Edge Wealth Management LLC Nuveen New York Quality Municipal Income Fund Transaction History

Edge Wealth Management LLC

$475 Million
Q2 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 21, 2020	SELL	$13.5 - $14.24 $13,500 - $14,240	-1,000 Closed	0 $0
Q2 2020 Aug 03, 2020	SELL	$12.35 - $13.58 $37,050 - $40,740	-3,000 Reduced 75.0%	1,000 $13,000
Q4 2018 Jan 11, 2019	BUY	$12.02 - $12.44 $36,060 - $37,320	3,000 Added 300.0%	4,000 $49,000
Q2 2018 Jul 17, 2018	BUY	$12.42 - $12.76 $12,420 - $12,760	1,000 New	1,000 $13,000

Others Institutions Holding NAN

# of Institutions

57

Shares Held

6.96M

Call Options Held

0

Put Options Held

0

Saba Capital Management, L.P. New York, NY

826K
Shares

$9.74 Million
0.16% of portfolio
Bank Of America Corp Charlotte, NC

677K
Shares

$7.98 Million
0.0% of portfolio
Karpus Management, Inc. Pittsford, NY

622K
Shares

$7.33 Million
0.21% of portfolio
Guggenheim Capital LLC Chicago, IL

609K
Shares

$7.18 Million
0.05% of portfolio
Hennion & Walsh Asset Management, Inc.

505K
Shares

$5.96 Million
0.3% of portfolio

About NUVEEN NEW YORK QUALITY MUNICIPAL INCOME FUND

Ticker NAN
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen New York Quality Municipal 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 New York. The fund invests in municipal bonds, with a rating of Baa or higher. It employs fund...

Track This Portfolio

Portfolio Update

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

News

Stay updated on Edge Wealth Management LLC with notifications on news.