Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
77+ 0.05% |
$740 - $847
|
158K
$1.82M
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
73+ 0.69% |
$702 - $803
|
10.6K
$123K
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
70+ 0.58% |
$673 - $770
|
12.2K
$141K
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
64+ 0.54% |
$615 - $704
|
11.8K
$136K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
63+ 0.27% |
$605 - $693
|
23.6K
$273K
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
55+ 0.19% |
$529 - $605
|
29.7K
$343K
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
54+ 0.17% |
$519 - $594
|
31.5K
$364K
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
43+ 0.98% |
$413 - $473
|
4.42K
$51K
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
36+ 1.98% |
$346 - $396
|
1.86K
$21.5K
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
16+ 0.05% |
$154 - $176
|
33.2K
$383K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
13+ 0.97% |
$125 - $143
|
1.35K
$15.6K
|
|
Nov 09, 2023
Q3 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
6+ 0.03% |
$57.7 - $66
|
19.1K
$220K
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1+ 0.01% |
$9.61 - $11
|
11.1K
$128K
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-33- 0.26% |
$317 - $363
|
12.7K
$147K
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-88- 0.05% |
$846 - $968
|
162K
$1.87M
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-90- 0.35% |
$865 - $990
|
25.7K
$297K
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
SELL
|
- |
-150- 0.38% |
$1.44K - $1.65K
|
39.7K
$459K
|
|
Nov 09, 2023
Q3 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-150- 0.34% |
$1.44K - $1.65K
|
44.1K
$510K
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-353- 1.24% |
$3.39K - $3.88K
|
28.1K
$324K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-624- 1.3% |
$6K - $6.86K
|
47.5K
$549K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-678- 2.68% |
$6.52K - $7.46K
|
24.7K
$285K
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-775- 6.86% |
$7.45K - $8.53K
|
10.5K
$121K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-855- 0.71% |
$8.22K - $9.41K
|
119K
$1.38M
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-949- 4.48% |
$9.12K - $10.4K
|
20.2K
$234K
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1K- 17.7% |
$9.61K - $11K
|
4.65K
$53.7K
|
|
Feb 15, 2024
Q3 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-1.38K- 0.93% |
$13.2K - $15.1K
|
147K
$1.7M
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.41K- 10.76% |
$13.6K - $15.5K
|
11.7K
$135K
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.51K- 8.71% |
$14.5K - $16.6K
|
15.9K
$183K
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.53K- 0.71% |
$14.7K - $16.9K
|
214K
$2.47M
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.57K- 1.64% |
$15K - $17.2K
|
93.6K
$1.08M
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.64K- 1.71% |
$15.8K - $18K
|
94.2K
$1.09M
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-1.65KClosed |
$15.8K - $18.1K
|
0
$0
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.65K- 5.49% |
$15.9K - $18.2K
|
28.4K
$328K
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.94K- 2.5% |
$18.6K - $21.3K
|
75.5K
$872K
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-2K- 7.27% |
$19.2K - $22K
|
25.5K
$295K
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2K- 5.5% |
$19.2K - $22K
|
34.4K
$397K
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-2.02KClosed |
$19.4K - $22.2K
|
0
$0
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.07K- 17.79% |
$19.9K - $22.8K
|
9.58K
$111K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.1K- 5.41% |
$20.2K - $23.1K
|
36.7K
$424K
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.17K- 1.07% |
$20.9K - $23.9K
|
201K
$2.32M
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.19K- 12.97% |
$21.1K - $24.1K
|
14.7K
$170K
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-2.37K- 5.91% |
$22.8K - $26.1K
|
37.7K
$436K
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-2.4K- 17.06% |
$23.1K - $26.4K
|
11.7K
$135K
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-2.5K- 46.24% |
$24K - $27.5K
|
2.91K
$33.6K
|
|
Nov 01, 2023
Q3 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-2.67K- 1.95% |
$25.6K - $29.3K
|
134K
$1.55M
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-2.94K- 16.33% |
$28.3K - $32.4K
|
15.1K
$174K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3K- 14.28% |
$28.8K - $33K
|
18K
$208K
|