Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-165- 1.47% |
$1.87K - $1.97K
|
11.1K
$124K
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-705- 0.55% |
$7.97K - $8.43K
|
129K
$1.44M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-775- 3.51% |
$8.77K - $9.27K
|
21.3K
$238K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-937- 4.05% |
$10.6K - $11.2K
|
22.2K
$248K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-973- 1.06% |
$11K - $11.6K
|
91.2K
$1.02M
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-1K- 1.81% |
$11.3K - $12K
|
54.4K
$608K
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.35K- 7.83% |
$15.3K - $16.1K
|
15.9K
$178K
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.75K- 11.1% |
$19.8K - $21K
|
14K
$157K
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.95K- 8.31% |
$22K - $23.3K
|
21.5K
$240K
|
|
Nov 13, 2024
Q3 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-2K- 4.75% |
$22.6K - $23.9K
|
40.1K
$449K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2K- 9.83% |
$22.7K - $24K
|
18.4K
$205K
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-2.21K- 10.55% |
$24.9K - $26.4K
|
18.7K
$209K
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.24K- 5.79% |
$25.3K - $26.8K
|
36.4K
$407K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.29K- 8.23% |
$25.9K - $27.4K
|
25.5K
$285K
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2.3K- 18.08% |
$26K - $27.5K
|
10.4K
$116K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-2.31K- 15.63% |
$26.2K - $27.7K
|
12.5K
$140K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.55K- 2.66% |
$28.8K - $30.5K
|
93.3K
$1.04M
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.68K- 15.87% |
$30.3K - $32K
|
14.2K
$159K
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.69K- 2.9% |
$30.4K - $32.1K
|
89.8K
$1M
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-2.83K- 21.45% |
$32K - $33.8K
|
10.4K
$116K
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.03K- 15.67% |
$34.3K - $36.2K
|
16.3K
$182K
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-3.81K- 5.33% |
$43.1K - $45.5K
|
67.6K
$755K
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.94K- 3.22% |
$44.6K - $47.2K
|
118K
$1.32M
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.5K- 13.09% |
$50.9K - $53.8K
|
29.9K
$334K
|
|
Nov 14, 2024
Q3 2024
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-5K- 2.86% |
$56.6K - $59.8K
|
170K
$1.9M
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.11K- 26.39% |
$57.7K - $61.1K
|
14.2K
$159K
|
|
Oct 04, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-6.25K- 8.77% |
$70.7K - $74.8K
|
65K
$727K
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.42K- 3.11% |
$72.6K - $76.7K
|
200K
$2.23M
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-6.67K- 1.66% |
$75.4K - $79.8K
|
395K
$4.42M
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-7.5K- 25.86% |
$84.8K - $89.7K
|
21.5K
$240K
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-7.85K- 4.83% |
$88.8K - $93.9K
|
155K
$1.73M
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-8K- 47.9% |
$90.5K - $95.7K
|
8.7K
$97.3K
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-8.12K- 1.73% |
$91.9K - $97.2K
|
461K
$5.16M
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-8.52K- 13.28% |
$96.3K - $102K
|
55.6K
$622K
|
|
Nov 12, 2024
Q3 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-9.57K- 43.22% |
$108K - $114K
|
12.6K
$141K
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-9.84K- 2.03% |
$111K - $118K
|
474K
$5.3M
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-10K- 40.26% |
$114K - $120K
|
14.9K
$167K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-10.3K- 48.62% |
$117K - $124K
|
10.9K
$122K
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-10.5K- 11.18% |
$118K - $125K
|
83.2K
$930K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-11.3K- 10.08% |
$128K - $135K
|
101K
$1.13M
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-11.3K- 0.72% |
$128K - $135K
|
1.56M
$17.4M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-11.8K- 5.02% |
$133K - $141K
|
223K
$2.49M
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-15.1K- 10.47% |
$170K - $180K
|
129K
$1.44M
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-20.1K- 1.74% |
$227K - $240K
|
1.13M
$12.6M
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-22.3K- 30.53% |
$252K - $267K
|
50.7K
$567K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-25.7K- 3.21% |
$290K - $307K
|
774K
$8.65M
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-26.3K- 43.8% |
$298K - $315K
|
33.8K
$378K
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-41.7K- 82.19% |
$471K - $498K
|
9.03K
$101K
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-55.1K- 8.3% |
$623K - $659K
|
609K
$6.81M
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-92.8K- 72.52% |
$1.05M - $1.11M
|
35.1K
$393K
|