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Institutional Holders of NAD

There is a long list of 264 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.

HolderAmountPosition Size
($ in 1000's)
 As of
Karpus Management Inc.11,763,244$134,689 12/31/2023
     NAD11,763,244$134,689 12/31/2023
Bramshill Investments LLC7,912,993$90,604 12/31/2023
     NAD7,912,993$90,604 12/31/2023
Rivernorth Capital Management LLC7,821,065$89,551 12/31/2023
     NAD7,821,065$89,551 12/31/2023
Morgan Stanley4,963,498$56,832 12/31/2023
     NAD4,963,498$56,832 12/31/2023
Sit Investment Associates Inc.3,202,723$36,671 12/31/2023
     NAD3,202,723$36,671 12/31/2023
UBS Group AG2,690,007$30,801 12/31/2023
     NAD2,690,007$30,801 12/31/2023
Saba Capital Management L.P.2,389,415$27,359 12/31/2023
     NAD2,389,415$27,359 12/31/2023
Wells Fargo & Company MN2,099,206$24,036 12/31/2023
     NAD2,099,206$24,036 12/31/2023
Logan Stone Capital LLC1,908,636$21,854 12/31/2023
     NAD1,908,636$21,854 12/31/2023
Hennion & Walsh Asset Management Inc.1,816,131$20,795 12/31/2023
     NAD1,816,131$20,795 12/31/2023
Bank of America Corp DE1,688,981$19,339 12/31/2023
     NAD1,688,981$19,339 12/31/2023
Van ECK Associates Corp1,684,889$19,292 12/31/2023
     NAD1,684,889$19,292 12/31/2023
Deutsche Bank AG1,416,000$16,213 12/31/2023
     NAD1,416,000$16,213 12/31/2023
Allspring Global Investments Holdings LLC1,357,620$15,545 12/31/2023
     NAD1,357,620$15,545 12/31/2023
Pathstone Holdings LLC1,328,651$15,213 12/31/2023
     NAD1,328,651$15,213 12/31/2023
Robinson Capital Management LLC1,238,800$14,184 12/31/2023
     NAD1,238,800$14,184 12/31/2023
Guggenheim Capital LLC1,022,089$11,703 12/31/2023
     NAD1,022,089$11,703 12/31/2023
Fiera Capital Corp875,539$10,025 12/31/2023
     NAD875,539$10,025 12/31/2023
HighTower Advisors LLC872,909$9,985 12/31/2023
     NAD872,909$9,985 12/31/2023
PenderFund Capital Management Ltd.850,000$9,732 12/31/2023
     NAD850,000$9,732 12/31/2023
CNH Partners LLC773,201$8,853 12/31/2023
     NAD773,201$8,853 12/31/2023
Gill Capital Partners LLC683,882$7,830 12/31/2023
     NAD683,882$7,830 12/31/2023
Raymond James Financial Services Advisors Inc.657,045$7,523 12/31/2023
     NAD657,045$7,523 12/31/2023
Landscape Capital Management L.L.C.645,552$7,392 12/31/2023
     NAD645,552$7,392 12/31/2023
Royal Bank of Canada632,316$7,240 12/31/2023
     NAD632,316$7,240 12/31/2023
Eagle Bluffs Wealth Management LLC550,752$6,306 12/31/2023
     NAD550,752$6,306 12/31/2023
Commonwealth Equity Services LLC492,847$5,643 12/31/2023
     NAD492,847$5,643 12/31/2023
Advisors Asset Management Inc.492,518$5,639 12/31/2023
     NAD492,518$5,639 12/31/2023
Dakota Wealth Management476,307$5,454 12/31/2023
     NAD476,307$5,454 12/31/2023
Stifel Financial Corp467,559$5,354 12/31/2023
     NAD467,559$5,354 12/31/2023
Raymond James & Associates464,607$5,320 12/31/2023
     NAD464,607$5,320 12/31/2023
Rockefeller Capital Management L.P.464,181$5,315 12/31/2023
     NAD464,181$5,315 12/31/2023
LPL Financial LLC435,952$4,992 12/31/2023
     NAD435,952$4,992 12/31/2023
Ameriprise Financial Inc.421,727$4,846 12/31/2023
     NAD421,727$4,846 12/31/2023
Baird Financial Group Inc.418,839$4,796 12/31/2023
     NAD418,839$4,796 12/31/2023
Penserra Capital Management LLC417,413$4,779 12/31/2023
     NAD417,413$4,779 12/31/2023
Envestnet Asset Management Inc.414,403$4,745 12/31/2023
     NAD414,403$4,745 12/31/2023
Tyche Wealth Partners LLC407,244$4,663 12/31/2023
     NAD407,244$4,663 12/31/2023
Capital Investment Advisors LLC378,866$4,338 12/31/2023
     NAD378,866$4,338 12/31/2023
Tortoise Investment Management LLC364,172$4,170 12/31/2023
     NAD364,172$4,170 12/31/2023
GFS Advisors LLC357,000$4,088 12/31/2023
     NAD357,000$4,088 12/31/2023
Cohen & Steers Inc.334,410$3,829 12/31/2023
     NAD334,410$3,829 12/31/2023
LM Advisors LLC321,323$3,679 12/31/2023
     NAD321,323$3,679 12/31/2023
City of London Investment Management Co. Ltd.307,298$3,519 12/31/2023
     NAD307,298$3,519 12/31/2023
Advisor Partners II LLC342,586$3,474 09/30/2023
     NAD342,586$3,474 09/30/2023
Allianz Asset Management GmbH300,646$3,442 12/31/2023
     NAD300,646$3,442 12/31/2023
Cetera Advisor Networks LLC251,137$2,876 12/31/2023
     NAD251,137$2,876 12/31/2023
Centiva Capital LP243,188$2,785 12/31/2023
     NAD243,188$2,785 12/31/2023
Indiana Trust & Investment Management CO235,001$2,691 12/31/2023
     NAD235,001$2,691 12/31/2023
Advisor Group Holdings Inc.232,367$2,659 12/31/2023
     NAD232,367$2,659 12/31/2023

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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