Mps Loria Financial Planners, LLC Nuveen Amt Free Quality Municipal Income Fund Transaction History

Mps Loria Financial Planners, LLC

$332 Million
Q3 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 20, 2021	SELL	$14.87 - $15.7 $31,063 - $32,797	-2,089 Closed	0 $0
Q2 2020 Aug 13, 2020	BUY	$12.72 - $13.9 $12,402 - $13,552	975 Added 87.52%	2,089 $29,000
Q1 2020 May 01, 2020	BUY	$11.23 - $15.04 $12,510 - $16,754	1,114 New	1,114 $293,000
Q3 2017 Oct 24, 2017	SELL	$13.79 - $14.17 $28,807 - $29,601	-2,089 Closed	0 $0
Q2 2017 Sep 18, 2017	BUY	N/A	2,089	2,089 $29,000

Others Institutions Holding NEA

# of Institutions

327

Shares Held

89.2M

Call Options Held

0

Put Options Held

0

Karpus Management, Inc. Pittsford, NY

14.8M
Shares

$170 Million
5.76% of portfolio
Morgan Stanley New York, NY

9.86M
Shares

$113 Million
0.01% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

6.83M
Shares

$78.4 Million
4.49% of portfolio
Mackay Shields LLC

4M
Shares

$46 Million
8.24% of portfolio
Sit Investment Associates Inc Minneapolis, MN

3.85M
Shares

$44.3 Million
1.03% of portfolio

About Nuveen AMT-Free Quality Municipal Income Fund

Ticker NEA
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen 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 the United States. The fund primarily invests in undervalued municipal bonds that are exempt fr...

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