Latest Institutional Transactions on Nuveen California Amt Free Quality Municipal Income Fund (NKX)
This table provides information on the latest institutional transactions involving Nuveen California Amt Free Quality Municipal Income Fund (NKX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1K+ 7.33% |
$12.3K - $13.9K
|
14.7K
$186K
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
9+ 0.04% |
$111 - $125
|
25.2K
$321K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4.23K+ 19.92% |
$52K - $58.7K
|
25.4K
$323K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
158+ 0.48% |
$1.94K - $2.19K
|
33.3K
$423K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10K- 26.13% |
$123K - $139K
|
28.3K
$359K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.55K- 4.28% |
$19.1K - $21.5K
|
34.7K
$441K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
10.9K+ 5.16% |
$134K - $151K
|
222K
$2.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.74K+ 10.97% |
$21.4K - $24.1K
|
17.6K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.5K+ 29.02% |
$141K - $159K
|
51.1K
$649K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11K+ 10.76% |
$136K - $153K
|
114K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
105+ 0.5% |
$1.29K - $1.46K
|
21.1K
$268K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-26K- 26.25% |
$320K - $361K
|
73.2K
$929K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
136K+ 6.1% |
$1.67M - $1.88M
|
2.36M
$30M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
10.1K+ 23.97% |
$124K - $140K
|
52.2K
$663K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
660+ 3.54% |
$8.12K - $9.16K
|
19.3K
$245K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.32K- 4.51% |
$16.3K - $18.3K
|
28K
$356K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-304- 0.17% |
$3.74K - $4.22K
|
175K
$2.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-164K- 14.38% |
$2.02M - $2.28M
|
977K
$12.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.33K- 9.8% |
$41K - $46.2K
|
30.6K
$389K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-208- 25.27% |
$2.56K - $2.89K
|
615
$7.81K
|
|
|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
213KNew |
$2.61M - $2.95M
|
213K
$2.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
33K+ 9.38% |
$406K - $458K
|
385K
$4.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
6.5K+ 7.14% |
$79.9K - $90.2K
|
97.6K
$1.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.7K+ 22.39% |
$452K - $510K
|
201K
$2.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
589+ 0.39% |
$7.24K - $8.18K
|
150K
$1.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
156+ 1.46% |
$1.92K - $2.17K
|
10.8K
$138K
|
|
|
Feb 10, 2025
Q4 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
392+ 0.6% |
$4.82K - $5.44K
|
65.3K
$829K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.53K+ 9.72% |
$31.1K - $35.1K
|
28.5K
$362K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-109K- 22.57% |
$1.34M - $1.51M
|
374K
$4.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
90KNew |
$1.11M - $1.25M
|
90K
$1.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
9KNew |
$111K - $125K
|
9K
$114K
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
16.1KNew |
$199K - $224K
|
16.1K
$205K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-13.7K- 24.68% |
$169K - $191K
|
41.9K
$532K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
630+ 4.13% |
$7.75K - $8.74K
|
15.9K
$202K
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-6.96K- 6.97% |
$85.7K - $96.7K
|
92.9K
$1.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.9K+ 0.71% |
$23.4K - $26.4K
|
269K
$3.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.06KNew |
$25.4K - $28.6K
|
2.06K
$26.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
SELL
|
- |
-27.8K- 15.81% |
$342K - $386K
|
148K
$1.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
7.85K+ 78.5% |
$96.6K - $109K
|
17.9K
$227K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
27KNew |
$332K - $375K
|
27K
$343K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-142K- 31.17% |
$1.74M - $1.97M
|
313K
$3.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
230New |
$2.83K - $3.19K
|
230
$2.92K
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-1.8K- 2.45% |
$22.1K - $25K
|
71.6K
$910K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
537+ 2.89% |
$6.61K - $7.45K
|
19.1K
$243K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-88.2K- 50.78% |
$1.11M - $1.24M
|
85.5K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
129+ 1.24% |
$1.62K - $1.81K
|
10.5K
$134K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.11K- 24.71% |
$26.5K - $29.6K
|
6.41K
$81.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-3.82K- 18.25% |
$48K - $53.6K
|
17.1K
$217K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.72KNew |
$46.8K - $52.3K
|
3.72K
$47.3K
|
|