Purchases and Sales Made in Q1 2023 in Nuveen Amt Free Quality Municipal Income Fund (NEA)
This table provides information about the institutional ownership of Nuveen Amt Free Quality Municipal Income Fund (NEA) during Q1 2023. The information is specifically focused on institutions that hold shares of Nuveen AMT-Free Quality Municipal Income Fund.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
16K+ 15.96% |
$172K - $187K
|
116K
$1.33M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14KNew |
$151K - $164K
|
14K
$161K
|
|
May 02, 2023
Q1 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
13.5K+ 8.98% |
$145K - $158K
|
164K
$1.88M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.3K+ 45.16% |
$132K - $144K
|
39.6K
$454K
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12KNew |
$129K - $140K
|
12K
$138K
|
|
Apr 05, 2023
Q1 2023
|
In Track Investment Management Inc
|
BUY
|
- |
11.5KNew |
$124K - $134K
|
11.5K
$132K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.2KNew |
$120K - $131K
|
11.2K
$128K
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.8KNew |
$116K - $126K
|
10.8K
$124K
|
|
May 15, 2023
Q1 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
10.7KNew |
$115K - $125K
|
10.7K
$123K
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
10.5K+ 6.42% |
$113K - $122K
|
174K
$1.99M
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
10.1KNew |
$109K - $118K
|
10.1K
$116K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9.33KNew |
$100K - $109K
|
9.33K
$107K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7KNew |
$75.2K - $81.7K
|
7K
$80.3K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.61K+ 1.26% |
$71K - $77.2K
|
532K
$6.1M
|
|
May 12, 2023
Q1 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
5.52K+ 3.4% |
$59.4K - $64.5K
|
168K
$1.93M
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
5.34K+ 9.44% |
$57.4K - $62.3K
|
61.9K
$710K
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
5K+ 10.39% |
$53.8K - $58.4K
|
53.1K
$610K
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
4.4KNew |
$47.3K - $51.4K
|
4.4K
$50.5K
|
|
Apr 20, 2023
Q1 2023
|
Goodwin Daniel L
|
BUY
|
- |
4K+ 2.63% |
$43K - $46.7K
|
156K
$1.79M
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.89KNew |
$41.8K - $45.4K
|
3.89K
$44.6K
|
|
Apr 20, 2023
Q1 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
3.61K+ 1.88% |
$38.8K - $42.1K
|
196K
$2.25M
|
|
Apr 21, 2023
Q1 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
3.23K+ 2.38% |
$34.7K - $37.7K
|
139K
$1.6M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.21K+ 1.89% |
$34.5K - $37.5K
|
173K
$1.99M
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3KNew |
$32.3K - $35K
|
3K
$34.4K
|
|
May 15, 2023
Q1 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.8K+ 11.86% |
$30K - $32.6K
|
26.4K
$303K
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
2.69KNew |
$28.9K - $31.4K
|
2.69K
$30.9K
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.6K+ 20.0% |
$28K - $30.4K
|
15.6K
$179K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.58K+ 50.84% |
$27.8K - $30.2K
|
7.66K
$87.9K
|
|
Apr 20, 2023
Q1 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
2.53K+ 11.34% |
$27.2K - $29.6K
|
24.9K
$285K
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2.5K+ 86.03% |
$26.9K - $29.2K
|
5.41K
$62.1K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
2.5K+ 83233.33% |
$26.8K - $29.2K
|
2.5K
$28.7K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.46K+ 2.11% |
$26.4K - $28.7K
|
119K
$1.37M
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.94K+ 4.53% |
$20.9K - $22.7K
|
44.8K
$514K
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.84KNew |
$19.8K - $21.5K
|
1.84K
$21.1K
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.71K+ 6.14% |
$18.4K - $20K
|
29.6K
$340K
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.67K+ 7.48% |
$18K - $19.5K
|
24K
$276K
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.5K+ 5.45% |
$16.1K - $17.5K
|
29K
$333K
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.31K+ 10.58% |
$14.1K - $15.3K
|
13.7K
$157K
|
|
Apr 12, 2023
Q1 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
1.12K+ 1.49% |
$12.1K - $13.1K
|
76.4K
$878K
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.05K+ 1.92% |
$11.3K - $12.3K
|
55.6K
$639K
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.05K+ 0.65% |
$11.3K - $12.2K
|
161K
$1.85M
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
1K+ 9.4% |
$10.8K - $11.7K
|
11.6K
$134K
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
835+ 8.26% |
$8.98K - $9.75K
|
10.9K
$126K
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
659+ 1.76% |
$7.08K - $7.7K
|
38.1K
$438K
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
648+ 4.16% |
$6.97K - $7.57K
|
16.2K
$186K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
551New |
$5.92K - $6.44K
|
551
$6.33K
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
500+ 10.0% |
$5.38K - $5.84K
|
5.5K
$63.1K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
500New |
$5.38K - $5.84K
|
500
$5.74K
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
479+ 0.53% |
$5.15K - $5.59K
|
90.8K
$1.04M
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
438+ 6.35% |
$4.71K - $5.12K
|
7.33K
$84.2K
|