Arete Wealth Advisors, LLC Nuveen Credit Strategies Income Fund Transaction History

Arete Wealth Advisors, LLC

$1.17 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 11, 2020	SELL	$5.41 - $6.33 $64,784 - $75,801	-11,975 Closed	0 $0
Q1 2020 May 14, 2020	SELL	$3.9 - $7.7 $6,555 - $12,943	-1,681 Reduced 12.31%	11,975 $68,000
Q4 2019 Feb 14, 2020	SELL	$7.25 - $7.67 $1,522 - $1,610	-210 Reduced 1.51%	13,656 $105,000
Q3 2019 Nov 13, 2019	BUY	$7.33 - $7.98 $7,586 - $8,259	1,035 Added 8.07%	13,866 $104,000
Q2 2019 Aug 14, 2019	SELL	$7.66 - $8.07 $1,409 - $1,484	-184 Reduced 1.41%	12,831 $102,000
Q1 2019 May 15, 2019	SELL	$7.41 - $7.99 $10,277 - $11,082	-1,387 Reduced 9.63%	13,015 $101,000
Q4 2018 Feb 14, 2019	SELL	$7.15 - $7.97 $84,956 - $94,699	-11,882 Reduced 45.21%	14,402 $107,000
Q3 2018 Nov 14, 2018	SELL	$7.87 - $8.02 $69,736 - $71,065	-8,861 Reduced 25.21%	26,284 $209,000
Q2 2018 Aug 14, 2018	BUY	$7.91 - $8.15 $458 - $472	58 Added 0.17%	35,145 $279,000
Q1 2018 May 15, 2018	BUY	$7.91 - $8.35 $1,669 - $1,761	211 Added 0.61%	35,087 $279,000
Q4 2017 Feb 14, 2018	BUY	$8.05 - $8.52 $280,751 - $297,143	34,876	34,876 $287,000

Others Institutions Holding JQC

# of Institutions

158

Shares Held

38.4M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

10.7M
Shares

$63.2 Million
0.0% of portfolio
Penserra Capital Management LLC Orinda, CA

2.89M
Shares

$17.1 Million
0.36% of portfolio
Wells Fargo & Company San Francisco, CA

2.17M
Shares

$12.8 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

1.89M
Shares

$11.2 Million
0.08% of portfolio
Invesco Ltd. Atlanta, GA

1.66M
Shares

$9.79 Million
0.0% of portfolio

About Nuveen Credit Strategies Income Fund

Ticker JQC
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen Credit Strategies Income Fund is a closed-ended balanced mutual fund launched by Nuveen Investments, Inc. The fund is managed by Symphony Asset Management, LLC. It invests in the fixed income and public equity markets of the United States. The fund invests in senior secured and second lien loans, preferred securities, convertible securiti...

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