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, Q1 2023
Institutional positions in Nuveen AMT-Free Quality Municipal Income Fund as of Mar 31, 2023. 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
- 293
- 0 vs. Q4 2022
- Shares held
- 81.4M
- +7.59M (+10.3%) vs. Q4 2022
- Total value
- $905.1M
- +$66.6M (+7.9%) vs. Q4 2022
- New holders
- 32
- 97 more added
- Sold out
- 32
- 81 more reduced
5 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Nuveen AMT-Free Quality Municipal Income Fund; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | – | $11 | 0.00% | – | – |
| Kistler-Tiffany Companies, LLC | 76 | $846 | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 79 | $878 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 195 | $2.17K | 0.00% | +195 | New |
| Bogart Wealth, LLC | 240 | $2.67K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 301 | $3.35K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 333 | $3.70K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 338 | $3.76K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 467 | $5.19K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 500 | $5.56K | 0.00% | +500 | New |
| Larson Financial Group LLC | 519 | $5.77K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 522 | $5.80K | 0.00% | −525−50.1% | Reduced |
| Hanson & Doremus Investment Management | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 551 | $6.00K | 0.00% | +551 | New |
| Moisand Fitzgerald Tamayo, LLC | 583 | $6.48K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 630 | $7.01K | 0.00% | +627+20,900.0% | Added |
| Piscataqua Savings Bank | 645 | $7.17K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 666 | $7.41K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 677 | $7.53K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 842 | $9.00K | 0.00% | +9+1.1% | Added |
| Geneos Wealth Management Inc. | 1,065 | $11.8K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,322 | $15.0K | 0.00% | +9+0.7% | Added |
| Bartlett & Co. LLC | 1,456 | $16.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,456 | $16.2K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,550 | $17.2K | 0.00% | −15,950−91.1% | Reduced |
| Bellevue Asset Management, LLC | 1,593 | $17.7K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,630 | $18.1K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 1,822 | $20.3K | 0.01% | −1,210−39.9% | Reduced |
| Strategic Investment Solutions, Inc. | 1,838 | $20.4K | 0.00% | +1,838 | New |
| West Paces Advisors Inc. | 1,920 | $21.4K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,018 | $22.4K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,030 | $22.5K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 2,078 | $23.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,120 | $23.6K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 2,378 | $26.4K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 2,500 | $27.8K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,507 | $27.9K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 2,636 | $29.3K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 2,690 | $29.9K | 0.02% | +2,690 | New |
| AdvisorNet Financial, Inc | 3,000 | $33.4K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 3,000 | $33.4K | 0.01% | +3,000 | New |
| Asset Dedication, LLC | 3,200 | $36.0K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 3,299 | $36.7K | 0.04% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 3,481 | $38.7K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 3,888 | $43.0K | 0.00% | +3,888 | New |
| Private Trust Co NA | 3,966 | $44.1K | 0.01% | 00.0% | Unchanged |
| Syverson Strege & Co | 4,063 | $45.2K | 0.02% | +7+0.2% | Added |
| FNY Investment Advisers, LLC | 4,400 | $48.0K | 0.06% | +4,400 | New |
| SJS Investment Consulting Inc. | 4,536 | $50.4K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 5,406 | $60.1K | 0.02% | +2,500+86.0% | Added |
