United Capital Financial Advisers, LLC Nuveen Amt Free Quality Municipal Income Fund Transaction History

United Capital Financial Advisers, LLC

$19.9 Billion
Q3 2024

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	SELL	$9.61 - $11.0 $96,618 - $110,594	-10,054 Reduced 9.38%	97,150 $940,000
Q2 2023 Aug 14, 2023	BUY	$10.48 - $11.37 $3,804 - $4,127	363 Added 0.34%	107,204 $1.17 Million
Q1 2023 Aug 14, 2023	SELL	$10.75 - $11.68 $3,902 - $4,239	-363 Reduced 0.34%	106,841 $1.19 Million
Q1 2023 May 15, 2023	SELL	$10.75 - $11.68 $396,384 - $430,676	-36,873 Reduced 25.66%	106,841 $1.19 Million
Q4 2022 Feb 14, 2023	SELL	$10.25 - $11.62 $49,200 - $55,775	-4,800 Reduced 3.23%	143,714 $1.63 Million
Q3 2022 Nov 14, 2022	SELL	$10.53 - $12.78 $55,092 - $66,864	-5,232 Reduced 3.4%	148,514 $1.57 Million
Q2 2022 Aug 11, 2022	SELL	$11.35 - $13.23 $51,983 - $60,593	-4,580 Reduced 2.89%	153,746 $1.81 Million
Q1 2022 May 16, 2022	SELL	$12.78 - $15.54 $7,846 - $9,541	-614 Reduced 0.39%	158,326 $2.08 Million
Q3 2021 Nov 15, 2021	SELL	$15.19 - $15.98 $60,760 - $63,920	-4,000 Reduced 2.45%	158,940 $2.41 Million
Q1 2021 May 14, 2021	BUY	$14.32 - $15.12 $81,423 - $85,972	5,686 Added 3.62%	162,940 $2.42 Million
Q4 2020 Feb 17, 2021	SELL	$14.17 - $15.1 $1,076 - $1,147	-76 Reduced 0.05%	157,254 $2.38 Million
Q3 2020 Nov 13, 2020	SELL	$13.97 - $14.74 $125,841 - $132,777	-9,008 Reduced 5.42%	157,330 $2.26 Million
Q2 2020 Aug 13, 2020	BUY	$12.72 - $13.9 $158,974 - $173,722	12,498 Added 8.12%	166,338 $2.31 Million
Q1 2020 May 15, 2020	SELL	$11.23 - $15.04 $79,542 - $106,528	-7,083 Reduced 4.4%	153,840 $2.08 Million
Q4 2019 Feb 14, 2020	SELL	$14.0 - $14.38 $209,636 - $215,326	-14,974 Reduced 8.51%	160,923 $2.31 Million
Q3 2019 Nov 14, 2019	BUY	$13.81 - $14.42 $613,744 - $640,853	44,442 Added 33.81%	175,897 $2.52 Million
Q3 2018 Nov 14, 2018	BUY	$12.53 - $13.07 $380,110 - $396,491	30,336 Added 30.0%	131,455 $1.66 Million
Q2 2018 Aug 14, 2018	SELL	$12.7 - $13.04 $30,899 - $31,726	-2,433 Reduced 2.35%	101,119 $1.32 Million
Q1 2018 May 15, 2018	BUY	$12.87 - $13.87 $132,162 - $142,431	10,269 Added 11.01%	103,552 $1.35 Million
Q4 2017 Feb 13, 2018	BUY	$13.54 - $13.91 $538,242 - $552,950	39,752 Added 74.26%	93,283 $1.28 Million
Q3 2017 Nov 14, 2017	SELL	$13.79 - $14.17 $42,873 - $44,054	-3,109 Reduced 5.49%	53,531 $741,000
Q2 2017 Aug 14, 2017	BUY	N/A	56,640	56,640 $775,000

Others Institutions Holding NEA

# of Institutions

327

Shares Held

89.2M

Call Options Held

Put Options Held

Karpus Management, Inc. Pittsford, NY

14.8M
Shares

$174 Million
5.76% of portfolio
Morgan Stanley New York, NY

9.86M
Shares

$116 Million
0.01% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

6.83M
Shares

$80 Million
4.53% of portfolio
Mackay Shields LLC

4M
Shares

$46.9 Million
8.24% of portfolio
Sit Investment Associates Inc Minneapolis, MN

3.85M
Shares

$45.1 Million
1.03% of portfolio

View Full List

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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