Latest Institutional Purchases of Nuveen California Amt Free Quality Municipal Income Fund (NKX)
This list provides information on the latest institutional transactions involving Nuveen California Amt Free Quality Municipal Income Fund (NKX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
143K+ 6.87% |
$1.8M - $2.01M
|
2.23M
$28.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
129K+ 603.21% |
$1.62M - $1.81M
|
150K
$1.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
55.7K+ 5.13% |
$700K - $783K
|
1.14M
$14.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
42.1KNew |
$530K - $592K
|
42.1K
$539K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
37.8K+ 21.83% |
$476K - $532K
|
211K
$2.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
29.8K+ 42.99% |
$375K - $419K
|
99.2K
$1.27M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
27.6K+ 6.05% |
$347K - $388K
|
484K
$6.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
27.1K+ 18.26% |
$341K - $381K
|
176K
$2.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.7K+ 18.54% |
$323K - $361K
|
164K
$2.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
21.2KNew |
$267K - $298K
|
21.2K
$272K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
18.6KNew |
$234K - $261K
|
18.6K
$238K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
12.6K+ 1259.0% |
$158K - $177K
|
13.6K
$174K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.7K+ 3.42% |
$147K - $164K
|
352K
$4.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
7.87K+ 9.45% |
$98.9K - $111K
|
91.1K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.3K+ 33.1% |
$91.8K - $103K
|
29.3K
$376K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.72KNew |
$46.8K - $52.3K
|
3.72K
$47.6K
|
|
|
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
$257K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.46K+ 4.48% |
$18.3K - $20.5K
|
34K
$435K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
900New |
$11.3K - $12.7K
|
900
$11.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
615+ 295.67% |
$7.74K - $8.65K
|
823
$10.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
174+ 1.65% |
$2.19K - $2.45K
|
10.7K
$137K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
158+ 1.01% |
$1.99K - $2.22K
|
15.8K
$203K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
152+ 0.82% |
$1.91K - $2.14K
|
18.6K
$239K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
129+ 1.24% |
$1.62K - $1.81K
|
10.5K
$135K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
116+ 0.35% |
$1.46K - $1.63K
|
33.1K
$424K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
78+ 0.37% |
$981 - $1.1K
|
21K
$268K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
46+ 0.25% |
$579 - $647
|
18.6K
$238K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
37+ 0.05% |
$465 - $520
|
71.6K
$917K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
7+ 0.03% |
$88.1 - $98.4
|
25.2K
$323K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
536New |
$6.11K - $6.71K
|
536
$6.86K
|
|
|
Nov 13, 2024
Q2 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
38+ 0.06% |
$433 - $475
|
64.9K
$831K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
70.1KNew |
$788K - $852K
|
70.1K
$897K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.9KNew |
$179K - $193K
|
15.9K
$203K
|
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
13.9KNew |
$156K - $169K
|
13.9K
$178K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.9KNew |
$123K - $133K
|
10.9K
$140K
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
BUY
|
- |
10KNew |
$112K - $122K
|
10K
$128K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.7KNew |
$52.8K - $57.1K
|
4.7K
$60.1K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.69K+ 864.63% |
$30.2K - $32.7K
|
3K
$38.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.87K+ 16.65% |
$21.1K - $22.8K
|
13.1K
$168K
|
|
| Q4 2023 | |||||||
|
May 06, 2024
Q4 2023
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
14.5KNew |
$142K - $168K
|
14.5K
$186K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
10.7KNew |
$105K - $123K
|
10.7K
$137K
|
|
|
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
$41.4K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
84.2KNew |
$864K - $977K
|
84.2K
$1.08M
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
68+ 0.28% |
$698 - $789
|
24.6K
$315K
|
|
| Q2 2023 | |||||||
|
Jul 20, 2023
Q2 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
28.8KNew |
$316K - $338K
|
28.8K
$368K
|
|
|
Aug 14, 2023
Q2 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
14.9KNew |
$164K - $175K
|
14.9K
$191K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
14KNew |
$154K - $164K
|
14K
$179K
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
9.37K+ 66.67% |
$103K - $110K
|
23.4K
$300K
|
|