Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
135K+ 48.05% |
$1.51M - $1.64M
|
415K
$5.27M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
91.2K+ 10.32% |
$1.02M - $1.11M
|
975K
$12.4M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
88.3K+ 4.41% |
$993K - $1.07M
|
2.09M
$26.6M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
88.3K+ 4.41% |
$993K - $1.07M
|
2.09M
$26.6M
|
|
|
May 08, 2024
Q1 2024
|
Nine Masts Capital LTD
|
BUY
|
- |
78.9KNew |
$887K - $959K
|
78.9K
$1M
|
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
70.1KNew |
$788K - $852K
|
70.1K
$890K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
57.9K+ 74.01% |
$651K - $703K
|
136K
$1.73M
|
|
|
May 06, 2024
Q1 2024
|
Leisure Capital Management
|
BUY
|
- |
48.5K+ 38.85% |
$545K - $589K
|
173K
$2.2M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
46.8K+ 12.14% |
$526K - $569K
|
433K
$5.5M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
46.7K+ 80.97% |
$525K - $568K
|
104K
$1.33M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26.8K+ 185.98% |
$302K - $326K
|
41.3K
$524K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
18KNew |
$203K - $219K
|
18K
$229K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16K+ 95.42% |
$180K - $194K
|
32.8K
$416K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.9KNew |
$179K - $193K
|
15.9K
$202K
|
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
13.9KNew |
$156K - $169K
|
13.9K
$176K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.9KNew |
$123K - $133K
|
10.9K
$139K
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
BUY
|
- |
10KNew |
$112K - $122K
|
10K
$127K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
9.44K+ 7.06% |
$106K - $115K
|
143K
$1.82M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.12K+ 0.44% |
$103K - $111K
|
2.09M
$26.6M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.61K+ 25.29% |
$85.5K - $92.5K
|
37.7K
$479K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.7KNew |
$52.8K - $57.1K
|
4.7K
$59.7K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.7KNew |
$52.8K - $57.1K
|
4.7K
$59.7K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.04K+ 8.8% |
$34.1K - $36.9K
|
37.5K
$477K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.69K+ 864.63% |
$30.2K - $32.7K
|
3K
$38.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.87K+ 16.65% |
$21.1K - $22.8K
|
13.1K
$167K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.24K+ 3.31% |
$13.9K - $15.1K
|
38.7K
$491K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
900New |
$10.1K - $10.9K
|
900
$11.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
479+ 0.68% |
$5.38K - $5.82K
|
71.3K
$906K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
77+ 0.14% |
$865 - $936
|
54.9K
$697K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
51+ 0.25% |
$573 - $620
|
20.8K
$265K
|
|
|
Nov 13, 2024
Q1 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
34+ 0.05% |
$382 - $413
|
64.9K
$824K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
19+ 0.05% |
$214 - $231
|
35.9K
$455K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
6+ 0.02% |
$67.4 - $72.9
|
25.2K
$320K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q1 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-35- 0.04% |
$393 - $425
|
99K
$1.26M
|
|
|
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
$4.24K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-339- 1.61% |
$3.81K - $4.12K
|
20.7K
$263K
|
|
|
May 02, 2024
Q1 2024
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-405- 1.21% |
$4.55K - $4.92K
|
33.1K
$420K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-490- 21.3% |
$5.51K - $5.95K
|
1.81K
$23K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-813- 2.81% |
$9.14K - $9.88K
|
28.2K
$358K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-883- 1.05% |
$9.92K - $10.7K
|
83.2K
$1.06M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.32K- 7.2% |
$14.8K - $16K
|
17K
$215K
|
|
|
Apr 17, 2024
Q1 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-1.52K- 0.78% |
$17.1K - $18.5K
|
193K
$2.45M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2K- 12.12% |
$22.5K - $24.3K
|
14.5K
$184K
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-2.06K- 7.99% |
$23.1K - $25K
|
23.7K
$301K
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-2.12K- 10.29% |
$23.9K - $25.8K
|
18.5K
$235K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.31K- 5.78% |
$26K - $28.1K
|
37.7K
$479K
|
|
|
Apr 18, 2024
Q1 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-2.5K- 3.12% |
$28.1K - $30.4K
|
77.6K
$986K
|