Purchases and Sales Made in Q1 2024 in Nuveen Amt Free Quality Municipal Income Fund (NEA)
This table provides information about the institutional ownership of Nuveen Amt Free Quality Municipal Income Fund (NEA) during Q1 2024. The information is specifically focused on institutions that hold shares of Nuveen AMT-Free Quality Municipal Income Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.45K+ 18.34% |
$26.3K - $27.2K
|
15.8K
$174K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.36K+ 5.21% |
$25.3K - $26.3K
|
47.7K
$524K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.25K+ 10.79% |
$24.1K - $25K
|
23.1K
$254K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.21K+ 4.79% |
$23.7K - $24.6K
|
48.3K
$531K
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
BUY
|
- |
2K+ 7.13% |
$21.5K - $22.3K
|
30.1K
$330K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.98K+ 3.11% |
$21.2K - $22K
|
65.5K
$720K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.83K+ 6.69% |
$19.6K - $20.4K
|
29.2K
$321K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.65K+ 13.54% |
$17.7K - $18.4K
|
13.9K
$152K
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.64K+ 3.34% |
$17.6K - $18.2K
|
50.7K
$558K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.6K+ 7.84% |
$17.2K - $17.8K
|
22K
$242K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.58K+ 7.15% |
$17K - $17.6K
|
23.7K
$260K
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
1.55K+ 1.78% |
$16.6K - $17.3K
|
88.7K
$975K
|
|
|
May 03, 2024
Q1 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
1.55K+ 0.76% |
$16.6K - $17.2K
|
204K
$2.24M
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.52KNew |
$16.3K - $16.9K
|
1.52K
$16.6K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.44KNew |
$15.4K - $16K
|
1.44K
$15.8K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
1.34K+ 2.12% |
$14.3K - $14.9K
|
64.2K
$706K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.06KNew |
$11.4K - $11.8K
|
1.06K
$11.7K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.02K+ 4.23% |
$10.9K - $11.3K
|
25K
$275K
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.01K+ 1.16% |
$10.8K - $11.2K
|
87.6K
$963K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1KNew |
$10.7K - $11.1K
|
1K
$11K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1K+ 4.33% |
$10.7K - $11.1K
|
24.1K
$265K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
948New |
$10.2K - $10.6K
|
948
$10.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
827+ 7.46% |
$8.87K - $9.2K
|
11.9K
$131K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
798+ 3.87% |
$8.56K - $8.88K
|
21.4K
$235K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
771New |
$8.27K - $8.58K
|
771
$8.47K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
654+ 1.15% |
$7.02K - $7.28K
|
57.7K
$634K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
631+ 3.52% |
$6.77K - $7.02K
|
18.5K
$204K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
625+ 4.8% |
$6.71K - $6.96K
|
13.6K
$150K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
625+ 62500.0% |
$6.71K - $6.96K
|
626
$6.88K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
550+ 3.59% |
$5.9K - $6.12K
|
15.9K
$175K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
472+ 4.13% |
$5.06K - $5.25K
|
11.9K
$131K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
317+ 1.23% |
$3.4K - $3.53K
|
26K
$286K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
165+ 0.22% |
$1.77K - $1.84K
|
76.2K
$837K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
138+ 0.12% |
$1.48K - $1.54K
|
120K
$1.32M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
94+ 0.23% |
$1.01K - $1.05K
|
41.6K
$457K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
83+ 0.65% |
$891 - $924
|
12.8K
$140K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
47+ 1.16% |
$504 - $523
|
4.09K
$45K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
35+ 0.13% |
$376 - $390
|
27K
$297K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
27+ 0.19% |
$290 - $301
|
14.5K
$160K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
23+ 1.16% |
$247 - $256
|
2.01K
$22.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
20+ 0.06% |
$215 - $223
|
33.2K
$365K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
15+ 0.11% |
$161 - $167
|
14K
$154K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11+ 0.8% |
$118 - $122
|
1.38K
$15.2K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
7+ 0.0% |
$75.1 - $77.9
|
165K
$1.82M
|
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
7+ 0.04% |
$75.1 - $77.9
|
19.1K
$210K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
5+ 0.04% |
$53.7 - $55.7
|
13.4K
$148K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2+ 0.02% |
$21.5 - $22.3
|
11.1K
$122K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-12- 0.06% |
$129 - $134
|
20.1K
$221K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-20- 0.05% |
$215 - $223
|
42.1K
$463K
|