Coastal Investment Advisors, Inc. Nuveen California Amt Free Quality Municipal Income Fund Transaction History

Coastal Investment Advisors, Inc.

$211 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 23, 2020	SELL	$11.58 - $16.09 $23,935 - $33,258	-2,067 Closed	0 $0
Q4 2019 Feb 05, 2020	BUY	$14.9 - $15.39 $208 - $215	14 Added 0.68%	2,067 $31,000
Q3 2019 Oct 18, 2019	BUY	$14.53 - $15.55 $29,830 - $31,924	2,053 New	2,053 $31,000

Others Institutions Holding NKX

# of Institutions

72

Shares Held

7.91M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.23M
Shares

$28.3 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

1.14M
Shares

$14.5 Million
0.11% of portfolio
Advisors Asset Management, Inc. Monument, CO

484K
Shares

$6.14 Million
0.12% of portfolio
Hennion & Walsh Asset Management, Inc.

454K
Shares

$5.77 Million
0.3% of portfolio
Wells Fargo & Company San Francisco, CA

352K
Shares

$4.47 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...

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