NUVEEN NEW JERSEY (NXJ)
Institutional ownership reported to the SEC as of Q1 2026, across 30 quarters.
58
Reporting holders
$66.5M
Reported value
0.0%
Held as options
-4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| J.W. COLE ADVISORS, INC. | $9.8M | 793,054 | 0.33% | 4q | +10.5%+$925.0K |
| MORGAN STANLEY | $9.4M | 760,293 | 0.00% | 34q | -2.1%-$199.8K |
| WELLS FARGO & COMPANY/MN | $6.3M | 509,958 | 0.00% | 30q | +98.7%+$3.1M |
| BANK OF AMERICA CORP /DE/ | $5.5M | 447,250 | 0.00% | 30q | -2.1%-$120.6K |
| RAYMOND JAMES FINANCIAL INC | $5.2M | 424,986 | 0.00% | 6q | +16.3%+$733.0K |
| Cetera Investment Advisers | $4.3M | 346,509 | 0.00% | 9q | +2.6%+$106.9K |
| GUGGENHEIM CAPITAL LLC | $4.1M | 333,212 | 0.03% | 15q | -15.4%-$744.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.2M | 178,412 | 0.00% | 30q | +12.1%+$236.0K |
| Equitable Holdings, Inc. | $1.9M | 147,029 | 0.01% | 17q | -4.1%-$79.3K |
| SAX WEALTH ADVISORS, LLC | $1.6M | 128,142 | 0.08% | 3q | HELD |
| LPL Financial LLC | $1.4M | 115,428 | 0.00% | 30q | +4.9%+$66.6K |
| Strategic Advisors LLC | $1.4M | 116,446 | 0.23% | 3q | HELD |
| BCS Private Wealth Management, Inc. | $1.4M | 110,450 | 0.42% | 4q | HELD |
| ROYAL BANK OF CANADA | $1.1M | 93,082 | 0.00% | 30q | +0.5%+$6.3K |
| UBS Group AG | $1.1M | 89,334 | 0.00% | 30q | -2.2%-$24.9K |
| Breakwater Capital Group | $1.1M | 87,564 | 0.14% | 14q | -3.1%-$34.3K |
| North Ground Capital | $770.5K | 62,639 | 0.93% | 6q | -44.5%-$617.3K |
| OSAIC HOLDINGS, INC. | $679.9K | 55,274 | 0.00% | 25q | +71.9%+$284.4K |
| AMERIPRISE FINANCIAL INC | $533.5K | 43,376 | 0.00% | 5q | +138.6%+$309.9K |
| RMR Wealth Builders | $472.6K | 38,176 | 0.04% | 25q | -0.5%-$2.5K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $395.3K | 32,141 | 0.02% | 7q | +2.7%+$10.4K |
| WEALTH EFFECTS LLC | $385.0K | 31,300 | 0.14% | 5q | HELD |
| Yakira Capital Management, Inc. | $364.0K | 29,590 | 0.11% | new | NEW |
| STIFEL FINANCIAL CORP | $326.1K | 26,513 | 0.00% | 11q | -0.7%-$2.4K |
| HighTower Advisors, LLC | $318.5K | 25,892 | 0.00% | 10q | +6.6%+$19.7K |
| NCM Capital Management, LLC | $318.0K | 25,853 | 0.11% | 18q | HELD |
| SYKON CAPITAL LLC | $307.5K | 25,000 | 0.10% | 12q | HELD |
| Focus Partners Advisor Solutions, LLC | $297.5K | 24,184 | 0.00% | new | NEW |
| OMNI 360 Wealth, Inc. | $297.5K | 24,184 | 0.15% | 10q | -1.6%-$5.0K |
| Focus Partners Wealth | $293.0K | 0 | 0.00% | 5q | -100.0% |
| OPPENHEIMER & CO INC | $259.7K | 21,116 | 0.00% | 6q | +6.1%+$14.8K |
| Alpine Global Management, LLC | $253.7K | 20,629 | 0.04% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $243.0K | 19,754 | 0.00% | 30q | +0.9%+$2.1K |
| White Knight Strategic Wealth Advisors, LLC | $239.2K | 19,450 | 0.20% | new | NEW |
| EVOLVE PRIVATE WEALTH, LLC | $205.1K | 16,672 | 0.01% | 2q | -1.3%-$2.7K |
| Wealth Management Associates, Inc. | $193.5K | 15,732 | 0.07% | 30q | -10.2%-$22.1K |
| Smallwood Wealth Investment Management, LLC | $188.9K | 15,357 | 0.10% | 18q | HELD |
| CARY STREET PARTNERS FINANCIAL LLC | $187.9K | 15,276 | 0.00% | 6q | HELD |
| Regal Investment Advisors LLC | $158.6K | 12,892 | 0.01% | 8q | -24.0%-$50.1K |
| David J Yvars Group | $157.5K | 12,808 | 0.09% | 2q | HELD |
| Private Advisor Group, LLC | $155.4K | 12,637 | 0.00% | 4q | HELD |
| Green Ridge Wealth Planning LLC | $141.4K | 11,500 | 0.07% | 2q | -11.5%-$18.4K |
