Purchases and Sales Made in Q1 2023 in Nuveen California Amt Free Quality Municipal Income Fund (NKX)
This table provides information about the institutional ownership of Nuveen California Amt Free Quality Municipal Income Fund (NKX) during Q1 2023. The information is specifically focused on institutions that hold shares of NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.9K- 20.5% |
$33.1K - $37.5K
|
11.3K
$132K
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-3.6K- 13.19% |
$41K - $46.4K
|
23.7K
$279K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.69K- 14.25% |
$42K - $47.5K
|
22.2K
$261K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.85K- 7.06% |
$43.8K - $49.6K
|
50.6K
$595K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5K- 12.87% |
$57K - $64.5K
|
33.8K
$398K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.04K- 40.22% |
$91.7K - $104K
|
12K
$141K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.98K- 19.74% |
$114K - $129K
|
40.6K
$477K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-11.8K- 23.08% |
$135K - $152K
|
39.4K
$463K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-18.4K- 48.22% |
$210K - $238K
|
19.8K
$233K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-80.7K- 13.41% |
$920K - $1.04M
|
521K
$6.13M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-105K- 15.64% |
$1.2M - $1.36M
|
568K
$6.68M
|