Ifp Advisors, Inc Nuveen California Amt Free Quality Municipal Income Fund Transaction History

Ifp Advisors, Inc

$3.07 Billion
Q1 2025

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 15, 2019	SELL	$12.83 - $13.95 $62,956 - $68,452	-4,907 Closed	0 $0
Q4 2018 Jan 23, 2019	SELL	$12.39 - $13.09 $34,989 - $36,966	-2,824 Reduced 36.53%	4,907 $62,000
Q3 2018 Oct 25, 2018	SELL	$12.8 - $13.7 $58,227 - $62,321	-4,549 Reduced 37.04%	7,731 $0
Q2 2018 Aug 07, 2018	BUY	$13.32 - $13.67 $1,784 - $1,831	134 Added 1.1%	12,280 $0
Q1 2018 Jun 03, 2019	BUY	$13.46 - $15.43 $26,260 - $30,103	1,951 Added 19.14%	12,146 $187,000
Q1 2018 May 09, 2018	SELL	$13.46 - $15.43 $26,260 - $30,103	-1,951 Reduced 16.06%	10,195 $0
Q4 2017 Jan 24, 2018	SELL	$15.26 - $15.88 $144,023 - $149,875	-9,438 Reduced 43.73%	12,146 $0
Q3 2017 Oct 30, 2017	BUY	$15.69 - $16.16 $1,004 - $1,034	64 Added 0.3%	21,584 $340,000
Q2 2017 Jun 03, 2019	BUY	N/A	53 Added 0.25%	21,520 $335,000
Q1 2017 Jun 03, 2019	BUY	N/A	54 Added 0.25%	21,467 $316,000
Q4 2016 Jun 03, 2019	SELL	N/A	-8,162 Reduced 27.6%	21,413 $306,000
Q2 2016 Jun 03, 2019	BUY	N/A	29,575	29,575 $504,000

Others Institutions Holding NKX

# of Institutions

74

Shares Held

7.63M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.44M
Shares

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

875K
Shares

$10.2 Million
0.1% of portfolio
Wells Fargo & Company San Francisco, CA

461K
Shares

$5.35 Million
0.0% of portfolio
Advisors Asset Management, Inc. Monument, CO

388K
Shares

$4.51 Million
0.1% of portfolio
Hennion & Walsh Asset Management, Inc.

284K
Shares

$3.3 Million
0.17% 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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