Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
130K+ 240.73% |
$1.43M - $1.53M
|
184K
$2.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
89.4K+ 169.48% |
$983K - $1.05M
|
142K
$1.83M
|
|
|
Aug 04, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
89KNew |
$978K - $1.04M
|
89K
$1.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
79.3K+ 11.99% |
$872K - $931K
|
741K
$9.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
49.3K+ 2.91% |
$542K - $579K
|
1.75M
$22.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
29.9K+ 118.76% |
$328K - $351K
|
55.1K
$710K
|
|
|
Jul 20, 2023
Q2 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
28.8KNew |
$316K - $338K
|
28.8K
$371K
|
|
|
Jul 27, 2023
Q2 2023
|
Leisure Capital Management
|
BUY
|
- |
22.9K+ 12.68% |
$252K - $269K
|
203K
$2.62M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15KNew |
$165K - $176K
|
15K
$194K
|
|
|
Aug 14, 2023
Q2 2023
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
14.9KNew |
$164K - $175K
|
14.9K
$192K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
14KNew |
$154K - $164K
|
14K
$180K
|
|
|
Aug 11, 2023
Q2 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
12.7K+ 37.9% |
$139K - $149K
|
46.1K
$595K
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
9.37K+ 66.67% |
$103K - $110K
|
23.4K
$302K
|
|
|
Jul 24, 2023
Q2 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
9.15K+ 4.92% |
$101K - $107K
|
195K
$2.52M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.65K+ 18.73% |
$62.1K - $66.3K
|
35.8K
$462K
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
5.03K+ 2.93% |
$55.3K - $59K
|
177K
$2.28M
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
3.11K+ 1.44% |
$34.2K - $36.5K
|
219K
$2.82M
|
|
|
Aug 28, 2023
Q2 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
2.4K+ 2.7% |
$26.4K - $28.2K
|
91.4K
$1.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
2.2K+ 22.0% |
$24.2K - $25.8K
|
12.2K
$157K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
909+ 1.53% |
$9.99K - $10.7K
|
60.1K
$776K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
629+ 0.77% |
$6.91K - $7.38K
|
82.6K
$1.07M
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
BUY
|
- |
558+ 1.04% |
$6.13K - $6.55K
|
54.2K
$699K
|
|
|
Aug 08, 2023
Q2 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
500+ 0.78% |
$5.5K - $5.87K
|
65K
$838K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
307+ 0.76% |
$3.37K - $3.6K
|
40.9K
$527K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
63+ 0.26% |
$692 - $740
|
24.5K
$316K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
45+ 0.22% |
$495 - $528
|
20.6K
$266K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
19+ 0.09% |
$209 - $223
|
22.2K
$286K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
4+ 1.03% |
$44 - $47
|
394
$5.08K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-43- 0.18% |
$473 - $505
|
23.6K
$305K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-152- 43.18% |
$1.67K - $1.78K
|
200
$2.58K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-747- 1.9% |
$8.21K - $8.77K
|
38.6K
$498K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.12K- 3.92% |
$12.3K - $13.1K
|
27.5K
$354K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.58K- 2.36% |
$17.4K - $18.5K
|
65.4K
$844K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.63K- 4.18% |
$17.9K - $19.1K
|
37.3K
$481K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.47K- 91.81% |
$27.1K - $29K
|
220
$2.84K
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-5.92K- 23.49% |
$65.1K - $69.5K
|
19.3K
$249K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.07K- 11.99% |
$66.7K - $71.3K
|
44.6K
$575K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-6.14K- 1.75% |
$67.5K - $72.1K
|
345K
$4.45M
|
|
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-6.5K- 21.01% |
$71.4K - $76.3K
|
24.4K
$315K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.6K- 8.32% |
$72.6K - $77.5K
|
72.7K
$938K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.29K- 10.03% |
$80.1K - $85.5K
|
65.4K
$843K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.96K- 29.44% |
$109K - $117K
|
23.9K
$308K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-16.5K- 2.9% |
$181K - $193K
|
552K
$7.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-18.3K- 8.93% |
$201K - $215K
|
187K
$2.41M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-22.2K- 58.12% |
$244K - $261K
|
16K
$206K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-25.4K- 94.83% |
$279K - $298K
|
1.38K
$17.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-28.3K- 5.02% |
$312K - $333K
|
536K
$6.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-38.5K- 7.38% |
$423K - $451K
|
482K
$6.22M
|