Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
24K+ 3.72% |
$246K - $279K
|
671K
$7.5M
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
23.6KNew |
$242K - $274K
|
23.6K
$264K
|
|
Feb 14, 2023
Q4 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
23.6KNew |
$241K - $274K
|
23.6K
$263K
|
|
Jan 27, 2023
Q4 2022
|
Congress Park Capital LLC
|
BUY
|
- |
22.5K+ 5.92% |
$231K - $261K
|
403K
$4.5M
|
|
Jan 25, 2023
Q4 2022
|
Camelot Portfolios, LLC
|
BUY
|
- |
22.3KNew |
$229K - $259K
|
22.3K
$250K
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
22KNew |
$226K - $256K
|
22K
$246K
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
21.6KNew |
$222K - $251K
|
21.6K
$242K
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
20.1KNew |
$206K - $234K
|
20.1K
$225K
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
19.1K+ 135.91% |
$195K - $221K
|
33.1K
$370K
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
17KNew |
$175K - $198K
|
17K
$191K
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
17KNew |
$175K - $198K
|
17K
$190K
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
16.9KNew |
$174K - $197K
|
16.9K
$189K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
16.8K+ 249.54% |
$172K - $195K
|
23.6K
$263K
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
16.8K+ 20.93% |
$172K - $195K
|
96.8K
$1.08M
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.6K+ 1.61% |
$170K - $193K
|
1.05M
$11.7M
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
15.9KNew |
$163K - $185K
|
15.9K
$178K
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
15.2KNew |
$156K - $177K
|
15.2K
$170K
|
|
Feb 14, 2023
Q4 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
15.1K+ 4.81% |
$155K - $175K
|
328K
$3.67M
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
14.7KNew |
$150K - $170K
|
14.7K
$164K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
13.8KNew |
$141K - $160K
|
13.8K
$154K
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
13.1KNew |
$134K - $152K
|
13.1K
$146K
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
12.4KNew |
$127K - $144K
|
12.4K
$138K
|
|
Jan 31, 2023
Q4 2022
|
Sabal Trust CO
|
BUY
|
- |
11.9KNew |
$122K - $138K
|
11.9K
$133K
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
11.1KNew |
$114K - $129K
|
11.1K
$124K
|
|
Jan 26, 2023
Q4 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
10.7KNew |
$110K - $125K
|
10.7K
$120K
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
10.6KNew |
$109K - $124K
|
10.6K
$119K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
10.4K+ 315.13% |
$107K - $121K
|
13.7K
$154K
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.2KNew |
$105K - $119K
|
10.2K
$114K
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
10.1KNew |
$104K - $117K
|
10.1K
$113K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10K+ 40.99% |
$103K - $116K
|
34.4K
$385K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
8.7K+ 294.42% |
$89.2K - $101K
|
11.7K
$130K
|
|
Jan 23, 2023
Q4 2022
|
Goodwin Daniel L
|
BUY
|
- |
8.5K+ 5.91% |
$87.1K - $98.8K
|
152K
$1.7M
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
7.03KNew |
$72.1K - $81.7K
|
7.03K
$78.6K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.91K+ 5.81% |
$70.8K - $80.3K
|
126K
$1.41M
|
|
Feb 14, 2023
Q4 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
6.8K+ 40.59% |
$69.7K - $79K
|
23.6K
$263K
|
|
Jan 25, 2023
Q4 2022
|
Private Wealth Partners, LLC
|
BUY
|
- |
6.25K+ 60.98% |
$64.1K - $72.6K
|
16.5K
$184K
|
|
Jan 11, 2023
Q4 2022
|
Riverbridge Partners LLC
|
BUY
|
- |
6K+ 4.62% |
$61.5K - $69.8K
|
136K
$1.52M
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
5.6KNew |
$57.4K - $65.1K
|
5.6K
$62.7K
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.27K+ 14.77% |
$54K - $61.2K
|
41K
$458K
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5K+ 14.94% |
$51.3K - $58.1K
|
38.5K
$430K
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
5K+ 16.12% |
$51.3K - $58.1K
|
36K
$403K
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.69K+ 12.27% |
$48K - $54.4K
|
42.9K
$479K
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
4.33K+ 8.2% |
$44.4K - $50.3K
|
57.2K
$639K
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3.73KNew |
$38.2K - $43.3K
|
3.73K
$41.7K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.69K+ 10.9% |
$37.8K - $42.8K
|
37.5K
$419K
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
3.55KNew |
$36.4K - $41.3K
|
3.55K
$39.7K
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3.54KNew |
$36.3K - $41.1K
|
3.54K
$39.6K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.48KNew |
$35.7K - $40.4K
|
3.48K
$38.9K
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.28KNew |
$33.6K - $38.1K
|
3.28K
$36.6K
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
3.07K+ 12.33% |
$31.4K - $35.6K
|
27.9K
$312K
|