Arkadios Wealth Advisors Nuveen Credit Strategies Income Fund Transaction History

Arkadios Wealth Advisors

$1.64 Billion
Q3 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 03, 2022	SELL	$6.22 - $6.6 $7,009 - $7,438	-1,127 Closed	0 $0
Q3 2021 Oct 19, 2021	SELL	$6.34 - $6.76 $51,886 - $55,323	-8,184 Reduced 87.9%	1,127 $7,000
Q2 2021 Jul 28, 2021	BUY	$6.48 - $6.78 $48,010 - $50,233	7,409 Added 389.54%	9,311 $62,000
Q1 2021 Apr 26, 2021	SELL	$6.3 - $6.52 $5,166 - $5,346	-820 Reduced 30.12%	1,902 $12,000
Q4 2020 Feb 09, 2021	BUY	$5.79 - $6.45 $15,760 - $17,556	2,722 New	2,722 $17,000

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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