Silicon Valley Capital Partners Nuveen California Amt Free Quality Municipal Income Fund Transaction History

Silicon Valley Capital Partners

$767 Million
Q3 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	SELL	$9.8 - $11.57 $3,910 - $4,616	-399 Closed	0 $0
Q3 2023 Nov 03, 2023	BUY	$10.26 - $11.6 $51 - $58	5 Added 1.27%	399 $4,000
Q2 2023 Aug 14, 2023	BUY	$10.99 - $11.74 $43 - $46	4 Added 1.03%	394 $4,000
Q1 2023 May 09, 2023	BUY	$11.4 - $12.9 $34 - $38	3 Added 0.78%	390 $4,000
Q4 2022 Feb 14, 2023	BUY	$10.83 - $12.33 $4,191 - $4,771	387 New	387 $4,000

Others Institutions Holding NKX

# of Institutions

73

Shares Held

7.93M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.23M
Shares

$28.6 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

1.14M
Shares

$14.7 Million
0.11% of portfolio
Advisors Asset Management, Inc. Monument, CO

484K
Shares

$6.22 Million
0.12% of portfolio
Hennion & Walsh Asset Management, Inc.

454K
Shares

$5.84 Million
0.3% of portfolio
Wells Fargo & Company San Francisco, CA

352K
Shares

$4.53 Million
0.0% of portfolio

About NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND

Ticker NKX
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen California 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 California, United States. The fund primarily invests in undervalued municipal secu...

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