Kiley Juergens Wealth Management, LLC Nuveen Quality Municipal Income Fund Transaction History

Kiley Juergens Wealth Management, LLC

$362 Million
Q1 2025

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Jan 15, 2019	SELL	$12.3 - $12.77 $24,600 - $25,540	-2,000 Closed	0 $0
Q2 2018 Jul 23, 2018	BUY	$12.96 - $13.3 $25,920 - $26,600	2,000 New	2,000 $26,000
Q1 2018 Apr 23, 2018	SELL	$12.96 - $14.07 $51,969 - $56,420	-4,010 Closed	0 $0
Q4 2017 Feb 12, 2018	BUY	$13.79 - $14.2 $55,297 - $56,942	4,010	4,010 $56,000

Others Institutions Holding NAD

# of Institutions

311

Shares Held

66.3M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

6.88M
Shares

$76.3 Million
0.01% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

6.44M
Shares

$71.5 Million
4.93% of portfolio
Bramshill Investments, LLC Naples, FL

4.03M
Shares

$44.8 Million
5.34% of portfolio
Ubs Group Ag

3.61M
Shares

$40.1 Million
0.01% of portfolio
Karpus Management, Inc. Pittsford, NY

3.19M
Shares

$35.4 Million
1.52% of portfolio

About Nuveen Quality Municipal Income Fund

Ticker NAD
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen 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 the United States. The fund invests in undervalued municipal securities and other related investments, ...

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