San Luis Wealth Advisors LLC Nuveen Credit Strategies Income Fund Transaction History

San Luis Wealth Advisors LLC

$484 Million
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 26, 2022	SELL	$5.02 - $5.65 $30,596 - $34,436	-6,095 Reduced 16.11%	31,727 $162,000
Q2 2022 Aug 10, 2022	SELL	$5.14 - $6.31 $69,914 - $85,828	-13,602 Reduced 26.45%	37,822 $197,000
Q4 2021 Feb 14, 2022	BUY	$6.22 - $6.6 $225,524 - $239,302	36,258 Added 239.07%	51,424 $334,000
Q3 2021 Nov 09, 2021	BUY	$6.34 - $6.76 $96,152 - $102,522	15,166 New	15,166 $99,000

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

$63.1 Million
0.0% of portfolio
Penserra Capital Management LLC Orinda, CA

2.89M
Shares

$17 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

$9.78 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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