Latest Institutional Transactions on Nuveen Amt Free Quality Municipal Income Fund (NEA)
This table provides information on the latest institutional transactions involving Nuveen Amt Free Quality Municipal Income Fund (NEA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-40K- 47.06% |
$419K - $455K
|
45K
$495K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-4.65K- 71.59% |
$48.7K - $52.8K
|
1.84K
$20.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
1K+ 2.04% |
$10.5K - $11.4K
|
50K
$550K
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-9.32K- 5.25% |
$97.7K - $106K
|
168K
$1.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
2.8KNew |
$29.3K - $31.8K
|
2.8K
$30.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
902New |
$9.45K - $10.3K
|
902
$9.91K
|
|
|
Aug 07, 2023
Q2 2023
|
Suncoast Equity Management
|
BUY
|
- |
11.9KNew |
$125K - $136K
|
11.9K
$131K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
612+ 2.13% |
$6.41K - $6.96K
|
29.3K
$322K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
995+ 1309.21% |
$10.4K - $11.3K
|
1.07K
$11.8K
|
|
|
Jul 27, 2023
Q2 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
21KNew |
$220K - $239K
|
21K
$231K
|
|
|
Jul 20, 2023
Q2 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
60.3KNew |
$632K - $685K
|
60.3K
$662K
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.87K+ 8.5% |
$19.6K - $21.3K
|
23.9K
$262K
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-12.1K- 54.7% |
$127K - $137K
|
10K
$110K
|
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
BUY
|
- |
25.4K+ 220.87% |
$266K - $289K
|
36.9K
$406K
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
10.1KNew |
$109K - $118K
|
10.1K
$111K
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
78.7KNew |
$846K - $919K
|
78.7K
$865K
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2.93K- 13.77% |
$31.5K - $34.3K
|
18.4K
$202K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-897- 7.88% |
$9.64K - $10.5K
|
10.5K
$115K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-12.3KClosed |
$132K - $144K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.8KNew |
$116K - $126K
|
10.8K
$119K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
37+ 0.27% |
$398 - $432
|
13.9K
$153K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
69+ 0.62% |
$742 - $806
|
11.2K
$123K
|
|
|
May 05, 2023
Q1 2023
|
Delphi Financial Group, Inc.
|
SELL
|
- |
-99.8K- 24.88% |
$1.07M - $1.17M
|
301K
$3.31M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.31K+ 10.58% |
$14.1K - $15.3K
|
13.7K
$150K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
195New |
$2.1K - $2.28K
|
195
$2.14K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
5K+ 10.39% |
$53.8K - $58.4K
|
53.1K
$584K
|
|
|
May 03, 2023
Q1 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-4K- 24.24% |
$43K - $46.7K
|
12.5K
$137K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
152+ 0.63% |
$1.63K - $1.78K
|
24.4K
$269K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
7+ 0.17% |
$75.3 - $81.8
|
4.06K
$44.7K
|
|
|
May 01, 2023
Q1 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
175+ 1.02% |
$1.88K - $2.04K
|
17.3K
$191K
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
2.69KNew |
$28.9K - $31.4K
|
2.69K
$29.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7KNew |
$75.2K - $81.7K
|
7K
$76.9K
|
|
|
Apr 26, 2023
Q1 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-4.3K- 25.39% |
$46.2K - $50.2K
|
12.6K
$139K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
500New |
$5.38K - $5.84K
|
500
$5.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Goodwin Daniel L
|
BUY
|
- |
4K+ 2.63% |
$43K - $46.7K
|
156K
$1.72M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.14K- 13.91% |
$23K - $25K
|
13.2K
$146K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
551New |
$5.92K - $6.44K
|
551
$6.06K
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
500+ 10.0% |
$5.38K - $5.84K
|
5.5K
$60.4K
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
SELL
|
- |
-100- 0.99% |
$1.08K - $1.17K
|
10K
$110K
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.5K+ 5.45% |
$16.1K - $17.5K
|
29K
$319K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
351+ 2.99% |
$3.77K - $4.1K
|
12.1K
$133K
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
BUY
|
- |
161+ 1.6% |
$1.73K - $1.88K
|
10.2K
$112K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-12.8K- 29.26% |
$131K - $148K
|
30.9K
$339K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.48KNew |
$35.7K - $40.4K
|
3.48K
$38.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3.73KNew |
$38.2K - $43.3K
|
3.73K
$41K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
25KNew |
$256K - $291K
|
25K
$275K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
17KNew |
$175K - $198K
|
17K
$187K
|
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
23.6KNew |
$242K - $274K
|
23.6K
$259K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
7.03KNew |
$72.1K - $81.7K
|
7.03K
$77.3K
|
|