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 |
|---|---|---|---|---|---|
| MML Investors Services, LLC | 56,533 | $859.0K | 0.01% | +1,928+3.5% | Added |
| Bokf, NA | 57,950 | $880.0K | 0.02% | +57,950 | New |
| Creative Planning | 63,996 | $972.0K | 0.00% | +4,991+8.5% | Added |
| Family Management Corp | 65,065 | $988.0K | 0.27% | −10,000−13.3% | Reduced |
| Spire Wealth Management | 67,435 | $1.02M | 0.03% | +4,000+6.3% | Added |
| Arete Wealth Advisors, LLC | 76,240 | $1.16M | 0.13% | +1,328+1.8% | Added |
| Envestnet Asset Management Inc | 76,316 | $1.16M | 0.00% | −43,574−36.3% | Reduced |
| Summit Financial Wealth Advisors, LLC | 77,066 | $1.17M | 0.27% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 80,000 | $1.22M | 0.04% | +60,000+300.0% | Added |
| Childress Capital Advisors, LLC | 81,700 | $1.24M | 0.50% | −1,000−1.2% | Reduced |
| Altus Wealth Group LLC | 85,394 | $1.30M | 1.29% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 86,646 | $1.32M | 0.14% | – | – |
| Raymond James Trust N.A. | 90,884 | $1.38M | 0.05% | −2,000−2.2% | Reduced |
| Advisory Services Network, LLC | 91,044 | $1.38M | 0.04% | −3,376−3.6% | Reduced |
| Summit Trail Advisors, LLC | 91,811 | $1.40M | 0.11% | −42,655−31.7% | Reduced |
| Dakota Wealth Management | 96,507 | $1.47M | 0.17% | −786−0.8% | Reduced |
| Wesbanco Bank Inc | 98,538 | $1.50M | 0.06% | +22,605+29.8% | Added |
| Stratos Wealth Partners, LTD. | 100,592 | $1.53M | 0.04% | +32,144+47.0% | Added |
| StrategIQ Financial Group, LLC | 101,584 | $1.54M | 0.31% | −8,943−8.1% | Reduced |
| Fifth Third Bancorp | 104,760 | $1.59M | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 110,066 | $1.67M | 0.03% | +6,397+6.2% | Added |
| Steward Partners Investment Advisory, LLC | 111,982 | $1.70M | 0.03% | +15,452+16.0% | Added |
| Mid Atlantic Financial Management Inc | 114,760 | $1.74M | 0.12% | +31,043+37.1% | Added |
| The PNC Financial Services Group, Inc. | 115,726 | $1.76M | 0.00% | −272,040−70.2% | Reduced |
| Goodwin Daniel L | 135,332 | $2.06M | 0.95% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 136,228 | $2.07M | 0.02% | −2,167−1.6% | Reduced |
| Baird Financial Group, Inc. | 140,507 | $2.13M | 0.01% | +459+0.3% | Added |
| Invesco Ltd. | 150,353 | $2.28M | 0.00% | −25,317−14.4% | Reduced |
| Harbour Investments, Inc. | 153,099 | $2.33M | 0.07% | +6,705+4.6% | Added |
| Private Advisor Group, LLC | 155,407 | $2.36M | 0.02% | +66,377+74.6% | Added |
| First Trust Advisors LP | 156,228 | $2.37M | 0.00% | +29,876+23.6% | Added |
| Moors & Cabot, Inc. | 156,698 | $2.38M | 0.15% | +81,849+109.4% | Added |
| United Capital Financial Advisers, LLC | 158,940 | $2.41M | 0.01% | −4,000−2.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 162,208 | $2.46M | 0.01% | +6,643+4.3% | Added |
| Savant Capital, LLC | 163,399 | $2.48M | 0.09% | −410−0.3% | Reduced |
| Cetera Advisor Networks LLC | 172,571 | $2.62M | 0.04% | −16,657−8.8% | Reduced |
| Evoke Wealth, LLC | 174,750 | $2.66M | 0.10% | +16,500+10.4% | Added |
| Wealth Advisors of Tampa Bay, LLC | 184,369 | $2.80M | 1.55% | +1,575+0.9% | Added |
| Mariner, LLC | 195,518 | $2.97M | 0.02% | +167,018+586.0% | Added |
| HighTower Advisors, LLC | 199,983 | $3.04M | 0.01% | −3,650−1.8% | Reduced |
| CIBC Private Wealth Group, LLC | 200,408 | $3.04M | 0.01% | +13,342+7.1% | Added |
| Kestra Advisory Services, LLC | 204,481 | $3.11M | 0.03% | +61,563+43.1% | Added |
| City of London Investment Management Co Ltd | 207,935 | $3.16M | 0.19% | −136,104−39.6% | Reduced |
| Cresset Asset Management, LLC | 214,179 | $3.27M | 0.04% | +28,600+15.4% | Added |
| Janney Montgomery Scott LLC | 218,116 | $3.31M | 0.01% | −1,939−0.9% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 219,811 | $3.34M | 0.13% | +21,701+11.0% | Added |
| Ibex Wealth Advisors | 228,481 | $3.47M | 0.67% | −17,420−7.1% | Reduced |
| Jupiter Wealth Management LLC | 226,760 | $3.48M | 1.64% | +23,500+11.6% | Added |
| Emfo, LLC | 229,549 | $3.49M | 3.08% | −8,205−3.5% | Reduced |
