Institute For Wealth Management, Llc. Nuveen Credit Strategies Income Fund Transaction History

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 01, 2021	SELL	$5.79 - $6.45 $76,277 - $84,972	-13,174 Closed	0 $0
Q1 2020 Apr 29, 2020	SELL	$3.9 - $7.7 $13,260 - $26,180	-3,400 Reduced 20.51%	13,174 $75,000
Q4 2019 Feb 27, 2020	BUY	$7.25 - $7.67 $120,161 - $127,122	16,574 New	16,574 $127,000
Q4 2019 Jan 27, 2020	SELL	$7.25 - $7.67 $154,178 - $163,110	-21,266 Closed	0 $0
Q1 2019 May 15, 2019	SELL	$7.41 - $7.99 $741 - $799	-100 Reduced 0.47%	21,266 $164,000
Q4 2018 Feb 08, 2019	BUY	$7.15 - $7.97 $152,766 - $170,287	21,366 New	21,366 $158,000
Q1 2018 May 15, 2018	SELL	$7.91 - $8.35 $232,878 - $245,832	-29,441 Closed	0 $0
Q4 2017 Feb 12, 2018	BUY	$8.05 - $8.52 $563 - $596	70 Added 0.24%	29,441 $242,000
Q2 2017 Aug 14, 2017	BUY	N/A	29,371	29,371 $255,000

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...

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.