Access Financial Services, Inc. Nuveen Minnesota Quality Municipal Income Fund Transaction History

Access Financial Services, Inc.

$184 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 21, 2023	BUY	$11.45 - $12.38 $251,419 - $271,840	21,958 New	21,958 $265,000
Q3 2022 Oct 18, 2022	BUY	$12.03 - $15.21 $6,111 - $7,726	508 Added 2.01%	25,742 $310,000
Q2 2022 Jul 20, 2022	SELL	$14.38 - $15.75 $18,535 - $20,301	-1,289 Reduced 4.86%	25,234 $373,000
Q1 2022 Apr 19, 2022	BUY	$14.38 - $15.26 $28,760 - $30,520	2,000 Added 8.16%	26,523 $395,000
Q4 2021 Jan 14, 2022	BUY	$14.92 - $16.0 $365,883 - $392,368	24,523 New	24,523 $368,000
Q2 2019 Jul 24, 2019	SELL	$13.3 - $13.87 $165,092 - $172,168	-12,413 Closed	0 $0
Q1 2019 Apr 26, 2019	BUY	$12.36 - $13.41 $153,424 - $166,458	12,413 New	12,413 $166,000
Q4 2017 Jan 16, 2018	SELL	$14.37 - $15.47 $235,854 - $253,909	-16,413 Closed	0 $0
Q3 2017 Nov 02, 2017	BUY	$15.25 - $15.87 $250,298 - $260,474	16,413	16,413 $250,000

Others Institutions Holding NMS

# of Institutions

17

Shares Held

397K

Call Options Held

0

Put Options Held

0

Sit Investment Associates Inc Minneapolis, MN

122K
Shares

$1.51 Million
0.04% of portfolio
Morgan Stanley New York, NY

43.2K
Shares

$533,976
0.0% of portfolio
Marks Group Wealth Management, Inc Minnetonka, MN

41.6K
Shares

$514,571
0.05% of portfolio
Commonwealth Equity Services, LLC

32.6K
Shares

$402,676
0.0% of portfolio
Wiley Bros. Aintree Capital, LLC

30.7K
Shares

$380,008
0.01% of portfolio

About Nuveen Minnesota Quality Municipal Income Fund

Ticker NMS
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen Minnesota Quality Municipal Income Fund is a closed ended fixed income mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests in the fixed income markets of the United States. The fund primarily invests in investment grade municipal securities that a...

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