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 |
|---|---|---|---|---|---|
| Norris Perne & French LLP | 12,130 | $190.0K | 0.02% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 11,953 | $188.0K | 0.00% | +11,953 | New |
| Caldwell Trust Co | 11,712 | $183.9K | 0.02% | 00.0% | Unchanged |
| Keybank National Association | 11,460 | $180.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 11,458 | $180.0K | 0.04% | −26−0.2% | Reduced |
| Sheets Smith Wealth Management | 11,439 | $180.0K | 0.02% | +9+0.1% | Added |
| Taylor Hoffman Wealth Management | 11,415 | $179.0K | 0.08% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 11,319 | $178.0K | 0.07% | +88+0.8% | Added |
| Acorn Wealth Advisors, LLC | 11,221 | $176.0K | 0.12% | +67+0.6% | Added |
| Integrated Capital Management, Inc. | 11,264 | $176.0K | 0.14% | +11,264 | New |
| Sheaff Brock Investment Advisors, LLC | 11,141 | $175.0K | 0.02% | 00.0% | Unchanged |
| First United Bank Trust | 11,000 | $173.0K | 0.07% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 10,712 | $168.0K | 0.05% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 10,542 | $166.0K | 0.10% | +10,542 | New |
| RDA Financial Network | 10,500 | $165.0K | 0.07% | −10−0.1% | Reduced |
| Simmons Bank | 10,484 | $165.0K | 0.01% | 00.0% | Unchanged |
| Commerce Bank | 10,464 | $164.0K | 0.00% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 10,283 | $161.0K | 0.07% | 00.0% | Unchanged |
| CMC Financial Group | 10,101 | $159.0K | 0.09% | +59+0.6% | Added |
| GWM Advisors LLC | 10,078 | $158.0K | 0.00% | +10,078 | New |
| Maryland Capital Management | 10,000 | $157.0K | 0.01% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 9,092 | $142.7K | 0.09% | −270−2.9% | Reduced |
| Centaurus Financial, Inc. | 8,838 | $139.0K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 8,000 | $125.0K | 0.05% | −1,710−17.6% | Reduced |
| Webster Bank, N. A. | 7,520 | $118.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 7,245 | $114.0K | 0.02% | +3,442+90.5% | Added |
| Charter Oak Capital Management, LLC | 6,987 | $110.0K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 6,710 | $105.0K | 0.04% | +6,710 | New |
| Cranbrook Wealth Management, LLC | 6,486 | $102.0K | 0.02% | 00.0% | Unchanged |
| Syverson Strege & Co | 6,447 | $101.0K | 0.09% | +13+0.2% | Added |
| AdvisorNet Financial, Inc | 6,442 | $101.0K | 0.01% | +890+16.0% | Added |
| Carolinas Wealth Consulting LLC | 6,133 | $97.0K | 0.02% | +49+0.8% | Added |
| Assetmark, Inc | 5,700 | $89.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 4,800 | $75.0K | 0.00% | −1,627−25.3% | Reduced |
| Edge Wealth Management LLC | 4,500 | $71.0K | 0.01% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 4,514 | $71.0K | 0.04% | +4,514 | New |
| Montag A & Associates Inc | 4,211 | $66.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3,709 | $58.0K | 0.04% | +60+1.6% | Added |
| Huntington National Bank | – | $56.0K | 0.00% | – | New |
| Peoples Financial Services Corp. | 3,389 | $53.0K | 0.02% | 00.0% | Unchanged |
| FourThought Financial, LLC | 3,392 | $53.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,955 | $46.0K | 0.00% | −293−9.0% | Reduced |
| Washington Trust Co | 2,957 | $46.0K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 2,906 | $46.0K | 0.01% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 2,612 | $41.0K | 0.03% | 00.0% | Unchanged |
| Hoover Financial Advisors, Inc. | 2,641 | $41.0K | 0.01% | +2,641 | New |
| Financial Management Professionals, Inc. | 2,556 | $40.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,530 | $40.0K | 0.00% | +14+0.6% | Added |
| Harbor Investment Advisory, LLC | 2,507 | $39.0K | 0.01% | 00.0% | Unchanged |
| tru Independence LLC | 2,499 | $39.0K | 0.01% | +2,499 | New |
| Patriot Financial Group Insurance Agency, LLC | 2,350 | $37.0K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 2,386 | $37.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 2,280 | $35.0K | 0.01% | +619+37.3% | Added |
| Delta Asset Management LLC | 2,152 | $34.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2,140 | $34.0K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 2,078 | $33.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,030 | $32.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,018 | $31.7K | 0.02% | −27,889−93.3% | Reduced |
| Founders Capital Management | 2,000 | $31.0K | 0.02% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,988 | $31.0K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,770 | $28.0K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,750 | $27.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,456 | $23.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,456 | $22.9K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,412 | $22.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,394 | $21.9K | 0.01% | +1,394 | New |
| CWM, LLC | 1,243 | $20.0K | 0.00% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 1,058 | $17.0K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 1,065 | $17.0K | 0.01% | +1,065 | New |
| Central Trust Co | 1,000 | $16.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,028 | $16.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 1,000 | $16.0K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 1,000 | $16.0K | 0.00% | +1,000 | New |
| Cypress Capital, LLC | 888 | $14.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 750 | $12.0K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 73,200 | $11.0K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 677 | $10.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 645 | $10.0K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 583 | $9.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 596 | $9.00K | 0.01% | +596 | New |
| Tucker Asset Management LLC | 523 | $8.21K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 538 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 504 | $8.00K | 0.00% | 00.0% | Unchanged |
| Personal Wealth Partners | 485 | $8.00K | 0.00% | +485 | New |
| Paradigm, Strategies in Wealth Management, LLC | 400 | $6.00K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 441 | $6.00K | 0.00% | +441 | New |
| Barrett Asset Management, LLC | 320 | $5.00K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 333 | $5.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 300 | $5.00K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 187 | $3.00K | 0.00% | −230−55.2% | Reduced |
| Allworth Financial LP | 187 | $3.00K | 0.00% | +187 | New |
| TCI Wealth Advisors, Inc. | 202 | $3.00K | 0.00% | +202 | New |
| Kistler-Tiffany Companies, LLC | 76 | $1.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2 | $0 | 0.00% | +2 | New |
| 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 |