Corient Private Wealth LLC

Position in NAD — Nuveen Quality Municipal Income Fund

CIK 1948780 MIAMI, FL

Position in NAD

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$751,452

-$130,391 QoQ

Shares Held

62,001

-19.1% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#86

of 285 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Corient Private Wealth LLC holds $822,766,423 across 127 Asset Management names. NAD ranks #57 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	101,646	$97,738,727
2	BN	BROOKFIELD Corp /ON/	1,892,218	$80,589,564
3	NTRS	Northern Trust Corp	380,884	$66,212,874
4	PWRL	Powerlaw Corp.	3,881,052	$56,973,843
5	BXSL	Blackstone Secured Lending Fund	2,280,791	$54,077,554
6	GBDC	GOLUB CAPITAL BDC, Inc.	3,946,679	$50,833,225
7	ARES	Ares Management Corp	438,296	$48,786,727
8	BX	Blackstone Inc.	422,221	$44,315,274

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$751,452	62,001	-19.1%	Shares	Sole	2026-08-17
2026-03-31	$881,843	76,682	+94.6%	Shares	Sole	2026-05-15
2025-12-31	$473,563	39,398	-8.2%	Shares	Sole	2026-03-09
2025-09-30	$501,489	42,899	-27.2%	Shares	Sole	2025-11-14
2025-03-31	$678,919	58,934	+24.6%	Shares	Sole	2025-05-14
2024-12-31	$551,494	47,298	0.0%	Shares	Sole	2025-02-10
2024-09-30	$585,549	47,298	-4.8%	Shares	Sole	2024-11-12
2024-06-30	$583,137	49,671	0.0%	Shares	Sole	2024-08-13
2024-03-31	$569,229	49,671	+1.0%	Shares	Sole	2024-05-09
2023-12-31	$562,939	49,165	+259.8%	Shares	Sole	2024-02-09
2023-09-30	$138,563	13,665	+10.3%	Shares	Sole	2023-11-03
2023-06-30	$139,612	12,388	0.0%	Shares	Sole	2023-08-10
2023-03-31	$142,833	12,388	+9.3%	Shares	Sole	2023-05-15
2022-12-31	$133,705	11,331	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.