Kore Private Wealth LLC Nuveen California Amt Free Quality Municipal Income Fund Transaction History

Kore Private Wealth LLC

$554 Million
Q3 2022

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	BUY	$12.12 - $14.0 $241,369 - $278,810	19,915 New	19,915 $257,000
Q3 2020 Nov 13, 2020	SELL	$14.92 - $15.82 $95,249 - $100,994	-6,384 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$14.9 - $15.39 $95,121 - $98,249	6,384 New	6,384 $97,000

Others Institutions Holding NKX

# of Institutions

73

Shares Held

7.93M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.23M
Shares

$28.5 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

1.14M
Shares

$14.6 Million
0.11% of portfolio
Advisors Asset Management, Inc. Monument, CO

484K
Shares

$6.19 Million
0.12% of portfolio
Hennion & Walsh Asset Management, Inc.

454K
Shares

$5.82 Million
0.3% of portfolio
Wells Fargo & Company San Francisco, CA

352K
Shares

$4.51 Million
0.0% 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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