United Capital Financial Advisers, LLC Nuveen Credit Strategies Income Fund Transaction History

United Capital Financial Advisers, LLC

$19.9 Billion
Q3 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 16, 2022	SELL	$5.76 - $6.59 $10,229 - $11,703	-1,776 Reduced 11.05%	14,297 $88,000
Q4 2021 Feb 14, 2022	SELL	$6.22 - $6.6 $64,221 - $68,145	-10,325 Reduced 39.11%	16,073 $104,000
Q3 2021 Nov 15, 2021	SELL	$6.34 - $6.76 $10,441 - $11,133	-1,647 Reduced 5.87%	26,398 $173,000
Q2 2021 Aug 13, 2021	BUY	$6.48 - $6.78 $46,221 - $48,361	7,133 Added 34.11%	28,045 $189,000
Q1 2021 May 14, 2021	SELL	$6.3 - $6.52 $6,186 - $6,402	-982 Reduced 4.49%	20,912 $136,000
Q4 2020 Feb 17, 2021	SELL	$5.79 - $6.45 $28,475 - $31,721	-4,918 Reduced 18.34%	21,894 $139,000
Q3 2020 Nov 13, 2020	SELL	$5.76 - $6.2 $52,099 - $56,079	-9,045 Reduced 25.23%	26,812 $158,000
Q2 2020 Aug 13, 2020	SELL	$5.41 - $6.33 $112,008 - $131,056	-20,704 Reduced 36.6%	35,857 $209,000
Q1 2020 May 15, 2020	SELL	$3.9 - $7.7 $14,492 - $28,613	-3,716 Reduced 6.16%	56,561 $321,000
Q4 2019 Feb 14, 2020	SELL	$7.25 - $7.67 $71,144 - $75,265	-9,813 Reduced 14.0%	60,277 $462,000
Q3 2019 Nov 14, 2019	SELL	$7.33 - $7.98 $49,887 - $54,311	-6,806 Reduced 8.85%	70,090 $524,000
Q2 2019 Aug 13, 2019	SELL	$7.66 - $8.07 $30,195 - $31,811	-3,942 Reduced 4.88%	76,896 $609,000
Q1 2019 May 14, 2019	SELL	$7.41 - $7.99 $356,376 - $384,271	-48,094 Reduced 37.3%	80,838 $630,000
Q4 2018 Feb 14, 2019	SELL	$7.15 - $7.97 $2.82 Million - $3.14 Million	-393,974 Reduced 75.34%	128,932 $954,000
Q3 2018 Nov 14, 2018	SELL	$7.87 - $8.02 $6.85 Million - $6.98 Million	-869,788 Reduced 62.45%	522,906 $4.17 Million
Q2 2018 Aug 14, 2018	SELL	$7.91 - $8.15 $603,983 - $622,309	-76,357 Reduced 5.2%	1,392,694 $11.1 Million
Q1 2018 May 15, 2018	BUY	$7.91 - $8.35 $290,652 - $306,820	36,745 Added 2.57%	1,469,051 $11.7 Million
Q4 2017 Feb 13, 2018	BUY	$8.05 - $8.52 $483,692 - $511,932	60,086 Added 4.38%	1,432,306 $11.8 Million
Q3 2017 Nov 14, 2017	BUY	$8.31 - $8.7 $388,509 - $406,742	46,752 Added 3.53%	1,372,220 $11.7 Million
Q2 2017 Aug 14, 2017	BUY	N/A	1,325,468	1,325,468 $11.4 Million

Others Institutions Holding JQC

# of Institutions

158

Shares Held

38.4M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

10.7M
Shares

$63.2 Million
0.0% of portfolio
Penserra Capital Management LLC Orinda, CA

2.89M
Shares

$17.1 Million
0.36% of portfolio
Wells Fargo & Company San Francisco, CA

2.17M
Shares

$12.8 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

1.89M
Shares

$11.2 Million
0.08% of portfolio
Invesco Ltd. Atlanta, GA

1.66M
Shares

$9.79 Million
0.0% of portfolio

View Full List

About Nuveen Credit Strategies Income Fund

Ticker JQC
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen Credit Strategies Income Fund is a closed-ended balanced mutual fund launched by Nuveen Investments, Inc. The fund is managed by Symphony Asset Management, LLC. It invests in the fixed income and public equity markets of the United States. The fund invests in senior secured and second lien loans, preferred securities, convertible securiti...

More about JQC

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