Latest Institutional Purchases of Nuveen Amt Free Quality Municipal Income Fund (NEA)
This list provides information on the latest institutional transactions involving Nuveen Amt Free Quality Municipal Income Fund (NEA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
119KNew |
$1.1M - $1.32M
|
119K
$1.31M
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
108KNew |
$993K - $1.19M
|
108K
$1.18M
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
29.4KNew |
$271K - $326K
|
29.4K
$323K
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
23.7KNew |
$219K - $263K
|
23.7K
$260K
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
17.8KNew |
$164K - $197K
|
17.8K
$196K
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
11.7KNew |
$108K - $129K
|
11.7K
$128K
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
10KNew |
$92.2K - $111K
|
10K
$110K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4KNew |
$36.9K - $44.3K
|
4K
$44K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
3.9KNew |
$36K - $43.2K
|
3.9K
$42.9K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.19KNew |
$29.4K - $35.3K
|
3.19K
$35K
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
3.1KNew |
$28.6K - $34.3K
|
3.1K
$34K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
3KNew |
$27.7K - $33.2K
|
3K
$33K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.64KNew |
$24.3K - $29.2K
|
2.64K
$29K
|
|
Feb 14, 2024
Q4 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
1.2KNew |
$11.1K - $13.3K
|
1.2K
$13.2K
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1K+ 0.93% |
$9.22K - $11.1K
|
109K
$1.19M
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
809New |
$7.46K - $8.96K
|
809
$8.89K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
370+ 8.38% |
$3.41K - $4.1K
|
4.79K
$52.6K
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
334New |
$3.08K - $3.7K
|
334
$3.67K
|
|
Feb 06, 2024
Q4 2023
|
Smh Capital Advisors Inc
|
BUY
|
- |
124+ 1.05% |
$1.14K - $1.37K
|
11.9K
$131K
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
96New |
$885 - $1.06K
|
96
$1.06K
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
35+ 0.3% |
$323 - $388
|
11.7K
$129K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
36.8K+ 2000.0% |
$353K - $404K
|
38.6K
$424K
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
26.2KNew |
$252K - $288K
|
26.2K
$288K
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
19.5KNew |
$187K - $215K
|
19.5K
$214K
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
16.2KNew |
$156K - $178K
|
16.2K
$178K
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
15.6KNew |
$150K - $171K
|
15.6K
$171K
|
|
Oct 13, 2023
Q3 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
14.5KNew |
$139K - $160K
|
14.5K
$159K
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
13.1KNew |
$126K - $145K
|
13.1K
$144K
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
BUY
|
- |
10.4KNew |
$100K - $115K
|
10.4K
$115K
|
|
Oct 31, 2023
Q3 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
1.8K+ 16.89% |
$17.3K - $19.8K
|
12.5K
$137K
|
|
Nov 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
113+ 0.98% |
$1.09K - $1.24K
|
11.7K
$128K
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2023 | |||||||
Jul 20, 2023
Q2 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
60.3KNew |
$632K - $685K
|
60.3K
$662K
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
BUY
|
- |
25.4K+ 220.87% |
$266K - $289K
|
36.9K
$406K
|
|
Jul 27, 2023
Q2 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
21KNew |
$220K - $239K
|
21K
$231K
|
|
Aug 07, 2023
Q2 2023
|
Suncoast Equity Management
|
BUY
|
- |
11.9KNew |
$125K - $136K
|
11.9K
$131K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.57KNew |
$37.4K - $40.6K
|
3.57K
$39.2K
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
2.8KNew |
$29.3K - $31.8K
|
2.8K
$30.7K
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.87K+ 8.5% |
$19.6K - $21.3K
|
23.9K
$262K
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.65KNew |
$17.3K - $18.8K
|
1.65K
$18.1K
|
|
Aug 14, 2023
Q2 2023
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
1K+ 2.04% |
$10.5K - $11.4K
|
50K
$550K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
995+ 1309.21% |
$10.4K - $11.3K
|
1.07K
$11.8K
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
902New |
$9.45K - $10.3K
|
902
$9.91K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
612+ 2.13% |
$6.41K - $6.96K
|
29.3K
$322K
|
|
Q1 2023 | |||||||
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
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.8KNew |
$116K - $126K
|
10.8K
$119K
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
10.1KNew |
$109K - $118K
|
10.1K
$111K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7KNew |
$75.2K - $81.7K
|
7K
$76.9K
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
5K+ 10.39% |
$53.8K - $58.4K
|
53.1K
$584K
|
|
Apr 20, 2023
Q1 2023
|
Goodwin Daniel L
|
BUY
|
- |
4K+ 2.63% |
$43K - $46.7K
|
156K
$1.72M
|