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, Q3 2021
Institutional positions in Nuveen AMT-Free Quality Municipal Income Fund as of Sep 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
- 290
- +2 vs. Q2 2021
- Shares held
- 63.1M
- −2.02M (−3.1%) vs. Q2 2021
- Total value
- $957.3M
- −$65.8M (−6.4%) vs. Q2 2021
- New holders
- 29
- 88 more added
- Sold out
- 27
- 67 more reduced
6 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Nuveen AMT-Free Quality Municipal Income Fund; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kistler-Tiffany Companies, LLC | 76 | $1.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 228 | $3.00K | 0.00% | −213−48.3% | Reduced |
| Reilly Financial Advisors, LLC | 300 | $5.00K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 320 | $5.00K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 333 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 523 | $7.94K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 55,200 | $8.00K | 0.00% | −18,000−24.6% | Reduced |
| Salem Investment Counselors Inc | 538 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 504 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 500 | $8.00K | 0.00% | +500 | New |
| Larson Financial Group LLC | 519 | $8.00K | 0.00% | +519 | New |
| Moisand Fitzgerald Tamayo, LLC | 583 | $9.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 596 | $9.00K | 0.01% | 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 |
| Farmers & Merchants Investments Inc | 630 | $10.0K | 0.00% | +630 | New |
| First Horizon Advisors, Inc. | 677 | $10.0K | 0.00% | +677 | New |
| Hexagon Capital Partners LLC | 666 | $10.0K | 0.00% | +666 | New |
| Proequities, Inc. | 750 | $11.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 758 | $12.0K | 0.00% | +758 | New |
| FNY Investment Advisers, LLC | 1,000 | $15.0K | 0.01% | −7,000−87.5% | Reduced |
| Huntington National Bank | – | $15.0K | 0.00% | – | – |
| Central Trust Co | 1,000 | $15.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 1,000 | $15.0K | 0.00% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 1,058 | $16.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,028 | $16.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,122 | $17.0K | 0.00% | +935+500.0% | Added |
| Herold Advisors, Inc. | 1,237 | $18.0K | 0.01% | +1,237 | New |
| Capital Analysts, LLC | 1,229 | $19.0K | 0.00% | −1,301−51.4% | Reduced |
| Bogart Wealth, LLC | 1,412 | $21.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,394 | $21.2K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,456 | $22.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,456 | $22.2K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,770 | $27.0K | 0.01% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 1,806 | $27.0K | 0.01% | +1,806 | New |
| Founders Capital Management | 2,000 | $30.0K | 0.02% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,988 | $30.0K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,018 | $30.7K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,030 | $31.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,120 | $32.0K | 0.00% | −2,091−49.7% | Reduced |
| Roble, Belko & Company, Inc | 2,078 | $32.0K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 2,152 | $33.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2,140 | $33.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,350 | $36.0K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 2,386 | $36.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,507 | $38.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,508 | $38.0K | 0.00% | +2,508 | New |
| Financial Management Professionals, Inc. | 2,556 | $39.0K | 0.01% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 2,612 | $40.0K | 0.03% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 2,906 | $44.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 2,936 | $44.0K | 0.01% | +656+28.8% | Added |
| Washington Trust Co | 2,957 | $45.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,955 | $45.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,123 | $47.0K | 0.01% | +3,123 | New |
| Peoples Financial Services Corp. | 3,389 | $51.0K | 0.02% | 00.0% | Unchanged |
| FourThought Financial, LLC | 3,392 | $51.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 4,800 | $73.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 5,700 | $87.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 6,182 | $94.0K | 0.02% | +49+0.8% | Added |
| Syverson Strege & Co | 6,460 | $98.0K | 0.08% | +13+0.2% | Added |
| Cranbrook Wealth Management, LLC | 6,486 | $99.0K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 6,785 | $103.0K | 0.04% | +75+1.1% | Added |
| Webster Bank, N. A. | 6,893 | $105.0K | 0.01% | −627−8.3% | Reduced |
| Charter Oak Capital Management, LLC | 6,987 | $106.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 7,245 | $110.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 8,295 | $126.0K | 0.01% | −56,823−87.3% | Reduced |
| Advanced Research Investment Solutions, LLC | 8,396 | $128.0K | 0.07% | +8,396 | New |
| Centaurus Financial, Inc. | 8,838 | $134.0K | 0.01% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 9,092 | $138.1K | 0.08% | 00.0% | Unchanged |
| Maryland Capital Management | 10,000 | $152.0K | 0.01% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 10,000 | $152.0K | 0.01% | +10,000 | New |
| CMC Financial Group | 10,158 | $154.0K | 0.09% | +57+0.6% | Added |
| Kercheville Advisors, LLC | 10,283 | $156.0K | 0.07% | 00.0% | Unchanged |
| Commerce Bank | 10,448 | $158.0K | 0.00% | −16−0.2% | Reduced |
| RDA Financial Network | 10,500 | $159.0K | 0.07% | 00.0% | Unchanged |
| Keybank National Association | 10,551 | $160.0K | 0.00% | −909−7.9% | Reduced |
| Wealth Quarterback LLC | 10,660 | $162.0K | 0.11% | +118+1.1% | Added |
| Dumont & Blake Investment Advisors LLC | 10,712 | $163.0K | 0.05% | 00.0% | Unchanged |
| First United Bank Trust | 11,000 | $167.0K | 0.07% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 11,141 | $169.0K | 0.02% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 11,243 | $171.0K | 0.12% | +22+0.2% | Added |
| Taylor Hoffman Wealth Management | 11,415 | $173.0K | 0.07% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 11,448 | $174.0K | 0.02% | +9+0.1% | Added |
| Darwin Advisors, LLC | 11,650 | $177.0K | 0.03% | −2,500−17.7% | Reduced |
| Caldwell Trust Co | 11,712 | $177.9K | 0.02% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 11,777 | $179.0K | 0.02% | +11,777 | New |
| Norris Perne & French LLP | 12,130 | $184.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 12,125 | $184.0K | 0.04% | +667+5.8% | Added |
| Hilltop Holdings Inc. | 12,354 | $188.0K | 0.02% | −222−1.8% | Reduced |
| Avantax Advisory Services, Inc. | 12,410 | $189.0K | 0.00% | +457+3.8% | Added |
| J.W. Cole Advisors, Inc. | 12,524 | $190.0K | 0.01% | +29+0.2% | Added |
| Wealthcare Advisory Partners LLC | 12,501 | $190.0K | 0.01% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 12,482 | $190.0K | 0.02% | +12,482 | New |
| Transcend Wealth Collective, LLC | 12,934 | $192.0K | 0.02% | +84+0.7% | Added |
| Aviance Capital Partners, LLC | 12,737 | $193.0K | 0.03% | −30,738−70.7% | Reduced |
| SMH Capital Advisors Inc | 12,754 | $194.0K | 0.36% | +53+0.4% | Added |
| GWM Advisors LLC | 12,917 | $196.0K | 0.00% | +2,839+28.2% | Added |
| Vivaldi Capital Management, LLC | 12,997 | $197.0K | 0.04% | −119,621−90.2% | Reduced |
| Cito Capital Group, LLC | 13,000 | $198.0K | 0.09% | 00.0% | Unchanged |
| Parsec Financial Management, Inc. | 13,245 | $204.0K | 0.01% | −596−4.3% | Reduced |