03%Q1 2013Q3 202343
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.01%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.00%0.01%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.00%0.01%Q2 2013Q3 202342
FIRST MANHATTAN CO. LLC. 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
SIT INVESTMENT ASSOCIATES INC 42420.01%0.08%0.30%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
MACKAY SHIELDS LLC 3740.04%0.17%0.44%Q2 2013Q3 202341
Janney Montgomery Scott LLC 41410.00%0.01%0.05%Q3 2013Q3 202341
WealthTrust Axiom LLC 37370.04%0.09%0.13%Q1 2014Q1 202337
Kistler-Tiffany Companies, LLC 37370.00%0.00%0.00%Q2 2014Q2 202337
Private Advisor Group, LLC 2230.00%0.01%0.02%Q1 2014Q3 202337
Bartlett & Co. LLC 2630.00%0.00%0.00%Q2 2013Q3 202236
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
STIFEL FINANCIAL CORP 35350.00%0.00%0.00%Q1 2015Q3 202335
SECURITY NATIONAL TRUST CO 34340.00%0.00%0.00%Q2 2013Q3 202134
VALLEY NATIONAL ADVISERS INC 34340.00%0.00%0.01%Q1 2015Q2 202334
Raymond James Financial Services Advisors, Inc. 18140.00%0.00%0.01%Q3 2015Q3 202332
Fiera Capital Corp 32320.00%0.01%0.03%Q4 2015Q3 202332
Jacobi Capital Management LLC 30300.01%0.06%0.09%Q2 2016Q3 202330
Farmers & Merchants Trust Co of Chambersburg PA 28280.03%0.06%0.08%Q4 2016Q3 202328
Geneos Wealth Management Inc. 26260.00%0.01%0.02%Q1 2016Q2 202226
LADENBURG THALMANN FINANCIAL SERVICES INC. 2410.00%0.00%0.01%Q2 2013Q4 201925
Point View Wealth Management, Inc. 25250.09%0.14%0.23%Q1 2014Q1 202025
M&T BANK CORP 2020.00%0.00%0.01%Q2 2013Q2 202325
Karpus Management, Inc. 1140.01%0.06%0.20%Q4 2013Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
Kavar Capital Partners, LLC 2210.06%0.21%0.34%Q4 2013Q3 202024
PEOPLES FINANCIAL SERVICES CORP. 24240.02%0.02%0.03%Q1 2016Q4 202124
WOLVERINE ASSET MANAGEMENT LLC 610.00%0.01%0.04%Q3 2013Q1 202323
ROBINSON CAPITAL MANAGEMENT, LLC 1660.31%0.94%2.44%Q1 2018Q3 202322
SevenBridge Financial Group, LLC 1810.02%0.12%0.17%Q2 2016Q1 202222
Aviance Capital Partners, LLC 22220.08%0.16%0.26%Q2 2018Q3 202322
Riggs Asset Managment Co. Inc. 21210.01%0.01%0.02%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Hudock, Inc. 20200.00%0.12%0.34%Q1 2014Q4 201820
Ellis Investment Partners, LLC 20200.03%0.05%0.07%Q4 2018Q3 202320
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 1110.02%0.10%0.21%Q3 2014Q1 202320
Bank of New York Mellon Corp 1220.00%0.00%0.00%Q1 2015Q3 202320
STALEY CAPITAL ADVISERS INC 19190.01%0.03%0.04%Q1 2018Q3 202219
DOLIVER ADVISORS, LP 1010.12%0.35%1.33%Q1 2013Q2 201819
BOENNING & SCATTERGOOD, INC. 19190.04%0.06%0.12%Q2 2018Q4 202219
MOTCO 19190.01%0.02%0.02%Q2 2018Q4 202219
Creative Planning 1710.00%0.00%0.00%Q2 2016Q3 202318
WEST CHESTER CAPITAL ADVISORS, INC 1260.33%0.63%1.03%Q2 2018Q3 202318
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 18180.02%0.04%0.08%Q3 2018Q4 202218
