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There is a long list of 260 institutional holders of NAD within
the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of NAD by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-NAD table below,
the initial column indicates the name of each top institutional holder of NAD, with a link to that fund's top holdings. The next columns
indicate the amount of NAD stock held by each of the institutional holders of NAD, followed by the NAD position size held by the institution, and finally the
date of the quarterly 13F filing period the holdings data represents for that institution.
Holder | Amount | Position Size
($ in 1000's) | As of |
Karpus Management Inc. | 11,763,244 | $134,689 | 12/31/2023 | NAD | 11,763,244 | $134,689 | 12/31/2023 | Bramshill Investments LLC | 7,912,993 | $90,604 | 12/31/2023 | NAD | 7,912,993 | $90,604 | 12/31/2023 | Rivernorth Capital Management LLC | 7,821,065 | $89,551 | 12/31/2023 | NAD | 7,821,065 | $89,551 | 12/31/2023 | Morgan Stanley | 4,963,498 | $56,832 | 12/31/2023 | NAD | 4,963,498 | $56,832 | 12/31/2023 | Sit Investment Associates Inc. | 3,202,723 | $36,671 | 12/31/2023 | NAD | 3,202,723 | $36,671 | 12/31/2023 | UBS Group AG | 2,690,007 | $30,801 | 12/31/2023 | NAD | 2,690,007 | $30,801 | 12/31/2023 | Saba Capital Management L.P. | 2,389,415 | $27,359 | 12/31/2023 | NAD | 2,389,415 | $27,359 | 12/31/2023 | Wells Fargo & Company MN | 2,099,206 | $24,036 | 12/31/2023 | NAD | 2,099,206 | $24,036 | 12/31/2023 | Logan Stone Capital LLC | 1,908,636 | $21,854 | 12/31/2023 | NAD | 1,908,636 | $21,854 | 12/31/2023 | Hennion & Walsh Asset Management Inc. | 1,784,006 | $20,445 | 03/31/2024 | NAD | 1,784,006 | $20,445 | 03/31/2024 | Bank of America Corp DE | 1,688,981 | $19,339 | 12/31/2023 | NAD | 1,688,981 | $19,339 | 12/31/2023 | Van ECK Associates Corp | 1,684,889 | $19,292 | 12/31/2023 | NAD | 1,684,889 | $19,292 | 12/31/2023 | Deutsche Bank AG | 1,416,000 | $16,213 | 12/31/2023 | NAD | 1,416,000 | $16,213 | 12/31/2023 | Allspring Global Investments Holdings LLC | 1,406,840 | $16,122 | 03/31/2024 | NAD | 1,406,840 | $16,122 | 03/31/2024 | Pathstone Holdings LLC | 1,328,651 | $15,213 | 12/31/2023 | NAD | 1,328,651 | $15,213 | 12/31/2023 | Robinson Capital Management LLC | 1,238,800 | $14,184 | 12/31/2023 | NAD | 1,238,800 | $14,184 | 12/31/2023 | Guggenheim Capital LLC | 1,022,089 | $11,703 | 12/31/2023 | NAD | 1,022,089 | $11,703 | 12/31/2023 | Fiera Capital Corp | 875,539 | $10,025 | 12/31/2023 | NAD | 875,539 | $10,025 | 12/31/2023 | HighTower Advisors LLC | 872,909 | $9,985 | 12/31/2023 | NAD | 872,909 | $9,985 | 12/31/2023 | PenderFund Capital Management Ltd. | 850,000 | $9,732 | 12/31/2023 | NAD | 850,000 | $9,732 | 12/31/2023 | CNH Partners LLC | 773,201 | $8,853 | 12/31/2023 | NAD | 773,201 | $8,853 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 693,358 | $7,946 | 03/31/2024 | NAD | 693,358 | $7,946 | 03/31/2024 | Gill Capital