Financial Perspectives, Inc Nuveen Amt Free Quality Municipal Income Fund Transaction History

Financial Perspectives, Inc

$288 Billion
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Jan 09, 2024	SELL	$9.61 - $11.0 $19,392 - $22,198	-2,018 Closed	0 $0
Q2 2021 Jan 09, 2024	SELL	$14.87 - $15.7 $414,709 - $437,857	-27,889 Reduced 93.25%	2,018 $31.7 Million
Q1 2021 Jan 09, 2024	BUY	$14.32 - $15.12 $399,370 - $421,681	27,889 Added 1382.01%	29,907 $2.02 Million
Q4 2019 Jan 09, 2024	BUY	$14.0 - $14.38 $28,252 - $29,018	2,018 New	2,018 $29 Million

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 Financial Perspectives, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Perspectives, Inc with notifications on news.