Ota Financial Group L.P. Nuveen Quality Municipal Income Fund Transaction History

Ota Financial Group L.P.

$143 Million
Q2 2023

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 09, 2023	SELL	$10.62 - $11.86 $179,775 - $200,766	-16,928 Reduced 45.4%	20,355 $240,000
Q3 2022 Oct 17, 2022	BUY	$10.97 - $13.24 $408,994 - $493,626	37,283 New	37,283 $410,000
Q2 2022 Jul 15, 2022	SELL	$11.78 - $13.46 $291,696 - $333,296	-24,762 Closed	0 $0
Q1 2022 Apr 19, 2022	BUY	$13.15 - $16.03 $118,810 - $144,831	9,035 Added 57.45%	24,762 $330,000
Q3 2017 Oct 20, 2017	BUY	$14.15 - $14.45 $222,537 - $227,255	15,727	15,727 $215,000

Others Institutions Holding NAD

# of Institutions

296

Shares Held

73.7M

Call Options Held

0

Put Options Held

0

Karpus Management, Inc. Pittsford, NY

8.73M
Shares

$106 Million
3.51% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

8.44M
Shares

$102 Million
5.8% of portfolio
Morgan Stanley New York, NY

5.98M
Shares

$72.4 Million
0.01% of portfolio
Bramshill Investments, LLC Naples, FL

3.65M
Shares

$44.2 Million
4.99% of portfolio
Sit Investment Associates Inc Minneapolis, MN

3.1M
Shares

$37.6 Million
0.86% 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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