Purchases and Sales Made in Q2 2023 in Nuveen Amt Free Municipal Credit Income Fund (NVG)
This table provides information about the institutional ownership of Nuveen Amt Free Municipal Credit Income Fund (NVG) during Q2 2023. The information is specifically focused on institutions that hold shares of Nuveen AMT-Free Municipal Credit Income Fund.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7.32K+ 25.15% |
$81.5K - $88.1K
|
36.4K
$473K
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.95K+ 34.77% |
$77.4K - $83.7K
|
27K
$350K
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.87K+ 3.94% |
$76.4K - $82.7K
|
181K
$2.36M
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
6.43K+ 1.33% |
$71.5K - $77.4K
|
489K
$6.36M
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
6.26K+ 3.49% |
$69.7K - $75.3K
|
185K
$2.41M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.08K+ 7.96% |
$67.7K - $73.2K
|
82.5K
$1.07M
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.19K+ 11.6% |
$57.8K - $62.5K
|
49.9K
$649K
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.13K+ 25.72% |
$57.1K - $61.8K
|
25.1K
$326K
|
|
Aug 02, 2023
Q2 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
4.3K+ 32.47% |
$47.8K - $51.7K
|
17.5K
$228K
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
4.03K+ 16.13% |
$44.9K - $48.5K
|
29K
$377K
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
4KNew |
$44.5K - $48.2K
|
4K
$52K
|
|
Jul 27, 2023
Q2 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
3.8K+ 4.99% |
$42.3K - $45.8K
|
80K
$1.04M
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.77KNew |
$30.9K - $33.4K
|
2.77K
$36K
|
|
Jul 13, 2023
Q2 2023
|
Congress Park Capital LLC
|
BUY
|
- |
2.5K+ 4.76% |
$27.8K - $30.1K
|
55K
$715K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.37K+ 1.53% |
$26.3K - $28.5K
|
157K
$2.04M
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.02K+ 7.35% |
$22.4K - $24.3K
|
29.4K
$383K
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.96K+ 451.26% |
$21.8K - $23.6K
|
2.4K
$31.2K
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.96K+ 451.26% |
$21.8K - $23.6K
|
2.4K
$31.2K
|
|
Aug 11, 2023
Q2 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
1.9K+ 2.13% |
$21.1K - $22.9K
|
91.3K
$1.19M
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.65K+ 6.16% |
$18.3K - $19.8K
|
28.4K
$369K
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.55K+ 1.7% |
$17.3K - $18.7K
|
92.7K
$1.21M
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.07KNew |
$11.9K - $12.9K
|
1.07K
$13.9K
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.03K+ 6.8% |
$11.4K - $12.4K
|
16.1K
$210K
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
974New |
$10.8K - $11.7K
|
974
$12.7K
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
959+ 6.65% |
$10.7K - $11.5K
|
15.4K
$200K
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
820+ 1.09% |
$9.13K - $9.87K
|
75.8K
$986K
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
688+ 0.41% |
$7.66K - $8.28K
|
167K
$2.17M
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
627+ 3.77% |
$6.98K - $7.55K
|
17.3K
$225K
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
577New |
$6.42K - $6.95K
|
577
$7.5K
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
512+ 0.89% |
$5.7K - $6.16K
|
58.3K
$758K
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
441+ 3.57% |
$4.91K - $5.31K
|
12.8K
$166K
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
382+ 1.61% |
$4.25K - $4.6K
|
24.1K
$313K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
320+ 0.58% |
$3.56K - $3.85K
|
55.6K
$723K
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
277+ 0.6% |
$3.08K - $3.34K
|
46.6K
$606K
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
259+ 0.54% |
$2.88K - $3.12K
|
48K
$623K
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
225+ 0.14% |
$2.5K - $2.71K
|
164K
$2.13M
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
215+ 1.43% |
$2.39K - $2.59K
|
15.3K
$199K
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
211+ 7.75% |
$2.35K - $2.54K
|
2.93K
$38.1K
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
172+ 1.11% |
$1.91K - $2.07K
|
15.7K
$204K
|
|
Jul 18, 2023
Q2 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
104+ 0.06% |
$1.16K - $1.25K
|
188K
$2.44M
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
100+ 0.53% |
$1.11K - $1.2K
|
18.9K
$245K
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
97+ 0.41% |
$1.08K - $1.17K
|
23.7K
$308K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
90+ 0.15% |
$1K - $1.08K
|
61.6K
$801K
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
78+ 0.5% |
$868 - $939
|
15.7K
$204K
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
74+ 0.23% |
$824 - $891
|
32.1K
$417K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
46+ 0.14% |
$512 - $554
|
33.1K
$431K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
40+ 0.82% |
$445 - $482
|
4.9K
$63.7K
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
27+ 0.13% |
$301 - $325
|
20.8K
$270K
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
23+ 1.08% |
$256 - $277
|
2.15K
$28K
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
16+ 1.13% |
$178 - $193
|
1.43K
$18.5K
|