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 2022
Institutional positions in Nuveen AMT-Free Quality Municipal Income Fund as of Dec 31, 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
- 298
- +14 vs. Q3 2022
- Shares held
- 73.9M
- +8.62M (+13.2%) vs. Q3 2022
- Total value
- $839.4M
- +$147.4M (+21.3%) vs. Q3 2022
- New holders
- 52
- 80 more added
- Sold out
- 38
- 86 more reduced
6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Nuveen AMT-Free Quality Municipal Income Fund; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| U.S. Capital Wealth Advisors, LLC | 13,750 | $156.3K | 0.01% | +13,750 | New |
| SeaCrest Wealth Management, LLC | 13,860 | $157.6K | 0.02% | +101+0.7% | Added |
| RMB Capital Management, LLC | 14,062 | $159.9K | 0.01% | 00.0% | Unchanged |
| Well Done, LLC | 14,088 | $160.1K | 0.03% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 14,341 | $163.1K | 0.01% | −5,222−26.7% | Reduced |
| Brookstone Capital Management | 14,658 | $164.9K | 0.00% | +14,658 | New |
| Apeiron RIA LLC | 15,094 | $171.6K | 0.07% | +30.0% | Added |
| Edge Capital Group, LLC | 15,230 | $173.2K | 0.01% | +15,230 | New |
| GPS Wealth Strategies Group, LLC | 15,389 | $175.0K | 0.05% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 15,445 | $176.0K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 15,584 | $177.2K | 0.00% | −351−2.2% | Reduced |
| Fortitude Advisory Group L.L.C. | 15,796 | $179.6K | 0.16% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 15,928 | $181.1K | 0.00% | +15,928 | New |
| Tiaa, FSB | 15,944 | $181.3K | 0.00% | −2,666−14.3% | Reduced |
| Wealth Management Solutions, LLC | 16,376 | $186.0K | 0.10% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 16,500 | $187.6K | 0.02% | +6,250+61.0% | Added |
| Caldwell Trust Co | 16,590 | $188.6K | 0.03% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 16,936 | $192.6K | 0.08% | −4,000−19.1% | Reduced |
| Destination Wealth Management | 16,936 | $192.6K | 0.01% | +16,936 | New |
| Level Four Advisory Services, LLC | 17,028 | $193.6K | 0.01% | +17,028 | New |
| Argent Trust Co | 17,043 | $193.8K | 0.01% | +17,043 | New |
| Wolff Financial Management LLC | 17,169 | $195.0K | 0.07% | −28,453−62.4% | Reduced |
| Sandy Spring Bank | 17,500 | $199.0K | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 17,722 | $201.0K | 0.00% | −5,124−22.4% | Reduced |
| Charter Trust Co | 17,711 | $201.4K | 0.02% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 18,964 | $215.6K | 0.13% | −1,339−6.6% | Reduced |
| Investors Asset Management of Georgia Inc | 19,056 | $216.7K | 0.11% | +10+0.1% | Added |
| Great Valley Advisor Group, Inc. | 19,214 | $218.5K | 0.01% | −2,446−11.3% | Reduced |
| Freestone Capital Holdings, LLC | 19,968 | $227.0K | 0.01% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 20,000 | $227.4K | 0.14% | −6,000−23.1% | Reduced |
| Financial Engines Advisors L.L.C. | 20,009 | $227.5K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 20,114 | $228.7K | 0.01% | +20,114 | New |
| National Asset Management, Inc. | 20,631 | $234.6K | 0.01% | −10,151−33.0% | Reduced |
| Choate Investment Advisors | 21,300 | $242.2K | 0.01% | 00.0% | Unchanged |
| L.M. Kohn & Company | 21,420 | $243.5K | 0.11% | −850−3.8% | Reduced |
| Wealthspire Advisors, LLC | 21,626 | $245.9K | 0.00% | +21,626 | New |
| Hudson Valley Investment Advisors Inc | 22,000 | $250.1K | 0.04% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 22,000 | $250.1K | 0.08% | +22,000 | New |
| Snowden Capital Advisors LLC | 22,327 | $253.9K | 0.01% | +2,335+11.7% | Added |
| Camelot Portfolios, LLC | 22,328 | $253.9K | 0.19% | +22,328 | New |
| We Are One Seven, LLC | 22,329 | $253.9K | 0.03% | −13,972−38.5% | Reduced |
| Boenning & Scattergood, Inc. | 20,207 | $266.0K | 0.04% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 23,554 | $267.8K | 0.20% | +23,554 | New |
| Allworth Financial LP | 23,559 | $267.9K | 0.00% | +16,819+249.5% | Added |
| King Luther Capital Management Corp | – | $268.4K | 0.00% | – | New |
| VisionPoint Advisory Group, LLC | 23,558 | $270.0K | 0.11% | +6,802+40.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 23,719 | $270.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 24,166 | $274.8K | 0.02% | −18,334−43.1% | Reduced |
