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 2022
Institutional positions in Nuveen AMT-Free Quality Municipal Income Fund as of Sep 30, 2022. 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
- −13 vs. Q2 2022
- Shares held
- 65.4M
- −1.30M (−2.0%) vs. Q2 2022
- Total value
- $693.1M
- −$91.2M (−11.6%) vs. Q2 2022
- New holders
- 26
- 95 more added
- Sold out
- 39
- 74 more reduced
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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 2022
Shares, value and share of portfolio for each institution holding Nuveen AMT-Free Quality Municipal Income Fund; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Davenport & Co LLC | 45,542 | $483.0K | 0.00% | −1,221−2.6% | Reduced |
| Wolff Financial Management LLC | 45,622 | $483.0K | 0.22% | +586+1.3% | Added |
| Venture Visionary Partners LLC | 45,376 | $480.0K | 0.04% | +3,700+8.9% | Added |
| Cetera Advisor Networks LLC | 44,492 | $472.0K | 0.01% | +11,330+34.2% | Added |
| LexAurum Advisors, LLC | 44,259 | $469.0K | 0.18% | −2,000−4.3% | Reduced |
| Drive Wealth Management, LLC | 42,389 | $452.0K | 0.43% | −2,441−5.4% | Reduced |
| Hollencrest Capital Management | 42,103 | $447.0K | 0.06% | +36+0.1% | Added |
| Rock Point Advisors, LLC | 41,887 | $444.0K | 0.17% | −4,753−10.2% | Reduced |
| Meixler Investment Management, Ltd. | 41,330 | $438.0K | 0.52% | −2,650−6.0% | Reduced |
| Kestra Private Wealth Services, LLC | 41,030 | $435.0K | 0.03% | +8,906+27.7% | Added |
| Captrust Financial Advisors | 38,174 | $405.0K | 0.00% | +38,174 | New |
| US Bancorp | 37,917 | $403.0K | 0.00% | −10,418−21.6% | Reduced |
| Element Wealth, LLC | 37,732 | $400.0K | 0.37% | +124+0.3% | Added |
| AE Wealth Management LLC | 37,433 | $397.0K | 0.00% | +2,222+6.3% | Added |
| Pointe Capital Management LLC | 36,821 | $390.0K | 0.31% | −6,066−14.1% | Reduced |
| Whittier Trust Co | 36,470 | $387.0K | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 35,690 | $378.0K | 0.01% | −35,470−49.8% | Reduced |
| Cetera Advisors LLC | 35,158 | $373.0K | 0.01% | +1,542+4.6% | Added |
| Sigma Planning Corp | 33,802 | $358.0K | 0.01% | −674−2.0% | Reduced |
| Wedbush Securities Inc | 33,495 | $355.0K | 0.02% | +3,071+10.1% | Added |
| Hilltop Holdings Inc. | 33,472 | $355.0K | 0.05% | +33,472 | New |
| Prospera Financial Services Inc | 33,439 | $354.0K | 0.02% | +33,439 | New |
| Altfest L J & Co Inc | 33,117 | $351.0K | 0.07% | +21+0.1% | Added |
| Capital Investment Advisory Services, LLC | 33,011 | $350.0K | 0.05% | +43+0.1% | Added |
| Citizens National Bank Trust Department | 33,000 | $350.0K | 0.11% | +1,000+3.1% | Added |
| Bank of Montreal | 28,484 | $336.0K | 0.00% | +1,136+4.2% | Added |
| Successful Portfolios LLC | 31,021 | $329.0K | 0.24% | −300−1.0% | Reduced |
| National Asset Management, Inc. | 30,782 | $327.0K | 0.01% | +30,782 | New |
| Next Capital Management LLC | 30,038 | $318.0K | 0.24% | 00.0% | Unchanged |
| We Are One Seven, LLC | 36,301 | $311.0K | 0.03% | +22,864+170.2% | Added |
| Invesco Ltd. | 28,654 | $304.0K | 0.00% | −14,306−33.3% | Reduced |
| MBA Advisors LLC | 27,900 | $296.0K | 0.21% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 27,940 | $296.0K | 0.02% | +2,056+7.9% | Added |
| Alliancebernstein L.P. | 27,399 | $290.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 26,879 | $285.0K | 0.02% | −29,368−52.2% | Reduced |
| Mad River Investors | 26,500 | $281.0K | 0.20% | 00.0% | Unchanged |
| First Foundation Advisors | 26,314 | $279.0K | 0.01% | −230−0.9% | Reduced |
| Running Point Capital Advisors, LLC | 26,000 | $276.0K | 0.18% | −2,300−8.1% | Reduced |
| Good Life Advisors, LLC | 24,851 | $263.0K | 0.04% | +413+1.7% | Added |
| Oak Harbor Wealth Partners, LLC | 24,570 | $260.0K | 0.10% | +40.0% | Added |
| CoreCap Advisors, LLC | 24,396 | $259.0K | 0.02% | +16,100+194.1% | Added |
| Magnus Financial Group LLC | 23,955 | $254.0K | 0.05% | −4,288−15.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 23,719 | $251.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 23,659 | $250.8K | 0.01% | +272+1.2% | Added |
| Exencial Wealth Advisors, LLC | 23,602 | $250.0K | 0.02% | 00.0% | Unchanged |
| Pacitti Group Inc. | 23,144 | $245.0K | 0.20% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 22,846 | $242.0K | 0.00% | −828−3.5% | Reduced |
