Perigon Wealth Management, LLC Nuveen Credit Strategies Income Fund Transaction History

Perigon Wealth Management, LLC

$3.67 Billion
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 29, 2024	SELL	$4.83 - $5.3 $2,415 - $2,650	-500 Reduced 4.09%	11,730 $61,000
Q3 2023 Oct 30, 2023	BUY	$4.98 - $5.14 $60,905 - $62,862	12,230 New	12,230 $61,000
Q1 2021 May 17, 2021	SELL	$6.3 - $6.52 $26,649 - $27,579	-4,230 Closed	0 $0
Q4 2020 Jan 28, 2021	BUY	$5.79 - $6.45 $24,491 - $27,283	4,230 New	4,230 $27,000
Q2 2018 Aug 07, 2018	SELL	$7.91 - $8.15 $33,459 - $34,474	-4,230 Closed	0 $0
Q3 2017 Dec 05, 2017	BUY	$8.31 - $8.7 $35,151 - $36,801	4,230	4,230 $36,000

Others Institutions Holding JQC

# of Institutions

158

Shares Held

38.4M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

10.7M
Shares

$63.2 Million
0.0% of portfolio
Penserra Capital Management LLC Orinda, CA

2.89M
Shares

$17.1 Million
0.36% of portfolio
Wells Fargo & Company San Francisco, CA

2.17M
Shares

$12.8 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

1.89M
Shares

$11.2 Million
0.08% of portfolio
Invesco Ltd. Atlanta, GA

1.66M
Shares

$9.79 Million
0.0% of portfolio

About Nuveen Credit Strategies Income Fund

Ticker JQC
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen Credit Strategies Income Fund is a closed-ended balanced mutual fund launched by Nuveen Investments, Inc. The fund is managed by Symphony Asset Management, LLC. It invests in the fixed income and public equity markets of the United States. The fund invests in senior secured and second lien loans, preferred securities, convertible securiti...

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