NAD — Nuveen Closed-End Funds/USA

Ownership history in CX Institutional  ·  3 quarters on record

This page tracks every 13F SEC filing in which CX Institutional reported a position in Nuveen Closed-End Funds/USA (NAD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,930 -63 -3.2% 0.00% $23K $11.28
2022 Q2 ADDED 1,993 +1,098 +122.7% 0.00% $25K $9.92
2020 Q3 INITIATED 895 — — 0.00% $13K $10.61
% of Fund (quarterly)    NAD price (monthly, adj. close)

Other funds also holding NAD

As of 2025 Q4 — sorted by position size

Eagle Bluffs Wealth Management LLC 3Y 3.36% Congress Park Capital LLC 3Y 7Y 2.16% McGowan Group Asset Management, Inc. 3Y 7Y 2.03% Bramshill Investments, LLC 3Y 7Y 1.73% Melone Private Wealth, LLC 3Y 1.48% Colter Lewis Investment Partners LLC 1.45% Palogic Value Management, L.P. 3Y 1.38% Cornerstone Advisory, LLC 3Y 7Y 1.01% ROBINSON CAPITAL MANAGEMENT, LLC 3Y 7Y 0.92% Kuhn & Co Investment Counsel 0.8%
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