Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
221+ 1.18% |
$2.35K - $2.53K
|
18.9K
$220K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
190New |
$2.02K - $2.18K
|
190
$2.21K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
184+ 0.31% |
$1.95K - $2.11K
|
60.1K
$698K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
172+ 0.41% |
$1.83K - $1.97K
|
41.8K
$485K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
159+ 201.27% |
$1.69K - $1.82K
|
238
$2.77K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
152+ 1.19% |
$1.61K - $1.74K
|
12.9K
$150K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
149+ 1.45% |
$1.58K - $1.71K
|
10.4K
$121K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
123+ 0.56% |
$1.31K - $1.41K
|
22.1K
$257K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
77+ 0.56% |
$818 - $882
|
13.7K
$159K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
70+ 3.45% |
$743 - $802
|
2.1K
$24.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
64+ 0.24% |
$680 - $733
|
27.1K
$315K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
58+ 1.01% |
$616 - $665
|
5.82K
$67.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
57+ 1.39% |
$605 - $653
|
4.15K
$48.2K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
56+ 0.43% |
$595 - $642
|
13.1K
$153K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
50+ 0.34% |
$531 - $573
|
14.6K
$170K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
28+ 1.39% |
$297 - $321
|
2.04K
$23.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
24+ 0.07% |
$255 - $275
|
33.3K
$386K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
23New |
$244 - $264
|
23
$267
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
19+ 1.38% |
$202 - $218
|
1.4K
$16.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
14+ 2.65% |
$149 - $160
|
542
$6.3K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
8+ 0.06% |
$85 - $91.7
|
14.1K
$163K
|
|
|
Jul 29, 2024
Q2 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
8+ 0.04% |
$85 - $91.7
|
19.1K
$222K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-24- 0.21% |
$255 - $275
|
11.6K
$135K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-36- 0.15% |
$382 - $413
|
23.4K
$272K
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-41- 0.26% |
$435 - $470
|
15.8K
$183K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-169- 0.91% |
$1.79K - $1.94K
|
18.4K
$213K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-197- 4.76% |
$2.09K - $2.26K
|
3.95K
$45.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-202- 0.96% |
$2.15K - $2.31K
|
20.9K
$243K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-280- 1.18% |
$2.97K - $3.21K
|
23.4K
$272K
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
SELL
|
- |
-391- 2.91% |
$4.15K - $4.48K
|
13K
$152K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-530- 2.24% |
$5.63K - $6.07K
|
23.1K
$269K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-625- 99.84% |
$6.64K - $7.16K
|
1
$11.6
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-631- 5.31% |
$6.7K - $7.23K
|
11.3K
$131K
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-903- 6.88% |
$9.59K - $10.3K
|
12.2K
$142K
|
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-941- 1.45% |
$9.99K - $10.8K
|
64.1K
$745K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-951- 11.34% |
$10.1K - $10.9K
|
7.43K
$86.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-981- 8.84% |
$10.4K - $11.2K
|
10.1K
$118K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-1K- 4.14% |
$10.6K - $11.5K
|
23.2K
$269K
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-1K- 3.33% |
$10.6K - $11.5K
|
29.1K
$338K
|
|
|
Jul 08, 2024
Q2 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-1.1K- 1.95% |
$11.7K - $12.6K
|
55.4K
$644K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.11K- 35.91% |
$11.8K - $12.7K
|
1.99K
$23.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-1.31K- 0.83% |
$13.9K - $15K
|
157K
$1.83M
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.43K- 1.52% |
$15.1K - $16.3K
|
92.5K
$1.07M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.43K- 12.03% |
$15.2K - $16.4K
|
10.5K
$122K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.53K- 0.93% |
$16.2K - $17.5K
|
162K
$1.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-1.6K- 0.47% |
$17K - $18.3K
|
337K
$3.92M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.89K- 14.14% |
$20.1K - $21.7K
|
11.5K
$134K
|
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-1.9K- 1.45% |
$20.2K - $21.8K
|
129K
$1.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-2K- 0.96% |
$21.2K - $22.9K
|
206K
$2.39M
|