| Family Asset Management, LLC | 24,292 | $276.2K | 0.23% | +24,292 | New |
| Hollencrest Capital Management | 24,473 | $278.3K | 0.03% | −17,630−41.9% | Reduced |
| Independent Financial Group, LLC | 25,284 | $287.5K | 0.02% | −56,023−68.9% | Reduced |
| US Bancorp | 25,317 | $287.9K | 0.00% | −12,600−33.2% | Reduced |
| First Foundation Advisors | 25,614 | $291.2K | 0.01% | −700−2.7% | Reduced |
| Mad River Investors | 26,500 | $301.0K | 0.17% | 00.0% | Unchanged |
| Invesco Ltd. | 26,699 | $303.6K | 0.00% | −1,955−6.8% | Reduced |
| Susquehanna International Group, LLP | 27,265 | $310.0K | 0.00% | +27,265 | New |
| Alliancebernstein L.P. | 27,399 | $311.5K | 0.00% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 27,500 | $312.7K | 0.11% | −16,759−37.9% | Reduced |
| Whittier Trust Co | 27,568 | $313.4K | 0.01% | −8,902−24.4% | Reduced |
| MBA Advisors LLC | 27,900 | $317.2K | 0.21% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 27,916 | $317.4K | 0.04% | +3,065+12.3% | Added |
| IHT Wealth Management, LLC | 27,940 | $317.7K | 0.02% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 28,409 | $323.0K | 0.25% | −8,412−22.8% | Reduced |
| Wedbush Securities Inc | 28,433 | $323.0K | 0.02% | −5,062−15.1% | Reduced |
| Fifth Third Bancorp | 29,047 | $330.3K | 0.00% | −88,564−75.3% | Reduced |
| Paul Damon & Associates, Inc. | 29,407 | $334.4K | 0.27% | +29,407 | New |
| Carr Financial Group Corp | 30,705 | $349.1K | 0.18% | +30,705 | New |
| Claro Advisors LLC | 30,872 | $351.0K | 0.11% | −12,772−29.3% | Reduced |
| Capital Investment Advisory Services, LLC | 31,723 | $360.7K | 0.04% | −1,288−3.9% | Reduced |
| Meixler Investment Management, Ltd. | 31,930 | $363.0K | 0.37% | −9,400−22.7% | Reduced |
| Citizens National Bank Trust Department | 33,000 | $375.0K | 0.11% | 00.0% | Unchanged |
| Virtu Financial LLC | 33,081 | $376.0K | 0.05% | +19,058+135.9% | Added |
| Altfest L J & Co Inc | 33,144 | $377.0K | 0.06% | +27+0.1% | Added |
| Kestra Private Wealth Services, LLC | 33,313 | $378.8K | 0.02% | −7,717−18.8% | Reduced |
| Oxbow Advisors, LLC | 34,096 | $387.7K | 0.07% | −374,510−91.7% | Reduced |
| CoreCap Advisors, LLC | 34,396 | $391.1K | 0.03% | +10,000+41.0% | Added |
| Cetera Advisors LLC | 35,050 | $398.5K | 0.01% | −108−0.3% | Reduced |
| Successful Portfolios LLC | 36,021 | $410.0K | 0.27% | +5,000+16.1% | Added |
| Venture Visionary Partners LLC | 36,376 | $413.6K | 0.03% | −9,000−19.8% | Reduced |
| Drive Wealth Management, LLC | 36,600 | $416.1K | 0.21% | −5,789−13.7% | Reduced |
| Summit Trail Advisors, LLC | 37,459 | $425.9K | 0.02% | −12,805−25.5% | Reduced |
| Sigma Planning Corp | 37,488 | $426.2K | 0.02% | +3,686+10.9% | Added |
| BDO Wealth Advisors, LLC | 38,241 | $434.8K | 0.05% | −21,740−36.2% | Reduced |
| Hilltop Holdings Inc. | 38,472 | $437.4K | 0.06% | +5,000+14.9% | Added |
| Element Wealth, LLC | 39,858 | $453.2K | 0.37% | +2,126+5.6% | Added |
| Westchester Capital Management, LLC | 40,000 | $454.8K | 0.01% | +40,000 | New |
| AE Wealth Management LLC | 40,438 | $459.8K | 0.00% | +3,005+8.0% | Added |
| Oppenheimer & Co Inc | 40,961 | $465.7K | 0.01% | +5,271+14.8% | Added |
| Captrust Financial Advisors | 42,859 | $487.3K | 0.00% | +4,685+12.3% | Added |
| Rock Point Advisors, LLC | 44,255 | $503.0K | 0.17% | +2,368+5.7% | Added |
| Myecfo, LLC | 44,800 | $509.4K | 0.42% | +44,800 | New |
| Davenport & Co LLC | 45,542 | $518.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 40,057 | $523.0K | 0.02% | −19,855−33.1% | Reduced |
| Redhawk Wealth Advisors, Inc. | 47,591 | $541.1K | 0.21% | +798+1.7% | Added |
| LeJeune Puetz Investment Counsel LLC | 48,114 | $547.1K | 0.20% | −10,912−18.5% | Reduced |
| Sentinus, LLC | 48,316 | $549.4K | 0.32% | +818+1.7% | Added |
| Northern Trust Corp | 48,532 | $551.8K | 0.00% | −1,136−2.3% | Reduced |
| Toth Financial Advisory Corp | 49,657 | $564.6K | 0.09% | +49,657 | New |
| First Trust Advisors LP | 51,127 | $581.3K | 0.00% | −15,450−23.2% | Reduced |
| Creative Planning | 52,020 | $591.5K | 0.00% | −393−0.7% | Reduced |