Captrust Financial Advisors Nuveen California Amt Free Quality Municipal Income Fund Transaction History

Captrust Financial Advisors

$33 Billion
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 16, 2022	BUY	$11.81 - $14.19 $154,344 - $185,449	13,069 New	13,069 $154,000
Q2 2022 Aug 16, 2022	BUY	$12.12 - $14.0 $158,287 - $182,840	13,060 New	13,060 $168,000
Q1 2020 May 15, 2020	SELL	$11.58 - $16.09 $130,529 - $181,366	-11,272 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$14.9 - $15.39 $167,952 - $173,476	11,272 New	11,272 $171,000

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

$27.4 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

1.14M
Shares

$14 Million
0.11% of portfolio
Advisors Asset Management, Inc. Monument, CO

484K
Shares

$5.95 Million
0.12% of portfolio
Hennion & Walsh Asset Management, Inc.

454K
Shares

$5.59 Million
0.3% of portfolio
Wells Fargo & Company San Francisco, CA

352K
Shares

$4.33 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...

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.