Carlton Hofferkamp & Jenks Wealth Management, LLC Nuveen Amt Free Quality Municipal Income Fund Transaction History

Carlton Hofferkamp & Jenks Wealth Management, LLC

$307 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 24, 2022	BUY	$10.53 - $12.78 $21,060 - $25,560	2,000 Added 14.55%	15,750 $166,000
Q2 2022 Jul 12, 2022	BUY	$11.35 - $13.23 $156,062 - $181,912	13,750 New	13,750 $169,000

Others Institutions Holding NEA

# of Institutions

327

Shares Held

89.2M

Call Options Held

Put Options Held

Karpus Management, Inc. Pittsford, NY

14.8M
Shares

$176 Million
5.76% of portfolio
Morgan Stanley New York, NY

9.86M
Shares

$117 Million
0.01% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

6.83M
Shares

$80.9 Million
4.49% of portfolio
Mackay Shields LLC

4M
Shares

$47.4 Million
8.24% of portfolio
Sit Investment Associates Inc Minneapolis, MN

3.85M
Shares

$45.6 Million
1.03% of portfolio

View Full List

About Nuveen AMT-Free Quality Municipal Income Fund

Ticker NEA
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen 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 the United States. The fund primarily invests in undervalued municipal bonds that are exempt fr...

More about NEA

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