Vantage Investment Advisors, LLC 1530.00%0.02%0.04%Q1 2014Q3 201818
AQR Arbitrage LLC 750.00%0.02%0.08%Q1 2015Q3 202318
Cordasco Financial Network 17170.00%0.00%0.00%Q2 2018Q2 202217
BLB&B Advisors, LLC 17170.01%0.02%0.03%Q3 2019Q3 202317
RIVERNORTH CAPITAL MANAGEMENT, LLC 1520.05%0.30%0.80%Q2 2019Q3 202317
Cambridge Investment Research Advisors, Inc. 820.00%0.00%0.01%Q1 2016Q1 202317
MARINER INVESTMENT GROUP LLC 1220.04%0.16%0.44%Q2 2013Q3 202217
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1510.00%0.00%0.00%Q3 2014Q3 202317
US BANCORP \DE\ 1160.00%0.00%0.00%Q2 2013Q3 202217
TOWER BRIDGE ADVISORS 17170.01%0.02%0.02%Q2 2017Q2 202117
Matisse Capital 1010.11%0.38%0.93%Q4 2015Q3 202316
HUNTINGTON NATIONAL BANK 16160.00%0.00%0.00%Q1 2009Q4 201216
Tower Research Capital LLC (TRC) 710.00%0.00%0.01%Q2 2013Q1 202016
RMB Capital Management, LLC 930.01%0.03%0.08%Q1 2015Q4 202016
Brick & Kyle, Associates 1510.48%0.63%0.70%Q4 2014Q4 201816
Saba Capital Management, L.P. 1240.16%0.76%1.38%Q4 2018Q3 202316
Faithward Advisors, LLC 1150.03%0.04%0.06%Q3 2019Q3 202316
American Research & Management Co. 1330.01%0.01%0.01%Q1 2014Q1 201816
Traynor Capital Management, Inc. 610.02%0.06%0.12%Q2 2015Q3 202115
MSI Financial Services Inc 15150.00%0.00%0.01%Q2 2013Q4 201615
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
Commonwealth Equity Services, Inc 15150.00%0.00%0.00%Q1 2014Q3 201715
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Hotaling Investment Management, LLC 14140.06%0.09%0.13%Q4 2018Q1 202214
Wealthcare Advisory Partners LLC 1110.00%0.00%0.01%Q3 2017Q3 202314
Realta Investment Advisors 940.00%0.04%0.07%Q1 2019Q2 202213
Key FInancial Inc 1210.01%0.04%0.15%Q1 2020Q3 202313
NEXT Financial Group, Inc 710.00%0.00%0.02%Q3 2014Q4 202113
TFS CAPITAL LLC 610.02%0.05%0.08%Q3 2013Q2 201712
Capital Analysts, LLC 1110.00%0.00%0.00%Q2 2018Q3 202312
Cetera Advisor Networks LLC 710.00%0.00%0.01%Q3 2016Q4 202112
FIFTH THIRD BANCORP 1110.00%0.00%0.00%Q3 2018Q2 202312
Haverford Trust Co 12120.00%0.00%0.00%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
BANK OF MONTREAL /CAN/ 620.00%0.00%0.00%Q4 2019Q3 202312
Financial Architects, Inc 520.00%0.01%0.01%Q2 2013Q2 201812
DEUTSCHE BANK AG\ 11110.00%0.00%0.00%Q1 2014Q3 201611
Spire Wealth Management 11110.00%0.00%0.01%Q1 2021Q3 202311
WEDBUSH SECURITIES INC 11110.02%0.02%0.03%Q1 2021Q3 202311
Almanack Investment Partners, LLC. 740.03%0.05%0.07%Q4 2020Q3 202311
FNY Investment Advisers, LLC 320.00%0.00%0.01%Q2 2018Q3 202311
HBK Sorce Advisory LLC 910.01%0.02%0.02%Q4 2017Q4 202210
Cedar Brook Financial Partners, LLC 10100.05%0.07%0.10%Q2 2021Q3 202310
Kingsview Wealth Management, LLC 640.04%0.06%0.08%Q1 2021Q3 202310
Smithfield Trust Co 910.01%0.02%0.02%Q1 2015Q4 201710
SUSQUEHANNA INTERNATIONAL GROUP, LLP 510.00%0.00%0.00%Q1 2014Q3 202310
