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 |
|---|---|---|---|---|---|
| M&T Bank Corp | 46,400 | $705.0K | 0.00% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 46,259 | $703.0K | 0.21% | 00.0% | Unchanged |
| Davenport & Co LLC | 45,263 | $688.0K | 0.00% | +11,115+32.5% | Added |
| Magnus Financial Group LLC | 45,200 | $687.0K | 0.15% | 00.0% | Unchanged |
| Keel Point, LLC | 44,944 | $683.0K | 0.09% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 44,604 | $680.0K | 0.05% | +35+0.1% | Added |
| Oppenheimer & Co Inc | 44,529 | $676.0K | 0.01% | −2,455−5.2% | Reduced |
| Snowden Capital Advisors LLC | 44,274 | $672.5K | 0.03% | +4,371+11.0% | Added |
| Westchester Capital Management, LLC | 43,591 | $662.0K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 43,346 | $658.0K | 0.06% | +29+0.1% | Added |
| Segall Bryant & Hamill, LLC | 42,036 | $638.0K | 0.01% | +14,786+54.3% | Added |
| Bragg Financial Advisors, Inc | 37,466 | $569.0K | 0.04% | 00.0% | Unchanged |
| Element Wealth, LLC | 37,270 | $566.0K | 0.45% | +100+0.3% | Added |
| Independent Financial Group, LLC | 37,258 | $566.0K | 0.06% | +10,146+37.4% | Added |
| Sigma Planning Corp | 36,345 | $552.0K | 0.02% | +494+1.4% | Added |
| Successful Portfolios LLC | 35,381 | $537.0K | 0.32% | +3,702+11.7% | Added |
| Prospera Financial Services Inc | 33,943 | $516.0K | 0.03% | +5,505+19.4% | Added |
| Capital Investment Advisory Services, LLC | 33,607 | $510.0K | 0.06% | +44+0.1% | Added |
| Claraphi Advisory Network, LLC | 33,104 | $503.0K | 0.18% | +4,932+17.5% | Added |
| Main Management LLC | 33,000 | $501.0K | 0.05% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 32,062 | $487.0K | 0.10% | +60.0% | Added |
| WealthBridge Capital Management, LLC | 31,870 | $484.0K | 0.18% | +7,545+31.0% | Added |
| Breiter Capital Management Inc | 30,400 | $462.0K | 0.26% | 00.0% | Unchanged |
| 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 |
| Cetera Advisors LLC | 29,533 | $449.0K | 0.01% | +2,430+9.0% | Added |
| BFT Financial Group, LLC | 28,886 | $439.0K | 0.08% | −1,745−5.7% | Reduced |
| IHT Wealth Management, LLC | 28,574 | $434.0K | 0.04% | −72,850−71.8% | Reduced |
| Pacitti Group Inc. | 28,144 | $428.0K | 0.27% | – | – |
| MBA Advisors LLC | 27,900 | $424.0K | 0.31% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 27,399 | $416.0K | 0.00% | 00.0% | Unchanged |
| Mad River Investors | 26,500 | $416.0K | 0.27% | 00.0% | Unchanged |
| AE Wealth Management LLC | 26,822 | $407.0K | 0.00% | −607−2.2% | Reduced |
| Geneos Wealth Management Inc. | 26,741 | $404.0K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 26,510 | $403.0K | 0.00% | 00.0% | Unchanged |
| Roosevelt Investment Group LLC | 25,386 | $386.0K | 0.02% | −153−0.6% | Reduced |
| Whittier Trust Co | 25,036 | $380.0K | 0.01% | −17,892−41.7% | Reduced |
| Koshinski Asset Management, Inc. | 24,185 | $367.4K | 0.03% | +6,985+40.6% | Added |
| Dynamic Advisor Solutions LLC | 23,946 | $364.0K | 0.03% | +8,014+50.3% | Added |
| Exencial Wealth Advisors, LLC | 23,828 | $362.0K | 0.02% | +167+0.7% | Added |
| Park Avenue Securities LLC | 23,771 | $361.0K | 0.01% | −57,562−70.8% | Reduced |
| American Portfolios Advisors | 22,927 | $348.3K | 0.01% | +220+1.0% | Added |
| Apollon Wealth Management, LLC | 22,574 | $343.0K | 0.05% | +22,574 | New |
| Belpointe Asset Management LLC | 22,515 | $342.0K | 0.02% | +292+1.3% | Added |
| B. Riley Wealth Management, Inc. | 22,437 | $341.0K | 0.03% | +22,437 | New |
| First Foundation Advisors | 22,399 | $340.0K | 0.01% | −1,741−7.2% | Reduced |
