Seven Bridge Financial Group, LLC Nuveen Amt Free Quality Municipal Income Fund Transaction History

Seven Bridge Financial Group, LLC

$552 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 12, 2022	SELL	$11.35 - $13.23 $382,687 - $446,075	-33,717 Closed	0 $0
Q4 2021 Jan 20, 2022	BUY	$14.87 - $15.6 $501,371 - $525,985	33,717 New	33,717 $526,000
Q4 2021 Jan 20, 2022	SELL	$14.87 - $15.6 $300,448 - $315,198	-20,205 Closed	0 $0
Q2 2020 Jul 24, 2020	BUY	$12.72 - $13.9 $9,247 - $10,105	727 Added 3.73%	20,205 $281,000
Q4 2017 Feb 20, 2018	BUY	$13.54 - $13.91 $263,732 - $270,938	19,478 New	19,478 $268,000
Q3 2017 Nov 13, 2017	SELL	$13.79 - $14.17 $268,601 - $276,003	-19,478 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	19,478	19,478 $268,000

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

$78.2 Million
4.49% of portfolio
Mackay Shields LLC

4M
Shares

$45.8 Million
8.24% of portfolio
Sit Investment Associates Inc Minneapolis, MN

3.85M
Shares

$44.1 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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