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 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-3.27K- 9.8% |
$34.2K - $37.1K
|
30K
$358K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.35K- 2.71% |
$35.1K - $38.1K
|
120K
$1.43M
|
|
|
Aug 02, 2023
Q2 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-3.88K- 0.71% |
$40.7K - $44.1K
|
541K
$6.44M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.96K- 18.32% |
$41.5K - $45K
|
17.7K
$210K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.34K- 1.93% |
$45.4K - $49.3K
|
220K
$2.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-4.65K- 71.59% |
$48.7K - $52.8K
|
1.84K
$21.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.7K- 13.7% |
$49.3K - $53.5K
|
29.6K
$353K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.97K- 0.6% |
$52.1K - $56.5K
|
825K
$9.81M
|
|
|
Jul 31, 2023
Q2 2023
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-5.47K- 27.85% |
$57.3K - $62.1K
|
14.2K
$168K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.09K- 19.65% |
$63.8K - $69.3K
|
24.9K
$296K
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.72K- 1.67% |
$70.5K - $76.4K
|
395K
$4.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.84K- 7.53% |
$71.7K - $77.8K
|
84K
$999K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-6.94K- 1.13% |
$72.7K - $78.9K
|
605K
$7.21M
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-7.25K- 14.25% |
$75.9K - $82.4K
|
43.6K
$519K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-7.56K- 98.63% |
$79.2K - $85.9K
|
105
$1.25K
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-7.78K- 18.05% |
$81.5K - $88.4K
|
35.3K
$420K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-7.87K- 4.36% |
$82.4K - $89.4K
|
172K
$2.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.91K- 1.82% |
$82.8K - $89.9K
|
425K
$5.06M
|
|
|
Aug 02, 2023
Q2 2023
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-7.97K- 29.09% |
$83.5K - $90.6K
|
19.4K
$231K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-8.34K- 31.65% |
$87.4K - $94.8K
|
18K
$214K
|
|
|
Aug 09, 2023
Q2 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-9.31K- 1.4% |
$97.5K - $106K
|
655K
$7.8M
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-9.32K- 5.25% |
$97.7K - $106K
|
168K
$2M
|
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-9.5K- 34.05% |
$99.6K - $108K
|
18.4K
$219K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.73K- 1.05% |
$102K - $111K
|
915K
$10.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-10K- 25.99% |
$105K - $114K
|
28.5K
$339K
|
|
|
Jul 25, 2023
Q2 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-10.2K- 7.32% |
$107K - $116K
|
129K
$1.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-11.8K- 3.78% |
$123K - $134K
|
300K
$3.57M
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-12.1K- 54.7% |
$127K - $137K
|
10K
$119K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-13.9K- 99.46% |
$146K - $158K
|
76
$904
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.2K- 13.13% |
$160K - $173K
|
101K
$1.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-26.6K- 89.7% |
$279K - $302K
|
3.05K
$36.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-31K- 69.86% |
$324K - $352K
|
13.4K
$159K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-40K- 47.06% |
$419K - $455K
|
45K
$536K
|
|
|
Aug 11, 2023
Q2 2023
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-41.7K- 18.23% |
$437K - $474K
|
187K
$2.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-43.6K- 70.44% |
$457K - $496K
|
18.3K
$218K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-45.4K- 78.9% |
$476K - $517K
|
12.2K
$145K
|
|
|
Aug 11, 2023
Q2 2023
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-50.2K- 16.26% |
$526K - $570K
|
258K
$3.07M
|
|
|
Aug 15, 2023
Q2 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-50.9K- 24.39% |
$533K - $578K
|
158K
$1.88M
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-69.8K- 36.46% |
$731K - $794K
|
122K
$1.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-71.8K- 29.9% |
$753K - $817K
|
168K
$2M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-75.4K- 63.41% |
$790K - $858K
|
43.5K
$518K
|
|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-78.4K- 1.79% |
$822K - $892K
|
4.31M
$51.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-130K- 24.49% |
$1.36M - $1.48M
|
401K
$4.78M
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-218K- 36.93% |
$2.29M - $2.48M
|
373K
$4.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-319K- 17.37% |
$3.35M - $3.63M
|
1.52M
$18.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Mackay Shields LLC
|
SELL
|
- |
-400K- 30.07% |
$4.19M - $4.55M
|
930K
$11.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-477K- 90.84% |
$5M - $5.43M
|
48.1K
$573K
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-755K- 95.85% |
$7.92M - $8.59M
|
32.7K
$389K
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-904K- 49.69% |
$9.48M - $10.3M
|
915K
$10.9M
|