Nuveen AMT-Free Quality Municipal Income Fund
NEA- Exchange
- NYSE
- SEC CIK
- 0001195737
In the last 90 days, Nuveen AMT-Free Quality Municipal Income Fund insiders filed 0 open-market purchases and 1 sale; 299 institutions reported holding it in 13F filings for Q2 2026, worth $636.5M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Nuveen AMT-Free Quality Municipal Income Fund as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 294
- +14 vs. Q1 2021
- Shares held
- 65.3M
- −1.78M (−2.7%) vs. Q1 2021
- Total value
- $1.03B
- +$33.2M (+3.3%) vs. Q1 2021
- New holders
- 33
- 98 more added
- Sold out
- 19
- 55 more reduced
2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NEA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 299 | $636.5M |
| Q1 2026 | 304 | $601.4M |
| Q4 2025 | 294 | $638.2M |
| Q3 2025 | 287 | $654.6M |
| Q2 2025 | 304 | $699.3M |
| Q1 2025 | 319 | $831.4M |
| Q4 2024 | 325 | $946.6M |
| Q3 2024 | 310 | $1.06B |
| Q2 2024 | 306 | $1.17B |
| Q1 2024 | 319 | $1.14B |
| Q4 2023 | 310 | $1.11B |
| Q3 2023 | 285 | $912.8M |
| Q2 2023 | 292 | $940.1M |
| Q1 2023 | 293 | $905.1M |
| Q4 2022 | 298 | $839.4M |
| Q3 2022 | 290 | $693.1M |
| Q2 2022 | 305 | $784.5M |
| Q1 2022 | 301 | $845.9M |
| Q4 2021 | 311 | $1.01B |
| Q3 2021 | 290 | $957.3M |
| Q2 2021 | 294 | $1.03B |
| Q1 2021 | 282 | $994.9M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Nuveen AMT-Free Quality Municipal Income Fund; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Edmonds Duncan Registered Investment Advisors, LLC | 56,233 | $883.0K | 0.27% | −167−0.3% | Reduced |
| Creative Planning | 59,005 | $926.0K | 0.00% | −26,929−31.3% | Reduced |
| Eaton Vance Management | 59,143 | $929.0K | 0.00% | +1,298+2.2% | Added |
| Spire Wealth Management | 63,435 | $996.0K | 0.03% | +3,592+6.0% | Added |
| Citigroup Inc | 64,988 | $1.02M | 0.00% | −98−0.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 65,118 | $1.02M | 0.04% | −6,353−8.9% | Reduced |
| Stratos Wealth Partners, LTD. | 68,448 | $1.07M | 0.03% | +45,961+204.4% | Added |
| Horizon Financial Services, LLC | 72,384 | $1.14M | 0.82% | −11,974−14.2% | Reduced |
| Arete Wealth Advisors, LLC | 74,912 | $1.15M | 0.16% | +3,637+5.1% | Added |
| Moors & Cabot, Inc. | 74,849 | $1.18M | 0.08% | +2,000+2.7% | Added |
| Family Management Corp | 75,065 | $1.18M | 0.31% | −10,320−12.1% | Reduced |
| Wesbanco Bank Inc | 75,933 | $1.19M | 0.04% | +31,867+72.3% | Added |
| Summit Financial Wealth Advisors, LLC | 77,066 | $1.21M | 0.27% | +3,200+4.3% | Added |
| Park Avenue Securities LLC | 81,333 | $1.28M | 0.03% | +5,129+6.7% | Added |
| Childress Capital Advisors, LLC | 82,700 | $1.30M | 0.59% | 00.0% | Unchanged |
| Mid Atlantic Financial Management Inc | 83,717 | $1.31M | 0.09% | +12,102+16.9% | Added |
| Altus Wealth Group LLC | 85,394 | $1.34M | 1.31% | +1,798+2.2% | Added |
| Private Advisor Group, LLC | 89,030 | $1.40M | 0.01% | +486+0.5% | Added |
| Raymond James Trust N.A. | 92,884 | $1.46M | 0.05% | +2,500+2.8% | Added |
| Advisory Services Network, LLC | 94,420 | $1.48M | 0.05% | +17,288+22.4% | Added |
| Steward Partners Investment Advisory, LLC | 96,530 | $1.52M | 0.03% | −15,704−14.0% | Reduced |
