Plante Moran Financial Advisors, LLC Nuveen Amt Free Quality Municipal Income Fund Transaction History

Plante Moran Financial Advisors, LLC

$1.2 Billion
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 02, 2022	BUY	$11.35 - $13.23 $39,725 - $46,305	3,500 New	3,500 $41,000
Q4 2021 Feb 09, 2022	SELL	$14.87 - $15.6 $11,271 - $11,824	-758 Closed	0 $0
Q3 2021 Nov 08, 2021	BUY	$15.19 - $15.98 $11,514 - $12,112	758 New	758 $12,000
Q2 2021 Aug 10, 2021	SELL	$14.87 - $15.7 $0 - $0	0 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$14.32 - $15.12 $0 - $0	0 New	0 $0
Q4 2019 Feb 14, 2020	SELL	$14.0 - $14.38 $28,784 - $29,565	-2,056 Closed	0 $0
Q3 2019 Nov 13, 2019	BUY	$13.81 - $14.42 $28,393 - $29,647	2,056 New	2,056 $29,000
Q4 2018 Jan 29, 2019	SELL	$12.04 - $12.63 $8,500 - $8,916	-706 Closed	0 $0
Q3 2018 Nov 09, 2018	BUY	$12.53 - $13.07 $8,846 - $9,227	706 New	706 $9,000

Others Institutions Holding NEA

# of Institutions

332

Shares Held

90M

Call Options Held

0

Put Options Held

0

Karpus Management, Inc. Pittsford, NY

14.8M
Shares

$172 Million
5.76% of portfolio
Morgan Stanley New York, NY

9.86M
Shares

$114 Million
0.01% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

6.83M
Shares

$79.3 Million
4.49% of portfolio
Mackay Shields LLC

4.04M
Shares

$46.9 Million
9.14% of portfolio
Sit Investment Associates Inc Minneapolis, MN

3.85M
Shares

$44.7 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...

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