Partners LLC | 683,882 | $7,830 | 12/31/2023 | NAD | 683,882 | $7,830 | 12/31/2023 | Landscape Capital Management L.L.C. | 645,552 | $7,392 | 12/31/2023 | NAD | 645,552 | $7,392 | 12/31/2023 | Royal Bank of Canada | 632,316 | $7,240 | 12/31/2023 | NAD | 632,316 | $7,240 | 12/31/2023 | Eagle Bluffs Wealth Management LLC | 560,497 | $6,452 | 03/31/2024 | NAD | 560,497 | $6,452 | 03/31/2024 | Commonwealth Equity Services LLC | 492,847 | $5,643 | 12/31/2023 | NAD | 492,847 | $5,643 | 12/31/2023 | Advisors Asset Management Inc. | 492,518 | $5,639 | 12/31/2023 | NAD | 492,518 | $5,639 | 12/31/2023 | Dakota Wealth Management | 482,748 | $5,532 | 03/31/2024 | NAD | 482,748 | $5,532 | 03/31/2024 | Stifel Financial Corp | 467,559 | $5,354 | 12/31/2023 | NAD | 467,559 | $5,354 | 12/31/2023 | Rockefeller Capital Management L.P. | 464,181 | $5,315 | 12/31/2023 | NAD | 464,181 | $5,315 | 12/31/2023 | Raymond James & Associates | 462,864 | $5,304 | 03/31/2024 | NAD | 462,864 | $5,304 | 03/31/2024 | LPL Financial LLC | 435,952 | $4,992 | 12/31/2023 | NAD | 435,952 | $4,992 | 12/31/2023 | Ameriprise Financial Inc. | 421,727 | $4,846 | 12/31/2023 | NAD | 421,727 | $4,846 | 12/31/2023 | Tyche Wealth Partners LLC | 421,449 | $4,830 | 03/31/2024 | NAD | 421,449 | $4,830 | 03/31/2024 | Baird Financial Group Inc. | 418,839 | $4,796 | 12/31/2023 | NAD | 418,839 | $4,796 | 12/31/2023 | Penserra Capital Management LLC | 417,413 | $4,779 | 12/31/2023 | NAD | 417,413 | $4,779 | 12/31/2023 | Envestnet Asset Management Inc. | 414,403 | $4,745 | 12/31/2023 | NAD | 414,403 | $4,745 | 12/31/2023 | Capital Investment Advisors LLC | 380,046 | $4,355 | 03/31/2024 | NAD | 380,046 | $4,355 | 03/31/2024 | Tortoise Investment Management LLC | 364,172 | $4,170 | 12/31/2023 | NAD | 364,172 | $4,170 | 12/31/2023 | GFS Advisors LLC | 337,000 | $3,862 | 03/31/2024 | NAD | 337,000 | $3,862 | 03/31/2024 | Cohen & Steers Inc. | 334,410 | $3,829 | 12/31/2023 | NAD | 334,410 | $3,829 | 12/31/2023 | LM Advisors LLC | 321,323 | $3,679 | 12/31/2023 | NAD | 321,323 | $3,679 | 12/31/2023 | City of London Investment Management Co. Ltd. | 307,298 | $3,519 | 12/31/2023 | NAD | 307,298 | $3,519 | 12/31/2023 | Allianz Asset Management GmbH | 300,646 | $3,442 | 12/31/2023 | NAD | 300,646 | $3,442 | 12/31/2023 | Cetera Advisor Networks LLC | 251,137 | $2,876 | 12/31/2023 | NAD | 251,137 | $2,876 | 12/31/2023 | Centiva Capital LP | 243,188 | $2,785 | 12/31/2023 | NAD | 243,188 | $2,785 | 12/31/2023 | Park Avenue Securities LLC | 240,284 | $2,754 | 03/31/2024 | NAD | 240,284 | $2,754 | 03/31/2024 | Advisor Group Holdings Inc. | 232,367 | $2,659 | 12/31/2023 | NAD | 232,367 | $2,659 | 12/31/2023 | Indiana Trust & Investment Management CO | 225,001 | $2,579 | 03/31/2024 | NAD | 225,001 | $2,579 | 03/31/2024 |
See All: Funds Holding NAD
See Details: Top 10 Hedge Funds Holding NAD
Also See: NAD Insider Buying
Also See: NAD Holdings Changes
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