Lindbrook Capital, LLC Nuveen California Amt Free Quality Municipal Income Fund Transaction History

Lindbrook Capital, LLC

$1.18 Billion
Q3 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 01, 2022	BUY	$12.12 - $14.0 $300,006 - $346,542	24,753 New	24,753 $319,000
Q1 2020 Apr 22, 2020	SELL	$11.58 - $16.09 $28,950 - $40,225	-2,500 Closed	0 $0
Q3 2019 Oct 31, 2019	SELL	$14.53 - $15.55 $36,325 - $38,875	-2,500 Reduced 50.0%	2,500 $38,000
Q2 2019 Jul 24, 2019	BUY	$13.87 - $14.6 $41,610 - $43,800	3,000 Added 150.0%	5,000 $73,000
Q4 2018 Feb 07, 2019	BUY	$12.39 - $13.09 $24,780 - $26,180	2,000 New	2,000 $25,000

Others Institutions Holding NKX

# of Institutions

73

Shares Held

7.93M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.23M
Shares

$28.7 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

1.14M
Shares

$14.7 Million
0.11% of portfolio
Advisors Asset Management, Inc. Monument, CO

484K
Shares

$6.24 Million
0.12% of portfolio
Hennion & Walsh Asset Management, Inc.

454K
Shares

$5.86 Million
0.3% of portfolio
Wells Fargo & Company San Francisco, CA

352K
Shares

$4.54 Million
0.0% 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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