Purchases and Sales Made in Q1 2025 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 2025. 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 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-421- 1.75% |
$4.69K - $4.89K
|
23.6K
$259K
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-485- 3.14% |
$5.4K - $5.63K
|
15K
$164K
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-559- 99.82% |
$6.22K - $6.49K
|
1
$11
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-958- 79.97% |
$10.7K - $11.1K
|
240
$2.64K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-976- 17.31% |
$10.9K - $11.3K
|
4.66K
$51.2K
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-1K- 21.61% |
$11.1K - $11.6K
|
3.63K
$39.9K
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-1K- 4.67% |
$11.1K - $11.6K
|
20.4K
$224K
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1K- 6.29% |
$11.1K - $11.6K
|
14.9K
$164K
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-1K- 39.35% |
$11.1K - $11.6K
|
1.54K
$16.9K
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.01K- 40.17% |
$11.2K - $11.7K
|
1.5K
$16.5K
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.01K- 5.75% |
$11.2K - $11.7K
|
16.6K
$182K
|
|
Apr 11, 2025
Q1 2025
|
Permanent Capital Management, LP
Chicago, IL |
SELL
|
- |
-1.18K- 8.7% |
$13.2K - $13.7K
|
12.4K
$136K
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.4K- 9.45% |
$15.5K - $16.2K
|
13.4K
$147K
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.66K- 1.46% |
$18.5K - $19.2K
|
112K
$1.23M
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.97K- 9.04% |
$21.9K - $22.8K
|
19.8K
$218K
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-2.07K- 37.16% |
$23K - $24K
|
3.5K
$38.4K
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-2.11K- 9.67% |
$23.5K - $24.5K
|
19.7K
$217K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.8K- 13.04% |
$31.1K - $32.5K
|
18.6K
$205K
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.92K- 1.43% |
$32.5K - $33.9K
|
201K
$2.21M
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-3K- 54.54% |
$33.4K - $34.8K
|
2.5K
$27.5K
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.02K- 2.15% |
$33.6K - $35K
|
137K
$1.51M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.48K- 1.3% |
$38.8K - $40.4K
|
264K
$2.9M
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.56K- 2.66% |
$39.6K - $41.3K
|
130K
$1.43M
|
|
May 07, 2025
Q1 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-3.67K- 0.92% |
$40.8K - $42.6K
|
393K
$4.32M
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.72K- 23.46% |
$41.4K - $43.2K
|
12.1K
$133K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.09K- 4.28% |
$45.6K - $47.5K
|
91.5K
$1.01M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.2K- 1.35% |
$46.7K - $48.7K
|
307K
$3.37M
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.23K- 28.84% |
$47K - $49.1K
|
10.4K
$115K
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-4.87K- 3.55% |
$54.2K - $56.5K
|
132K
$1.45M
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.02K- 12.03% |
$55.9K - $58.3K
|
36.7K
$404K
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.12K- 32.46% |
$57K - $59.5K
|
10.7K
$117K
|
|
May 07, 2025
Q1 2025
|
Rareview Capital LLC
Las Vegas, NV |
SELL
|
- |
-5.58K- 2.41% |
$62.1K - $64.8K
|
226K
$2.49M
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-6.72K- 35.95% |
$74.8K - $78K
|
12K
$132K
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-7K- 20.23% |
$77.9K - $81.3K
|
27.6K
$303K
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-7.49K- 6.84% |
$83.4K - $87K
|
102K
$1.12M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.71K- 21.21% |
$85.8K - $89.5K
|
28.6K
$315K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.93K- 29.33% |
$88.2K - $92K
|
19.1K
$210K
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-8.09K- 30.11% |
$90K - $93.9K
|
18.8K
$206K
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-9.13K- 13.45% |
$102K - $106K
|
58.7K
$645K
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.4K- 14.66% |
$116K - $121K
|
60.8K
$668K
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-10.4K- 14.66% |
$116K - $121K
|
60.8K
$668K
|
|
Apr 30, 2025
Q1 2025
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-10.5K- 2.31% |
$117K - $122K
|
445K
$4.9M
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-11.8K- 47.52% |
$131K - $137K
|
13K
$143K
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-13.2K- 12.85% |
$147K - $154K
|
89.8K
$987K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-13.9K- 2.73% |
$154K - $161K
|
494K
$5.43M
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-14.5K- 67.44% |
$161K - $168K
|
7K
$76.9K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15.1K- 22.33% |
$169K - $176K
|
52.7K
$579K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-15.6K- 35.02% |
$174K - $181K
|
28.9K
$318K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-16.1K- 14.54% |
$179K - $187K
|
94.7K
$1.04M
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-17.1K- 19.41% |
$190K - $198K
|
70.9K
$779K
|