HighVista Strategies LLC 990.13%0.16%0.20%Q1 2014Q1 20169
Domani Wealth, LLC 990.07%0.07%0.09%Q3 2016Q3 20189
Equitable Holdings, Inc. 990.00%0.00%0.01%Q1 2020Q1 20229
BRANDYWINE OAK PRIVATE WEALTH LLC 410.01%0.04%0.08%Q4 2018Q3 20229
Veritable, L.P. 810.00%0.01%0.01%Q1 2014Q2 20239
GREAT VALLEY ADVISOR GROUP, INC. 990.01%0.09%0.32%Q1 2020Q1 20229
KEYBANK NATIONAL ASSOCIATION/OH 880.00%0.00%0.00%Q4 2012Q3 20148
Allspring Global Investments Holdings, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
McGowan Group Asset Management, Inc. 510.29%0.47%0.61%Q4 2014Q2 20198
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
GUYASUTA INVESTMENT ADVISORS INC 710.02%0.03%0.04%Q3 2016Q4 20218
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
Laurion Capital Management LP 310.00%0.01%0.03%Q4 2014Q2 20177
MASSMUTUAL TRUST CO FSB/ADV 520.00%0.01%0.03%Q2 2014Q1 20197
CREDIT SUISSE AG/ 770.00%0.00%0.00%Q1 2014Q3 20157
Benchmark Capital Advisors 770.16%0.17%0.20%Q2 2017Q4 20187
JAMES INVESTMENT RESEARCH INC 770.00%0.00%0.00%Q2 2013Q4 20147
KAVAR CAPITAL PARTNERS GROUP, LLC 310.03%0.04%0.06%Q4 2020Q3 20237
WFG Advisors, LP 770.01%0.02%0.04%Q2 2013Q4 20147
Virtu KCG Holdings LLC 310.00%0.01%0.01%Q3 2013Q4 20167
SeaCrest Wealth Management, LLC 610.00%0.01%0.01%Q4 2017Q2 20227
Lehman Financial Resources, Inc. 770.01%0.01%0.01%Q1 2014Q3 20157
AQR Capital Management 660.00%0.00%0.00%Q3 2013Q4 20146
VAN ECK ASSOCIATES CORP 660.00%0.00%0.00%Q4 2021Q1 20236
Hennion & Walsh Asset Management, Inc. 660.09%0.10%0.12%Q2 2022Q3 20236
Edge Wealth Management LLC 660.01%0.01%0.01%Q1 2019Q2 20206
Cetera Advisors LLC 660.01%0.02%0.02%Q1 2019Q2 20206
Selective Wealth Management, Inc. 660.03%0.05%0.08%Q2 2021Q3 20226
PANAGORA ASSET MANAGEMENT INC 310.00%0.00%0.00%Q4 2014Q3 20206
XML Financial, LLC 330.06%0.08%0.09%Q3 2021Q1 20236
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
GEODE CAPITAL MANAGEMENT, LLC 660.00%0.00%0.00%Q2 2017Q3 20186
JFS WEALTH ADVISORS, LLC 420.00%0.00%0.00%Q4 2015Q3 20236
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
Carroll Financial Associates, Inc. 660.00%0.00%0.00%Q3 2020Q4 20216
Logan Stone Capital, LLC 660.37%1.05%1.56%Q2 2022Q3 20236
Atria Wealth Solutions, Inc. 510.00%0.00%0.00%Q1 2022Q3 20236
Snowden Capital Advisors LLC 310.01%0.01%0.02%Q4 2018Q4 20215
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 550.12%0.15%0.16%Q1 2014Q1 20155
Steward Partners Investment Advisory, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
P.R. Herzig & Co. Inc. 550.19%0.22%0.26%Q1 2014Q1 20155
SG Americas Securities, LLC 110.00%0.00%0.00%Q4 2014Q4 20175
SMH CAPITAL ADVISORS INC 550.19%0.34%0.81%Q2 2022Q2 20235
JPMORGAN CHASE & CO 410.00%0.00%0.00%Q4 2019Q3 20235
OPPENHEIMER & CO INC 550.00%0.00%0.01%Q2 2021Q2 20225
PenderFund Capital Management Ltd. 550.24%0.59%0.89%Q3 2018Q3 20195
