Atria Wealth Solutions, Inc. Nuveen Amt Free Municipal Value Fund Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 02, 2024	SELL	$12.51 - $13.68 $24,957 - $27,291	-1,995 Reduced 7.69%	23,960 $326,000
Q3 2022 Nov 14, 2022	BUY	$13.13 - $14.69 $340,789 - $381,278	25,955 New	25,955 $342,000
Q2 2022 Aug 15, 2022	SELL	$13.58 - $14.87 $352,468 - $385,950	-25,955 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$14.74 - $16.72 $382,576 - $433,967	25,955 New	25,955 $384,000

Others Institutions Holding NUW

# of Institutions

50

Shares Held

6.72M

Call Options Held

0

Put Options Held

0

Tortoise Investment Management, LLC

1.02M
Shares

$13.7 Million
1.61% of portfolio
1607 Capital Partners, LLC Richmond, VA

980K
Shares

$13.2 Million
1.28% of portfolio
Karpus Management, Inc. Pittsford, NY

872K
Shares

$11.7 Million
0.4% of portfolio
Morgan Stanley New York, NY

576K
Shares

$7.74 Million
0.0% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

509K
Shares

$6.84 Million
0.4% of portfolio

About Nuveen AMT-Free Municipal Value Fund

Ticker NUW
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen AMT-Free Municipal Value Fund is a close-ended fixed income mutual fund launched by Nuveen Investments Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests in fixed income markets of the United States. The fund makes its investments in the securities of companies operating across diversified...

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.