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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-2.65K- 8.08% |
$33.3K - $37.2K
|
30.1K
$384K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
18.6KNew |
$234K - $261K
|
18.6K
$237K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
12.6K+ 1259.0% |
$158K - $177K
|
13.6K
$173K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.08K- 5.6% |
$51.4K - $57.4K
|
68.9K
$878K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.36K+ 13.27% |
$29.7K - $33.1K
|
20.1K
$256K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
900New |
$11.3K - $12.7K
|
900
$11.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-2.37K- 1.1% |
$29.8K - $33.3K
|
213K
$2.72M
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
37+ 0.05% |
$465 - $520
|
71.6K
$913K
|
|
| Q2 2024 | |||||||
|
Aug 07, 2024
Q2 2024
|
Nine Masts Capital LTD
|
SELL
|
- |
-25.1K- 31.79% |
$286K - $314K
|
53.8K
$686K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-649- 35.86% |
$7.4K - $8.12K
|
1.16K
$14.8K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
536New |
$6.11K - $6.71K
|
536
$6.83K
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.7KNew |
$52.8K - $57.1K
|
4.7K
$59.9K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.69K+ 864.63% |
$30.2K - $32.7K
|
3K
$38.3K
|
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
13.9KNew |
$156K - $169K
|
13.9K
$177K
|
|
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-44.7K- 28.3% |
$502K - $543K
|
113K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-3.15K- 51.23% |
$35.4K - $38.3K
|
3K
$38.3K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.9KNew |
$179K - $193K
|
15.9K
$203K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.9KNew |
$123K - $133K
|
10.9K
$139K
|
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
70.1KNew |
$788K - $852K
|
70.1K
$894K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2K- 12.12% |
$22.5K - $24.3K
|
14.5K
$185K
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-11.3K- 12.19% |
$127K - $137K
|
81.1K
$1.03M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.32K- 7.2% |
$14.8K - $16K
|
17K
$216K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-177- 1.44% |
$1.99K - $2.15K
|
12.1K
$154K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-334- 50.0% |
$3.75K - $4.06K
|
334
$4.26K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.87K+ 16.65% |
$21.1K - $22.8K
|
13.1K
$167K
|
|
| Q4 2023 | |||||||
|
May 06, 2024
Q4 2023
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
14.5KNew |
$142K - $168K
|
14.5K
$185K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.2KNew |
$99.9K - $118K
|
10.2K
$130K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
3.24KNew |
$31.7K - $37.5K
|
3.24K
$41.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-399Closed |
$3.91K - $4.62K
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-831- 4.62% |
$8.14K - $9.61K
|
17.1K
$219K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
10.7KNew |
$105K - $123K
|
10.7K
$136K
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-44.4K- 95.89% |
$435K - $513K
|
1.9K
$24.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.02K- 4.96% |
$9.98K - $11.8K
|
19.5K
$249K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-2.47K- 10.11% |
$25.3K - $28.7K
|
22K
$280K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
84.2KNew |
$864K - $977K
|
84.2K
$1.07M
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
68+ 0.28% |
$698 - $789
|
24.6K
$314K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-25.4K- 94.83% |
$279K - $298K
|
1.38K
$17.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
14.9KNew |
$164K - $175K
|
14.9K
$190K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
14KNew |
$154K - $164K
|
14K
$178K
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
9.37K+ 66.67% |
$103K - $110K
|
23.4K
$299K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-152- 43.18% |
$1.67K - $1.78K
|
200
$2.55K
|
|
|
Jul 20, 2023
Q2 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
28.8KNew |
$316K - $338K
|
28.8K
$367K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
25+ 1.09% |
$285 - $323
|
2.31K
$29.4K
|
|
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
37.5KNew |
$427K - $483K
|
37.5K
$478K
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-400- 3.04% |
$4.56K - $5.16K
|
12.8K
$163K
|
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
18.4KNew |
$210K - $238K
|
18.4K
$235K
|
|
|
May 11, 2023
Q1 2023
|
Kennicott Capital Management LLC
|
BUY
|
- |
13.5KNew |
$154K - $174K
|
13.5K
$172K
|
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
99+ 0.88% |
$1.13K - $1.28K
|
11.3K
$144K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.6KNew |
$29.6K - $33.5K
|
2.6K
$33.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.9K- 20.5% |
$33.1K - $37.5K
|
11.3K
$144K
|
|