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 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
18.5KNew |
$205K - $222K
|
18.5K
$203K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
18.5K+ 1.14% |
$205K - $222K
|
1.64M
$18.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
18.2KNew |
$202K - $219K
|
18.2K
$200K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
17K+ 69.54% |
$189K - $204K
|
41.4K
$455K
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
16.3K+ 109.3% |
$181K - $196K
|
31.2K
$343K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
15.8K+ 10.22% |
$175K - $190K
|
170K
$1.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
15.8KNew |
$175K - $190K
|
15.8K
$173K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
15.4KNew |
$171K - $185K
|
15.4K
$169K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
15.3K+ 17.69% |
$169K - $184K
|
102K
$1.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
15.1K+ 69.18% |
$168K - $182K
|
37K
$407K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
14.7KNew |
$163K - $176K
|
14.7K
$161K
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
14.5KNew |
$161K - $175K
|
14.5K
$160K
|
|
|
Feb 12, 2025
Q4 2024
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
13.6KNew |
$151K - $164K
|
13.6K
$150K
|
|
|
Feb 07, 2025
Q4 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
13.6KNew |
$151K - $163K
|
13.6K
$149K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
13.1K+ 32.44% |
$146K - $158K
|
53.6K
$590K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
13KNew |
$145K - $157K
|
13K
$143K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
12.8KNew |
$142K - $154K
|
12.8K
$140K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12K+ 94.11% |
$133K - $144K
|
24.7K
$271K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
11.8KNew |
$131K - $142K
|
11.8K
$130K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
11.6KNew |
$129K - $140K
|
11.6K
$128K
|
|
|
Apr 29, 2025
Q4 2024
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
11.5KNew |
$128K - $138K
|
11.5K
$126K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11.1K+ 9.05% |
$123K - $134K
|
134K
$1.47M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11K+ 8.51% |
$122K - $133K
|
140K
$1.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
11K+ 1.96% |
$122K - $132K
|
570K
$6.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
11KNew |
$122K - $132K
|
11K
$120K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
10.9K+ 2.19% |
$121K - $131K
|
508K
$5.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
10.8KNew |
$120K - $130K
|
10.8K
$119K
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
10.6KNew |
$117K - $127K
|
10.6K
$116K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.5K+ 74.0% |
$117K - $127K
|
24.8K
$272K
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
10KNew |
$111K - $120K
|
10K
$110K
|
|
|
Feb 10, 2025
Q4 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
9.64K+ 4.34% |
$107K - $116K
|
232K
$2.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.91K+ 14.3% |
$98.9K - $107K
|
71.2K
$783K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
8.91K+ 14.3% |
$98.9K - $107K
|
71.2K
$783K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
8.52K+ 1.8% |
$94.5K - $102K
|
483K
$5.3M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
8.37K+ 6.33% |
$92.9K - $101K
|
141K
$1.54M
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
8.37K+ 6.33% |
$92.9K - $101K
|
141K
$1.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.01K+ 61.52% |
$88.9K - $96.3K
|
21K
$231K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
7.98K+ 38.29% |
$88.6K - $96K
|
28.8K
$317K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
7.53K+ 38.64% |
$83.6K - $90.6K
|
27K
$297K
|
|
|
Jan 27, 2025
Q4 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
6.53K+ 5.55% |
$72.4K - $78.5K
|
124K
$1.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
6.32K+ 39.88% |
$70.1K - $76K
|
22.2K
$243K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
5.64KNew |
$62.6K - $67.8K
|
5.64K
$62K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
5.56KNew |
$61.7K - $66.9K
|
5.56K
$61.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.33K+ 14.65% |
$59.2K - $64.2K
|
41.7K
$459K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
5K+ 1.21% |
$55.5K - $60.2K
|
417K
$4.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.8K+ 43.66% |
$53.3K - $57.8K
|
15.8K
$174K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
4.63KNew |
$51.4K - $55.7K
|
4.63K
$50.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
4.53K+ 10.79% |
$50.3K - $54.5K
|
46.5K
$511K
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
4.21K+ 10.68% |
$46.7K - $50.7K
|
43.6K
$480K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
4.14KNew |
$46K - $49.9K
|
4.14K
$45.5K
|