Arkadios Wealth Advisors Nuveen Amt Free Quality Municipal Income Fund Transaction History

Arkadios Wealth Advisors

$1.71 Billion
Q4 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 13, 2023	BUY	$9.61 - $11.0 $155,739 - $178,266	16,206 New	16,206 $156,000
Q4 2021 Feb 03, 2022	SELL	$14.87 - $15.6 $3,390 - $3,556	-228 Closed	0 $0
Q3 2021 Oct 19, 2021	SELL	$15.19 - $15.98 $3,235 - $3,403	-213 Reduced 48.3%	228 $3,000
Q2 2021 Jul 28, 2021	BUY	$14.87 - $15.7 $6,557 - $6,923	441 New	441 $6,000

Others Institutions Holding NEA

# of Institutions

340

Shares Held

90.8M

Call Options Held

0

Put Options Held

0

Karpus Management, Inc. Pittsford, NY

14.8M
Shares

$171 Million
5.76% of portfolio
Morgan Stanley New York, NY

9.86M
Shares

$114 Million
0.01% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

6.83M
Shares

$78.9 Million
4.49% of portfolio
Mackay Shields LLC

4.04M
Shares

$46.7 Million
9.14% of portfolio
Bramshill Investments, LLC Naples, FL

3.42M
Shares

$39.5 Million
4.52% 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...

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