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 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.26K+ 2.42% |
$25K - $27.1K
|
95.6K
$1.07M
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.85K+ 4.33% |
$20.5K - $22.3K
|
44.5K
$498K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.72K+ 15.75% |
$19.1K - $20.7K
|
12.7K
$141K
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.53KNew |
$17K - $18.4K
|
1.53K
$17.1K
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.4K+ 10.44% |
$15.5K - $16.8K
|
14.8K
$165K
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.34K+ 0.76% |
$14.9K - $16.1K
|
178K
$1.98M
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.3K+ 2.39% |
$14.4K - $15.6K
|
55.6K
$622K
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
1.19KNew |
$13.2K - $14.3K
|
1.19K
$13.3K
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.19KNew |
$13.2K - $14.3K
|
1.19K
$13.2K
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.17K+ 7.98% |
$13K - $14.1K
|
15.8K
$177K
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.09K+ 3.4% |
$12K - $13.1K
|
33K
$368K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.02KNew |
$11.3K - $12.2K
|
1.02K
$11.3K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1KNew |
$11.1K - $12K
|
1K
$11.2K
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
932+ 5.96% |
$10.3K - $11.2K
|
16.6K
$185K
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
892+ 0.56% |
$9.9K - $10.7K
|
160K
$1.79M
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
584+ 0.36% |
$6.48K - $7.03K
|
163K
$1.82M
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
528+ 3.63% |
$5.86K - $6.35K
|
15.1K
$168K
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
511+ 4.91% |
$5.67K - $6.15K
|
10.9K
$122K
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
500+ 16.67% |
$5.55K - $6.02K
|
3.5K
$39.1K
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
490+ 1.49% |
$5.44K - $5.89K
|
33.3K
$372K
|
|
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
$244K
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
338New |
$3.75K - $4.07K
|
338
$3.78K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
208+ 1.58% |
$2.31K - $2.5K
|
13.3K
$149K
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
202+ 1.36% |
$2.24K - $2.43K
|
15.1K
$169K
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
134New |
$1.49K - $1.61K
|
134
$1.5K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
120+ 0.56% |
$1.33K - $1.44K
|
21.4K
$240K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
108New |
$1.2K - $1.3K
|
108
$1.21K
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
107+ 0.09% |
$1.19K - $1.29K
|
122K
$1.37M
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
93+ 0.42% |
$1.03K - $1.12K
|
22.3K
$249K
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
80+ 0.89% |
$888 - $962
|
9.11K
$102K
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
67+ 0.03% |
$744 - $806
|
218K
$2.44M
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
58+ 0.06% |
$644 - $698
|
91.3K
$1.02M
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
54+ 0.13% |
$599 - $650
|
40.6K
$454K
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
52+ 2.5% |
$577 - $626
|
2.13K
$23.8K
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
36+ 2.53% |
$400 - $433
|
1.46K
$16.3K
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
29+ 0.64% |
$322 - $349
|
4.57K
$51K
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
16+ 800.0% |
$178 - $192
|
18
$201
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
16+ 0.08% |
$178 - $192
|
19.1K
$214K
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
14+ 2.56% |
$155 - $168
|
560
$6.26K
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2+ 0.02% |
$22.2 - $24.1
|
12.3K
$137K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-40- 0.29% |
$444 - $481
|
14K
$156K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-46- 0.71% |
$511 - $553
|
6.47K
$72.3K
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-55- 52.38% |
$611 - $662
|
50
$559
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-71- 0.61% |
$788 - $854
|
11.6K
$130K
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-148- 0.63% |
$1.64K - $1.78K
|
23.2K
$260K
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-173- 0.11% |
$1.92K - $2.08K
|
162K
$1.81M
|
|
Feb 13, 2025
Q4 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-190- 0.47% |
$2.11K - $2.29K
|
39.9K
$446K
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-195- 1.55% |
$2.16K - $2.35K
|
12.4K
$138K
|