Tarbox Family Office, Inc. Nuveen California Amt Free Quality Municipal Income Fund Transaction History

Tarbox Family Office, Inc.

$609 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 19, 2022	BUY	$12.12 - $14.0 $244,339 - $282,240	20,160 New	20,160 $260,000
Q4 2021 Jan 06, 2022	SELL	$15.63 - $16.64 $315,100 - $335,462	-20,160 Closed	0 $0
Q2 2021 Jul 16, 2021	BUY	$15.5 - $16.32 $312,480 - $329,011	20,160 New	20,160 $329,000

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

$28.7 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

$6.24 Million
0.12% of portfolio
Hennion & Walsh Asset Management, Inc.

454K
Shares

$5.86 Million
0.3% of portfolio
Wells Fargo & Company San Francisco, CA

352K
Shares

$4.54 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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