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 |
|---|---|---|---|---|---|
| Toth Financial Advisory Corp | 49,657 | $564.6K | 0.09% | +49,657 | New |
| Northern Trust Corp | 48,532 | $551.8K | 0.00% | −1,136−2.3% | Reduced |
| Sentinus, LLC | 48,316 | $549.4K | 0.32% | +818+1.7% | Added |
| LeJeune Puetz Investment Counsel LLC | 48,114 | $547.1K | 0.20% | −10,912−18.5% | Reduced |
| Redhawk Wealth Advisors, Inc. | 47,591 | $541.1K | 0.21% | +798+1.7% | Added |
| IFP Advisors, Inc | 40,057 | $523.0K | 0.02% | −19,855−33.1% | Reduced |
| Davenport & Co LLC | 45,542 | $518.0K | 0.00% | 00.0% | Unchanged |
| Myecfo, LLC | 44,800 | $509.4K | 0.42% | +44,800 | New |
| Rock Point Advisors, LLC | 44,255 | $503.0K | 0.17% | +2,368+5.7% | Added |
| Captrust Financial Advisors | 42,859 | $487.3K | 0.00% | +4,685+12.3% | Added |
| Oppenheimer & Co Inc | 40,961 | $465.7K | 0.01% | +5,271+14.8% | Added |
| AE Wealth Management LLC | 40,438 | $459.8K | 0.00% | +3,005+8.0% | Added |
| Westchester Capital Management, LLC | 40,000 | $454.8K | 0.01% | +40,000 | New |
| Element Wealth, LLC | 39,858 | $453.2K | 0.37% | +2,126+5.6% | Added |
| Hilltop Holdings Inc. | 38,472 | $437.4K | 0.06% | +5,000+14.9% | Added |
| BDO Wealth Advisors, LLC | 38,241 | $434.8K | 0.05% | −21,740−36.2% | Reduced |
| Sigma Planning Corp | 37,488 | $426.2K | 0.02% | +3,686+10.9% | Added |
| Summit Trail Advisors, LLC | 37,459 | $425.9K | 0.02% | −12,805−25.5% | Reduced |
| Drive Wealth Management, LLC | 36,600 | $416.1K | 0.21% | −5,789−13.7% | Reduced |
| Venture Visionary Partners LLC | 36,376 | $413.6K | 0.03% | −9,000−19.8% | Reduced |
| Successful Portfolios LLC | 36,021 | $410.0K | 0.27% | +5,000+16.1% | Added |
| Cetera Advisors LLC | 35,050 | $398.5K | 0.01% | −108−0.3% | Reduced |
| CoreCap Advisors, LLC | 34,396 | $391.1K | 0.03% | +10,000+41.0% | Added |
| Oxbow Advisors, LLC | 34,096 | $387.7K | 0.07% | −374,510−91.7% | Reduced |
| Kestra Private Wealth Services, LLC | 33,313 | $378.8K | 0.02% | −7,717−18.8% | Reduced |
| Altfest L J & Co Inc | 33,144 | $377.0K | 0.06% | +27+0.1% | Added |
| Virtu Financial LLC | 33,081 | $376.0K | 0.05% | +19,058+135.9% | Added |
| Citizens National Bank Trust Department | 33,000 | $375.0K | 0.11% | 00.0% | Unchanged |
| Meixler Investment Management, Ltd. | 31,930 | $363.0K | 0.37% | −9,400−22.7% | Reduced |
| Capital Investment Advisory Services, LLC | 31,723 | $360.7K | 0.04% | −1,288−3.9% | Reduced |
| Claro Advisors LLC | 30,872 | $351.0K | 0.11% | −12,772−29.3% | Reduced |
| Carr Financial Group Corp | 30,705 | $349.1K | 0.18% | +30,705 | New |
| Paul Damon & Associates, Inc. | 29,407 | $334.4K | 0.27% | +29,407 | New |
| Fifth Third Bancorp | 29,047 | $330.3K | 0.00% | −88,564−75.3% | Reduced |
| 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 |
| IHT Wealth Management, LLC | 27,940 | $317.7K | 0.02% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 27,916 | $317.4K | 0.04% | +3,065+12.3% | Added |
| MBA Advisors LLC | 27,900 | $317.2K | 0.21% | 00.0% | Unchanged |
| Whittier Trust Co | 27,568 | $313.4K | 0.01% | −8,902−24.4% | Reduced |
| LexAurum Advisors, LLC | 27,500 | $312.7K | 0.11% | −16,759−37.9% | Reduced |
| Alliancebernstein L.P. | 27,399 | $311.5K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 27,265 | $310.0K | 0.00% | +27,265 | New |
| Invesco Ltd. | 26,699 | $303.6K | 0.00% | −1,955−6.8% | Reduced |
| Mad River Investors | 26,500 | $301.0K | 0.17% | 00.0% | Unchanged |
| First Foundation Advisors | 25,614 | $291.2K | 0.01% | −700−2.7% | Reduced |
| US Bancorp | 25,317 | $287.9K | 0.00% | −12,600−33.2% | Reduced |
| Independent Financial Group, LLC | 25,284 | $287.5K | 0.02% | −56,023−68.9% | Reduced |
| Hollencrest Capital Management | 24,473 | $278.3K | 0.03% | −17,630−41.9% | Reduced |
