Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
11.1K+ 32.55% |
$169K - $178K
|
45.3K
$510K
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
10KNew |
$152K - $160K
|
10K
$113K
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.76K+ 2.14% |
$148K - $156K
|
466K
$5.25M
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
8.99K+ 139.52% |
$137K - $144K
|
15.4K
$174K
|
|
Nov 04, 2021
Q3 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
8.4KNew |
$128K - $134K
|
8.4K
$94.6K
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.01K+ 50.3% |
$122K - $128K
|
23.9K
$270K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
7.55K+ 31.02% |
$115K - $121K
|
31.9K
$359K
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.99K+ 40.61% |
$106K - $112K
|
24.2K
$273K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.71K+ 4.58% |
$102K - $107K
|
153K
$1.73M
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.64K+ 4.27% |
$101K - $106K
|
162K
$1.83M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.4K+ 6.17% |
$97.2K - $102K
|
110K
$1.24M
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
6.03K+ 1.8% |
$91.6K - $96.3K
|
340K
$3.84M
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
5.51K+ 19.36% |
$83.6K - $88K
|
33.9K
$383K
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.99K+ 8.46% |
$75.8K - $79.8K
|
64K
$721K
|
|
Nov 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
4.93K+ 17.51% |
$74.9K - $78.8K
|
33.1K
$373K
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.29K+ 1.45% |
$65.2K - $68.6K
|
301K
$3.39M
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
4K+ 6.31% |
$60.8K - $63.9K
|
67.4K
$760K
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
3.8K+ 27.92% |
$57.7K - $60.7K
|
17.4K
$196K
|
|
Oct 14, 2021
Q3 2021
|
Successful Portfolios LLC
|
BUY
|
- |
3.7K+ 11.69% |
$56.2K - $59.2K
|
35.4K
$399K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.63K+ 0.6% |
$55.2K - $58.1K
|
608K
$6.86M
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3.12KNew |
$47.4K - $49.9K
|
3.12K
$35.2K
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.84K+ 28.17% |
$43.1K - $45.4K
|
12.9K
$146K
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.51KNew |
$38.1K - $40.1K
|
2.51K
$28.3K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.43K+ 8.97% |
$36.9K - $38.8K
|
29.5K
$333K
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.93K+ 3.53% |
$29.3K - $30.8K
|
56.5K
$637K
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.81KNew |
$27.4K - $28.9K
|
1.81K
$20.4K
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.76K+ 0.4% |
$26.7K - $28.1K
|
438K
$4.93M
|
|
Oct 13, 2021
Q3 2021
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
1.58K+ 0.86% |
$23.9K - $25.2K
|
184K
$2.08M
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.33K+ 1.77% |
$20.2K - $21.2K
|
76.2K
$859K
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
1.24KNew |
$18.8K - $19.8K
|
1.24K
$13.9K
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
935+ 500.0% |
$14.2K - $14.9K
|
1.12K
$12.6K
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
758New |
$11.5K - $12.1K
|
758
$8.54K
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
677New |
$10.3K - $10.8K
|
677
$7.63K
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
667+ 5.82% |
$10.1K - $10.7K
|
12.1K
$137K
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
666New |
$10.1K - $10.6K
|
666
$7.51K
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
656+ 28.77% |
$9.96K - $10.5K
|
2.94K
$33.1K
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
630New |
$9.57K - $10.1K
|
630
$7.1K
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
519New |
$7.88K - $8.29K
|
519
$5.85K
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
500New |
$7.6K - $7.99K
|
500
$5.64K
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
494+ 1.38% |
$7.5K - $7.89K
|
36.3K
$410K
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
459+ 0.33% |
$6.97K - $7.33K
|
141K
$1.58M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
457+ 3.82% |
$6.94K - $7.3K
|
12.4K
$140K
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
420+ 3.03% |
$6.38K - $6.71K
|
14.3K
$161K
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
292+ 1.31% |
$4.44K - $4.67K
|
22.5K
$254K
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
167+ 0.71% |
$2.54K - $2.67K
|
23.8K
$269K
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
127+ 0.25% |
$1.93K - $2.03K
|
51.8K
$584K
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
118+ 1.12% |
$1.79K - $1.89K
|
10.7K
$120K
|
|
Nov 01, 2021
Q3 2021
|
Element Wealth, LLC
|
BUY
|
- |
100+ 0.27% |
$1.52K - $1.6K
|
37.3K
$420K
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
84+ 0.65% |
$1.28K - $1.34K
|
12.9K
$146K
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
82+ 0.58% |
$1.25K - $1.31K
|
14.3K
$161K
|