| L.M. Kohn & Company | 22,270 | $237.0K | 0.12% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 22,152 | $235.0K | 0.01% | −2,281−9.3% | Reduced |
| Hudson Valley Investment Advisors Inc | 22,000 | $233.0K | 0.04% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 21,660 | $230.0K | 0.01% | +1,000+4.8% | Added |
| Roosevelt Investment Group LLC | 21,433 | $227.0K | 0.02% | −456−2.1% | Reduced |
| Choate Investment Advisors | 21,300 | $226.0K | 0.01% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 20,936 | $222.0K | 0.09% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 20,303 | $215.0K | 0.15% | −17,303−46.0% | Reduced |
| Boenning & Scattergood, Inc. | 20,207 | $214.0K | 0.04% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 20,009 | $213.0K | 0.00% | −684−3.3% | Reduced |
| Freestone Capital Holdings, LLC | 19,968 | $212.0K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 19,992 | $211.0K | 0.01% | +781+4.1% | Added |
| Belpointe Asset Management LLC | 19,563 | $207.0K | 0.01% | −3,492−15.1% | Reduced |
| WealthBridge Capital Management, LLC | 17,421 | $205.0K | 0.09% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 19,074 | $202.0K | 0.02% | −1,500−7.3% | Reduced |
| Investors Asset Management of Georgia Inc | 19,046 | $202.0K | 0.10% | +70.0% | Added |
| ProVise Management Group, LLC | 18,647 | $198.0K | 0.02% | 00.0% | Unchanged |
| Tiaa, FSB | 18,610 | $197.0K | 0.00% | −82−0.4% | Reduced |
| Investment Partners, Ltd. | 18,049 | $191.0K | 0.06% | +18,049 | New |
| Charter Trust Co | 17,711 | $188.0K | 0.02% | 00.0% | Unchanged |
| Sandy Spring Bank | 17,500 | $186.0K | 0.01% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 16,900 | $179.0K | 0.01% | −597−3.4% | Reduced |
| Avantax Advisory Services, Inc. | 16,867 | $179.0K | 0.00% | +16,867 | New |
| VisionPoint Advisory Group, LLC | 16,756 | $178.0K | 0.09% | 00.0% | Unchanged |
| Caldwell Trust Co | 16,590 | $175.9K | 0.03% | 00.0% | Unchanged |
| Wealth Management Solutions, LLC | 16,376 | $174.0K | 0.10% | 00.0% | Unchanged |
| RFG Advisory, LLC | 16,477 | $171.0K | 0.01% | −380−2.3% | Reduced |
| D.A. Davidson & Co. | 15,935 | $169.0K | 0.00% | −9,440−37.2% | Reduced |
| Fortitude Advisory Group L.L.C. | 15,796 | $167.0K | 0.16% | 00.0% | Unchanged |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 15,750 | $166.0K | 0.08% | +2,000+14.5% | Added |
| Ancora Advisors, LLC | 15,445 | $164.0K | 0.01% | −504−3.2% | Reduced |
| Apeiron RIA LLC | 15,091 | $163.0K | 0.08% | −6,575−30.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 15,389 | $163.0K | 0.04% | +6,863+80.5% | Added |
| Wealth Management Associates, Inc. | 15,054 | $159.6K | 0.11% | −7,680−33.8% | Reduced |
| Transcend Wealth Collective, LLC | 14,943 | $158.0K | 0.02% | +1,951+15.0% | Added |
| Koshinski Asset Management, Inc. | 14,185 | $150.0K | 0.02% | 00.0% | Unchanged |
| Well Done, LLC | 14,088 | $149.0K | 0.04% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 14,062 | $149.0K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 14,023 | $149.0K | 0.01% | +14,023 | New |
| SeaCrest Wealth Management, LLC | 13,759 | $146.0K | 0.02% | +149+1.1% | Added |
| Peapack Gladstone Financial Corp | 13,689 | $145.0K | 0.00% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 12,997 | $142.0K | 0.04% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 13,618 | $141.0K | 0.01% | 00.0% | Unchanged |
| Transform Wealth, LLC | 13,016 | $139.0K | 0.02% | +2,620+25.2% | Added |
| Cito Capital Group, LLC | 13,000 | $138.0K | 0.08% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 13,059 | $138.0K | 0.02% | +13,059 | New |
| Dumont & Blake Investment Advisors LLC | 12,672 | $134.0K | 0.05% | +16+0.1% | Added |
| Sound View Wealth Advisors Group, LLC | 12,674 | $134.0K | 0.03% | +38+0.3% | Added |
| Community Bank & Trust, Waco, Texas | 12,455 | $132.0K | 0.05% | −200−1.6% | Reduced |
| Beacon Pointe Advisors, LLC | 12,489 | $131.0K | 0.00% | +49+0.4% | Added |
| Lauterbach Financial Advisors, LLC | 12,237 | $130.0K | 0.13% | 00.0% | Unchanged |
| Norris Perne & French LLP | 12,130 | $129.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 12,164 | $129.0K | 0.01% | 00.0% | Unchanged |