Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
344K+ 100.94% |
$4.17M - $4.82M
|
685K
$8.43M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
217KNew |
$2.63M - $3.04M
|
217K
$2.67M
|
|
Jul 13, 2022
Q2 2022
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
183KNew |
$2.22M - $2.56M
|
183K
$2.25M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
159K+ 14.28% |
$1.93M - $2.23M
|
1.27M
$15.7M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
159K+ 14.28% |
$1.93M - $2.23M
|
1.27M
$15.7M
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
62.9K+ 32.4% |
$762K - $880K
|
257K
$3.16M
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
30.6K+ 10.55% |
$371K - $428K
|
320K
$3.94M
|
|
Jul 15, 2022
Q2 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
26.2KNew |
$318K - $367K
|
26.2K
$322K
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.2K+ 33.91% |
$317K - $367K
|
103K
$1.27M
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
24.8KNew |
$300K - $347K
|
24.8K
$305K
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
20.2KNew |
$244K - $282K
|
20.2K
$248K
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
19.9KNew |
$241K - $279K
|
19.9K
$245K
|
|
Jul 13, 2022
Q2 2022
|
Diligent Investors, LLC
|
BUY
|
- |
16.7K+ 44.73% |
$202K - $234K
|
54K
$664K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13.1KNew |
$158K - $183K
|
13.1K
$161K
|
|
Jul 18, 2022
Q2 2022
|
Claybrook Capital, LLC
|
BUY
|
- |
9.65K+ 19.63% |
$117K - $135K
|
58.8K
$724K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.98K+ 145.9% |
$96.7K - $112K
|
13.4K
$166K
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.9K+ 31.32% |
$95.7K - $111K
|
33.1K
$408K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.39KNew |
$77.5K - $89.5K
|
6.39K
$78.7K
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
5.14K+ 7.4% |
$62.3K - $72K
|
74.6K
$919K
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
4K+ 9.42% |
$48.5K - $56K
|
46.4K
$572K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.08KNew |
$37.4K - $43.2K
|
3.08K
$38K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.93K+ 5.49% |
$35.5K - $41K
|
56.2K
$692K
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
1.79K+ 1.23% |
$21.7K - $25.1K
|
147K
$1.81M
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
866+ 3.68% |
$10.5K - $12.1K
|
24.4K
$300K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
99+ 0.49% |
$1.2K - $1.39K
|
20.5K
$252K
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
49+ 0.21% |
$594 - $686
|
23.6K
$290K
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
25+ 0.18% |
$303 - $350
|
14.1K
$174K
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
7+ 1.36% |
$84.8 - $98
|
520
$6.4K
|
|
Jul 13, 2022
Q2 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
4+ 0.02% |
$48.5 - $56
|
25.2K
$310K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-30- 0.11% |
$364 - $420
|
27.3K
$336K
|
|
Aug 08, 2022
Q2 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-50- 0.07% |
$606 - $700
|
69.2K
$852K
|
|
Jul 14, 2022
Q2 2022
|
Rb Capital Management, LLC
|
SELL
|
- |
-485- 3.71% |
$5.88K - $6.79K
|
12.6K
$155K
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-1KClosed |
$12.1K - $14K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1KClosed |
$12.1K - $14K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.04K- 4.02% |
$12.6K - $14.6K
|
24.9K
$306K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.3KClosed |
$15.7K - $18.2K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1.38KClosed |
$16.7K - $19.3K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.61K- 8.29% |
$55.9K - $64.5K
|
51K
$628K
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.73K- 17.58% |
$106K - $122K
|
40.9K
$504K
|
|
Aug 05, 2022
Q2 2022
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-9.05K- 46.59% |
$110K - $127K
|
10.4K
$128K
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-10.5KClosed |
$128K - $147K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Leisure Capital Management
|
SELL
|
- |
-11.8K- 5.48% |
$143K - $165K
|
204K
$2.51M
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-12.4KClosed |
$150K - $173K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-13.2K- 26.24% |
$159K - $184K
|
37K
$455K
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-16KClosed |
$194K - $224K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-16.5KClosed |
$200K - $230K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17.1K- 17.46% |
$207K - $239K
|
80.8K
$995K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-19.5K- 43.63% |
$236K - $273K
|
25.2K
$310K
|
|
Jul 19, 2022
Q2 2022
|
First American Trust, Fsb
|
SELL
|
- |
-19.5KClosed |
$237K - $273K
|
0
$0
|