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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
13.1KNew |
$126K - $145K
|
13.1K
$149K
|
|
|
Oct 31, 2023
Q3 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
1.8K+ 16.89% |
$17.3K - $19.8K
|
12.5K
$141K
|
|
|
Oct 31, 2023
Q3 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
19K+ 100.0% |
$182K - $209K
|
37.9K
$429K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-24.9K- 99.6% |
$239K - $274K
|
100
$1.13K
|
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
26.2KNew |
$252K - $288K
|
26.2K
$296K
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
19.5KNew |
$187K - $215K
|
19.5K
$221K
|
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
15.6KNew |
$150K - $171K
|
15.6K
$176K
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
BUY
|
- |
10.4KNew |
$100K - $115K
|
10.4K
$118K
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-2.4K- 17.06% |
$23.1K - $26.4K
|
11.7K
$132K
|
|
|
Oct 13, 2023
Q3 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
14.5KNew |
$139K - $160K
|
14.5K
$164K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-1.65KClosed |
$15.8K - $18.1K
|
0
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
16.2KNew |
$156K - $178K
|
16.2K
$183K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
213KNew |
$2.05M - $2.34M
|
213K
$2.41M
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-5.25K- 98.04% |
$50.5K - $57.8K
|
105
$1.19K
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-58K- 47.72% |
$558K - $638K
|
63.6K
$719K
|
|
| Q2 2023 | |||||||
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-755K- 95.85% |
$7.92M - $8.59M
|
32.7K
$370K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.57KNew |
$37.4K - $40.6K
|
3.57K
$40.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.65KNew |
$17.3K - $18.8K
|
1.65K
$18.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
1K+ 2.04% |
$10.5K - $11.4K
|
50K
$566K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-4.65K- 71.59% |
$48.7K - $52.8K
|
1.84K
$20.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-40K- 47.06% |
$419K - $455K
|
45K
$509K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
2.8KNew |
$29.3K - $31.8K
|
2.8K
$31.6K
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-9.32K- 5.25% |
$97.7K - $106K
|
168K
$1.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
902New |
$9.45K - $10.3K
|
902
$10.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Suncoast Equity Management
|
BUY
|
- |
11.9KNew |
$125K - $136K
|
11.9K
$135K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
995+ 1309.21% |
$10.4K - $11.3K
|
1.07K
$12.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
612+ 2.13% |
$6.41K - $6.96K
|
29.3K
$331K
|
|
|
Jul 27, 2023
Q2 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
21KNew |
$220K - $239K
|
21K
$238K
|
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-9.5K- 34.05% |
$99.6K - $108K
|
18.4K
$208K
|
|
|
Jul 20, 2023
Q2 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
60.3KNew |
$632K - $685K
|
60.3K
$682K
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.87K+ 8.5% |
$19.6K - $21.3K
|
23.9K
$270K
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-12.1K- 54.7% |
$127K - $137K
|
10K
$113K
|
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
BUY
|
- |
25.4K+ 220.87% |
$266K - $289K
|
36.9K
$417K
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
10.1KNew |
$109K - $118K
|
10.1K
$114K
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2.93K- 13.77% |
$31.5K - $34.3K
|
18.4K
$208K
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
78.7KNew |
$846K - $919K
|
78.7K
$890K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.8KNew |
$116K - $126K
|
10.8K
$122K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-897- 7.88% |
$9.64K - $10.5K
|
10.5K
$119K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-12.3KClosed |
$132K - $144K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
37+ 0.27% |
$398 - $432
|
13.9K
$157K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
69+ 0.62% |
$742 - $806
|
11.2K
$126K
|
|
|
May 05, 2023
Q1 2023
|
Delphi Financial Group, Inc.
|
SELL
|
- |
-99.8K- 24.88% |
$1.07M - $1.17M
|
301K
$3.41M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-16K- 91.14% |
$171K - $186K
|
1.55K
$17.5K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.31K+ 10.58% |
$14.1K - $15.3K
|
13.7K
$155K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
5K+ 10.39% |
$53.8K - $58.4K
|
53.1K
$601K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
7+ 0.17% |
$75.3 - $81.8
|
4.06K
$46K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
195New |
$2.1K - $2.28K
|
195
$2.21K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
152+ 0.63% |
$1.63K - $1.78K
|
24.4K
$276K
|
|
|
May 03, 2023
Q1 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-4K- 24.24% |
$43K - $46.7K
|
12.5K
$141K
|
|