Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-19.4K- 51.49% |
$179K - $215K
|
18.3K
$205K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-19.6K- 14.06% |
$181K - $217K
|
120K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-20.1K- 42.4% |
$186K - $223K
|
27.4K
$307K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-21K- 64.0% |
$194K - $233K
|
11.8K
$132K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-21.7K- 4.91% |
$201K - $241K
|
421K
$4.72M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-21.8K- 10.22% |
$201K - $241K
|
191K
$2.14M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-22.2K- 90.23% |
$205K - $247K
|
2.41K
$27K
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-25.8K- 15.88% |
$238K - $286K
|
137K
$1.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-28.9K- 41.09% |
$267K - $321K
|
41.5K
$465K
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-29.4K- 5.26% |
$271K - $326K
|
530K
$5.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-29.7K- 9.97% |
$274K - $329K
|
268K
$3.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-31.2K- 57.46% |
$288K - $346K
|
23.1K
$259K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-33.3K- 34.38% |
$307K - $369K
|
63.6K
$712K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-38K- 8.79% |
$350K - $421K
|
394K
$4.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-39.9K- 39.27% |
$368K - $442K
|
61.7K
$692K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-42.8K- 13.95% |
$394K - $474K
|
264K
$2.96M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-43.5K- 12.6% |
$401K - $482K
|
301K
$3.38M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-46.1K- 7.29% |
$425K - $510K
|
586K
$6.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-59K- 35.08% |
$544K - $654K
|
109K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-62.5K- 8.29% |
$576K - $692K
|
691K
$7.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-73.4K- 36.51% |
$677K - $814K
|
128K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-74K- 69.22% |
$682K - $819K
|
32.9K
$369K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-79.3K- 19.23% |
$731K - $878K
|
333K
$3.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-82.7K- 10.51% |
$762K - $916K
|
704K
$7.89M
|
|
|
Jan 30, 2024
Q4 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-94.2K- 21.81% |
$869K - $1.04M
|
338K
$3.79M
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-97.4K- 12.29% |
$898K - $1.08M
|
695K
$7.79M
|
|
|
Jun 10, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-111K- 75.46% |
$1.02M - $1.23M
|
36K
$404K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-127K- 7.48% |
$1.18M - $1.41M
|
1.58M
$17.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-153K- 34.64% |
$1.41M - $1.69M
|
288K
$3.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-210K- 98.11% |
$1.93M - $2.32M
|
4.05K
$45.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-236K- 33.96% |
$2.17M - $2.61M
|
459K
$5.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-260K- 18.08% |
$2.39M - $2.88M
|
1.18M
$13.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-419K- 50.75% |
$3.87M - $4.65M
|
407K
$4.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-653K- 16.13% |
$6.02M - $7.24M
|
3.4M
$38.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-2.79M- 25.34% |
$25.8M - $31M
|
8.23M
$92.3M
|