Powell Investment Advisors, LLC Nuveen Quality Municipal Income Fund Transaction History

Powell Investment Advisors, LLC

$211 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	BUY	$10.97 - $13.24 $6,998 - $8,447	638 Added 1.28%	50,504 $558,000
Q2 2022 Aug 02, 2022	SELL	$11.78 - $13.46 $107,433 - $122,755	-9,120 Reduced 15.46%	49,866 $625,000
Q1 2022 May 09, 2022	BUY	$13.15 - $16.03 $8,810 - $10,740	670 Added 1.15%	58,986 $792,000
Q4 2021 Jan 14, 2022	BUY	$15.32 - $16.11 $9,758 - $10,262	637 Added 1.1%	58,316 $939,000
Q3 2021 Oct 13, 2021	BUY	$15.6 - $16.43 $9,469 - $9,973	607 Added 1.06%	57,679 $904,000
Q2 2021 Jul 14, 2021	SELL	$15.18 - $16.01 $789 - $832	-52 Reduced 0.09%	57,072 $917,000
Q1 2021 Apr 14, 2021	BUY	$14.74 - $15.45 $7,767 - $8,142	527 Added 0.93%	57,124 $868,000
Q4 2020 Jan 14, 2021	SELL	$14.38 - $15.37 $123,883 - $132,412	-8,615 Reduced 13.21%	56,597 $870,000
Q3 2020 Oct 07, 2020	BUY	$14.04 - $14.94 $8,789 - $9,352	626 Added 0.97%	65,212 $951,000
Q2 2020 Jul 31, 2020	BUY	$12.79 - $14.1 $8,147 - $8,981	637 Added 1.0%	64,586 $909,000
Q1 2020 May 12, 2020	BUY	$11.34 - $15.26 $25,197 - $33,907	2,222 Added 3.6%	63,949 $882,000
Q4 2019 Feb 10, 2020	BUY	$14.2 - $14.63 $876,523 - $903,066	61,727 New	61,727 $901,000

Others Institutions Holding NAD

# of Institutions

295

Shares Held

73.7M

Call Options Held

0

Put Options Held

0

Karpus Management, Inc. Pittsford, NY

8.73M
Shares

$103 Million
3.51% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

8.49M
Shares

$99.9 Million
5.77% of portfolio
Morgan Stanley New York, NY

5.98M
Shares

$70.3 Million
0.01% of portfolio
Bramshill Investments, LLC Naples, FL

3.65M
Shares

$43 Million
4.99% of portfolio
Sit Investment Associates Inc Minneapolis, MN

3.1M
Shares

$36.5 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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