| Closed-End Fund Advisors, Inc. | $133.4K | 10,849 | 0.14% | 2q | HELD |
| Joel Isaacson & Co., LLC | $132.8K | 10,800 | 0.00% | 4q | HELD |
| Steward Partners Investment Advisory, LLC | $123.6K | 10,047 | 0.00% | 17q | +9.8%+$11.0K |
| Corient Private Wealth LLC | $117.5K | 15,762 | 0.00% | 2q | -68.2%-$252.0K |
| NewEdge Advisors, LLC | $38.6K | 38,635 | 0.00% | 4q | +2.7%+$1.0K |
| Bogart Wealth, LLC | $36.1K | 2,936 | 0.00% | 4q | HELD |
| Rockefeller Capital Management L.P. | $30.8K | 2,500 | 0.00% | 3q | HELD |
| Princeton Global Asset Management LLC | $25.3K | 2,060 | 0.00% | 13q | HELD |
| Pinnacle Wealth Planning Services, Inc. | $13.9K | 1,133 | 0.00% | 2q | -17.9%-$3.0K |
| MAI Capital Management | $12.3K | 1,000 | 0.00% | 2q | HELD |
| PRIVATE TRUST CO NA | $12.3K | 1,000 | 0.00% | 16q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $5.2K | 421 | 0.00% | 2q | HELD |
| BlackRock, Inc. | $4.3K | 347 | 0.00% | new | NEW |
| WPG Advisers, LLC | $3.9K | 314 | 0.00% | 4q | -18.2% |
| Prestige Wealth Management Group LLC | $3.6K | 288 | 0.00% | 30q | HELD |
| SIT INVESTMENT ASSOCIATES INC | $3.3K | 265,380 | 0.07% | 30q | -16.8% |
| Smartleaf Asset Management LLC | $1.7K | 144 | 0.00% | 2q | HELD |
| FIFTH THIRD BANCORP | $561 | 46 | 0.00% | new | NEW |
| PEAPACK GLADSTONE FINANCIAL CORP | $282 | 22,936 | 0.00% | 30q | HELD |
| Cambridge Investment Research Advisors, Inc. | $126 | 10,282 | 0.00% | 2q | HELD |
| Penserra Capital Management LLC | $13 | 1,114 | 0.00% | new | NEW |
| FNY Investment Advisers, LLC | $6 | 500 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q1 2026 | 58 | $66.5M | 5,378,741 | 6 | 14 | 18 | 0.0% |
| Q4 2025 | 62 | $60.3M | 4,775,268 | 9 | 26 | 12 | 0.0% |
| Q3 2025 | 62 | $70.6M | 5,689,603 | 5 | 28 | 12 | 0.0% |
| Q2 2025 | 65 | $84.8M | 7,473,227 | 14 | 27 | 12 | 0.0% |
| Q1 2025 | 57 | $91.9M | 7,809,373 | 10 | 20 | 11 | 0.0% |
| Q4 2024 | 57 | $110.0M | 9,036,328 | 6 | 18 | 17 | 0.0% |
| Q3 2024 | 55 | $124.7M | 9,561,670 | 8 | 17 | 14 | 0.0% |
| Q2 2024 | 53 | $125.9M | 10,310,763 | 2 | 21 | 14 | 0.0% |
| Q1 2024 | 54 | $128.0M | 10,602,096 | 3 | 17 | 15 | 0.0% |
| Q4 2023 | 60 | $121.0M | 10,272,181 | 7 | 24 | 13 | 0.0% |
| Q3 2023 | 58 | $92.3M | 8,716,046 | 7 | 19 | 14 | 0.0% |
| Q2 2023 | 56 | $82.8M | 7,216,660 | 6 | 16 | 18 | 0.0% |
| Q1 2023 | 52 | $69.0M | 5,889,596 | 3 | 19 | 12 | 0.0% |
| Q4 2022 | 52 | $51.3M | 4,533,004 | 15 | 14 | 14 | 0.0% |
| Q3 2022 | 57 | $52.2M | 4,742,659 | 7 | 18 | 18 | 0.0% |
| Q2 2022 | 55 | $56.3M | 4,471,208 | 4 | 20 | 14 | 0.0% |
| Q1 2022 | 60 | $60.1M | 4,492,610 | 14 | 23 | 11 | 0.0% |
| Q4 2021 | 58 | $65.3M | 4,248,013 | 5 | 21 | 9 | 0.0% |
| Q3 2021 | 56 | $70.8M | 4,586,048 | 4 | 18 | 15 | 0.0% |
| Q2 2021 | 55 | $74.7M | 4,789,197 | 9 | 19 | 11 | 0.0% |
| Q1 2021 | 58 | $72.6M | 5,008,943 | 8 | 19 | 12 | 0.0% |
| Q4 2020 | 58 | $74.4M | 5,179,179 | 5 | 19 | 17 | 0.0% |
| Q3 2020 | 56 | $74.9M | 5,537,696 | 7 | 16 | 13 | 0.0% |
| Q2 2020 | 52 | $78.0M | 5,882,710 | 6 | 16 | 15 | 0.0% |
| Q1 2020 | 52 | $67.4M | 5,016,254 | 5 | 18 | 12 | 0.0% |
| Q4 2019 | 61 | $73.3M | 4,999,366 | 6 | 17 | 13 | 0.0% |
| Q3 2019 | 56 | $70.3M | 4,857,801 | 5 | 17 | 10 | 0.0% |
| Q2 2019 | 57 | $71.1M | 5,039,063 | 5 | 20 | 9 | 0.0% |
| Q1 2019 | 57 | $73.2M | 5,287,458 | 5 | 12 | 17 | 0.0% |
| Q4 2018 | 60 | $65.6M | 5,152,502 | 0 | 1 | 1 | 0.0% |