Nuveen Massachusets Qlt Mun

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Nuveen Massachusets Qlt Mun

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NewIncreasedMaintainedDecreasedLiquidated
28851
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Proequities, Inc.06-30-2020Com0Maintained0.000.000.000.000.00Form 13
Kestra Advisory Services, Llc12-31-2020Com16,309New!0.000.00238,000,000.000.0014,593.17Form 13
Winslow, Evans & Crocker, Inc.12-31-2020Com800Decreased-63.640.0012,000.00-61.2915.00Form 13
Tortoise Investment Management, Llc12-31-2020Com7,622Decreased-23.180.03111,000.00-20.1414.56Form 13
Ropes Wealth Advisors Llc12-31-2020Com14,776Increased89.440.03215,000.0097.2514.55Form 13
Haverford Trust Co12-31-2020Com27,500Maintained0.000.01401,000.003.8914.58Form 13
Wells Fargo & Company/mn12-31-2020Com88,762Increased10.980.001,294,000.0015.4329.14Form 13
Advisor Group Holdings, Inc.12-31-2020Com1,946Increased42.770.0029,000.0052.6329.76Form 13
Bank Of America Corp /de/12-31-2020Com57,265Increased37.110.00835,000.0045.4729.23Form 13
Moors & Cabot, Inc.12-31-2020Com36,000Maintained0.000.04525,000.003.9614.58Form 13
Ubs Group Ag12-31-2020Com48,007Decreased-1.390.00700,000.002.6414.58Form 13
Raymond James & Associates12-31-2020Com29,100Maintained0.000.00424,000.003.9214.57Form 13
Northwestern Mutual Wealth Management Co12-31-2020Com33,138Increased2278.890.00483,000.002,315.0014.58Form 13
Raymond James Financial Services Advisors, Inc.12-31-2020Com0Liquidated!-100.000.000.000.000.00Form 13
Royal Bank Of Canada12-31-2020Com2,421Maintained0.000.0035,000.002.9414.46Form 13
Summit Trail Advisors, Llc12-31-2020Equity34,335Increased93.650.06501,000.001,755.5614.59Form 13
Fifth Third Bancorp12-31-2020Com4,518Maintained0.000.0066,000.004.7614.61Form 13
Morgan Stanley12-31-2020Com126,004Increased3.760.001,837,000.0010.0714.58Form 13
Bickling Financial Services, Inc.12-31-2020Equity14,394New!0.000.13210,000.000.0014.59Form 13
Susquehanna International Group, Llp12-31-2020Com61,865Maintained0.000.00902,000.000.0014.58Form 13
Arkadios Wealth Advisors03-31-2021Cef100Maintained0.000.001,000.000.0010.00Form 13
Excalibur Management Corp03-31-2021Cef10,375Decreased-8.790.07148,000.00-10.8414.27Form 13
Commonwealth Equity Services, Llc03-31-2021Com25,252Decreased-3.560.00361,000.00-5.2514.30Form 13
Aj Wealth Strategies, Llc03-31-2021Com55,622Increased0.600.06795,000.00-1.3614.29Form 13