Ackerman Capital Advisors, LLC Nuveen California Amt Free Quality Municipal Income Fund Transaction History

Ackerman Capital Advisors, LLC

$386 Million
Q3 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 03, 2021	SELL	$16.06 - $16.66 $235,552 - $244,352	-14,667 Closed	0 $0
Q2 2021 Aug 12, 2021	SELL	$15.5 - $16.32 $301,165 - $317,097	-19,430 Reduced 56.98%	14,667 $239,000
Q1 2021 Apr 29, 2021	BUY	$14.96 - $15.79 $510,091 - $538,391	34,097 New	34,097 $527,000
Q1 2020 Aug 14, 2020	SELL	$11.58 - $16.09 $380,101 - $528,138	-32,824 Closed	0 $0
Q4 2019 Feb 28, 2020	BUY	$14.9 - $15.39 $489,077 - $505,161	32,824 New	32,824 $500,000

Others Institutions Holding NKX

# of Institutions

73

Shares Held

7.93M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.23M
Shares

$28.7 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

1.14M
Shares

$14.7 Million
0.11% of portfolio
Advisors Asset Management, Inc. Monument, CO

484K
Shares

$6.24 Million
0.12% of portfolio
Hennion & Walsh Asset Management, Inc.

454K
Shares

$5.86 Million
0.3% of portfolio
Wells Fargo & Company San Francisco, CA

352K
Shares

$4.54 Million
0.0% of portfolio

About NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND

Ticker NKX
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen California 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 California, United States. The fund primarily invests in undervalued municipal secu...

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