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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
37.5KNew |
$427K - $483K
|
37.5K
$483K
|
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
18.4KNew |
$210K - $238K
|
18.4K
$238K
|
|
|
May 11, 2023
Q1 2023
|
Kennicott Capital Management LLC
|
BUY
|
- |
13.5KNew |
$154K - $174K
|
13.5K
$174K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.6KNew |
$29.6K - $33.5K
|
2.6K
$33.5K
|
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
99+ 0.88% |
$1.13K - $1.28K
|
11.3K
$146K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
25+ 1.09% |
$285 - $323
|
2.31K
$29.8K
|
|
| Q4 2022 | |||||||
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
14.4KNew |
$155K - $177K
|
14.4K
$185K
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
11.1KNew |
$120K - $137K
|
11.1K
$143K
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
9.23K+ 30.26% |
$99.9K - $114K
|
39.7K
$512K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
6+ 0.03% |
$65 - $74
|
20.4K
$263K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
6+ 1.14% |
$65 - $74
|
532
$6.86K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
34.7KNew |
$410K - $492K
|
34.7K
$448K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
14.5KNew |
$172K - $206K
|
14.5K
$187K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13.1KNew |
$154K - $185K
|
13.1K
$169K
|
|
| Q2 2022 | |||||||
|
Jul 15, 2022
Q2 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
26.2KNew |
$318K - $367K
|
26.2K
$338K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
24.8KNew |
$300K - $347K
|
24.8K
$319K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
20.2KNew |
$244K - $282K
|
20.2K
$260K
|
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
19.9KNew |
$241K - $279K
|
19.9K
$257K
|
|
|
Jul 18, 2022
Q2 2022
|
Claybrook Capital, LLC
|
BUY
|
- |
9.65K+ 19.63% |
$117K - $135K
|
58.8K
$759K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.39KNew |
$77.5K - $89.5K
|
6.39K
$82.4K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.08KNew |
$37.4K - $43.2K
|
3.08K
$39.8K
|
|
| Q1 2022 | |||||||
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
3KNew |
$39.6K - $47.5K
|
3K
$38.7K
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
12.1KNew |
$188K - $201K
|
12.1K
$155K
|
|
| Q3 2021 | |||||||
|
Nov 29, 2021
Q3 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
11.6KNew |
$187K - $193K
|
11.6K
$150K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
497New |
$7.98K - $8.28K
|
497
$6.41K
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
3New |
$48.2 - $50
|
3
$38.7
|
|
| Q1 2021 | |||||||
|
May 10, 2021
Q1 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
22KNew |
$330K - $348K
|
22K
$284K
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
12.2KNew |
$184K - $192K
|
12.2K
$157K
|
|
|
Jan 29, 2021
Q4 2020
|
Private Ocean, LLC
|
BUY
|
- |
1.7KNew |
$25.7K - $26.8K
|
1.7K
$21.9K
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
1.32KNew |
$20K - $20.8K
|
1.32K
$17K
|
|
| Q2 2020 | |||||||
|
Aug 10, 2020
Q2 2020
|
Garrison Point Capital, LLC
Walnut Creek, CA |
BUY
|
- |
15KNew |
$200K - $225K
|
15K
$194K
|
|
| Q4 2019 | |||||||
|
Jan 27, 2020
Q4 2019
|
Cwm, LLC
|
BUY
|
- |
659New |
$9.82K - $10.1K
|
659
$8.5K
|
|
| Q1 2018 | |||||||
|
May 11, 2018
Q1 2018
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.9KNew |
$187K - $214K
|
13.9K
$179K
|
|
|
May 09, 2018
Q1 2018
|
Optimum Investment Advisors
|
BUY
|
- |
1.03KNew |
$13.8K - $15.8K
|
1.03K
$13.2K
|
|