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 |
|---|---|---|---|---|---|
| Compass Financial Group, INC | 13,082 | $149.0K | 0.05% | +13,082 | New |
| Western Wealth Management, LLC | 13,095 | $148.9K | 0.02% | −523−3.8% | Reduced |
| Vivaldi Capital Management, LLC | 12,997 | $146.9K | 0.04% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 12,865 | $146.3K | 0.06% | −11,705−47.6% | Reduced |
| Wealth Management Associates, Inc. | 12,500 | $142.1K | 0.09% | −2,554−17.0% | Reduced |
| InterOcean Capital Group, LLC | 12,500 | $142.1K | 0.01% | +500+4.2% | Added |
| Commerce Bank | 12,382 | $140.8K | 0.00% | +12,382 | New |
| Lauterbach Financial Advisors, LLC | 12,237 | $139.1K | 0.12% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 12,164 | $138.3K | 0.01% | 00.0% | Unchanged |
| Sabal Trust CO | 11,889 | $135.2K | 0.01% | +11,889 | New |
| SMH Capital Advisors Inc | 11,749 | $133.6K | 0.19% | +133+1.1% | Added |
| Dynamic Advisor Solutions LLC | 11,724 | $133.3K | 0.01% | −5,176−30.6% | Reduced |
| Signaturefd, LLC | 11,655 | $132.5K | 0.00% | +8,700+294.4% | Added |
| Integrated Wealth Concepts LLC | 11,572 | $132.0K | 0.00% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 11,624 | $132.0K | 0.10% | +81+0.7% | Added |
| Wealth Quarterback LLC | 11,395 | $129.6K | 0.11% | +194+1.7% | Added |
| Sound View Wealth Advisors Group, LLC | 11,734 | $129.1K | 0.01% | −940−7.4% | Reduced |
| Peapack Gladstone Financial Corp | 11,383 | $129.0K | 0.00% | −2,306−16.8% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 11,141 | $126.7K | 0.01% | 00.0% | Unchanged |
| Brighton Jones LLC | 11,107 | $126.3K | 0.01% | +11,107 | New |
| Clear Creek Financial Management, LLC | 11,098 | $126.2K | 0.03% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 10,987 | $124.9K | 0.01% | +26+0.2% | Added |
| Clean Yield Group | 10,971 | $124.7K | 0.05% | +99+0.9% | Added |
| Strategic Advisors LLC | 10,884 | $123.8K | 0.03% | 00.0% | Unchanged |
| Cutler Investment Counsel LLC | 10,745 | $122.2K | 0.02% | +10,745 | New |
| Community Bank & Trust, Waco, Texas | 10,655 | $121.0K | 0.04% | −1,800−14.5% | Reduced |
| PFG Advisors | 10,635 | $120.9K | 0.01% | +10,635 | New |
| Aviance Capital Partners, LLC | 10,580 | $120.3K | 0.03% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 10,574 | $120.2K | 0.01% | −8,500−44.6% | Reduced |
| Keybank National Association | 10,551 | $120.0K | 0.00% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 10,501 | $119.4K | 0.01% | 00.0% | Unchanged |
| CMC Financial Group | 10,274 | $119.2K | 0.19% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 10,446 | $118.8K | 0.05% | +49+0.5% | Added |
| Kercheville Advisors, LLC | 10,283 | $116.9K | 0.08% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 10,212 | $116.1K | 0.00% | +10,212 | New |
| Occidental Asset Management, LLC | 10,104 | $114.9K | 0.03% | +10,104 | New |
| RDA Financial Network | 10,100 | $114.8K | 0.06% | 00.0% | Unchanged |
| Lantz Financial LLC | 10,049 | $114.3K | 0.05% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 9,394 | $106.8K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 7,031 | $80.0K | 0.02% | +7,031 | New |
| Webster Bank, N. A. | 6,893 | $78.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 6,461 | $73.5K | 0.02% | +78+1.2% | Added |
| Davidson Capital Management Inc. | 5,604 | $63.7K | 0.04% | +5,604 | New |
| Whittier Trust Co of Nevada Inc | 5,079 | $57.7K | 0.00% | −3,216−38.8% | Reduced |
| Founders Capital Management | 5,000 | $57.0K | 0.04% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4,536 | $51.6K | 0.02% | 00.0% | Unchanged |
| Syverson Strege & Co | 4,056 | $46.1K | 0.02% | +21+0.5% | Added |
| Private Trust Co NA | 3,966 | $45.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 3,729 | $42.8K | 0.02% | +3,729 | New |
| Madden Securities Corp | 3,553 | $40.4K | 0.02% | +3,553 | New |
| Oliver Lagore Vanvalin Investment Group | 3,538 | $40.2K | 0.02% | +3,538 | New |
| Cary Street Partner Investment Advisory LLC | 3,481 | $39.6K | 0.00% | +3,481 | New |
| First Community Trust NA | 3,299 | $38.0K | 0.04% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 3,275 | $37.2K | 0.01% | +3,275 | New |
| Asset Dedication, LLC | 3,200 | $36.0K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 3,032 | $34.5K | 0.01% | +3,032 | New |
| AdvisorNet Financial, Inc | 3,000 | $34.1K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 2,906 | $33.0K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 2,636 | $30.3K | 0.01% | +2,636 | New |
| Harbor Investment Advisory, LLC | 2,507 | $28.5K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 2,500 | $28.4K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 2,378 | $27.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,120 | $24.1K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 2,078 | $24.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,030 | $23.1K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,018 | $22.9K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,920 | $21.8K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,677 | $19.1K | 0.00% | −823−32.9% | Reduced |
| Mascoma Wealth Management LLC | 1,630 | $18.5K | 0.01% | 00.0% | Unchanged |
| Romano Brothers and Company | 1,625 | $18.5K | 0.00% | +1,625 | New |
| Bellevue Asset Management, LLC | 1,593 | $18.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,456 | $17.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,456 | $16.6K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,313 | $15.0K | 0.00% | +22+1.7% | Added |
| Geneos Wealth Management Inc. | 1,065 | $12.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,047 | $11.9K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,000 | $11.0K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 822 | $9.35K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 833 | $9.00K | 0.00% | −1,723−67.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 785 | $9.00K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 677 | $7.70K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 666 | $7.57K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 645 | $7.33K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 630 | $7.16K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 583 | $6.63K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 519 | $5.90K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 467 | $5.31K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 338 | $3.84K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 333 | $3.79K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 301 | $3.42K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 240 | $2.73K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 100,148 | $1.14K | 0.00% | −14,872−12.9% | Reduced |
| Tower Research Capital LLC (TRC) | 89 | $1.00K | 0.00% | +89 | New |
| Richard W. Paul & Associates, LLC | 79 | $898 | 0.00% | +79 | New |
| Kistler-Tiffany Companies, LLC | 76 | $864 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 3 | $34 | 0.00% | +2+200.0% | Added |
| Huntington National Bank | – | $11 | 0.00% | – | New |
| Veritable, L.P. | 0 | $0 | 0.00% | −1,090,034−100.0% | Sold out |
| Fiera Capital Corp | 0 | $0 | 0.00% | −395,567−100.0% | Sold out |