HOWLAND CAPITAL MANAGEMENT LLC 440.02%0.03%0.03%Q1 2016Q4 20164
FOREFRONT WEALTH MANAGEMENT INC. 440.74%0.82%0.95%Q4 2021Q3 20224
HighTower Advisors, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Narwhal Capital Management 440.02%0.02%0.02%Q3 2021Q2 20224
Wellspring Financial Advisors, LLC 440.04%0.04%0.05%Q4 2022Q3 20234
Almitas Capital LLC 440.21%0.74%1.68%Q4 2022Q3 20234
Tortoise Investment Management, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Quantedge Capital Pte Ltd 310.04%0.05%0.09%Q4 2020Q4 20224
Laird Norton Wetherby Wealth Management, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Rockefeller Capital Management L.P. 440.00%0.00%0.00%Q2 2020Q1 20214
CITIGROUP INC 110.00%0.00%0.00%Q3 2013Q3 20154
BARCLAYS PLC 440.00%0.00%0.00%Q2 2013Q1 20144
Kovack Advisors, Inc. 440.04%0.06%0.10%Q2 2020Q1 20214
CAPTRUST FINANCIAL ADVISORS 310.00%0.00%0.00%Q3 2015Q4 20164
Ancora Advisors LLC 440.12%0.43%0.63%Q2 2018Q1 20194
ENVESTNET ASSET MANAGEMENT INC 110.00%0.00%0.00%Q3 2022Q3 20233
ATLAS CAPITAL ADVISORS LLC 110.01%0.01%0.01%Q1 2018Q3 20193
Merriman Wealth Management, LLC 330.03%0.03%0.03%Q4 2018Q2 20193
SEI INVESTMENTS CO 110.00%0.00%0.00%Q1 2015Q2 20183
Latitude Advisors, LLC 330.08%0.08%0.09%Q3 2021Q1 20223
Johnson & White Wealth Management, LLC 110.19%0.25%0.36%Q3 2022Q3 20233
ASSETMARK, INC 330.00%0.00%0.00%Q4 2015Q2 20163
WHITTIER TRUST CO OF NEVADA INC 330.00%0.00%0.00%Q3 2022Q1 20233
Woodline Partners LP 330.00%0.01%0.02%Q1 2023Q3 20233
Pine Valley Investments Ltd Liability Co 330.02%0.02%0.03%Q1 2023Q3 20233
RKL Wealth Management LLC 210.10%0.13%0.15%Q2 2016Q1 20173
Ionic Capital Management LLC 330.03%0.04%0.05%Q1 2022Q3 20223
GUGGENHEIM CAPITAL LLC 210.00%0.00%0.00%Q2 2021Q2 20223
Fort Point Capital Partners LLC 220.03%0.04%0.06%Q2 2023Q3 20232
CWM, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Virtu Financial LLC 110.02%0.02%0.02%Q2 2022Q4 20222
Aris Wealth Services, Inc. 220.00%0.01%0.01%Q2 2015Q3 20152
Quadrant Private Wealth Management, LLC 220.13%0.13%0.14%Q3 2019Q4 20192
AMERIPRISE FINANCIAL INC 220.00%0.00%0.00%Q2 2023Q3 20232
Summit Trail Advisors, LLC 110.00%0.01%0.01%Q4 2022Q2 20232
BlackRock Inc. 110.00%0.00%0.00%Q2 2020Q4 20202
Clear Harbor Asset Management, LLC 110.00%0.01%0.02%Q4 2019Q3 20202
Weiss Asset Management LP 110.02%0.02%0.02%Q4 2016Q4 20182
GOLDMAN SACHS GROUP INC 220.00%0.00%0.00%Q1 2020Q2 20202
MML INVESTORS SERVICES, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
JOURNEY STRATEGIC WEALTH LLC 220.01%0.01%0.02%Q2 2023Q3 20232
NEWGATE CAPITAL MANAGEMENT LLC 220.15%0.16%0.17%Q2 2013Q3 20132
ADVISORY RESEARCH INC 220.00%0.00%0.00%Q2 2013Q3 20132
Regal Investment Advisors LLC 110.04%0.04%0.05%Q1 2018Q3 20182
HORAN CAPITAL MANAGEMENT 110.04%0.04%0.04%Q1 2015Q3 20152
FMR LLC 110.00%0.00%0.00%Q2 2019Q4 20212
