Wealth Advisors Of Tampa Bay, LLC Nuveen Amt Free Quality Municipal Income Fund Transaction History

Wealth Advisors Of Tampa Bay, LLC

$234 Million
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 31, 2023	BUY	$9.61 - $11.0 $182,244 - $208,604	18,964 Added 100.0%	37,928 $367,000
Q4 2022 Feb 14, 2023	SELL	$10.25 - $11.62 $13,724 - $15,559	-1,339 Reduced 6.6%	18,964 $215,000
Q3 2022 Oct 12, 2022	SELL	$10.53 - $12.78 $182,200 - $221,132	-17,303 Reduced 46.01%	20,303 $215,000
Q2 2022 Jul 18, 2022	SELL	$11.35 - $13.23 $2.11 Million - $2.46 Million	-185,744 Reduced 83.16%	37,606 $442,000
Q1 2022 Apr 25, 2022	SELL	$12.78 - $15.54 $1.7 Million - $2.07 Million	-133,110 Reduced 37.34%	223,350 $2.94 Million
Q4 2021 Feb 10, 2022	BUY	$14.87 - $15.6 $2.56 Million - $2.68 Million	172,091 Added 93.34%	356,460 $5.56 Million
Q3 2021 Oct 13, 2021	BUY	$15.19 - $15.98 $23,924 - $25,168	1,575 Added 0.86%	184,369 $2.8 Million
Q2 2021 Jul 27, 2021	BUY	$14.87 - $15.7 $41,992 - $44,336	2,824 Added 1.57%	182,794 $2.87 Million
Q1 2021 Apr 19, 2021	BUY	$14.32 - $15.12 $442,187 - $466,890	30,879 Added 20.71%	179,970 $2.67 Million
Q4 2020 Jan 22, 2021	SELL	$14.17 - $15.1 $3,570 - $3,805	-252 Reduced 0.17%	149,091 $2.25 Million
Q3 2020 Oct 23, 2020	BUY	$13.97 - $14.74 $231,203 - $243,947	16,550 Added 12.46%	149,343 $2.14 Million
Q2 2020 Aug 11, 2020	BUY	$12.72 - $13.9 $985,863 - $1.08 Million	77,505 Added 140.18%	132,793 $1.85 Million
Q1 2020 Apr 17, 2020	SELL	$11.23 - $15.04 $20,663 - $27,673	-1,840 Reduced 3.22%	55,288 $749,000
Q3 2018 Oct 25, 2018	SELL	$12.53 - $13.07 $45,709 - $47,679	-3,648 Reduced 6.0%	57,128 $722,000
Q4 2017 Feb 07, 2018	BUY	$13.54 - $13.91 $822,907 - $845,394	60,776	60,776 $838,000

Others Institutions Holding NEA

# of Institutions

327

Shares Held

89.2M

Call Options Held

0

Put Options Held

0

Karpus Management, Inc. Pittsford, NY

14.8M
Shares

$165 Million
5.76% of portfolio
Morgan Stanley New York, NY

9.86M
Shares

$110 Million
0.01% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

6.83M
Shares

$75.9 Million
4.49% of portfolio
Mackay Shields LLC

4M
Shares

$44.5 Million
8.24% of portfolio
Sit Investment Associates Inc Minneapolis, MN

3.85M
Shares

$42.8 Million
1.03% of portfolio

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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