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 |
|---|---|---|---|---|---|
| Vista Private Wealth Partners. LLC | 13,480 | $205.0K | 0.08% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 13,561 | $206.0K | 0.12% | +10+0.1% | Added |
| North Star Investment Management Corp. | 13,800 | $210.0K | 0.02% | +18+0.1% | Added |
| RMB Capital Management, LLC | 14,062 | $214.0K | 0.01% | 00.0% | Unchanged |
| Well Done, LLC | 14,088 | $214.0K | 0.05% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 14,255 | $216.0K | 0.05% | +82+0.6% | Added |
| We Are One Seven, LLC | 14,265 | $217.0K | 0.03% | +420+3.0% | Added |
| Cullen/Frost Bankers, Inc. | 14,503 | $220.0K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 14,681 | $223.0K | 0.00% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 14,771 | $224.0K | 0.09% | +8+0.1% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14,982 | $228.0K | 0.07% | +21+0.1% | Added |
| VisionPoint Advisory Group, LLC | 15,043 | $233.0K | 0.10% | +15,043 | New |
| Peapack Gladstone Financial Corp | 15,429 | $234.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 15,430 | $234.0K | 0.02% | +8,988+139.5% | Added |
| Thrivent Financial for Lutherans | – | $237.0K | 0.00% | – | New |
| Level Four Advisory Services, LLC | 16,031 | $244.0K | 0.03% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 16,353 | $249.0K | 0.07% | 00.0% | Unchanged |
| Charter Trust Co | 16,460 | $250.0K | 0.02% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 16,807 | $255.0K | 0.04% | +16,807 | New |
| Independent Wealth Network Inc. | 16,967 | $260.0K | 0.17% | +16,967 | New |
| Beaumont Financial Partners, LLC | 17,409 | $264.0K | 0.02% | +3,800+27.9% | Added |
| Sandy Spring Bank | 17,500 | $266.0K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 17,771 | $270.0K | 0.00% | −34,462−66.0% | Reduced |
| Armor Investment Advisors, LLC | 18,092 | $275.0K | 0.17% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 18,073 | $275.0K | 0.03% | +18,073 | New |
| Investors Asset Management of Georgia Inc | 19,019 | $289.0K | 0.15% | +60.0% | Added |
| ProVise Management Group, LLC | 19,185 | $291.0K | 0.03% | 00.0% | Unchanged |
| National Asset Management, Inc. | 18,784 | $291.0K | 0.01% | +18,784 | New |
| Community Bank & Trust, Waco, Texas | 19,488 | $296.0K | 0.10% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 19,844 | $301.0K | 0.01% | +19,844 | New |
| Regions Financial Corp | 19,882 | $302.0K | 0.00% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 19,968 | $303.0K | 0.02% | 00.0% | Unchanged |
| Altavista Wealth Management, Inc. | 20,007 | $304.0K | 0.07% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 20,039 | $304.4K | 0.18% | +83+0.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 20,080 | $305.0K | 0.01% | +20,080 | New |
| SevenBridge Financial Group, LLC | 20,205 | $307.0K | 0.10% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 20,583 | $313.0K | 0.02% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 20,936 | $318.0K | 0.11% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 20,910 | $318.0K | 0.00% | 00.0% | Unchanged |
| Choate Investment Advisors | 21,300 | $324.0K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 21,486 | $326.0K | 0.06% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 21,676 | $329.0K | 0.02% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 22,000 | $334.0K | 0.06% | 00.0% | Unchanged |
| Wedbush Securities Inc | 22,239 | $338.0K | 0.02% | −665−2.9% | Reduced |
| First Foundation Advisors | 22,399 | $340.0K | 0.01% | −1,741−7.2% | Reduced |
| B. Riley Wealth Management, Inc. | 22,437 | $341.0K | 0.03% | +22,437 | New |
| Belpointe Asset Management LLC | 22,515 | $342.0K | 0.02% | +292+1.3% | Added |
| Apollon Wealth Management, LLC | 22,574 | $343.0K | 0.05% | +22,574 | New |
| American Portfolios Advisors | 22,927 | $348.3K | 0.01% | +220+1.0% | Added |
