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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-3.22K- 3.63% |
$31K - $35.5K
|
85.6K
$994K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.42K- 6.37% |
$32.8K - $37.6K
|
50.2K
$583K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-3.5K- 15.3% |
$33.6K - $38.5K
|
19.4K
$225K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.91K- 79.01% |
$37.5K - $43K
|
1.04K
$12.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.04K- 4.0% |
$38.8K - $44.4K
|
96.9K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-4.39K- 2.54% |
$42.2K - $48.3K
|
168K
$1.95M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.5K- 13.59% |
$43.2K - $49.4K
|
28.6K
$332K
|
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-5K- 22.67% |
$48.1K - $55K
|
17.1K
$198K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-5.25K- 98.04% |
$50.5K - $57.8K
|
105
$1.22K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5.25K- 98.04% |
$50.5K - $57.8K
|
105
$1.22K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.33K- 12.25% |
$51.2K - $58.6K
|
38.2K
$443K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.35K- 18.06% |
$51.4K - $58.9K
|
24.3K
$282K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.62K- 6.7% |
$54K - $61.9K
|
78.4K
$910K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-5.77K- 7.57% |
$55.4K - $63.4K
|
70.4K
$818K
|
|
|
Nov 14, 2023
Q3 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-6.01K- 15.19% |
$57.8K - $66.1K
|
33.6K
$390K
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-6.31K- 1.44% |
$60.6K - $69.4K
|
432K
$5.01M
|
|
|
Nov 06, 2023
Q3 2023
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-6.9K- 35.54% |
$66.3K - $75.9K
|
12.5K
$145K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.02K- 3.19% |
$67.5K - $77.2K
|
213K
$2.47M
|
|
|
Oct 20, 2023
Q3 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-7.22K- 30.01% |
$69.3K - $79.4K
|
16.8K
$195K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.67K- 8.17% |
$73.7K - $84.4K
|
86.2K
$1M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.68K- 10.59% |
$73.8K - $84.5K
|
64.8K
$752K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-8.07K- 17.15% |
$77.6K - $88.8K
|
39K
$453K
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-8.2K- 18.81% |
$78.8K - $90.2K
|
35.4K
$411K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.31K- 23.09% |
$79.9K - $91.4K
|
27.7K
$321K
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-8.73K- 30.66% |
$83.9K - $96K
|
19.7K
$229K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9.57K- 38.41% |
$91.9K - $105K
|
15.3K
$178K
|
|
|
Nov 13, 2023
Q3 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-9.93K- 17.3% |
$95.4K - $109K
|
47.5K
$551K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.1K- 9.38% |
$96.6K - $111K
|
97.2K
$1.13M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-11.2K- 16.87% |
$108K - $123K
|
55.2K
$641K
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-11.3K- 6.53% |
$109K - $125K
|
162K
$1.89M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-16.5K- 69.94% |
$158K - $181K
|
7.08K
$82.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-16.7K- 17.74% |
$161K - $184K
|
77.6K
$901K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-17.7K- 24.62% |
$170K - $195K
|
54.3K
$630K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-18K- 5.69% |
$173K - $198K
|
298K
$3.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-19.3K- 51.3% |
$186K - $213K
|
18.4K
$213K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-19.7K- 10.17% |
$189K - $216K
|
174K
$2.02M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-24.9K- 99.6% |
$239K - $274K
|
100
$1.16K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-25K- 46.89% |
$240K - $275K
|
28.3K
$329K
|
|
|
Nov 01, 2023
Q3 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-25.1K- 14.07% |
$241K - $276K
|
153K
$1.78M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-28.1K- 7.52% |
$270K - $309K
|
345K
$4M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-28.1K- 28.26% |
$270K - $309K
|
71.3K
$828K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-28.7K- 3.52% |
$276K - $316K
|
787K
$9.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-30K- 9.36% |
$288K - $330K
|
291K
$3.37M
|
|
|
Oct 25, 2023
Q3 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-31.3K- 3.8% |
$301K - $344K
|
793K
$9.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-32.9K- 19.07% |
$316K - $362K
|
140K
$1.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-44.5K- 46.58% |
$428K - $490K
|
51.1K
$593K
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-58K- 47.72% |
$558K - $638K
|
63.6K
$738K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-66.8K- 39.64% |
$642K - $734K
|
102K
$1.18M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-82.6K- 5.44% |
$794K - $909K
|
1.44M
$16.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-92.1K- 46.3% |
$885K - $1.01M
|
107K
$1.24M
|