Syverson Strege & CO Nuveen Amt Free Quality Municipal Income Fund Transaction History

Syverson Strege & CO

$277 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 03, 2023	BUY	$10.75 - $11.68 $75 - $81	7 Added 0.17%	4,063 $45,000
Q4 2022 Feb 06, 2023	BUY	$10.25 - $11.62 $215 - $244	21 Added 0.52%	4,056 $46,000
Q3 2022 Nov 09, 2022	BUY	$10.53 - $12.78 $168 - $204	16 Added 0.4%	4,035 $43,000
Q2 2022 Aug 11, 2022	BUY	$11.35 - $13.23 $170 - $198	15 Added 0.37%	4,019 $47,000
Q1 2022 Apr 13, 2022	SELL	$12.78 - $15.54 $31,604 - $38,430	-2,473 Reduced 38.18%	4,004 $53,000
Q4 2021 Jan 19, 2022	BUY	$14.87 - $15.6 $252 - $265	17 Added 0.26%	6,477 $101,000
Q3 2021 Nov 02, 2021	BUY	$15.19 - $15.98 $197 - $207	13 Added 0.2%	6,460 $98,000
Q2 2021 Aug 04, 2021	BUY	$14.87 - $15.7 $193 - $204	13 Added 0.2%	6,447 $101,000
Q1 2021 May 07, 2021	SELL	$14.32 - $15.12 $49,633 - $52,405	-3,466 Reduced 35.01%	6,434 $95,000
Q4 2020 Feb 03, 2021	BUY	$14.17 - $15.1 $140,283 - $149,490	9,900 New	9,900 $149,000

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

$166 Million
5.76% of portfolio
Morgan Stanley New York, NY

9.86M
Shares

$110 Million
0.01% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

6.83M
Shares

$76.3 Million
4.49% of portfolio
Mackay Shields LLC

4M
Shares

$44.8 Million
8.24% of portfolio
Sit Investment Associates Inc Minneapolis, MN

3.85M
Shares

$43.1 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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