Cornerstone Wealth Management, LLC Nuveen Credit Strategies Income Fund Transaction History

Cornerstone Wealth Management, LLC

$1.39 Billion
Q3 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 21, 2022	SELL	$5.76 - $6.59 $63,446 - $72,588	-11,015 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$6.22 - $6.6 $1,486 - $1,577	239 Added 2.22%	11,015 $72,000
Q3 2021 Nov 12, 2021	BUY	$6.34 - $6.76 $722 - $770	114 Added 1.07%	10,776 $71,000
Q2 2021 Aug 09, 2021	BUY	$6.48 - $6.78 $900 - $942	139 Added 1.32%	10,662 $72,000
Q1 2021 Apr 30, 2021	BUY	$6.3 - $6.52 $66,294 - $68,609	10,523 New	10,523 $68,000

Others Institutions Holding JQC

# of Institutions

158

Shares Held

41.7M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

10.7M
Shares

$61.5 Million
0.0% of portfolio
Oak Hill Advisors LP New York, NY

3.33M
Shares

$19.1 Million
3.42% of portfolio
Penserra Capital Management LLC Orinda, CA

2.89M
Shares

$16.6 Million
0.36% of portfolio
Wells Fargo & Company San Francisco, CA

2.17M
Shares

$12.4 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

1.89M
Shares

$10.9 Million
0.08% 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...

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Wealth Management, LLC with notifications on news.