Alpha Cubed Investments, LLC Nuveen Amt Free Quality Municipal Income Fund Transaction History

Alpha Cubed Investments, LLC

$2.18 Billion
Q4 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 23, 2021	SELL	$14.32 - $15.12 $216,217 - $228,296	-15,099 Closed	0 $0
Q4 2020 Jan 29, 2021	BUY	$14.17 - $15.1 $213,952 - $227,994	15,099 New	15,099 $228,000
Q2 2020 Jul 13, 2020	SELL	$12.72 - $13.9 $157,995 - $172,651	-12,421 Closed	0 $0
Q4 2019 Jan 17, 2020	SELL	$14.0 - $14.38 $32,102 - $32,973	-2,293 Reduced 15.58%	12,421 $179,000
Q3 2019 Oct 18, 2019	BUY	$13.81 - $14.42 $203,200 - $212,175	14,714 New	14,714 $211,000

Others Institutions Holding NEA

# of Institutions

323

Shares Held

88.7M

Call Options Held

0

Put Options Held

0

Karpus Management, Inc. Pittsford, NY

14.8M
Shares

$166 Million
5.76% of portfolio
Morgan Stanley New York, NY

9.86M
Shares

$110 Million
0.01% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

6.83M
Shares

$76.5 Million
4.49% of portfolio
Mackay Shields LLC

4M
Shares

$44.9 Million
8.24% of portfolio
Sit Investment Associates Inc Minneapolis, MN

3.85M
Shares

$43.2 Million
1.03% of portfolio

About Nuveen AMT-Free Quality Municipal Income Fund

Ticker NEA
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen AMT-Free Quality Municipal Income Fund is a closed-ended fixed income mutual fund launched by Nuveen Investments Inc. The fund is co-managed by Nuveen Asset Management, LLC and Nuveen Fund Advisors LLC. It invests in the fixed income markets of the United States. The fund primarily invests in undervalued municipal bonds that are exempt fr...

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Alpha Cubed Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alpha Cubed Investments, LLC with notifications on news.