Walled Lake Planning & Wealth Management, LLC Nuveen Credit Strategies Income Fund Transaction History

Walled Lake Planning & Wealth Management, LLC

$226 Million
Q2 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 17, 2021	SELL	$6.3 - $6.52 $371 - $384	-59 Closed	0 $0
Q4 2020 Feb 19, 2021	SELL	$5.79 - $6.45 $306 - $341	-53 Reduced 47.32%	59 $0
Q3 2020 Nov 13, 2020	BUY	$5.76 - $6.2 $23 - $24	4 Added 3.7%	112 $1,000
Q2 2020 Aug 18, 2020	BUY	$5.41 - $6.33 $27 - $31	5 Added 4.85%	108 $1,000
Q1 2020 May 15, 2020	BUY	$3.9 - $7.7 $401 - $793	103 New	103 $1,000

Others Institutions Holding JQC

# of Institutions

161

Shares Held

43.4M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

11.2M
Shares

$64.4 Million
0.0% of portfolio
Oak Hill Advisors LP New York, NY

3.33M
Shares

$19.1 Million
2.61% of portfolio
Pathstone Holdings, LLC Englewood, NJ

2.76M
Shares

$15.8 Million
0.07% of portfolio
Penserra Capital Management LLC Orinda, CA

2.48M
Shares

$14.2 Million
0.17% of portfolio
Wells Fargo & Company San Francisco, CA

1.82M
Shares

$10.4 Million
0.0% of portfolio

View Full List

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...

More about JQC

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