| Claybrook Capital, LLC | 248,583 | $3.78M | 1.91% | +228,378+1,130.3% | Added |
| Brave Asset Management Inc | 259,809 | $3.95M | 1.14% | +17,782+7.3% | Added |
| 6 Meridian | 268,606 | $4.08M | 0.32% | −5,530−2.0% | Reduced |
| Advisors Asset Management, Inc. | 288,950 | $4.39M | 0.07% | +15,313+5.6% | Added |
| Capital Investment Advisors, LLC | 300,754 | $4.57M | 0.15% | +4,294+1.4% | Added |
| TrinityPoint Wealth, LLC | 340,357 | $5.17M | 0.99% | +6,029+1.8% | Added |
| Oxbow Advisors, LLC | 361,812 | $5.50M | 0.56% | −186,330−34.0% | Reduced |
| Congress Park Capital LLC | 384,300 | $5.84M | 2.99% | −20,645−5.1% | Reduced |
| Delphi Financial Group, Inc. | 401,000 | $6.09M | 1.79% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 406,410 | $6.17M | 0.01% | +22,797+5.9% | Added |
| Truist Financial Corp | 435,218 | $6.61M | 0.01% | +47,630+12.3% | Added |
| Penserra Capital Management LLC | 435,396 | $6.61M | 0.14% | +435,396 | New |
| JFS Wealth Advisors, LLC | 437,793 | $6.65M | 0.68% | +1,759+0.4% | Added |
| Ameriprise Financial Inc | 465,644 | $7.06M | 0.00% | +9,761+2.1% | Added |
| Advisor Group Holdings, Inc. | 467,081 | $7.09M | 0.01% | −19,325−4.0% | Reduced |
| Rockefeller Capital Management L.P. | 497,743 | $7.56M | 0.04% | −62,027−11.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 521,962 | $7.93M | 0.01% | −94,565−15.3% | Reduced |
| Horizon Kinetics Asset Management LLC | 532,395 | $8.09M | 0.19% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 541,000 | $8.22M | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 544,092 | $8.26M | 0.02% | +25,555+4.9% | Added |
| LPL Financial LLC | 558,727 | $8.49M | 0.01% | +75,498+15.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 608,380 | $9.24M | 0.02% | +3,633+0.6% | Added |
| Karpus Management, Inc. | 679,525 | $10.3M | 0.31% | −14,243−2.1% | Reduced |
| Gill Capital Partners, LLC | 691,042 | $10.5M | 4.76% | +56,996+9.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 746,045 | $11.3M | 0.60% | +150,412+25.3% | Added |
| Raymond James & Associates | 823,395 | $12.5M | 0.01% | −3,335−0.4% | Reduced |
| Wells Fargo & Company | 837,613 | $12.7M | 0.00% | −308,283−26.9% | Reduced |
| Stifel Financial Corp | 874,295 | $13.3M | 0.02% | −26,638−3.0% | Reduced |
| Royal Bank of Canada | 949,332 | $14.4M | 0.00% | −19,908−2.1% | Reduced |
| Van Eck Associates Corp | 1,074,108 | $16.3M | 0.04% | +70,197+7.0% | Added |
| Citadel Advisors LLC | 1,083,337 | $16.5M | 0.02% | +1,083,337 | New |
| Bank of America Corp | 1,446,174 | $22.0M | 0.00% | +30,445+2.2% | Added |
| Mackay Shields LLC | 1,707,583 | $25.9M | 0.24% | −390,822−18.6% | Reduced |
| Sit Investment Associates Inc | 1,831,786 | $27.8M | 0.72% | −5,500−0.3% | Reduced |
| Veritable, L.P. | 2,232,673 | $33.9M | 0.55% | −45,964−2.0% | Reduced |
| UBS Group AG | 3,082,340 | $46.8M | 0.02% | +148,244+5.1% | Added |
| Parametric Portfolio Associates LLC | 3,929,113 | $59.7M | 0.03% | −1,693,546−30.1% | Reduced |
| Guggenheim Capital LLC | 4,002,423 | $60.8M | 0.37% | −57,886−1.4% | Reduced |
| Morgan Stanley | 5,268,126 | $80.0M | 0.01% | −196,036−3.6% | Reduced |
| Bramshill Investments, LLC | 5,928,007 | $90.0M | 7.66% | +70,617+1.2% | Added |
| Rivernorth Capital Management, LLC | 6,556,816 | $99.6M | 5.28% | −1,008,210−13.3% | Reduced |
| Robinson Capital Management, LLC | 0 | $0 | 0.00% | −160,532−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −136,824−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −64,988−100.0% | Sold out |
| Kerntke Otto McGlone Wealth Management Group | 0 | $0 | 0.00% | −51,831−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −45,473−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −29,007−100.0% | Sold out |
| Fiera Capital Corp | 0 | $0 | 0.00% | −25,717−100.0% | Sold out |
| Viridian Ria, LLC | 0 | $0 | 0.00% | 0 | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −13,339−100.0% | Sold out |
| Beirne Wealth Consulting Services, LLC | 0 | $0 | 0.00% | −13,162−100.0% | Sold out |