Highlander Capital Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Claybrook Capital, LLC 110.11%0.11%0.11%Q2 2021Q2 20211
NewSquare Capital LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Zullo Investment Group, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
PALLADIUM PARTNERS LLC 110.00%0.00%0.00%Q1 2014Q1 20141
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
ARS Wealth Advisors Group, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
BLUEFIN CAPITAL MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
SIMON QUICK ADVISORS, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Amplius Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
AFFINITY WEALTH MANAGEMENT LLC 110.06%0.06%0.06%Q2 2013Q2 20131
AdvisorNet Financial, Inc 110.00%0.00%0.00%Q1 2022Q1 20221
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
Crestwood Advisors Group, LLC 110.01%0.01%0.01%Q1 2017Q1 20171
Confluence Wealth Services, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
CITIZENS FINANCIAL GROUP INC/RI 110.01%0.01%0.01%Q4 2015Q4 20151
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q1 2018Q1 20181
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Samalin Investment Counsel, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Fiduciary Trust Co International of Pennsylvania 110.01%0.01%0.01%Q2 2018Q2 20181
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q1 2014Q1 20141
Gradient Investments LLC 110.00%0.00%0.00%Q1 2014Q1 20141
Doyle Wealth Management 110.02%0.02%0.02%Q1 2022Q1 20221
Sugarloaf Wealth Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Magnetar Financial LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Strategic Wealth Partners, Ltd. 110.01%0.01%0.01%Q2 2018Q2 20181
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Squarepoint Ops LLC 110.01%0.01%0.01%Q4 2016Q4 20161
Diversified, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
EVOKE WEALTH, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Atwater Malick LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Samson Capital Advisors LLC 110.88%0.88%0.88%Q3 2015Q3 20151
Focused Wealth Management, Inc 110.00%0.00%0.00%Q3 2023Q3 20231
PATHSTONE FAMILY OFFICE, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
Ground Swell Capital, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
Bernardo Wealth Planning LLC 110.10%0.10%0.10%Q3 2020Q3 20201
American Portfolios Advisors 110.00%0.00%0.00%Q2 2018Q2 20181
IFP Advisors, Inc 110.00%0.00%0.00%Q2 2016Q2 20161
Evercore Wealth Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Hoover Financial Advisors, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
BESSEMER GROUP INC 110.00%0.00%0.00%Q2 2013Q2 20131
CSS LLC/IL 110.00%0.00%0.00%Q2 2019Q2 20191
External links

This page lists all the filers that currently own NUVEEN PENNSYLVANIA QLT MUN or have owned NUVEEN PENNSYLVANIA QLT MUN in the past.