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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-400- 3.04% |
$4.56K - $5.16K
|
12.8K
$150K
|
|
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
37.5KNew |
$427K - $483K
|
37.5K
$441K
|
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
18.4KNew |
$210K - $238K
|
18.4K
$217K
|
|
|
May 11, 2023
Q1 2023
|
Kennicott Capital Management LLC
|
BUY
|
- |
13.5KNew |
$154K - $174K
|
13.5K
$159K
|
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
99+ 0.88% |
$1.13K - $1.28K
|
11.3K
$133K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.6KNew |
$29.6K - $33.5K
|
2.6K
$30.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.9K- 20.5% |
$33.1K - $37.5K
|
11.3K
$132K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
6+ 0.03% |
$65 - $74
|
20.4K
$240K
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
11.1KNew |
$120K - $137K
|
11.1K
$131K
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
9.23K+ 30.26% |
$99.9K - $114K
|
39.7K
$467K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
14.4KNew |
$155K - $177K
|
14.4K
$169K
|
|
| Q3 2022 | |||||||
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13.1KNew |
$154K - $185K
|
13.1K
$154K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
14.5KNew |
$172K - $206K
|
14.5K
$171K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
34.7KNew |
$410K - $492K
|
34.7K
$408K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-17.4K- 8.03% |
$206K - $247K
|
200K
$2.35M
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-10.5KClosed |
$128K - $147K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-440KClosed |
$5.33M - $6.15M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
19.9KNew |
$241K - $279K
|
19.9K
$234K
|
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-20KClosed |
$242K - $280K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-26.2KClosed |
$317K - $366K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.39KNew |
$77.5K - $89.5K
|
6.39K
$75.2K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.08KNew |
$37.4K - $43.2K
|
3.08K
$36.3K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.3KClosed |
$15.7K - $18.2K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-21.4KClosed |
$259K - $299K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
24.8KNew |
$300K - $347K
|
24.8K
$291K
|
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-1KClosed |
$12.1K - $14K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1.38KClosed |
$16.7K - $19.3K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
20.2KNew |
$244K - $282K
|
20.2K
$237K
|
|
|
Jul 19, 2022
Q2 2022
|
First American Trust, Fsb
|
SELL
|
- |
-19.5KClosed |
$237K - $273K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Claybrook Capital, LLC
|
BUY
|
- |
9.65K+ 19.63% |
$117K - $135K
|
58.8K
$692K
|
|
|
Jul 15, 2022
Q2 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
26.2KNew |
$318K - $367K
|
26.2K
$308K
|
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-20.7KClosed |
$251K - $290K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1KClosed |
$12.1K - $14K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-27.9KClosed |
$368K - $441K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-16.3KClosed |
$215K - $258K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-494Closed |
$6.52K - $7.82K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-11.9KClosed |
$157K - $188K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-11.9KClosed |
$157K - $189K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-11.2KClosed |
$148K - $178K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
3KNew |
$39.6K - $47.5K
|
3K
$35.3K
|
|
|
Apr 12, 2022
Q1 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-23.1KClosed |
$305K - $366K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Ridgewood Investments LLC
|
SELL
|
- |
-8K- 30.01% |
$106K - $127K
|
18.7K
$219K
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-2.07KClosed |
$32.4K - $34.5K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-5.5K- 49.84% |
$86K - $91.5K
|
5.54K
$65.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
12.1KNew |
$188K - $201K
|
12.1K
$142K
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-13.1KClosed |
$205K - $218K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 29, 2021
Q3 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
11.6KNew |
$187K - $193K
|
11.6K
$137K
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
3New |
$48.2 - $50
|
3
$35.3
|
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-12Closed |
$193 - $200
|
0
$0
|
|