Transform Wealth, LLC Nuveen Multi Market Income Fund Transaction History

Transform Wealth, LLC

$1.46 Billion
Q3 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 18, 2024	BUY	$5.36 - $5.91 $65,568 - $72,297	12,233 Added 46.61%	38,477 $227,000
Q3 2023 Oct 10, 2023	SELL	$5.56 - $5.92 $144,671 - $154,038	-26,020 Reduced 49.79%	26,244 $147,000
Q2 2023 Jul 13, 2023	BUY	$5.72 - $5.96 $1,269 - $1,323	222 Added 0.43%	52,264 $303,000
Q1 2023 Apr 14, 2023	BUY	$5.77 - $6.21 $150,770 - $162,267	26,130 Added 100.84%	52,042 $302,000
Q4 2022 Jan 12, 2023	BUY	$5.48 - $6.07 $141,997 - $157,285	25,912 New	25,912 $0

Others Institutions Holding JMM

# of Institutions

16

Shares Held

6.27M

Call Options Held

0

Put Options Held

0

Sit Investment Associates Inc Minneapolis, MN

5.38M
Shares

$32.2 Million
0.76% of portfolio
1607 Capital Partners, LLC Richmond, VA

516K
Shares

$3.09 Million
0.3% of portfolio
Kovitz Investment Group Partners, LLC

132K
Shares

$791,201
0.01% of portfolio
Aviance Capital Partners, LLC Naples, FL

87.1K
Shares

$521,477
0.08% of portfolio
Morgan Stanley New York, NY

55.1K
Shares

$329,983
0.0% of portfolio

About Nuveen Multi-Market Income Fund

Ticker JMM
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen Multi-Market 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 seeks to invest in securities of companies operating across diversified sectors....

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