Purchases and Sales Made in Q2 2024 in Nuveen California Amt Free Quality Municipal Income Fund (NKX)
This table provides information about the institutional ownership of Nuveen California Amt Free Quality Municipal Income Fund (NKX) during Q2 2024. The information is specifically focused on institutions that hold shares of NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
111K+ 11.36% |
$1.26M - $1.39M
|
1.09M
$13.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
54K+ 18.83% |
$615K - $675K
|
340K
$4.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
30K+ 20.98% |
$342K - $376K
|
173K
$2.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
23.2K+ 5.35% |
$264K - $290K
|
456K
$5.75M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.5KNew |
$120K - $132K
|
10.5K
$133K
|
|
|
Jul 26, 2024
Q2 2024
|
Leisure Capital Management
|
BUY
|
- |
7.77K+ 4.49% |
$88.6K - $97.2K
|
181K
$2.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
5K+ 9.72% |
$57K - $62.6K
|
56.4K
$712K
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.82K+ 22.32% |
$43.5K - $47.7K
|
20.9K
$264K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.72K+ 3.88% |
$31K - $34.1K
|
73K
$921K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.4K+ 10.13% |
$27.4K - $30K
|
26.1K
$329K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.31K+ 6.13% |
$26.4K - $28.9K
|
40K
$505K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.3K+ 1.69% |
$26.2K - $28.8K
|
138K
$1.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.02K+ 1.93% |
$23K - $25.2K
|
106K
$1.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.25K+ 3.32% |
$14.2K - $15.6K
|
38.8K
$489K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1KNew |
$11.4K - $12.5K
|
1K
$12.6K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
536New |
$6.11K - $6.71K
|
536
$6.76K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
449+ 1.25% |
$5.12K - $5.62K
|
36.3K
$458K
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
293+ 0.41% |
$3.34K - $3.67K
|
71.6K
$904K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
208New |
$2.37K - $2.6K
|
208
$2.62K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
57+ 0.27% |
$650 - $713
|
20.9K
$264K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
56+ 0.54% |
$638 - $701
|
10.4K
$131K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
48+ 0.06% |
$547 - $600
|
83.2K
$1.05M
|
|
|
Nov 13, 2024
Q2 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
38+ 0.06% |
$433 - $475
|
64.9K
$819K
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
23+ 0.12% |
$262 - $288
|
18.5K
$234K
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3+ 0.01% |
$34.2 - $37.5
|
25.2K
$318K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-297- 0.9% |
$3.39K - $3.72K
|
32.8K
$414K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-649- 35.86% |
$7.4K - $8.12K
|
1.16K
$14.7K
|
|
|
Jul 08, 2024
Q2 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-762- 0.98% |
$8.69K - $9.53K
|
76.8K
$970K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.35K- 13.03% |
$26.8K - $29.4K
|
15.7K
$198K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.51K- 2.95% |
$51.4K - $56.5K
|
149K
$1.87M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-5.41K- 26.18% |
$61.7K - $67.7K
|
15.3K
$193K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.73K- 21.17% |
$99.6K - $109K
|
32.5K
$410K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.12K- 0.44% |
$104K - $114K
|
2.08M
$26.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.12K- 0.44% |
$104K - $114K
|
2.08M
$26.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9.68K- 34.35% |
$110K - $121K
|
18.5K
$233K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-15K- 45.79% |
$171K - $188K
|
17.8K
$224K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-21.9K- 39.91% |
$250K - $274K
|
33K
$416K
|
|
|
Aug 07, 2024
Q2 2024
|
Nine Masts Capital LTD
|
SELL
|
- |
-25.1K- 31.79% |
$286K - $314K
|
53.8K
$679K
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-27.8K- 5.58% |
$317K - $347K
|
470K
$5.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-29.6K- 29.91% |
$337K - $370K
|
69.4K
$875K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-30.2K- 77.99% |
$344K - $377K
|
8.52K
$107K
|
|
|
Jul 12, 2024
Q2 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-46.7K- 24.19% |
$532K - $584K
|
146K
$1.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-121K- 41.17% |
$1.39M - $1.52M
|
174K
$2.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-130K- 85.9% |
$1.48M - $1.62M
|
21.3K
$269K
|
|
|
Aug 01, 2024
Q2 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-135K- 32.46% |
$1.54M - $1.69M
|
280K
$3.54M
|