Strategic Financial Concepts, LLC Nuveen Amt Free Quality Municipal Income Fund Transaction History

Strategic Financial Concepts, LLC

$314 Billion
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 18, 2024	SELL	$9.22 - $11.08 $54,296 - $65,250	-5,889 Reduced 32.63%	12,157 $134 Million
Q3 2023 Nov 07, 2023	BUY	$9.61 - $11.0 $778 - $891	81 Added 0.45%	18,046 $175 Million
Q2 2023 Sep 06, 2023	BUY	$10.48 - $11.37 $827 - $898	79 Added 0.44%	17,965 $196 Million
Q1 2023 Sep 06, 2023	BUY	$10.75 - $11.68 $192,274 - $208,908	17,886 New	17,886 $199 Million

Others Institutions Holding NEA

# of Institutions

327

Shares Held

89.2M

Call Options Held

0

Put Options Held

0

Karpus Management, Inc. Pittsford, NY

14.8M
Shares

$167 Million
5.76% of portfolio
Morgan Stanley New York, NY

9.86M
Shares

$111 Million
0.01% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

6.83M
Shares

$77 Million
4.49% of portfolio
Mackay Shields LLC

4M
Shares

$45.2 Million
8.24% of portfolio
Sit Investment Associates Inc Minneapolis, MN

3.85M
Shares

$43.4 Million
1.03% of portfolio

About Nuveen AMT-Free Quality Municipal Income Fund

Ticker NEA
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen AMT-Free Quality Municipal Income Fund is a closed-ended fixed income mutual fund launched by Nuveen Investments Inc. The fund is co-managed by Nuveen Asset Management, LLC and Nuveen Fund Advisors LLC. It invests in the fixed income markets of the United States. The fund primarily invests in undervalued municipal bonds that are exempt fr...

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