Clarus Wealth Advisors Nuveen Credit Strategies Income Fund Transaction History

Clarus Wealth Advisors

$196 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 09, 2020	SELL	$5.41 - $6.33 $62,117 - $72,681	-11,482 Closed	0 $0
Q1 2020 Apr 08, 2020	BUY	$3.9 - $7.7 $674 - $1,332	173 Added 1.53%	11,482 $63,000
Q4 2019 Jan 10, 2020	BUY	$7.25 - $7.67 $81,990 - $86,740	11,309 New	11,309 $87,000
Q3 2019 Oct 11, 2019	SELL	$7.33 - $7.98 $83,921 - $91,363	-11,449 Closed	0 $0
Q2 2019 Jul 24, 2019	SELL	$7.66 - $8.07 $15,151 - $15,962	-1,978 Reduced 14.73%	11,449 $91,000
Q1 2019 Apr 04, 2019	BUY	$7.41 - $7.99 $11,767 - $12,688	1,588 Added 13.41%	13,427 $104,000
Q3 2018 Oct 03, 2018	SELL	$7.87 - $8.02 $31,692 - $32,296	-4,027 Reduced 25.38%	11,839 $94,000
Q1 2018 May 11, 2018	BUY	$7.91 - $8.35 $11,461 - $12,099	1,449 Added 10.05%	15,866 $126,000
Q4 2017 Feb 05, 2018	BUY	$8.05 - $8.52 $116,056 - $122,832	14,417	14,417 $119,000

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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