| Family Asset Management, LLC | 24,292 | $276.2K | 0.23% | +24,292 | New |
| Harbour Investments, Inc. | 24,166 | $274.8K | 0.02% | −18,334−43.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 23,719 | $270.0K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 23,558 | $270.0K | 0.11% | +6,802+40.6% | Added |
| King Luther Capital Management Corp | – | $268.4K | 0.00% | – | New |
| Allworth Financial LP | 23,559 | $267.9K | 0.00% | +16,819+249.5% | Added |
| Aberdeen Wealth Management LLC | 23,554 | $267.8K | 0.20% | +23,554 | New |
| Boenning & Scattergood, Inc. | 20,207 | $266.0K | 0.04% | 00.0% | Unchanged |
| We Are One Seven, LLC | 22,329 | $253.9K | 0.03% | −13,972−38.5% | Reduced |
| Camelot Portfolios, LLC | 22,328 | $253.9K | 0.19% | +22,328 | New |
| Snowden Capital Advisors LLC | 22,327 | $253.9K | 0.01% | +2,335+11.7% | Added |
| 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 |
| Wealthspire Advisors, LLC | 21,626 | $245.9K | 0.00% | +21,626 | New |
| L.M. Kohn & Company | 21,420 | $243.5K | 0.11% | −850−3.8% | Reduced |
| Choate Investment Advisors | 21,300 | $242.2K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 20,631 | $234.6K | 0.01% | −10,151−33.0% | Reduced |
| Cassaday & Co Wealth Management LLC | 20,114 | $228.7K | 0.01% | +20,114 | New |
| Financial Engines Advisors L.L.C. | 20,009 | $227.5K | 0.00% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 20,000 | $227.4K | 0.14% | −6,000−23.1% | Reduced |
| Freestone Capital Holdings, LLC | 19,968 | $227.0K | 0.01% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 19,214 | $218.5K | 0.01% | −2,446−11.3% | Reduced |
| Investors Asset Management of Georgia Inc | 19,056 | $216.7K | 0.11% | +10+0.1% | Added |
| Wealth Advisors of Tampa Bay, LLC | 18,964 | $215.6K | 0.13% | −1,339−6.6% | Reduced |
| Charter Trust Co | 17,711 | $201.4K | 0.02% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 17,722 | $201.0K | 0.00% | −5,124−22.4% | Reduced |
| Sandy Spring Bank | 17,500 | $199.0K | 0.01% | 00.0% | Unchanged |
| Wolff Financial Management LLC | 17,169 | $195.0K | 0.07% | −28,453−62.4% | Reduced |
| Argent Trust Co | 17,043 | $193.8K | 0.01% | +17,043 | New |
| Level Four Advisory Services, LLC | 17,028 | $193.6K | 0.01% | +17,028 | New |
| 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 |
| Caldwell Trust Co | 16,590 | $188.6K | 0.03% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 16,500 | $187.6K | 0.02% | +6,250+61.0% | Added |
| Wealth Management Solutions, LLC | 16,376 | $186.0K | 0.10% | 00.0% | Unchanged |
| Tiaa, FSB | 15,944 | $181.3K | 0.00% | −2,666−14.3% | Reduced |
| CI Private Wealth, LLC | 15,928 | $181.1K | 0.00% | +15,928 | New |
| Fortitude Advisory Group L.L.C. | 15,796 | $179.6K | 0.16% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 15,584 | $177.2K | 0.00% | −351−2.2% | Reduced |
| Ancora Advisors, LLC | 15,445 | $176.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 15,389 | $175.0K | 0.05% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 15,230 | $173.2K | 0.01% | +15,230 | New |
| Apeiron RIA LLC | 15,094 | $171.6K | 0.07% | +30.0% | Added |
| Brookstone Capital Management | 14,658 | $164.9K | 0.00% | +14,658 | New |
| Belpointe Asset Management LLC | 14,341 | $163.1K | 0.01% | −5,222−26.7% | Reduced |
| Well Done, LLC | 14,088 | $160.1K | 0.03% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 14,062 | $159.9K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 13,860 | $157.6K | 0.02% | +101+0.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 13,750 | $156.3K | 0.01% | +13,750 | New |
| CWM, LLC | 13,749 | $156.0K | 0.00% | +10,437+315.1% | Added |
| Icon Wealth Advisors, LLC | 13,282 | $151.0K | 0.02% | +223+1.7% | Added |