Purchases and Sales Made in Q4 2024 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 2024. 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, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.06MNew |
$22.9M - $24.8M
|
2.06M
$23.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
155K+ 120.41% |
$1.72M - $1.86M
|
284K
$3.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
147KNew |
$1.63M - $1.76M
|
147K
$1.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
140KNew |
$1.55M - $1.68M
|
140K
$1.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
70.2KNew |
$780K - $845K
|
70.2K
$816K
|
|
|
Feb 11, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
54.8K+ 35.51% |
$608K - $659K
|
209K
$2.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
53.4KNew |
$593K - $642K
|
53.4K
$620K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
49.9K+ 8.19% |
$554K - $600K
|
659K
$7.65M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
47.2K+ 76.07% |
$524K - $568K
|
109K
$1.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
46.6K+ 26.88% |
$517K - $561K
|
220K
$2.55M
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
44.3KNew |
$492K - $533K
|
44.3K
$515K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
40.1KNew |
$445K - $482K
|
40.1K
$466K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
38KNew |
$422K - $457K
|
38K
$441K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
37.7K+ 2.48% |
$419K - $454K
|
1.56M
$18.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
37K+ 17.61% |
$411K - $445K
|
247K
$2.87M
|
|
|
Feb 03, 2025
Q4 2024
|
Mackay Shields LLC
|
BUY
|
- |
37K+ 0.92% |
$410K - $445K
|
4.04M
$46.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
34.6KNew |
$384K - $416K
|
34.6K
$402K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
30.6K+ 23.33% |
$339K - $368K
|
162K
$1.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
29.2K+ 82.13% |
$324K - $352K
|
64.8K
$752K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
24.8KNew |
$276K - $299K
|
24.8K
$288K
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
24.7KNew |
$274K - $297K
|
24.7K
$286K
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
19K+ 5.04% |
$211K - $229K
|
397K
$4.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
18.5KNew |
$205K - $222K
|
18.5K
$215K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
18.5K+ 1.14% |
$205K - $222K
|
1.64M
$19.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
18.2KNew |
$202K - $219K
|
18.2K
$211K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
15.8KNew |
$175K - $190K
|
15.8K
$183K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
15.3K+ 17.69% |
$169K - $184K
|
102K
$1.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
15.1K+ 69.18% |
$168K - $182K
|
37K
$430K
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
14.5KNew |
$161K - $175K
|
14.5K
$169K
|
|
|
Feb 07, 2025
Q4 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
13.6KNew |
$151K - $163K
|
13.6K
$158K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
13.1K+ 32.44% |
$146K - $158K
|
53.6K
$623K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
12.8KNew |
$142K - $154K
|
12.8K
$148K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
11.8KNew |
$131K - $142K
|
11.8K
$137K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
11.6KNew |
$129K - $140K
|
11.6K
$135K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11.1K+ 9.05% |
$123K - $134K
|
134K
$1.56M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11K+ 8.51% |
$122K - $133K
|
140K
$1.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
11K+ 1.96% |
$122K - $132K
|
570K
$6.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
10.9K+ 2.19% |
$121K - $131K
|
508K
$5.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
10KNew |
$111K - $120K
|
10K
$116K
|
|
|
Feb 10, 2025
Q4 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
9.64K+ 4.34% |
$107K - $116K
|
232K
$2.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
8.91K+ 14.3% |
$98.9K - $107K
|
71.2K
$827K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
8.52K+ 1.8% |
$94.5K - $102K
|
483K
$5.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.01K+ 61.52% |
$88.9K - $96.3K
|
21K
$244K
|
|
|
Jan 27, 2025
Q4 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
6.53K+ 5.55% |
$72.4K - $78.5K
|
124K
$1.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
6.32K+ 39.88% |
$70.1K - $76K
|
22.2K
$257K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.8K+ 43.66% |
$53.3K - $57.8K
|
15.8K
$183K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
4.53K+ 10.79% |
$50.3K - $54.5K
|
46.5K
$540K
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
4.21K+ 10.68% |
$46.7K - $50.7K
|
43.6K
$507K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
4.04K+ 2.08% |
$44.9K - $48.6K
|
198K
$2.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.88K+ 3.91% |
$43.1K - $46.7K
|
103K
$1.2M
|