Northern Oak Wealth Management Inc Nuveen Amt Free Quality Municipal Income Fund Transaction History

Northern Oak Wealth Management Inc

$857 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 17, 2020	SELL	$12.72 - $13.9 $47,916 - $52,361	-3,767 Closed	0 $0
Q4 2018 Feb 14, 2019	SELL	$12.04 - $12.63 $19,637 - $20,599	-1,631 Reduced 30.21%	3,767 $46,000
Q4 2017 Feb 16, 2018	BUY	$13.54 - $13.91 $73,088 - $75,086	5,398	5,398 $0

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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