Wetherby Asset Management Inc Nuveen Municipal Credit Income Fund Transaction History

Wetherby Asset Management Inc

$2.13 Billion
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 14, 2023	SELL	$10.42 - $11.83 $10,232 - $11,617	-982 Reduced 6.02%	15,330 $159,000
Q2 2023 Aug 14, 2023	BUY	$11.03 - $12.02 $10,632 - $11,587	964 Added 6.28%	16,312 $190,000
Q1 2023 May 12, 2023	SELL	$11.49 - $12.56 $517 - $565	-45 Reduced 0.29%	15,348 $183,000
Q4 2022 Feb 14, 2023	BUY	$10.73 - $12.35 $165,166 - $190,103	15,393 New	15,393 $185,000

Others Institutions Holding NZF

# of Institutions

253

Shares Held

47.8M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

4.87M
Shares

$61 Million
0.0% of portfolio
Mackay Shields LLC

3.09M
Shares

$38.7 Million
6.96% of portfolio
Pathstone Holdings, LLC Englewood, NJ

2.87M
Shares

$35.9 Million
0.17% of portfolio
Bank Of America Corp Charlotte, NC

2.66M
Shares

$33.3 Million
0.0% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

2.64M
Shares

$33.1 Million
1.9% of portfolio

About Nuveen Municipal Credit Income Fund

Ticker NZF
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen Municipal Credit 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 invests in undervalued municipal securities and other related investments th...

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wetherby Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wetherby Asset Management Inc with notifications on news.