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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-347- 1.76% |
$3.2K - $3.84K
|
19.4K
$223K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-508- 48.94% |
$4.68K - $5.63K
|
530
$6.09K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-783- 6.41% |
$7.22K - $8.68K
|
11.4K
$131K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-804- 5.42% |
$7.41K - $8.91K
|
14K
$161K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-934- 3.27% |
$8.61K - $10.3K
|
27.6K
$318K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1K- 7.69% |
$9.22K - $11.1K
|
12K
$138K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-1.07K- 2.7% |
$9.9K - $11.9K
|
38.6K
$444K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.13K- 1.44% |
$10.4K - $12.5K
|
77.2K
$887K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.55K- 8.07% |
$14.3K - $17.2K
|
17.7K
$203K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.85K- 9.69% |
$17.1K - $20.5K
|
17.2K
$198K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1.86KClosed |
$17.1K - $20.6K
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-2K- 4.53% |
$18.4K - $22.2K
|
42.1K
$484K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-2.01K- 10.39% |
$18.6K - $22.3K
|
17.4K
$199K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-2.85K- 10.07% |
$26.3K - $31.6K
|
25.5K
$293K
|
|
|
Jan 29, 2024
Q4 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-2.97K- 2.22% |
$27.4K - $32.9K
|
131K
$1.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.22K- 13.42% |
$29.7K - $35.7K
|
20.8K
$239K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-3.27K- 18.4% |
$30.2K - $36.3K
|
14.5K
$167K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.57K- 9.35% |
$32.9K - $39.6K
|
34.6K
$398K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-3.66K- 2.15% |
$33.7K - $40.5K
|
167K
$1.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.89K- 14.06% |
$35.9K - $43.1K
|
23.8K
$273K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-4.01K- 13.49% |
$37K - $44.4K
|
25.7K
$296K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.13K- 3.36% |
$38.1K - $45.8K
|
119K
$1.37M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
SELL
|
- |
-4.27K- 9.5% |
$39.3K - $47.3K
|
40.7K
$467K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-5K- 15.12% |
$46.1K - $55.4K
|
28.1K
$322K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-5K- 19.52% |
$46.1K - $55.4K
|
20.6K
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.06K- 19.68% |
$46.6K - $56K
|
20.6K
$237K
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-5.19K- 89.63% |
$47.8K - $57.5K
|
600
$6.89K
|
|
|
Jan 19, 2024
Q4 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-5.47K- 33.07% |
$50.5K - $60.7K
|
11.1K
$127K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.66K- 31.65% |
$52.2K - $62.7K
|
12.2K
$140K
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-5.89K- 32.63% |
$54.3K - $65.3K
|
12.2K
$140K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-6.64K- 28.07% |
$61.2K - $73.5K
|
17K
$195K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6.74K- 8.69% |
$62.2K - $74.7K
|
70.9K
$814K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7.33K- 38.8% |
$67.6K - $81.2K
|
11.6K
$133K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.37K- 11.44% |
$67.9K - $81.6K
|
57K
$655K
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-7.46K- 9.88% |
$68.8K - $82.7K
|
68K
$782K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-7.54K- 6.71% |
$69.5K - $83.5K
|
105K
$1.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-7.8K- 12.13% |
$71.9K - $86.4K
|
56.5K
$649K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.93K- 15.53% |
$73.1K - $87.9K
|
43.1K
$496K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.64K- 5.29% |
$79.7K - $95.8K
|
155K
$1.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-8.68K- 5.58% |
$80K - $96.1K
|
147K
$1.69M
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-9K- 35.29% |
$83K - $99.7K
|
16.5K
$190K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-9.48K- 47.03% |
$87.4K - $105K
|
10.7K
$123K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-10K- 18.12% |
$92.4K - $111K
|
45.3K
$520K
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-10.6K- 37.71% |
$97.6K - $117K
|
17.5K
$201K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-10.8K- 38.03% |
$99.6K - $120K
|
17.6K
$202K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-10.9K- 30.87% |
$101K - $121K
|
24.5K
$281K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-11.7K- 44.19% |
$108K - $130K
|
14.8K
$170K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-13.2K- 54.48% |
$122K - $147K
|
11.1K
$127K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-16.7K- 25.78% |
$154K - $185K
|
48.1K
$553K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-19.3K- 20.46% |
$178K - $214K
|
74.9K
$861K
|