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 |
|---|---|---|---|---|---|
| Avantax Advisory Services, Inc. | 12,410 | $189.0K | 0.00% | +457+3.8% | Added |
| Hilltop Holdings Inc. | 12,354 | $188.0K | 0.02% | −222−1.8% | Reduced |
| 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 |
| Good Life Advisors, LLC | 11,777 | $179.0K | 0.02% | +11,777 | New |
| Caldwell Trust Co | 11,712 | $177.9K | 0.02% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 11,650 | $177.0K | 0.03% | −2,500−17.7% | Reduced |
| Sheets Smith Wealth Management | 11,448 | $174.0K | 0.02% | +9+0.1% | Added |
| Taylor Hoffman Wealth Management | 11,415 | $173.0K | 0.07% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 11,243 | $171.0K | 0.12% | +22+0.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 11,141 | $169.0K | 0.02% | 00.0% | Unchanged |
| First United Bank Trust | 11,000 | $167.0K | 0.07% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 10,712 | $163.0K | 0.05% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 10,660 | $162.0K | 0.11% | +118+1.1% | Added |
| Keybank National Association | 10,551 | $160.0K | 0.00% | −909−7.9% | Reduced |
| RDA Financial Network | 10,500 | $159.0K | 0.07% | 00.0% | Unchanged |
| Commerce Bank | 10,448 | $158.0K | 0.00% | −16−0.2% | Reduced |
| Kercheville Advisors, LLC | 10,283 | $156.0K | 0.07% | 00.0% | Unchanged |
| CMC Financial Group | 10,158 | $154.0K | 0.09% | +57+0.6% | Added |
| 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 |
| Baron Financial Group, LLC | 9,092 | $138.1K | 0.08% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 8,838 | $134.0K | 0.01% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 8,396 | $128.0K | 0.07% | +8,396 | New |
| Whittier Trust Co of Nevada Inc | 8,295 | $126.0K | 0.01% | −56,823−87.3% | Reduced |
| MV Capital Management, Inc. | 7,245 | $110.0K | 0.02% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 6,987 | $106.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 6,893 | $105.0K | 0.01% | −627−8.3% | Reduced |
| Clean Yield Group | 6,785 | $103.0K | 0.04% | +75+1.1% | Added |
| Cranbrook Wealth Management, LLC | 6,486 | $99.0K | 0.02% | 00.0% | Unchanged |
| Syverson Strege & Co | 6,460 | $98.0K | 0.08% | +13+0.2% | Added |
| Carolinas Wealth Consulting LLC | 6,182 | $94.0K | 0.02% | +49+0.8% | Added |
| Assetmark, Inc | 5,700 | $87.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 4,800 | $73.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Quadrant Capital Group LLC | 3,123 | $47.0K | 0.01% | +3,123 | New |
| Washington Trust Co | 2,957 | $45.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,955 | $45.0K | 0.00% | 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 |
| Sterling Financial Planning, Inc. | 2,612 | $40.0K | 0.03% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2,556 | $39.0K | 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 |
| 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 |
| 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 |
| 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 |
| Global Retirement Partners, LLC | 2,030 | $31.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,018 | $30.7K | 0.02% | 00.0% | Unchanged |
| 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 |
| 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 |
| Bartlett & Co. Wealth Management LLC | 1,456 | $22.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,456 | $22.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,394 | $21.2K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,412 | $21.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,229 | $19.0K | 0.00% | −1,301−51.4% | Reduced |
| Herold Advisors, Inc. | 1,237 | $18.0K | 0.01% | +1,237 | New |
| Allworth Financial LP | 1,122 | $17.0K | 0.00% | +935+500.0% | Added |
| 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 |
| 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 |
| Plante Moran Financial Advisors, LLC | 758 | $12.0K | 0.00% | +758 | New |
| Proequities, Inc. | 750 | $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 |
| 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 |
| Moisand Fitzgerald Tamayo, LLC | 583 | $9.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 596 | $9.00K | 0.01% | 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 |
| Tucker Asset Management LLC | 523 | $7.94K | 0.00% | 00.0% | Unchanged |
| 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 |
| Arkadios Wealth Advisors | 228 | $3.00K | 0.00% | −213−48.3% | Reduced |
| Kistler-Tiffany Companies, LLC | 76 | $1.00K | 0.00% | 00.0% | Unchanged |
| 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 |