| Dakota Wealth Management | 97,293 | $1.53M | 0.18% | −82,859−46.0% | Reduced |
| IHT Wealth Management, LLC | 101,424 | $1.59M | 0.10% | −15,550−13.3% | Reduced |
| Cetera Investment Advisers | 103,669 | $1.63M | 0.03% | +8,710+9.2% | Added |
| Fifth Third Bancorp | 104,760 | $1.65M | 0.01% | +4,798+4.8% | Added |
| BDO Wealth Advisors, LLC | – | $1.69M | 0.19% | – | – |
| StrategIQ Financial Group, LLC | 110,527 | $1.74M | 0.34% | −392−0.4% | Reduced |
| Envestnet Asset Management Inc | 119,890 | $1.88M | 0.00% | +18,476+18.2% | Added |
| First Trust Advisors LP | 126,352 | $1.98M | 0.00% | +12,450+10.9% | Added |
| Vivaldi Capital Management, LLC | 132,618 | $2.10M | 0.42% | −218,547−62.2% | Reduced |
| Summit Trail Advisors, LLC | 134,466 | $2.12M | 0.19% | −146−0.1% | Reduced |
| Goodwin Daniel L | 135,332 | $2.12M | 1.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 136,824 | $2.15M | 0.26% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 138,395 | $2.17M | 0.03% | −5,134−3.6% | Reduced |
| Baird Financial Group, Inc. | 140,048 | $2.20M | 0.01% | +11,983+9.4% | Added |
| Kestra Advisory Services, LLC | 142,918 | $2.24M | 0.03% | +15,718+12.4% | Added |
| Harbour Investments, Inc. | 146,394 | $2.30M | 0.07% | +598+0.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 155,565 | $2.44M | 0.01% | +12,494+8.7% | Added |
| Evoke Wealth, LLC | 158,250 | $2.49M | 0.09% | +60,050+61.2% | Added |
| Robinson Capital Management, LLC | 160,532 | $2.51M | 1.36% | −133,535−45.4% | Reduced |
| United Capital Financial Advisers, LLC | 162,940 | $2.56M | 0.01% | 00.0% | Unchanged |
| Savant Capital, LLC | 163,809 | $2.57M | 0.10% | +3,530+2.2% | Added |
| Invesco Ltd. | 175,670 | $2.76M | 0.00% | +12,134+7.4% | Added |
| Allegiant Private Advisors, LLC | 176,332 | $2.77M | 0.45% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 182,794 | $2.87M | 1.60% | +2,824+1.6% | Added |
| Cresset Asset Management, LLC | 185,579 | $2.92M | 0.04% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 187,066 | $2.94M | 0.01% | −1,859−1.0% | Reduced |
| Cetera Advisor Networks LLC | 189,228 | $2.97M | 0.04% | +169,149+842.4% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 198,110 | $3.11M | 0.13% | −425−0.2% | Reduced |
| HighTower Advisors, LLC | 203,633 | $3.19M | 0.01% | −19,707−8.8% | Reduced |
| Jupiter Wealth Management LLC | 203,260 | $3.24M | 1.55% | +37,600+22.7% | Added |
| Janney Montgomery Scott LLC | 220,055 | $3.46M | 0.02% | −2,139−1.0% | Reduced |
| Emfo, LLC | 237,754 | $3.73M | 3.26% | +237,754 | New |
| Brave Asset Management Inc | 242,027 | $3.80M | 1.12% | +242,027 | New |
| Ibex Wealth Advisors | 245,901 | $3.86M | 0.77% | −12,916−5.0% | Reduced |
| Advisors Asset Management, Inc. | 273,637 | $4.30M | 0.06% | +8,242+3.1% | Added |
| 6 Meridian | 274,136 | $4.30M | 0.34% | −37,358−12.0% | Reduced |
| Capital Investment Advisors, LLC | 296,460 | $4.65M | 0.16% | +291+0.1% | Added |
| TrinityPoint Wealth, LLC | 334,328 | $5.25M | 1.07% | +7,762+2.4% | Added |
| City of London Investment Management Co Ltd | 344,039 | $5.40M | 0.28% | −80,851−19.0% | Reduced |
