Sowell Financial Services LLC Nuveen Municipal Credit Income Fund Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	BUY	$11.49 - $12.56 $119,909 - $131,076	10,436 New	10,436 $124,000
Q2 2021 Aug 05, 2021	SELL	$16.16 - $17.21 $148,122 - $157,746	-9,166 Closed	0 $0
Q1 2021 May 07, 2021	BUY	$15.65 - $16.5 $132,524 - $139,722	8,468 Added 1213.18%	9,166 $153,000
Q4 2020 Jan 13, 2021	BUY	$14.67 - $16.12 $176 - $193	12 Added 1.75%	698 $11,000
Q3 2020 Nov 12, 2020	BUY	$14.55 - $15.55 $116 - $124	8 Added 1.18%	686 $10,000
Q2 2020 Aug 13, 2020	BUY	$13.05 - $14.87 $117 - $133	9 Added 1.35%	678 $10,000
Q1 2020 May 12, 2020	SELL	$11.7 - $16.75 $56,206 - $80,467	-4,804 Reduced 87.78%	669 $9,000
Q4 2019 Feb 07, 2020	BUY	$15.59 - $16.4 $171 - $180	11 Added 0.2%	5,473 $89,000
Q3 2019 Nov 14, 2019	BUY	$15.48 - $16.61 $84,551 - $90,723	5,462 New	5,462 $89,000

Others Institutions Holding NZF

# of Institutions

253

Shares Held

47.8M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

4.87M
Shares

$60.3 Million
0.0% of portfolio
Mackay Shields LLC

3.09M
Shares

$38.3 Million
6.96% of portfolio
Pathstone Holdings, LLC Englewood, NJ

2.87M
Shares

$35.5 Million
0.17% of portfolio
Bank Of America Corp Charlotte, NC

2.66M
Shares

$33 Million
0.0% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

2.64M
Shares

$32.8 Million
1.9% of portfolio

About Nuveen Municipal Credit Income Fund

Ticker NZF
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen Municipal Credit 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 th...

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