Umb Bank, N.A. Nuveen California Amt Free Quality Municipal Income Fund Transaction History

Umb Bank, N.A.

$6.22 Billion
Q4 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 29, 2024	SELL	$11.4 - $12.51 $7,398 - $8,118	-649 Reduced 35.86%	1,161 $14,000
Q1 2024 Apr 26, 2024	SELL	$11.24 - $12.15 $5,507 - $5,953	-490 Reduced 21.3%	1,810 $21,000
Q4 2023 Jan 23, 2024	BUY	$9.8 - $11.57 $22,540 - $26,611	2,300 New	2,300 $26,000

Others Institutions Holding NKX

# of Institutions

72

Shares Held

7.56M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

2.23M
Shares

$28.3 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

1.14M
Shares

$14.5 Million
0.11% of portfolio
Advisors Asset Management, Inc. Monument, CO

484K
Shares

$6.15 Million
0.12% of portfolio
Wells Fargo & Company San Francisco, CA

352K
Shares

$4.48 Million
0.0% of portfolio
Hennion & Walsh Asset Management, Inc.

313K
Shares

$3.98 Million
0.19% 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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