Stordahl Capital Management, Inc. Nuveen Quality Municipal Income Fund Transaction History

Stordahl Capital Management, Inc.

$423 Million
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 10, 2023	BUY	$10.62 - $11.86 $117,223 - $130,910	11,038 Added 99.99%	22,077 $260,000
Q2 2022 Aug 04, 2022	SELL	$11.78 - $13.46 $130,027 - $148,571	-11,038 Reduced 50.0%	11,039 $138,000
Q3 2020 Nov 09, 2020	BUY	$14.04 - $14.94 $42,260 - $44,969	3,010 Added 15.79%	22,077 $321,000
Q4 2017 Feb 09, 2018	BUY	$13.79 - $14.2 $262,933 - $270,751	19,067	19,067 $268,000

Others Institutions Holding NAD

# of Institutions

296

Shares Held

73.8M

Call Options Held

0

Put Options Held

0

Karpus Management, Inc. Pittsford, NY

8.73M
Shares

$107 Million
3.51% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

8.49M
Shares

$104 Million
5.77% of portfolio
Morgan Stanley New York, NY

5.98M
Shares

$73 Million
0.01% of portfolio
Bramshill Investments, LLC Naples, FL

3.65M
Shares

$44.6 Million
4.99% of portfolio
Sit Investment Associates Inc Minneapolis, MN

3.1M
Shares

$37.9 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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