| Founders Capital Management | 5,500 | $61.0K | 0.05% | +500+10.0% | Added |
| Carolinas Wealth Consulting LLC | 6,490 | $72.4K | 0.02% | +29+0.4% | Added |
| Ameritas Advisory Services, LLC | 6,999 | $77.1K | 0.00% | +6,999 | New |
| Webster Bank, N. A. | 7,331 | $81.5K | 0.01% | +438+6.4% | Added |
| Whittier Trust Co of Nevada Inc | 7,661 | $85.2K | 0.00% | +2,582+50.8% | Added |
| Cullen/Frost Bankers, Inc. | 7,668 | $85.3K | 0.00% | −1,726−18.4% | Reduced |
| IFP Advisors, Inc | 7,620 | $99.4K | 0.00% | −32,437−81.0% | Reduced |
| Sunbelt Securities, Inc. | 9,332 | $102.7K | 0.02% | +9,332 | New |
| Belpointe Asset Management LLC | 9,870 | $109.8K | 0.01% | −4,471−31.2% | Reduced |
| RDA Financial Network | 10,000 | $111.2K | 0.05% | −100−1.0% | Reduced |
| Colony Group LLC | 10,107 | $112.0K | 0.00% | +10,107 | New |
| Lantz Financial LLC | 10,210 | $113.5K | 0.05% | +161+1.6% | Added |
| Kercheville Advisors, LLC | 10,283 | $114.3K | 0.08% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 10,542 | $116.5K | 0.06% | +96+0.9% | Added |
| Peapack Gladstone Financial Corp | 10,486 | $117.0K | 0.00% | −897−7.9% | Reduced |
| Aviance Capital Partners, LLC | 10,580 | $117.7K | 0.03% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 10,655 | $118.0K | 0.04% | 00.0% | Unchanged |
| Nomura Holdings Inc | 10,700 | $119.0K | 0.00% | +10,700 | New |
| Cutler Investment Counsel LLC | 10,745 | $119.9K | 0.02% | 00.0% | Unchanged |
| Change Path, LLC | 10,784 | $120.0K | 0.01% | +10,784 | New |
| Strategic Advisors LLC | 10,884 | $121.0K | 0.02% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 10,939 | $121.6K | 0.03% | +835+8.3% | Added |
| Clean Yield Group | 10,971 | $122.0K | 0.05% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 11,098 | $123.4K | 0.02% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 11,141 | $123.9K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 11,175 | $124.3K | 0.00% | +11,175 | New |
| Brighton Jones LLC | 11,176 | $124.3K | 0.01% | +69+0.6% | Added |
| Integrated Capital Management, Inc. | 19,620 | $126.4K | 0.13% | +19,620 | New |
| InTrack Investment Management Inc | 11,500 | $126.8K | 0.12% | +11,500 | New |
| CIBC Private Wealth Group, LLC | 34,643 | $127.5K | 0.00% | −148,612−81.1% | Reduced |
| Wealth Quarterback LLC | 11,466 | $127.5K | 0.11% | +71+0.6% | Added |
| PFG Advisors | 11,635 | $129.4K | 0.01% | +1,000+9.4% | Added |
| Signaturefd, LLC | 11,655 | $129.6K | 0.00% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 11,689 | $130.0K | 0.10% | +65+0.6% | Added |
| SMH Capital Advisors Inc | 11,664 | $130.0K | 0.77% | −85−0.7% | Reduced |
| Lido Advisors, LLC | 11,988 | $133.3K | 0.00% | +11,988 | New |
| Dynamic Advisor Solutions LLC | 12,075 | $134.3K | 0.01% | +351+3.0% | Added |
| North Star Investment Management Corp. | 12,164 | $135.3K | 0.01% | 00.0% | Unchanged |
| Lauterbach Financial Advisors, LLC | 12,237 | $136.1K | 0.11% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 12,500 | $139.0K | 0.01% | −4,000−24.2% | Reduced |
| InterOcean Capital Group, LLC | 12,500 | $139.0K | 0.00% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 12,500 | $139.0K | 0.09% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 12,636 | $140.5K | 0.05% | −4,300−25.4% | Reduced |
| Oak Harbor Wealth Partners, LLC | 12,867 | $143.1K | 0.05% | +20.0% | Added |
| Sound View Wealth Advisors Group, LLC | 13,079 | $145.4K | 0.02% | +1,345+11.5% | Added |
| Western Wealth Management, LLC | 13,095 | $145.6K | 0.01% | 00.0% | Unchanged |
| Compass Financial Group, INC | 13,119 | $145.9K | 0.05% | +37+0.3% | Added |
| GPS Wealth Strategies Group, LLC | 13,249 | $147.3K | 0.03% | −2,140−13.9% | Reduced |
| CWM, LLC | 13,291 | $148.0K | 0.00% | −458−3.3% | Reduced |
| Commerce Bank | 13,692 | $152.3K | 0.00% | +1,310+10.6% | Added |