Belpointe Asset Management LLC Nuveen Credit Strategies Income Fund Transaction History

Belpointe Asset Management LLC

$1.49 Billion
Q3 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 08, 2023	BUY	$4.95 - $5.37 $4,950 - $5,370	1,000 New	1,000 $5,000
Q3 2021 Nov 15, 2021	SELL	$6.34 - $6.76 $1.49 Million - $1.59 Million	-234,897 Closed	0 $0
Q2 2021 Aug 09, 2021	BUY	$6.48 - $6.78 $74,403 - $77,847	11,482 Added 5.14%	234,897 $1.59 Million
Q1 2021 May 14, 2021	SELL	$6.3 - $6.52 $939,493 - $972,301	-149,126 Reduced 40.03%	223,415 $1.45 Million
Q4 2020 Feb 16, 2021	BUY	$5.79 - $6.45 $2.16 Million - $2.4 Million	372,541 New	372,541 $2.36 Million

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

$63.5 Million
0.0% of portfolio
Penserra Capital Management LLC Orinda, CA

2.89M
Shares

$17.2 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

$9.84 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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