Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
519KNew |
$5.09M - $6.01M
|
519K
$6.39M
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
239K+ 85.08% |
$2.34M - $2.76M
|
519K
$6.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
120K+ 6.37% |
$1.18M - $1.39M
|
2M
$24.7M
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
99KNew |
$970K - $1.15M
|
99K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
70.8K+ 8.71% |
$694K - $819K
|
884K
$10.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
69.2K+ 298.48% |
$678K - $801K
|
92.4K
$1.14M
|
|
|
Nov 13, 2024
Q4 2023
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
64.8KNew |
$635K - $750K
|
64.8K
$798K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
41.1K+ 11.93% |
$403K - $476K
|
386K
$4.75M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
29KNew |
$284K - $335K
|
29K
$357K
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
20.6KNew |
$202K - $239K
|
20.6K
$254K
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
14.9K+ 5.12% |
$146K - $172K
|
305K
$3.75M
|
|
|
May 06, 2024
Q4 2023
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
14.5KNew |
$142K - $168K
|
14.5K
$179K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.5K+ 50.18% |
$123K - $145K
|
37.5K
$461K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
11.3KNew |
$110K - $130K
|
11.3K
$139K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
10.8K+ 2.02% |
$105K - $125K
|
544K
$6.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
10.7KNew |
$105K - $123K
|
10.7K
$131K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.2KNew |
$99.9K - $118K
|
10.2K
$125K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
10KNew |
$98K - $116K
|
10K
$123K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.61K+ 65.13% |
$64.8K - $76.5K
|
16.8K
$206K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.63K+ 7.76% |
$55.2K - $65.2K
|
78.2K
$963K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.19K+ 3.14% |
$50.9K - $60K
|
170K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
3.24KNew |
$31.7K - $37.5K
|
3.24K
$39.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
2.3KNew |
$22.5K - $26.6K
|
2.3K
$28.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.12K+ 8.97% |
$20.8K - $24.5K
|
25.8K
$317K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2K+ 13.79% |
$19.6K - $23.1K
|
16.5K
$203K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.68K+ 2.04% |
$16.5K - $19.5K
|
84K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.33K+ 6.85% |
$13.1K - $15.4K
|
20.8K
$256K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
414+ 1.01% |
$4.06K - $4.79K
|
41.6K
$512K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
311New |
$3.05K - $3.6K
|
311
$3.83K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
126+ 1.04% |
$1.23K - $1.46K
|
12.3K
$151K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
77+ 0.14% |
$755 - $891
|
54.8K
$675K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18+ 0.05% |
$176 - $208
|
35.8K
$441K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
5+ 0.02% |
$49 - $57.9
|
25.2K
$311K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-399Closed |
$3.91K - $4.62K
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-831- 4.62% |
$8.14K - $9.61K
|
17.1K
$211K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-960- 3.52% |
$9.41K - $11.1K
|
26.3K
$324K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.02K- 4.96% |
$9.98K - $11.8K
|
19.5K
$240K
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.69K- 2.33% |
$16.5K - $19.5K
|
70.8K
$872K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.75K- 12.4% |
$27K - $31.9K
|
19.5K
$240K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.8K- 7.5% |
$27.4K - $32.4K
|
34.5K
$425K
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-3.41K- 1.56% |
$33.5K - $39.5K
|
216K
$2.65M
|
|
|
Jan 09, 2024
Q4 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-4.24K- 2.13% |
$41.5K - $49K
|
195K
$2.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.9K- 26.4% |
$48K - $56.7K
|
13.7K
$168K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.49K- 26.21% |
$63.6K - $75.1K
|
18.3K
$225K
|
|
|
Jan 16, 2024
Q4 2023
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-8.3K- 9.39% |
$81.3K - $96K
|
80.1K
$986K
|
|
|
Feb 01, 2024
Q4 2023
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-8.8K- 20.81% |
$86.3K - $102K
|
33.5K
$412K
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-10.8K- 17.39% |
$106K - $125K
|
51.4K
$633K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.1K- 26.92% |
$109K - $128K
|
30.1K
$370K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-11.4K- 35.18% |
$112K - $132K
|
21K
$259K
|