| Cohen & Steers, Inc. | 383,613 | $6.02M | 0.01% | +92,176+31.6% | Added |
| Truist Financial Corp | 387,588 | $6.08M | 0.01% | +19,755+5.4% | Added |
| The PNC Financial Services Group, Inc. | 387,766 | $6.09M | 0.01% | +252,017+185.6% | Added |
| Delphi Financial Group, Inc. | 401,000 | $6.30M | 1.73% | 00.0% | Unchanged |
| Congress Park Capital LLC | 404,945 | $6.36M | 3.19% | +16,245+4.2% | Added |
| JFS Wealth Advisors, LLC | 436,034 | $6.85M | 1.02% | +2,143+0.5% | Added |
| Ameriprise Financial Inc | 455,883 | $7.17M | 0.00% | +12,632+2.8% | Added |
| LPL Financial LLC | 483,229 | $7.59M | 0.01% | +18,384+4.0% | Added |
| Advisor Group Holdings, Inc. | 486,406 | $7.64M | 0.02% | +60,652+14.2% | Added |
| Commonwealth Equity Services, LLC | 518,537 | $8.14M | 0.02% | +13,787+2.7% | Added |
| Horizon Kinetics Asset Management LLC | 532,395 | $8.36M | 0.17% | −1470.0% | Reduced |
| JPMorgan Chase & Co | 541,000 | $8.49M | 0.00% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 548,142 | $8.61M | 0.89% | +11,770+2.2% | Added |
| Rockefeller Capital Management L.P. | 559,770 | $8.79M | 0.05% | +49,862+9.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 595,633 | $9.35M | 0.50% | +114,705+23.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 604,747 | $9.49M | 0.02% | +25,806+4.5% | Added |
| Northwestern Mutual Wealth Management Co | 616,527 | $9.68M | 0.02% | +126,921+25.9% | Added |
| Gill Capital Partners, LLC | 634,046 | $9.96M | 4.66% | +69,211+12.3% | Added |
| Karpus Management, Inc. | 693,768 | $10.9M | 0.32% | −383,497−35.6% | Reduced |
| Raymond James & Associates | 826,730 | $13.0M | 0.01% | +29,869+3.7% | Added |
| Stifel Financial Corp | 900,933 | $14.1M | 0.02% | +8,649+1.0% | Added |
| Royal Bank of Canada | 969,240 | $15.2M | 0.00% | +30,828+3.3% | Added |
| Van Eck Associates Corp | 1,003,911 | $15.8M | 0.04% | +89,380+9.8% | Added |
| Wells Fargo & Company | 1,145,896 | $18.0M | 0.00% | −707,947−38.2% | Reduced |
| Bank of America Corp | 1,415,729 | $22.2M | 0.00% | +48,348+3.5% | Added |
| Sit Investment Associates Inc | 1,837,286 | $28.8M | 0.71% | −154,717−7.8% | Reduced |
| Mackay Shields LLC | 2,098,405 | $32.9M | 0.31% | 00.0% | Unchanged |
| Veritable, L.P. | 2,278,637 | $35.8M | 0.58% | +42,605+1.9% | Added |
| UBS Group AG | 2,934,096 | $46.1M | 0.02% | +159,135+5.7% | Added |
| Guggenheim Capital LLC | 4,060,309 | $63.7M | 0.38% | +11,298+0.3% | Added |
| Morgan Stanley | 5,464,162 | $85.8M | 0.01% | +152,927+2.9% | Added |
| Parametric Portfolio Associates LLC | 5,622,659 | $88.3M | 0.05% | −424,819−7.0% | Reduced |
| Bramshill Investments, LLC | 5,857,390 | $92.0M | 7.04% | +566,477+10.7% | Added |
| Rivernorth Capital Management, LLC | 7,565,026 | $118.8M | 6.77% | −1,801,692−19.2% | Reduced |
| SlateStone Wealth, LLC | 0 | $0 | 0.00% | −481,202−100.0% | Sold out |
| Nwam LLC | 0 | $0 | 0.00% | −25,855−100.0% | Sold out |
| Excalibur Management Corp | 0 | $0 | 0.00% | −25,322−100.0% | Sold out |
| Aberdeen Wealth Management LLC | 0 | $0 | 0.00% | −23,554−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | – | Sold out |
| Wellspring Financial Advisors, LLC | 0 | $0 | 0.00% | −15,779−100.0% | Sold out |