Summit Financial Wealth Advisors, LLC Nuveen Senior Income Fund Transaction History

Summit Financial Wealth Advisors, LLC

$505 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 05, 2019	SELL	$5.63 - $5.91 $92,613 - $97,219	-16,450 Closed	0 $0
Q2 2019 Jul 16, 2019	BUY	$5.76 - $6.01 $16,416 - $17,128	2,850 Added 20.96%	16,450 $98,000
Q4 2018 Feb 01, 2019	SELL	$5.34 - $6.19 $29,904 - $34,664	-5,600 Reduced 29.17%	13,600 $75,000
Q3 2018 Oct 22, 2018	SELL	$6.05 - $6.23 $4,840 - $4,984	-800 Reduced 4.0%	19,200 $116,000
Q1 2018 Apr 09, 2018	BUY	$6.31 - $6.56 $126,199 - $131,200	20,000 New	20,000 $131,000
Q1 2018 Apr 06, 2018	SELL	$6.31 - $6.56 $126,199 - $131,200	-20,000 Closed	0 $0
Q4 2017 Feb 05, 2018	BUY	$6.35 - $6.81 $31,750 - $34,050	5,000 Added 33.33%	20,000 $130,000
Q3 2017 Nov 06, 2017	BUY	$6.53 - $6.76 $2,612 - $2,704	400 Added 2.74%	15,000 $100,000
Q2 2017 Aug 14, 2017	BUY	N/A	14,600	14,600 $100,000

Others Institutions Holding NSL

# of Institutions

4

Shares Held

37.5K

Call Options Held

0

Put Options Held

0

About NUVEEN SENIOR INCOME FUND

Ticker NSL
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen Senior Income Fund is a closed ended fixed income mutual fund launched by Nuveen Investments, Inc. It is managed by Symphony Asset Management LLC. The fund invests in fixed income markets of the United States. It primarily invests in adjustable rate U.S dollar-denominated secured Senior Loans. Nuveen Senior Income Fund was formed on Octob...

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