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 |
---|---|---|---|---|---|---|---|
Jul 26, 2021
Q2 2021
|
Excalibur Management Corp
|
SELL
|
- |
-25.3KClosed |
$377K - $398K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.88KClosed |
$28K - $29.6K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-11.4KClosed |
$170K - $179K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
34.1KNew |
$508K - $536K
|
34.1K
$367K
|
|
Jul 20, 2021
Q2 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-2.09KClosed |
$31.1K - $32.8K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.03KClosed |
$30.2K - $31.9K
|
0
$0
|
|
Q1 2021 | |||||||
Aug 10, 2023
Q1 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
523New |
$7.49K - $7.91K
|
523
$5.62K
|
|
Jun 15, 2021
Q1 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.08KClosed |
$15.4K - $16.3K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-3.49K- 86.63% |
$49.9K - $52.7K
|
538
$5.78K
|
|
May 17, 2021
Q1 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-386Closed |
$5.53K - $5.84K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.16KClosed |
$16.5K - $17.5K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-10.8KClosed |
$154K - $163K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-12.4KClosed |
$177K - $187K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-35KClosed |
$502K - $530K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
67.9KNew |
$972K - $1.03M
|
67.9K
$730K
|
|
May 12, 2021
Q1 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1.64KClosed |
$23.5K - $24.8K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
11.1KNew |
$160K - $168K
|
11.1K
$120K
|
|
May 10, 2021
Q1 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-888Closed |
$12.7K - $13.4K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Glassman Wealth Services
|
SELL
|
- |
-7.4KClosed |
$106K - $112K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-200Closed |
$2.86K - $3.02K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
12.1KNew |
$174K - $183K
|
12.1K
$130K
|
|
Apr 29, 2021
Q1 2021
|
Well Done, LLC
|
BUY
|
- |
14.1KNew |
$202K - $213K
|
14.1K
$151K
|
|
Apr 23, 2021
Q1 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-20.4KClosed |
$292K - $309K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-15.1KClosed |
$216K - $228K
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-13.3KClosed |
$191K - $202K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
645New |
$9.24K - $9.75K
|
645
$6.93K
|
|
Q4 2020 | |||||||
Dec 01, 2022
Q4 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
717New |
$10.2K - $10.8K
|
717
$7.71K
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-1.6KClosed |
$22.7K - $24.2K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-1.59KClosed |
$22.5K - $23.9K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-184Closed |
$2.61K - $2.78K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-450KClosed |
$6.38M - $6.8M
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Rmb Capital Management, LLC
|
SELL
|
- |
-41.1K- 74.5% |
$582K - $620K
|
14.1K
$151K
|
|
Feb 11, 2021
Q4 2020
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
6.49KNew |
$91.9K - $97.9K
|
6.49K
$69.7K
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-538Closed |
$7.62K - $8.12K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-1.54KClosed |
$21.8K - $23.3K
|
0
$0
|
|
Jan 14, 2021
Q4 2020
|
Capital City Trust CO
|
SELL
|
- |
-26.4KClosed |
$374K - $399K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-132Closed |
$1.84K - $1.95K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.03KClosed |
$28.4K - $29.9K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-12.2KClosed |
$170K - $179K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-14.6KClosed |
$205K - $216K
|
0
$0
|
|
Q2 2020 | |||||||
Sep 07, 2021
Q2 2020
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-500Closed |
$6.36K - $6.95K
|
0
$0
|
|
Aug 17, 2020
Q2 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-3.77KClosed |
$47.9K - $52.4K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Ionic Capital Management LLC
New York, NY |
SELL
|
- |
-13.9KClosed |
$176K - $193K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-3.33K- 61.6% |
$42.4K - $46.3K
|
2.08K
$22.3K
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-324Closed |
$4.12K - $4.5K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Cabot Wealth Management Inc
|
SELL
|
- |
-10.8KClosed |
$137K - $150K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-638Closed |
$8.12K - $8.87K
|
0
$0
|
|
Jul 22, 2020
Q2 2020
|
Peterson Wealth Management
|
SELL
|
- |
-10.8KClosed |
$138K - $150K
|
0
$0
|
|
Jul 10, 2020
Q2 2020
|
Gradient Investments LLC
|
SELL
|
- |
-37Closed |
$471 - $514
|
0
$0
|
|
Jul 10, 2020
Q2 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-44.8KClosed |
$570K - $622K
|
0
$0
|