Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
27KNew |
$249K - $299K
|
27K
$313K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
24.5KNew |
$226K - $271K
|
24.5K
$284K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
24KNew |
$221K - $266K
|
24K
$279K
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
23.7KNew |
$219K - $263K
|
23.7K
$275K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
22.7K+ 31.8% |
$209K - $251K
|
94K
$1.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
22.4K+ 20.87% |
$207K - $249K
|
130K
$1.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
20.9K+ 37.81% |
$192K - $231K
|
76K
$883K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
20.9KNew |
$192K - $231K
|
20.9K
$242K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
20.6KNew |
$190K - $228K
|
20.6K
$239K
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
20.6KNew |
$190K - $228K
|
20.6K
$239K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
20.4KNew |
$188K - $226K
|
20.4K
$237K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
20.2K+ 509.51% |
$186K - $224K
|
24.2K
$281K
|
|
|
Feb 09, 2024
Q4 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
20K+ 39.02% |
$184K - $222K
|
71.3K
$828K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
19.4KNew |
$179K - $215K
|
19.4K
$226K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
19.4KNew |
$179K - $215K
|
19.4K
$225K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
19.3KNew |
$177K - $213K
|
19.3K
$224K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.1K+ 10.41% |
$167K - $200K
|
192K
$2.23M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
17.8KNew |
$164K - $197K
|
17.8K
$207K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17.8KNew |
$164K - $197K
|
17.8K
$207K
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
17.2KNew |
$158K - $190K
|
17.2K
$200K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
15.1K+ 80.94% |
$139K - $167K
|
33.8K
$392K
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
13.9K+ 33.78% |
$128K - $154K
|
55K
$640K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
13.4KNew |
$123K - $148K
|
13.4K
$155K
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
11.7KNew |
$108K - $129K
|
11.7K
$136K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.6KNew |
$107K - $129K
|
11.6K
$135K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11KNew |
$101K - $122K
|
11K
$128K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
11KNew |
$101K - $122K
|
11K
$128K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.6K+ 0.69% |
$97.3K - $117K
|
1.53M
$17.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
10KNew |
$92.2K - $111K
|
10K
$116K
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
BUY
|
- |
9.36K+ 17.47% |
$86.3K - $104K
|
62.9K
$731K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
8.89K+ 26.71% |
$81.9K - $98.4K
|
42.2K
$490K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
8K+ 17.11% |
$73.8K - $88.6K
|
54.8K
$636K
|
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
7.68K+ 45.64% |
$70.8K - $85.1K
|
24.5K
$285K
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
6.75K+ 0.79% |
$62.3K - $74.8K
|
858K
$9.98M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
6.08K+ 44.16% |
$56.1K - $67.4K
|
19.9K
$231K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
5.57KNew |
$51.4K - $61.7K
|
5.57K
$64.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5.4K+ 9.6% |
$49.8K - $59.8K
|
61.6K
$716K
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
5.15K+ 5.5% |
$47.5K - $57.1K
|
98.7K
$1.15M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5K+ 31.55% |
$46.1K - $55.4K
|
20.9K
$242K
|
|
|
Jan 19, 2024
Q4 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
4.55K+ 9.59% |
$42K - $50.4K
|
52K
$604K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4.44K+ 12.08% |
$40.9K - $49.2K
|
41.2K
$478K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.28K+ 18.04% |
$39.4K - $47.4K
|
28K
$325K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4KNew |
$36.9K - $44.3K
|
4K
$46.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
3.97KNew |
$36.6K - $44K
|
3.97K
$46.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
3.9K+ 12.34% |
$36K - $43.2K
|
35.5K
$413K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
3.9KNew |
$36K - $43.2K
|
3.9K
$45.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3.7KNew |
$34.1K - $41K
|
3.7K
$43K
|
|
|
Jan 11, 2024
Q4 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
3.66K+ 4.39% |
$33.8K - $40.6K
|
87.2K
$1.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
3.61K+ 2.24% |
$33.3K - $40K
|
165K
$1.92M
|
|
|
Jan 12, 2024
Q4 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
3.48K+ 1.75% |
$32.1K - $38.5K
|
202K
$2.35M
|