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 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
365+ 2.87% |
$3.92K - $4.26K
|
13.1K
$150K
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
351+ 2.99% |
$3.77K - $4.1K
|
12.1K
$139K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
338New |
$3.63K - $3.95K
|
338
$3.88K
|
|
Apr 25, 2023
Q1 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
314+ 0.92% |
$3.38K - $3.67K
|
34.4K
$395K
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
304+ 0.63% |
$3.27K - $3.55K
|
48.6K
$558K
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
298+ 0.63% |
$3.2K - $3.48K
|
47.9K
$550K
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
286+ 1.01% |
$3.07K - $3.34K
|
28.7K
$330K
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
280+ 0.49% |
$3.01K - $3.27K
|
57.6K
$661K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
261+ 100.0% |
$2.81K - $3.05K
|
522
$5.99K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
195New |
$2.1K - $2.28K
|
195
$2.24K
|
|
May 01, 2023
Q1 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
175+ 1.02% |
$1.88K - $2.04K
|
17.3K
$199K
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
BUY
|
- |
161+ 1.6% |
$1.73K - $1.88K
|
10.2K
$117K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
154+ 0.03% |
$1.66K - $1.8K
|
476K
$5.46M
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
152+ 0.63% |
$1.63K - $1.78K
|
24.4K
$281K
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
96+ 0.92% |
$1.03K - $1.12K
|
10.5K
$121K
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
71+ 0.62% |
$763 - $829
|
11.5K
$132K
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
69+ 0.62% |
$742 - $806
|
11.2K
$128K
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
65+ 0.56% |
$699 - $759
|
11.7K
$134K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
55+ 0.03% |
$591 - $642
|
215K
$2.47M
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
37+ 0.27% |
$398 - $432
|
13.9K
$160K
|
|
Apr 04, 2023
Q1 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
37+ 0.28% |
$398 - $432
|
13.1K
$151K
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
29+ 0.45% |
$312 - $339
|
6.49K
$74.5K
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12+ 0.09% |
$129 - $140
|
13.8K
$158K
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
11+ 0.03% |
$118 - $128
|
33.2K
$381K
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9+ 1.08% |
$96.8 - $105
|
842
$9.67K
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9+ 0.69% |
$96.8 - $105
|
1.32K
$15.2K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
7+ 0.17% |
$75.3 - $81.8
|
4.06K
$46.6K
|
|
May 01, 2023
Q1 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
4+ 0.02% |
$43 - $46.7
|
19.1K
$219K
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
2+ 0.02% |
$21.5 - $23.4
|
12.9K
$148K
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
2+ 0.01% |
$21.5 - $23.4
|
15.1K
$173K
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-79- 0.15% |
$849 - $923
|
53.6K
$615K
|
|
May 15, 2023
Q1 2023
|
Smh Capital Advisors Inc
|
SELL
|
- |
-85- 0.72% |
$914 - $993
|
11.7K
$134K
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
SELL
|
- |
-100- 0.99% |
$1.08K - $1.17K
|
10K
$115K
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-279- 0.55% |
$3K - $3.26K
|
50.8K
$584K
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-343- 1.23% |
$3.69K - $4.01K
|
27.6K
$317K
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-363- 0.34% |
$3.9K - $4.24K
|
107K
$1.23M
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-458- 3.33% |
$4.92K - $5.35K
|
13.3K
$153K
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-465- 1.4% |
$5K - $5.43K
|
32.8K
$377K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-523Closed |
$5.62K - $6.11K
|
0
$0
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-525- 50.14% |
$5.64K - $6.13K
|
522
$5.99K
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-646- 0.66% |
$6.94K - $7.55K
|
97K
$1.11M
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-664- 2.09% |
$7.14K - $7.76K
|
31.1K
$357K
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-737- 1.48% |
$7.92K - $8.61K
|
48.9K
$562K
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-897- 7.88% |
$9.64K - $10.5K
|
10.5K
$120K
|
|
Apr 20, 2023
Q1 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-921- 0.67% |
$9.9K - $10.8K
|
137K
$1.57M
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-960- 0.54% |
$10.3K - $11.2K
|
177K
$2.04M
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.15K- 0.56% |
$12.4K - $13.4K
|
203K
$2.33M
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.19K- 1.68% |
$12.8K - $13.9K
|
70K
$804K
|