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 |
---|---|---|---|---|---|---|---|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-12K- 45.83% |
$153K - $186K
|
14.2K
$160K
|
|
Apr 19, 2022
Q1 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-2.29K- 9.18% |
$29.2K - $35.5K
|
22.6K
$254K
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-2.39KClosed |
$30.5K - $37.1K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Peoples Financial Services Corp.
|
SELL
|
- |
-3.39KClosed |
$43.3K - $52.7K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
2.65K+ 17.6% |
$33.9K - $41.2K
|
17.7K
$199K
|
|
Q4 2021 | |||||||
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-1.77KClosed |
$26.3K - $27.6K
|
0
$0
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1KNew |
$14.9K - $15.6K
|
1K
$11.3K
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-5.7KClosed |
$84.8K - $88.9K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-42KClosed |
$625K - $656K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Iron Financial, LLC
|
BUY
|
- |
11.5KNew |
$171K - $179K
|
11.5K
$129K
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
3.34KNew |
$49.6K - $52K
|
3.34K
$37.6K
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
675New |
$10K - $10.5K
|
675
$7.6K
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-1.06KClosed |
$15.7K - $16.5K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-308- 2.7% |
$4.58K - $4.8K
|
11.1K
$125K
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
107New |
$1.59K - $1.67K
|
107
$1.2K
|
|
Feb 09, 2022
Q4 2021
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-8.4KClosed |
$125K - $131K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-14.8KClosed |
$220K - $230K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-5K- 17.77% |
$74.4K - $78K
|
23.1K
$261K
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.64K- 11.86% |
$24.3K - $25.5K
|
12.2K
$137K
|
|
Feb 03, 2022
Q4 2021
|
Wealth Management Solutions, LLC
|
BUY
|
- |
16.4KNew |
$244K - $255K
|
16.4K
$184K
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-2.61KClosed |
$38.8K - $40.7K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
116+ 1.14% |
$1.72K - $1.81K
|
10.3K
$116K
|
|
Jan 31, 2022
Q4 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-56.3KClosed |
$837K - $878K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
3.4K+ 20.23% |
$50.6K - $53K
|
20.2K
$228K
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.77KNew |
$56K - $58.8K
|
3.77K
$42.4K
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1KClosed |
$14.9K - $15.6K
|
0
$0
|
|
Jan 04, 2022
Q4 2021
|
Beacon Capital Management, Inc.
|
BUY
|
- |
20K+ 25.0% |
$297K - $312K
|
100K
$1.13M
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1KClosed |
$15.2K - $16K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
BUY
|
- |
228K+ 1130.3% |
$3.47M - $3.65M
|
249K
$2.8M
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-137KClosed |
$2.08M - $2.19M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
666New |
$10.1K - $10.6K
|
666
$7.5K
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-2.5KClosed |
$38K - $39.9K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-187Closed |
$2.84K - $2.99K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.07KClosed |
$16.2K - $17K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-51.8KClosed |
$787K - $828K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-11.3KClosed |
$172K - $181K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.09K- 49.66% |
$31.8K - $33.4K
|
2.12K
$23.9K
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
519New |
$7.88K - $8.29K
|
519
$5.84K
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
SELL
|
- |
-1.75KClosed |
$26.6K - $28K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-3.71KClosed |
$56.3K - $59.3K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
SELL
|
- |
-10.5KClosed |
$159K - $168K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-4.51KClosed |
$68.6K - $72.1K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Old National Bancorp
|
SELL
|
- |
-13.3KClosed |
$203K - $213K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
500New |
$7.6K - $7.99K
|
500
$5.63K
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-485Closed |
$7.37K - $7.75K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Next Capital Management LLC
|
SELL
|
- |
-12.3K- 29.01% |
$186K - $196K
|
30K
$338K
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-400Closed |
$6.08K - $6.39K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Sanders Morris Harris LLC
|
SELL
|
- |
-29KClosed |
$441K - $464K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Edge Wealth Management LLC
|
SELL
|
- |
-4.5KClosed |
$68.4K - $71.9K
|
0
$0
|
|
Q2 2021 | |||||||
Dec 19, 2023
Q2 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-526- 27.4% |
$7.82K - $8.26K
|
1.39K
$15.7K
|