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, Q4 2021
Institutional positions in Nuveen AMT-Free Quality Municipal Income Fund as of Dec 31, 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
- 311
- +24 vs. Q3 2021
- Shares held
- 64.6M
- +1.65M (+2.6%) vs. Q3 2021
- Total value
- $1.01B
- +$50.6M (+5.3%) vs. Q3 2021
- New holders
- 52
- 105 more added
- Sold out
- 28
- 56 more reduced
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Nuveen AMT-Free Quality Municipal Income Fund; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Foundation Advisors | 12,460 | $194.0K | 0.01% | −9,939−44.4% | Reduced |
| Avantax Advisory Services, Inc. | 12,462 | $194.0K | 0.00% | +52+0.4% | Added |
| Wealthcare Advisory Partners LLC | 12,501 | $195.0K | 0.01% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 12,565 | $196.0K | 0.01% | +41+0.3% | Added |
| Commerce Bank | 12,543 | $196.0K | 0.00% | +2,095+20.1% | Added |
| Sound View Wealth Advisors Group, LLC | 12,563 | $196.0K | 0.04% | +12,563 | New |
| Icon Wealth Partners, LLC | 12,655 | $197.0K | 0.02% | +173+1.4% | Added |
| Aviance Capital Partners, LLC | 12,737 | $199.0K | 0.03% | 00.0% | Unchanged |
| SMH Capital Advisors Inc | 12,874 | $201.0K | 0.40% | +120+0.9% | Added |
| Main Management LLC | 13,000 | $203.0K | 0.02% | −20,000−60.6% | Reduced |
| Cito Capital Group, LLC | 13,000 | $203.0K | 0.08% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 12,997 | $203.0K | 0.05% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 12,992 | $203.0K | 0.02% | +58+0.4% | Added |
| Beirne Wealth Consulting Services, LLC | 13,162 | $205.0K | 0.11% | +13,162 | New |
| Parsec Financial Management, Inc. | 13,245 | $207.0K | 0.01% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 13,480 | $209.0K | 0.08% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 15,086 | $211.0K | 0.09% | +43+0.3% | Added |
| Seelaus Asset Management LLC | 13,572 | $212.0K | 0.12% | +11+0.1% | Added |
| We Are One Seven, LLC | 13,772 | $215.0K | 0.02% | −493−3.5% | Reduced |
| RMB Capital Management, LLC | 14,062 | $219.0K | 0.01% | 00.0% | Unchanged |
| Well Done, LLC | 14,088 | $220.0K | 0.04% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 14,342 | $223.0K | 0.06% | +87+0.6% | Added |
| Cullen/Frost Bankers, Inc. | 14,503 | $226.0K | 0.00% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,012 | $234.0K | 0.07% | +30+0.2% | Added |
| Charter Trust Co | 15,061 | $235.0K | 0.02% | −1,399−8.5% | Reduced |
| Clear Creek Financial Management, LLC | 15,273 | $238.0K | 0.04% | +15,273 | New |
| Peapack Gladstone Financial Corp | 15,429 | $241.0K | 0.00% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 15,571 | $243.0K | 0.04% | +15,571 | New |
| Fortitude Advisory Group L.L.C. | 15,796 | $246.0K | 0.13% | +15,796 | New |
| AdvisorNet Financial, Inc | 16,263 | $254.0K | 0.02% | +833+5.4% | Added |
| Wealth Management Solutions, LLC | 16,376 | $255.0K | 0.13% | +16,376 | New |
| Caldwell Trust Co | 16,590 | $258.8K | 0.03% | +4,878+41.6% | Added |
| Beaumont Financial Partners, LLC | 16,945 | $264.0K | 0.02% | −464−2.7% | Reduced |
| Independent Wealth Network Inc. | 16,931 | $264.0K | 0.16% | −36−0.2% | Reduced |
| Umb Bank N A | 16,951 | $264.0K | 0.00% | +16,951 | New |
| Maxele Advisors, LLC | 17,350 | $270.7K | 0.31% | +17,350 | New |
| Sandy Spring Bank | 17,500 | $273.0K | 0.01% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 18,073 | $282.0K | 0.02% | 00.0% | Unchanged |
| Apeiron RIA LLC | 18,370 | $287.0K | 0.12% | +18,370 | New |
| WealthShield Partners, LLC | 18,723 | $292.0K | 0.05% | +2,370+14.5% | Added |
| Investors Asset Management of Georgia Inc | 19,027 | $297.0K | 0.14% | +80.0% | Added |
| MAS Advisors LLC | 19,117 | $297.0K | 0.22% | +19,117 | New |
| ProVise Management Group, LLC | 19,185 | $299.0K | 0.03% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 19,208 | $300.0K | 0.02% | −3,229−14.4% | Reduced |
| Forum Financial Management, LP | 19,351 | $302.0K | 0.02% | +19,351 | New |
| Regions Financial Corp | 19,882 | $310.0K | 0.00% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 19,844 | $310.0K | 0.01% | 00.0% | Unchanged |
