Evercore Wealth Management, LLC Nuveen Credit Strategies Income Fund Transaction History

Evercore Wealth Management, LLC

$6.66 Billion
Q3 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$5.14 - $6.31 $210,354 - $258,236	-40,925 Closed	0 $0
Q1 2021 May 17, 2021	SELL	$6.3 - $6.52 $711,270 - $736,108	-112,900 Reduced 73.4%	40,925 $266,000
Q4 2020 Feb 16, 2021	SELL	$5.79 - $6.45 $128,248 - $142,867	-22,150 Reduced 12.59%	153,825 $974,000
Q3 2020 Nov 16, 2020	BUY	$5.76 - $6.2 $146,880 - $158,100	25,500 Added 16.95%	175,975 $1.04 Million
Q2 2020 Aug 13, 2020	BUY	$5.41 - $6.33 $814,069 - $952,506	150,475 New	150,475 $879,000

Others Institutions Holding JQC

# of Institutions

157

Shares Held

38M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

10.7M
Shares

$60.2 Million
0.0% of portfolio
Penserra Capital Management LLC Orinda, CA

2.89M
Shares

$16.3 Million
0.36% of portfolio
Wells Fargo & Company San Francisco, CA

2.17M
Shares

$12.2 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

1.89M
Shares

$10.6 Million
0.08% of portfolio
Invesco Ltd. Atlanta, GA

1.66M
Shares

$9.33 Million
0.0% of portfolio

About Nuveen Credit Strategies Income Fund

Ticker JQC
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen Credit Strategies Income Fund is a closed-ended balanced mutual fund launched by Nuveen Investments, Inc. The fund is managed by Symphony Asset Management, LLC. It invests in the fixed income and public equity markets of the United States. The fund invests in senior secured and second lien loans, preferred securities, convertible securiti...

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