Drive Wealth Management, LLC Nuveen Amt Free Quality Municipal Income Fund Transaction History

Drive Wealth Management, LLC

$380 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 31, 2024	SELL	$10.62 - $11.46 $21,240 - $22,920	-2,000 Reduced 12.45%	14,065 $161,000
Q1 2024 Apr 22, 2024	SELL	$10.73 - $11.13 $16,416 - $17,028	-1,530 Reduced 8.7%	16,065 $177,000
Q4 2023 Jan 22, 2024	SELL	$9.22 - $11.08 $99,576 - $119,664	-10,800 Reduced 38.03%	17,595 $193,000
Q3 2023 Oct 10, 2023	SELL	$9.61 - $11.0 $15,856 - $18,150	-1,650 Reduced 5.49%	28,395 $274,000
Q2 2023 Jul 14, 2023	SELL	$10.48 - $11.37 $34,217 - $37,123	-3,265 Reduced 9.8%	30,045 $328,000
Q1 2023 Apr 13, 2023	SELL	$10.75 - $11.68 $35,367 - $38,427	-3,290 Reduced 8.99%	33,310 $370,000
Q4 2022 Jan 27, 2023	SELL	$10.25 - $11.62 $59,337 - $67,268	-5,789 Reduced 13.66%	36,600 $0
Q3 2022 Nov 14, 2022	SELL	$10.53 - $12.78 $25,703 - $31,195	-2,441 Reduced 5.45%	42,389 $452,000
Q2 2022 Nov 14, 2022	SELL	$11.35 - $13.23 $11,281 - $13,150	-994 Reduced 2.17%	44,830 $529,000
Q1 2022 Nov 14, 2022	BUY	$12.78 - $15.54 $17,061 - $20,745	1,335 Added 3.0%	45,824 $605,000
Q4 2021 Nov 14, 2022	BUY	$14.87 - $15.6 $661,551 - $694,028	44,489 New	44,489 $694,000

Others Institutions Holding NEA

# of Institutions

318

Shares Held

105M

Call Options Held

0

Put Options Held

0

Karpus Management, Inc. Pittsford, NY

25.3M
Shares

$289 Million
8.85% of portfolio
Morgan Stanley New York, NY

9.64M
Shares

$110 Million
0.01% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

7.95M
Shares

$91.1 Million
4.68% of portfolio
Sit Investment Associates Inc Minneapolis, MN

4.8M
Shares

$55 Million
1.27% of portfolio
Mackay Shields LLC

4M
Shares

$45.9 Million
8.24% of portfolio

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...

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