Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Jul 27, 2023
Q2 2023
|
Leisure Capital Management
|
BUY
|
- |
10.2KNew |
$107K - $117K
|
10.2K
$122K
|
|
Jul 18, 2023
Q2 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
9.5K+ 2.22% |
$99.6K - $108K
|
438K
$5.21M
|
|
Aug 09, 2023
Q2 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
9K+ 1.27% |
$94.3K - $102K
|
716K
$8.52M
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.4K+ 30.42% |
$88K - $95.5K
|
36K
$428K
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.37K+ 34.79% |
$77.3K - $83.8K
|
28.6K
$340K
|
|
Jul 06, 2023
Q2 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
6.2K+ 8.1% |
$64.9K - $70.4K
|
82.6K
$983K
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
5.65KNew |
$59.2K - $64.2K
|
5.65K
$67.2K
|
|
Jul 13, 2023
Q2 2023
|
Congress Park Capital LLC
|
BUY
|
- |
5.5K+ 1.62% |
$57.6K - $62.5K
|
346K
$4.11M
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
5.17K+ 15.03% |
$54.2K - $58.8K
|
39.6K
$471K
|
|
Aug 11, 2023
Q2 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
4.6K+ 2.74% |
$48.2K - $52.3K
|
173K
$2.06M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.58K+ 40.97% |
$48K - $52.1K
|
15.8K
$187K
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
4.57K+ 1.2% |
$47.9K - $52K
|
385K
$4.58M
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
4.38K+ 8.95% |
$45.9K - $49.8K
|
53.3K
$634K
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4.37KNew |
$45.8K - $49.7K
|
4.37K
$52.1K
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
3.9K+ 267.86% |
$40.9K - $44.3K
|
5.36K
$63.7K
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.9K+ 267.86% |
$40.9K - $44.3K
|
5.36K
$63.7K
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.63K+ 10.3% |
$38K - $41.2K
|
38.8K
$462K
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
BUY
|
- |
3.6KNew |
$37.7K - $41K
|
3.6K
$42.9K
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.6K+ 26.16% |
$37.7K - $40.9K
|
17.4K
$207K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.57KNew |
$37.4K - $40.6K
|
3.57K
$42.5K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.56K+ 4.11% |
$37.3K - $40.5K
|
90.2K
$1.07M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.12K+ 3.43% |
$32.7K - $35.4K
|
93.9K
$1.12M
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
2.8KNew |
$29.3K - $31.8K
|
2.8K
$33.3K
|
|
Aug 14, 2023
Q2 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
2.6K+ 24.3% |
$27.2K - $29.6K
|
13.3K
$158K
|
|
Aug 28, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
2.4K+ 3.93% |
$25.2K - $27.3K
|
63.5K
$756K
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.08K+ 3.24% |
$21.8K - $23.7K
|
66.4K
$790K
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2K+ 5.25% |
$21K - $22.7K
|
40.1K
$477K
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.99K+ 2.84% |
$20.9K - $22.6K
|
72K
$857K
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.96K+ 8.76% |
$20.5K - $22.2K
|
24.3K
$289K
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.87K+ 8.5% |
$19.6K - $21.3K
|
23.9K
$284K
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.8K+ 16.45% |
$18.9K - $20.5K
|
12.7K
$152K
|
|
Jul 19, 2023
Q2 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1.8K+ 0.22% |
$18.8K - $20.4K
|
824K
$9.81M
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.79K+ 8.95% |
$18.8K - $20.4K
|
21.8K
$259K
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.78K+ 7.4% |
$18.6K - $20.2K
|
25.8K
$307K
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.65KNew |
$17.3K - $18.8K
|
1.65K
$19.6K
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1.65KNew |
$17.3K - $18.7K
|
1.65K
$19.6K
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.53K+ 9.78% |
$16K - $17.3K
|
17.1K
$204K
|
|
Jul 27, 2023
Q2 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
1.24K+ 0.64% |
$13K - $14.1K
|
197K
$2.34M
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.2K+ 9.35% |
$12.6K - $13.7K
|
14.1K
$167K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.09K+ 0.16% |
$11.4K - $12.3K
|
684K
$8.14M
|
|
Aug 14, 2023
Q2 2023
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
1K+ 2.04% |
$10.5K - $11.4K
|
50K
$595K
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
1KNew |
$10.5K - $11.4K
|
1K
$11.9K
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
1K+ 8.59% |
$10.5K - $11.4K
|
12.6K
$150K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
995+ 1309.21% |
$10.4K - $11.3K
|
1.07K
$12.7K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
962+ 4.25% |
$10.1K - $10.9K
|
23.6K
$281K
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
902New |
$9.45K - $10.3K
|
902
$10.7K
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
877+ 2.59% |
$9.19K - $9.97K
|
34.8K
$414K
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
843+ 0.96% |
$8.83K - $9.58K
|
88.8K
$1.06M
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
812+ 5.14% |
$8.51K - $9.23K
|
16.6K
$198K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
612+ 2.13% |
$6.41K - $6.96K
|
29.3K
$349K
|