| Park Avenue Securities LLC | 23,771 | $361.0K | 0.01% | −57,562−70.8% | Reduced |
| Exencial Wealth Advisors, LLC | 23,828 | $362.0K | 0.02% | +167+0.7% | Added |
| Dynamic Advisor Solutions LLC | 23,946 | $364.0K | 0.03% | +8,014+50.3% | Added |
| Koshinski Asset Management, Inc. | 24,185 | $367.4K | 0.03% | +6,985+40.6% | Added |
| Whittier Trust Co | 25,036 | $380.0K | 0.01% | −17,892−41.7% | Reduced |
| Roosevelt Investment Group LLC | 25,386 | $386.0K | 0.02% | −153−0.6% | Reduced |
| US Bancorp | 26,510 | $403.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 26,741 | $404.0K | 0.02% | 00.0% | Unchanged |
| AE Wealth Management LLC | 26,822 | $407.0K | 0.00% | −607−2.2% | Reduced |
| Alliancebernstein L.P. | 27,399 | $416.0K | 0.00% | 00.0% | Unchanged |
| Mad River Investors | 26,500 | $416.0K | 0.27% | 00.0% | Unchanged |
| MBA Advisors LLC | 27,900 | $424.0K | 0.31% | 00.0% | Unchanged |
| Pacitti Group Inc. | 28,144 | $428.0K | 0.27% | – | – |
| IHT Wealth Management, LLC | 28,574 | $434.0K | 0.04% | −72,850−71.8% | Reduced |
| BFT Financial Group, LLC | 28,886 | $439.0K | 0.08% | −1,745−5.7% | Reduced |
| Cetera Advisors LLC | 29,533 | $449.0K | 0.01% | +2,430+9.0% | Added |
| Next Capital Management LLC | 30,038 | $456.0K | 0.33% | −12,277−29.0% | Reduced |
| Stephens Inc | 30,006 | $456.0K | 0.01% | −636−2.1% | Reduced |
| Breiter Capital Management Inc | 30,400 | $462.0K | 0.26% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 31,870 | $484.0K | 0.18% | +7,545+31.0% | Added |
| Altfest L J & Co Inc | 32,062 | $487.0K | 0.10% | +60.0% | Added |
| Main Management LLC | 33,000 | $501.0K | 0.05% | 00.0% | Unchanged |
| Claraphi Advisory Network, LLC | 33,104 | $503.0K | 0.18% | +4,932+17.5% | Added |
| Capital Investment Advisory Services, LLC | 33,607 | $510.0K | 0.06% | +44+0.1% | Added |
| Prospera Financial Services Inc | 33,943 | $516.0K | 0.03% | +5,505+19.4% | Added |
| Successful Portfolios LLC | 35,381 | $537.0K | 0.32% | +3,702+11.7% | Added |
| Sigma Planning Corp | 36,345 | $552.0K | 0.02% | +494+1.4% | Added |
| Independent Financial Group, LLC | 37,258 | $566.0K | 0.06% | +10,146+37.4% | Added |
| Element Wealth, LLC | 37,270 | $566.0K | 0.45% | +100+0.3% | Added |
| Bragg Financial Advisors, Inc | 37,466 | $569.0K | 0.04% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 42,036 | $638.0K | 0.01% | +14,786+54.3% | Added |
| Hollencrest Capital Management | 43,346 | $658.0K | 0.06% | +29+0.1% | Added |
| Westchester Capital Management, LLC | 43,591 | $662.0K | 0.02% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 44,274 | $672.5K | 0.03% | +4,371+11.0% | Added |
| Oppenheimer & Co Inc | 44,529 | $676.0K | 0.01% | −2,455−5.2% | Reduced |
| Sowell Financial Services LLC | 44,604 | $680.0K | 0.05% | +35+0.1% | Added |
| Keel Point, LLC | 44,944 | $683.0K | 0.09% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 45,200 | $687.0K | 0.15% | 00.0% | Unchanged |
| Davenport & Co LLC | 45,263 | $688.0K | 0.00% | +11,115+32.5% | Added |
| LexAurum Advisors, LLC | 46,259 | $703.0K | 0.21% | 00.0% | Unchanged |
| M&T Bank Corp | 46,400 | $705.0K | 0.00% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 46,956 | $713.0K | 0.16% | +46,956 | New |
| Rock Point Advisors, LLC | 46,990 | $714.0K | 0.21% | −250−0.5% | Reduced |
| Pointe Capital Management LLC | 47,940 | $728.0K | 0.50% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 48,007 | $729.0K | 0.07% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 48,048 | $730.0K | 0.20% | +48,048 | New |
| Coastal Investment Advisors, Inc. | 51,821 | $787.0K | 0.19% | +127+0.2% | Added |
| LeJeune Puetz Investment Counsel LLC | 53,972 | $820.0K | 0.30% | 00.0% | Unchanged |
| Eaton Vance Management | 57,885 | $831.0K | 0.00% | −1,258−2.1% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 56,230 | $854.0K | 0.26% | −30.0% | Reduced |
| Horizon Financial Services, LLC | 56,291 | $855.0K | 0.56% | −16,093−22.2% | Reduced |