Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
124+ 0.33% |
$1.31K - $1.58K
|
37.7K
$438K
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
88+ 0.05% |
$927 - $1.12K
|
160K
$1.86M
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
81+ 0.71% |
$853 - $1.04K
|
11.5K
$134K
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
79+ 0.05% |
$832 - $1.01K
|
174K
$2.02M
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
59+ 0.93% |
$621 - $754
|
6.38K
$74.1K
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
53+ 1.3% |
$558 - $677
|
4.12K
$47.8K
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
49+ 0.39% |
$516 - $626
|
12.5K
$145K
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
43+ 0.08% |
$453 - $550
|
53.5K
$622K
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
43+ 0.13% |
$453 - $550
|
33K
$383K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
42+ 1.33% |
$442 - $537
|
3.2K
$37.1K
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
38+ 0.3% |
$400 - $486
|
12.7K
$147K
|
|
Oct 27, 2022
Q3 2022
|
Hollencrest Capital Management
|
BUY
|
- |
36+ 0.09% |
$379 - $460
|
42.1K
$489K
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
21+ 0.06% |
$221 - $268
|
33.1K
$384K
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
20+ 0.18% |
$211 - $256
|
11K
$127K
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
17+ 1.33% |
$179 - $217
|
1.29K
$15K
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
16+ 0.4% |
$168 - $204
|
4.04K
$46.8K
|
|
Oct 24, 2022
Q3 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
16+ 0.13% |
$168 - $204
|
12.7K
$147K
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
7+ 0.04% |
$73.7 - $89.5
|
19K
$221K
|
|
Nov 03, 2022
Q3 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
4+ 0.02% |
$42.1 - $51.1
|
24.6K
$285K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 0.6% |
$10.5 - $12.8
|
165
$1.92K
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-20- 0.19% |
$211 - $256
|
10.3K
$120K
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-30- 0.03% |
$316 - $383
|
115K
$1.34M
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-82- 0.44% |
$863 - $1.05K
|
18.6K
$216K
|
|
Nov 02, 2022
Q3 2022
|
Smh Capital Advisors Inc
|
SELL
|
- |
-94- 0.8% |
$990 - $1.2K
|
11.6K
$135K
|
|
Oct 07, 2022
Q3 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-200- 1.58% |
$2.11K - $2.56K
|
12.5K
$145K
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-230- 0.87% |
$2.42K - $2.94K
|
26.3K
$306K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-279- 0.15% |
$2.94K - $3.57K
|
191K
$2.22M
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-292- 54.89% |
$3.07K - $3.73K
|
240
$2.79K
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-300- 0.96% |
$3.16K - $3.83K
|
31K
$360K
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-380- 2.25% |
$4K - $4.86K
|
16.5K
$191K
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-445- 4.52% |
$4.69K - $5.69K
|
9.39K
$109K
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-456- 2.08% |
$4.8K - $5.83K
|
21.4K
$249K
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
SELL
|
- |
-457- 15.45% |
$4.81K - $5.84K
|
2.5K
$29K
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-504- 3.16% |
$5.31K - $6.44K
|
15.4K
$179K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-595- 0.33% |
$6.27K - $7.6K
|
182K
$2.11M
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-597- 3.41% |
$6.29K - $7.63K
|
16.9K
$196K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-674- 1.95% |
$7.1K - $8.61K
|
33.8K
$392K
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-684- 3.31% |
$7.2K - $8.74K
|
20K
$232K
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-828- 3.5% |
$8.72K - $10.6K
|
22.8K
$265K
|
|
Oct 17, 2022
Q3 2022
|
Lantz Financial LLC
|
SELL
|
- |
-845- 7.76% |
$8.9K - $10.8K
|
10K
$117K
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-1.22K- 2.61% |
$12.9K - $15.6K
|
45.5K
$529K
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.35K- 2.5% |
$14.2K - $17.2K
|
52.4K
$609K
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.5K- 7.29% |
$15.8K - $19.2K
|
19.1K
$221K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.8K- 37.46% |
$18.9K - $23K
|
3K
$34.8K
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2K- 4.32% |
$21.1K - $25.6K
|
44.3K
$514K
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.28K- 9.34% |
$24K - $29.2K
|
22.2K
$257K
|
|
Nov 14, 2022
Q3 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-2.3K- 8.13% |
$24.2K - $29.4K
|
26K
$302K
|
|
Nov 14, 2022
Q3 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2.44K- 5.45% |
$25.7K - $31.2K
|
42.4K
$492K
|
|
Oct 24, 2022
Q3 2022
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-2.65K- 6.03% |
$27.9K - $33.9K
|
41.3K
$480K
|