| Wedbush Securities Inc | 22,239 | $338.0K | 0.02% | −665−2.9% | Reduced |
| Hudson Valley Investment Advisors Inc | 22,000 | $334.0K | 0.06% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 21,676 | $329.0K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 21,486 | $326.0K | 0.06% | 00.0% | Unchanged |
| Choate Investment Advisors | 21,300 | $324.0K | 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 |
| Kestra Private Wealth Services, LLC | 20,583 | $313.0K | 0.02% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 20,205 | $307.0K | 0.10% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 20,080 | $305.0K | 0.01% | +20,080 | New |
| Wealth Management Associates, Inc. | 20,039 | $304.4K | 0.18% | +83+0.4% | Added |
| Altavista Wealth Management, Inc. | 20,007 | $304.0K | 0.07% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 19,968 | $303.0K | 0.02% | 00.0% | Unchanged |
| Regions Financial Corp | 19,882 | $302.0K | 0.00% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 19,844 | $301.0K | 0.01% | +19,844 | New |
| Community Bank & Trust, Waco, Texas | 19,488 | $296.0K | 0.10% | 00.0% | Unchanged |
| 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 |
| Investors Asset Management of Georgia Inc | 19,019 | $289.0K | 0.15% | +60.0% | Added |
| 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 |
| Mercer Global Advisors Inc | 17,771 | $270.0K | 0.00% | −34,462−66.0% | Reduced |
| Sandy Spring Bank | 17,500 | $266.0K | 0.01% | 00.0% | Unchanged |
| Beaumont Financial Partners, LLC | 17,409 | $264.0K | 0.02% | +3,800+27.9% | Added |
| Independent Wealth Network Inc. | 16,967 | $260.0K | 0.17% | +16,967 | New |
| Boenning & Scattergood, Inc. | 16,807 | $255.0K | 0.04% | +16,807 | New |
| Charter Trust Co | 16,460 | $250.0K | 0.02% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 16,353 | $249.0K | 0.07% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 16,031 | $244.0K | 0.03% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | – | $237.0K | 0.00% | – | 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 |
| VisionPoint Advisory Group, LLC | 15,043 | $233.0K | 0.10% | +15,043 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14,982 | $228.0K | 0.07% | +21+0.1% | Added |
| MONECO Advisors, LLC | 14,771 | $224.0K | 0.09% | +8+0.1% | Added |
| Goldman Sachs Group Inc | 14,681 | $223.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 14,503 | $220.0K | 0.00% | 00.0% | Unchanged |
| We Are One Seven, LLC | 14,265 | $217.0K | 0.03% | +420+3.0% | Added |
| Calton & Associates, Inc. | 14,255 | $216.0K | 0.05% | +82+0.6% | 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 |
| North Star Investment Management Corp. | 13,800 | $210.0K | 0.02% | +18+0.1% | Added |
| Seelaus Asset Management LLC | 13,561 | $206.0K | 0.12% | +10+0.1% | Added |
| Vista Private Wealth Partners. LLC | 13,480 | $205.0K | 0.08% | 00.0% | Unchanged |
| Parsec Financial Management, Inc. | 13,245 | $204.0K | 0.01% | −596−4.3% | Reduced |
| Cito Capital Group, LLC | 13,000 | $198.0K | 0.09% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 12,997 | $197.0K | 0.04% | −119,621−90.2% | Reduced |
| GWM Advisors LLC | 12,917 | $196.0K | 0.00% | +2,839+28.2% | Added |
| SMH Capital Advisors Inc | 12,754 | $194.0K | 0.36% | +53+0.4% | Added |
| Aviance Capital Partners, LLC | 12,737 | $193.0K | 0.03% | −30,738−70.7% | Reduced |
| Transcend Wealth Collective, LLC | 12,934 | $192.0K | 0.02% | +84+0.7% | 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 |