| Altavista Wealth Management, Inc. | 20,007 | $312.0K | 0.06% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 19,968 | $312.0K | 0.01% | 00.0% | Unchanged |
| Callan Capital, LLC | 20,000 | $312.0K | 0.05% | +20,000 | New |
| Viridian Ria, LLC | 20,000 | $312.0K | 0.07% | +20,000 | New |
| U.S. Capital Wealth Advisors, LLC | 20,080 | $313.0K | 0.01% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 20,207 | $315.0K | 0.05% | +3,400+20.2% | Added |
| Community Bank & Trust, Waco, Texas | 20,770 | $324.0K | 0.10% | +1,282+6.6% | Added |
| Wedbush Securities Inc | 20,828 | $325.0K | 0.01% | −1,411−6.3% | Reduced |
| Walter & Keenan Financial Consulting Co | 20,936 | $327.0K | 0.11% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 21,187 | $331.0K | 0.03% | +5,156+32.2% | Added |
| Choate Investment Advisors | 21,300 | $332.0K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 21,486 | $335.0K | 0.03% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 21,676 | $338.0K | 0.02% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 22,000 | $343.0K | 0.05% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 22,033 | $344.0K | 0.01% | +1,123+5.4% | Added |
| Oak Harbor Wealth Partners, LLC | 22,560 | $352.0K | 0.12% | +22,560 | New |
| Wealth Management Associates, Inc. | 22,915 | $357.5K | 0.19% | +2,876+14.4% | Added |
| Pacitti Group Inc. | 23,144 | $361.0K | 0.23% | −5,000−17.8% | Reduced |
| Belpointe Asset Management LLC | 23,586 | $368.0K | 0.02% | +1,071+4.8% | Added |
| Summit Trail Advisors, LLC | 23,676 | $369.0K | 0.02% | −68,135−74.2% | Reduced |
| Stephens Inc | 23,934 | $373.0K | 0.01% | −6,072−20.2% | Reduced |
| Apollon Wealth Management, LLC | 24,074 | $376.0K | 0.03% | +1,500+6.6% | Added |
| Exencial Wealth Advisors, LLC | 24,181 | $377.0K | 0.02% | +353+1.5% | Added |
| American Portfolios Advisors | 24,257 | $378.4K | 0.01% | +1,330+5.8% | Added |
| Roosevelt Investment Group LLC | 24,386 | $380.0K | 0.02% | −1,000−3.9% | Reduced |
| Park Avenue Securities LLC | 24,432 | $381.0K | 0.01% | +661+2.8% | Added |
| Access Financial Services, Inc. | 24,884 | $388.0K | 0.17% | +24,884 | New |
| US Bancorp | 26,167 | $408.0K | 0.00% | −343−1.3% | Reduced |
| Koshinski Asset Management, Inc. | 26,185 | $408.5K | 0.03% | +2,000+8.3% | Added |
| Geneos Wealth Management Inc. | 26,359 | $411.0K | 0.02% | −382−1.4% | Reduced |
| Mad River Investors | 26,500 | $413.0K | 0.31% | 00.0% | Unchanged |
| AE Wealth Management LLC | 26,842 | $419.0K | 0.00% | +20+0.1% | Added |
| MBA Advisors LLC | 27,900 | $435.0K | 0.27% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 28,574 | $446.0K | 0.03% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 28,649 | $447.0K | 0.00% | +1,250+4.6% | Added |
| Dynamic Advisor Solutions LLC | 29,691 | $463.0K | 0.03% | +5,745+24.0% | Added |
| Next Capital Management LLC | 30,038 | $469.0K | 0.32% | 00.0% | Unchanged |
| Breiter Capital Management Inc | 30,400 | $474.0K | 0.23% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 31,923 | $498.0K | 0.19% | +53+0.2% | Added |
| Capital Investment Advisory Services, LLC | 32,890 | $513.0K | 0.06% | −717−2.1% | Reduced |
| SevenBridge Financial Group, LLC | 33,717 | $526.0K | 0.16% | +13,512+66.9% | Added |
| Aristides Capital LLC | 34,112 | $532.0K | 0.31% | +34,112 | New |
| Independent Financial Group, LLC | 34,868 | $543.9K | 0.04% | −2,390−6.4% | Reduced |
| Prospera Financial Services Inc | 35,671 | $556.0K | 0.02% | +1,728+5.1% | Added |
| Successful Portfolios LLC | 35,981 | $561.0K | 0.30% | +600+1.7% | Added |
| Kestra Private Wealth Services, LLC | 35,966 | $561.0K | 0.03% | +15,383+74.7% | Added |
| Bragg Financial Advisors, Inc | 37,466 | $569.0K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co | 36,470 | $569.0K | 0.01% | +11,434+45.7% | Added |
| Element Wealth, LLC | 37,410 | $584.0K | 0.44% | +140+0.4% | Added |
| Sowell Financial Services LLC | 38,390 | $599.0K | 0.03% | −6,214−13.9% | Reduced |
| Sigma Planning Corp | 38,820 | $606.0K | 0.02% | +2,475+6.8% | Added |
| Cetera Advisors LLC | 39,211 | $612.0K | 0.01% | +9,678+32.8% | Added |
| Hollencrest Capital Management | 43,377 | $677.0K | 0.05% | +31+0.1% | Added |