Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
155K+ 120.41% |
$1.72M - $1.86M
|
284K
$3.18M
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
147KNew |
$1.63M - $1.76M
|
147K
$1.64M
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
49.9K+ 8.19% |
$554K - $600K
|
659K
$7.38M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
46.6K+ 26.88% |
$517K - $561K
|
220K
$2.47M
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
29.2K+ 82.13% |
$324K - $352K
|
64.8K
$726K
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
24.8KNew |
$276K - $299K
|
24.8K
$278K
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
19K+ 5.04% |
$211K - $229K
|
397K
$4.45M
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
18.5K+ 1.14% |
$205K - $222K
|
1.64M
$18.4M
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
15.8KNew |
$175K - $190K
|
15.8K
$177K
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
15.3K+ 17.69% |
$169K - $184K
|
102K
$1.14M
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
13.1K+ 32.44% |
$146K - $158K
|
53.6K
$601K
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
12.8KNew |
$142K - $154K
|
12.8K
$143K
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
11.8KNew |
$131K - $142K
|
11.8K
$132K
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11K+ 8.51% |
$122K - $133K
|
140K
$1.57M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
10.9K+ 2.19% |
$121K - $131K
|
508K
$5.69M
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
4.53K+ 10.79% |
$50.3K - $54.5K
|
46.5K
$522K
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
4.21K+ 10.68% |
$46.7K - $50.7K
|
43.6K
$489K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.88K+ 3.91% |
$43.1K - $46.7K
|
103K
$1.15M
|
|
Jan 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
3.57K+ 1.67% |
$39.6K - $42.9K
|
217K
$2.44M
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
2.95KNew |
$32.7K - $35.5K
|
2.95K
$33.1K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.26K+ 2.42% |
$25K - $27.1K
|
95.6K
$1.07M
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.3K+ 2.39% |
$14.4K - $15.6K
|
55.6K
$624K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.02KNew |
$11.3K - $12.2K
|
1.02K
$11.4K
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
932+ 5.96% |
$10.3K - $11.2K
|
16.6K
$186K
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
528+ 3.63% |
$5.86K - $6.35K
|
15.1K
$169K
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
500+ 16.67% |
$5.55K - $6.02K
|
3.5K
$39.2K
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
417+ 2.52% |
$4.63K - $5.02K
|
17K
$190K
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
370+ 1.72% |
$4.11K - $4.45K
|
21.9K
$245K
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
52+ 2.5% |
$577 - $626
|
2.13K
$23.9K
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
29+ 0.64% |
$322 - $349
|
4.57K
$51.2K
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-40- 0.29% |
$444 - $481
|
14K
$157K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-46- 0.71% |
$511 - $553
|
6.47K
$72.5K
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-903- 7.39% |
$10K - $10.9K
|
11.3K
$127K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.38K- 11.33% |
$15.4K - $16.6K
|
10.8K
$121K
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.74K- 99.94% |
$19.3K - $20.9K
|
1
$11.2
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-3K- 5.51% |
$33.3K - $36.1K
|
51.4K
$576K
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-3.38K- 2.89% |
$37.5K - $40.6K
|
114K
$1.27M
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.37K- 1.11% |
$48.6K - $52.6K
|
391K
$4.38M
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-5.33K- 1.15% |
$59.1K - $64.1K
|
456K
$5.11M
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-7.5K- 0.7% |
$83.3K - $90.2K
|
1.07M
$12M
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-8.79K- 7.42% |
$97.6K - $106K
|
110K
$1.23M
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-86K- 67.15% |
$955K - $1.03M
|
42.1K
$472K
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-142K- 32.18% |
$1.58M - $1.71M
|
300K
$3.36M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-192K- 86.22% |
$2.13M - $2.31M
|
30.7K
$345K
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-394K- 95.97% |
$4.37M - $4.74M
|
16.5K
$185K
|