Latest Institutional Transactions on Nuveen Amt Free Quality Municipal Income Fund (NEA)
This table provides information on the latest institutional transactions involving Nuveen Amt Free Quality Municipal Income Fund (NEA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-16K- 91.14% |
$171K - $186K
|
1.55K
$16.7K
|
|
May 05, 2023
Q1 2023
|
Delphi Financial Group, Inc.
|
SELL
|
- |
-99.8K- 24.88% |
$1.07M - $1.17M
|
301K
$3.24M
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.31K+ 10.58% |
$14.1K - $15.3K
|
13.7K
$147K
|
|
May 03, 2023
Q1 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-4K- 24.24% |
$43K - $46.7K
|
12.5K
$134K
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
5K+ 10.39% |
$53.8K - $58.4K
|
53.1K
$571K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
7+ 0.17% |
$75.3 - $81.8
|
4.06K
$43.7K
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
152+ 0.63% |
$1.63K - $1.78K
|
24.4K
$263K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
195New |
$2.1K - $2.28K
|
195
$2.1K
|
|
May 01, 2023
Q1 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
175+ 1.02% |
$1.88K - $2.04K
|
17.3K
$186K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7KNew |
$75.2K - $81.7K
|
7K
$75.2K
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
2.69KNew |
$28.9K - $31.4K
|
2.69K
$28.9K
|
|
Apr 26, 2023
Q1 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-4.3K- 25.39% |
$46.2K - $50.2K
|
12.6K
$136K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
500New |
$5.38K - $5.84K
|
500
$5.38K
|
|
Apr 20, 2023
Q1 2023
|
Goodwin Daniel L
|
BUY
|
- |
4K+ 2.63% |
$43K - $46.7K
|
156K
$1.68M
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.14K- 13.91% |
$23K - $25K
|
13.2K
$142K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
551New |
$5.92K - $6.44K
|
551
$5.92K
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
SELL
|
- |
-100- 0.99% |
$1.08K - $1.17K
|
10K
$108K
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
500+ 10.0% |
$5.38K - $5.84K
|
5.5K
$59.1K
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.5K+ 5.45% |
$16.1K - $17.5K
|
29K
$312K
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
351+ 2.99% |
$3.77K - $4.1K
|
12.1K
$130K
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
BUY
|
- |
161+ 1.6% |
$1.73K - $1.88K
|
10.2K
$110K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.48KNew |
$35.7K - $40.4K
|
3.48K
$37.4K
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-12.8K- 29.26% |
$131K - $148K
|
30.9K
$332K
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3.73KNew |
$38.2K - $43.3K
|
3.73K
$40.1K
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
25KNew |
$256K - $291K
|
25K
$269K
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
23.6KNew |
$242K - $274K
|
23.6K
$254K
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
7.03KNew |
$72.1K - $81.7K
|
7.03K
$75.6K
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
17KNew |
$175K - $198K
|
17K
$183K
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
16.9KNew |
$174K - $197K
|
16.9K
$182K
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
17KNew |
$175K - $198K
|
17K
$183K
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-6K- 23.08% |
$61.5K - $69.7K
|
20K
$215K
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-823- 32.92% |
$8.44K - $9.56K
|
1.68K
$18K
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.2KNew |
$105K - $119K
|
10.2K
$110K
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
20.1KNew |
$206K - $234K
|
20.1K
$216K
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
5.6KNew |
$57.4K - $65.1K
|
5.6K
$60.2K
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
29.4KNew |
$301K - $342K
|
29.4K
$316K
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
15.2KNew |
$156K - $177K
|
15.2K
$164K
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-523- 3.84% |
$5.36K - $6.08K
|
13.1K
$141K
|
|
Jan 31, 2023
Q4 2022
|
Sabal Trust CO
|
BUY
|
- |
11.9KNew |
$122K - $138K
|
11.9K
$128K
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
99+ 0.91% |
$1.01K - $1.15K
|
11K
$118K
|
|
Jan 26, 2023
Q4 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
10.7KNew |
$110K - $125K
|
10.7K
$116K
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.28KNew |
$33.6K - $38.1K
|
3.28K
$35.2K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.63KNew |
$16.7K - $18.9K
|
1.63K
$17.5K
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2.67K- 14.33% |
$27.3K - $31K
|
15.9K
$171K
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
3.55KNew |
$36.4K - $41.3K
|
3.55K
$38.2K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
42+ 1.33% |
$442 - $537
|
3.2K
$34.4K
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-7.89K- 41.85% |
$83.1K - $101K
|
11K
$118K
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-860K- 44.11% |
$9.06M - $11M
|
1.09M
$11.7M
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 0.6% |
$10.5 - $12.8
|
165
$1.77K
|