Dynamic Advisor Solutions LLC Nuveen Arizona Quality Municipal Income Fund Transaction History

Dynamic Advisor Solutions LLC

$2.31 Billion
Q4 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 10, 2023	BUY	$9.63 - $10.82 $789 - $887	82 Added 0.45%	18,501 $178,000
Q2 2023 Aug 03, 2023	BUY	$10.56 - $11.24 $1,214 - $1,292	115 Added 0.63%	18,419 $198,000
Q1 2023 Apr 10, 2023	BUY	$11.03 - $12.15 $42,410 - $46,716	3,845 Added 26.59%	18,304 $206,000
Q4 2022 Jan 12, 2023	SELL	$11.16 - $13.41 $34,160 - $41,048	-3,061 Reduced 17.47%	14,459 $0
Q3 2022 Oct 20, 2022	SELL	$12.29 - $14.5 $23,584 - $27,825	-1,919 Reduced 9.87%	17,520 $219,000
Q2 2022 Jul 27, 2022	BUY	$12.57 - $13.9 $2,514 - $2,780	200 Added 1.04%	19,439 $250,000
Q1 2022 Apr 11, 2022	BUY	$13.13 - $15.97 $95,087 - $115,654	7,242 Added 60.37%	19,239 $262,000
Q4 2021 Jan 26, 2022	BUY	$15.6 - $16.22 $1,513 - $1,573	97 Added 0.82%	11,997 $192,000
Q3 2021 Oct 28, 2021	BUY	$15.68 - $16.25 $1,505 - $1,560	96 Added 0.81%	11,900 $187,000
Q2 2021 Aug 10, 2021	BUY	$15.21 - $16.25 $179,538 - $191,815	11,804 New	11,804 $191,000

Others Institutions Holding NAZ

# of Institutions

30

Shares Held

971K

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

153K
Shares

$1.9 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

144K
Shares

$1.8 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

103K
Shares

$1.29 Million
0.0% of portfolio
Brooklyn Fi, LLC New York, NY

82.8K
Shares

$1.03 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

41.5K
Shares

$517,317
0.0% of portfolio

About NUVEEN ARIZONA QUALITY MUNICIPAL INCOME FUND

Ticker NAZ
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen Arizona Quality Municipal Income Fund is a closed ended fixed income mutual fund launched by Nuveen Investments, Inc. The fund is managed by Nuveen Asset Management, LLC. It invests in the fixed income markets of Arizona. The fund invests in municipal securities and other related investments the income, exempt from regular federal and Ari...

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