Cliftonlarsonallen Wealth Advisors, LLC Nuveen Amt Free Municipal Credit Income Fund Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$4.33 Billion
Q3 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 13, 2023	SELL	$10.24 - $11.88 $41,625 - $48,292	-4,065 Reduced 9.73%	37,716 $388,000
Q1 2023 Apr 12, 2023	BUY	$11.35 - $12.69 $34,277 - $38,323	3,020 Added 7.79%	41,781 $492,000
Q4 2022 Jan 19, 2023	SELL	$10.91 - $12.71 $124,952 - $145,567	-11,453 Reduced 22.81%	38,761 $0
Q3 2022 Oct 12, 2022	SELL	$11.67 - $14.61 $17,971 - $22,499	-1,540 Reduced 2.98%	50,214 $586,000
Q2 2022 Jul 08, 2022	BUY	$12.64 - $14.99 $100,045 - $118,645	7,915 Added 18.05%	51,754 $678,000
Q4 2021 Jan 26, 2022	SELL	$16.75 - $17.93 $103,716 - $111,022	-6,192 Reduced 12.38%	43,839 $786,000
Q3 2021 Nov 02, 2021	BUY	$17.15 - $18.22 $858,031 - $911,564	50,031 New	50,031 $858,000
Q3 2021 Oct 14, 2021	SELL	$17.15 - $18.22 $863,811 - $917,704	-50,368 Closed	0 $0
Q2 2021 Jul 21, 2021	SELL	$16.91 - $17.86 $258,858 - $273,400	-15,308 Reduced 23.31%	50,368 $900,000
Q1 2021 May 24, 2021	BUY	$16.17 - $17.28 $5,449 - $5,823	337 Added 0.52%	65,676 $1.11 Million
Q4 2020 Jan 14, 2021	SELL	$15.44 - $16.87 $67,858 - $74,143	-4,395 Reduced 6.3%	65,339 $1.1 Million
Q3 2020 Oct 13, 2020	SELL	$15.21 - $16.25 $10,145 - $10,838	-667 Reduced 0.95%	69,734 $1.09 Million
Q2 2020 Jul 16, 2020	SELL	$13.54 - $15.5 $412,441 - $472,145	-30,461 Reduced 30.2%	70,401 $1.08 Million
Q4 2019 Jan 29, 2020	BUY	$15.99 - $16.94 $95,460 - $101,131	5,970 Added 6.29%	100,862 $1.68 Million
Q3 2019 Oct 07, 2019	BUY	$15.87 - $16.94 $268,409 - $286,506	16,913 Added 21.69%	94,892 $1.59 Million
Q2 2019 Jul 17, 2019	BUY	$15.14 - $15.91 $581,587 - $611,166	38,414 Added 97.09%	77,979 $1.24 Million
Q1 2019 Apr 09, 2019	BUY	$14.19 - $15.13 $561,427 - $598,618	39,565 New	39,565 $598,000
Q4 2018 Jan 22, 2019	SELL	$13.33 - $14.66 $185,087 - $203,554	-13,885 Closed	0 $0
Q2 2018 Jul 23, 2018	SELL	$14.45 - $15.1 $287,771 - $300,716	-19,915 Reduced 58.92%	13,885 $203,000
Q3 2017 Nov 06, 2017	BUY	$15.27 - $15.81 $516,126 - $534,378	33,800	33,800 $520,000

Others Institutions Holding NVG

# of Institutions

263

Shares Held

39.5M

Call Options Held

Put Options Held

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About Nuveen AMT-Free Municipal Credit Income Fund

Ticker NVG
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen AMT-Free Municipal Credit Income Fund is a closed 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 the fixed income markets of the United States. The fund invests in undervalued municipal securities and other related inves...

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