Beach Point Capital Management LP Nuveen California Amt Free Quality Municipal Income Fund Transaction History

Beach Point Capital Management LP

$902 Million
Q3 2025

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 07, 2019	SELL	$13.87 - $14.6 $4.29 Million - $4.52 Million	-309,351 Closed	0 $0
Q1 2019 Apr 30, 2019	SELL	$12.83 - $13.95 $2.37 Million - $2.58 Million	-184,908 Reduced 37.41%	309,351 $4.31 Million
Q4 2018 Feb 07, 2019	BUY	$12.39 - $13.09 $7,235 - $7,644	584 Added 0.12%	494,259 $6.27 Million
Q3 2018 Nov 07, 2018	BUY	$12.8 - $13.7 $1.71 Million - $1.83 Million	133,375 Added 37.02%	493,675 $6.35 Million
Q2 2018 Aug 03, 2018	BUY	$13.32 - $13.67 $4.8 Million - $4.93 Million	360,300 New	360,300 $4.89 Million

Others Institutions Holding NKX

# of Institutions

72

Shares Held

8.52M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.86M
Shares

$36.9 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

998K
Shares

$12.9 Million
0.09% of portfolio
Advisors Asset Management, Inc. Monument, CO

517K
Shares

$6.67 Million
0.12% of portfolio
Wells Fargo & Company San Francisco, CA

508K
Shares

$6.55 Million
0.0% of portfolio
Hennion & Walsh Asset Management, Inc.

288K
Shares

$3.71 Million
0.14% of portfolio

About NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND

Ticker NKX
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen California 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 California, United States. The fund primarily invests in undervalued municipal secu...

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