Ibex Wealth Advisors Nuveen Municipal Credit Income Fund Transaction History

Ibex Wealth Advisors

$1.17 Billion
Q3 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 16, 2022	BUY	$11.99 - $14.54 $216,035 - $261,981	18,018 Added 109.07%	34,538 $434,000
Q4 2021 Feb 22, 2022	BUY	$16.38 - $17.39 $77,444 - $82,219	4,728 Added 40.09%	16,520 $282,000
Q2 2021 Aug 20, 2021	BUY	$16.16 - $17.21 $190,558 - $202,940	11,792 New	11,792 $203,000
Q3 2019 Nov 12, 2019	SELL	$15.48 - $16.61 $6,068 - $6,511	-392 Closed	0 $0
Q2 2019 Jul 30, 2019	BUY	$15.09 - $15.9 $5,915 - $6,232	392 New	392 $6,000

Others Institutions Holding NZF

# of Institutions

249

Shares Held

48.5M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

4.87M
Shares

$59.7 Million
0.0% of portfolio
Mackay Shields LLC

3.09M
Shares

$37.9 Million
6.96% of portfolio
Pathstone Holdings, LLC Englewood, NJ

2.87M
Shares

$35.2 Million
0.17% of portfolio
Bank Of America Corp Charlotte, NC

2.66M
Shares

$32.6 Million
0.0% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

2.64M
Shares

$32.4 Million
1.9% of portfolio

About Nuveen Municipal Credit Income Fund

Ticker NZF
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen 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 investments th...

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