14 institutions reported holding $21.0M of NVN-QLT MUNI INC (NAD) in SEC 13F filings for 2026-06-30. Largest institutional holders: Hennion & Walsh Asset Management, Inc. ($16.6M), Breakwater Capital Group ($1.5M), Avior Wealth Management, LLC ($844,970), CoreCap Advisors, LLC ($579,224), Worth Asset Management, LLC ($517,063). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $16.6M | 1.4M | Added |
| 2 | Breakwater Capital Group | $1.5M | 125,400 | Added |
| 3 | Avior Wealth Management, LLC | $844,970 | 69,717 | Trimmed |
| 4 | CoreCap Advisors, LLC | $579,224 | 47,791 | Added |
| 5 | Worth Asset Management, LLC | $517,063 | 42,662 | New |
| 6 | Clark Asset Management, LLC | $290,953 | 24,006 | Added |
| 7 | David J Yvars Group | $233,916 | 19,300 | Added |
| 8 | Balefire, LLC | $154,316 | 12,732 | Added |
| 9 | Noble Wealth Management PBC | $119,215 | 9,836 | Added |
| 10 | HARBOR INVESTMENT ADVISORY, LLC | $26,458 | 2,183 | Hold |
| 11 | FNY Investment Advisers, LLC | $21,000 | 1,800 | Hold |
| 12 | EASTERN BANK | $18,822 | 1,553 | Hold |
| 13 | CX Institutional | $12,000 | 1,003 | Hold |
| 14 | Global Wealth Strategies & Associates | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30