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 |
|---|---|---|---|---|---|
| Stephens Inc | 61,880 | $688.1K | 0.01% | +5,336+9.4% | Added |
| CI Private Wealth, LLC | 64,282 | $714.8K | 0.00% | +48,354+303.6% | Added |
| Cetera Advisor Networks LLC | 65,080 | $723.7K | 0.01% | −5,018−7.2% | Reduced |
| Advisory Services Network, LLC | 70,019 | $778.6K | 0.02% | −1,194−1.7% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 76,446 | $850.1K | 0.26% | +1,122+1.5% | Added |
| Altus Wealth Group LLC | 77,450 | $861.2K | 0.58% | −7,605−8.9% | Reduced |
| Spire Wealth Management | 77,718 | $864.2K | 0.03% | +16,789+27.6% | Added |
| Bryn Mawr Trust Co | 78,698 | $875.0K | 0.04% | +78,698 | New |
| Johnson Financial Group, Inc. | 85,000 | $948.2K | 0.07% | −64,000−43.0% | Reduced |
| Stratos Wealth Partners, LTD. | 86,650 | $963.6K | 0.03% | −14,202−14.1% | Reduced |
| Raymond James Trust N.A. | 86,984 | $967.0K | 0.03% | −1,500−1.7% | Reduced |
| Tectonic Advisors LLC | 88,000 | $978.6K | 0.13% | 00.0% | Unchanged |
| Mariner, LLC | 90,800 | $1.01M | 0.00% | −5,625−5.8% | Reduced |
| Mercer Global Advisors Inc | 90,819 | $1.01M | 0.00% | +479+0.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 94,577 | $1.05M | 0.07% | −11,881−11.2% | Reduced |
| Childress Capital Advisors, LLC | 96,000 | $1.07M | 0.47% | −13,800−12.6% | Reduced |
| Wesbanco Bank Inc | 96,829 | $1.08M | 0.05% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 97,044 | $1.08M | 0.12% | −646−0.7% | Reduced |
| Naples Global Advisors, LLC | 98,180 | $1.10M | 0.14% | +98,180 | New |
| United Capital Financial Advisers, LLC | 106,841 | $1.19M | 0.01% | −36,873−25.7% | Reduced |
| Park Avenue Securities LLC | 111,158 | $1.24M | 0.02% | +93,436+527.2% | Added |
| Private Advisor Group, LLC | 116,131 | $1.29M | 0.01% | +15,983+16.0% | Added |
| Cetera Investment Advisers | 118,949 | $1.32M | 0.01% | +2,459+2.1% | Added |
| GWM Advisors LLC | 123,531 | $1.38M | 0.02% | −2,370−1.9% | Reduced |
| Petra Financial Advisors Inc | 136,781 | $1.52M | 1.51% | −921−0.7% | Reduced |
| Riverbridge Partners LLC | 139,047 | $1.55M | 0.02% | +3,226+2.4% | Added |
| Evoke Wealth, LLC | 154,100 | $1.72M | 0.06% | −5,650−3.5% | Reduced |
| Goodwin Daniel L | 156,332 | $1.74M | 0.88% | +4,000+2.6% | Added |
| Savant Capital, LLC | 161,414 | $1.79M | 0.03% | +1,047+0.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 163,818 | $1.82M | 0.01% | −14,897−8.3% | Reduced |
| Wakefield Asset Management LLLP | 163,935 | $1.82M | 0.76% | +13,506+9.0% | Added |
| Palogic Value Management, L.P. | 168,108 | $1.87M | 0.91% | +5,521+3.4% | Added |
| Kestra Advisory Services, LLC | 173,162 | $1.93M | 0.02% | +3,209+1.9% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 173,726 | $1.93M | 0.06% | +10,478+6.4% | Added |
| Cresta Advisors, Ltd. | 175,047 | $1.95M | 1.51% | +105,047+150.1% | Added |
| 1832 Asset Management L.P. | 177,410 | $1.97M | 0.00% | −960−0.5% | Reduced |
| TrinityPoint Wealth, LLC | 180,318 | $2.01M | 0.43% | −39,621−18.0% | Reduced |
| Transform Wealth, LLC | 191,414 | $2.14M | 0.20% | +134,192+234.5% | Added |
| Melone Private Wealth, LLC | 195,680 | $2.18M | 1.66% | +3,608+1.9% | Added |
| Cresset Asset Management, LLC | 203,257 | $2.27M | 0.05% | −1,149−0.6% | Reduced |
| Jupiter Wealth Management LLC | 208,574 | $2.32M | 2.14% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 215,135 | $2.39M | 0.23% | +550.0% | Added |
| Janney Montgomery Scott LLC | 224,169 | $2.49M | 0.01% | −36,745−14.1% | Reduced |
| Landscape Capital Management, L.L.C. | 228,805 | $2.54M | 0.35% | +39,689+21.0% | Added |
| Steward Partners Investment Advisory, LLC | 240,270 | $2.67M | 0.04% | −22,622−8.6% | Reduced |
| Claybrook Capital, LLC | 248,583 | $2.76M | 1.54% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 256,411 | $2.85M | 0.00% | −112,113−30.4% | Reduced |
| Penserra Capital Management LLC | 277,045 | $3.08M | 0.06% | +277,045 | New |
| Delphi Financial Group, Inc. | 301,243 | $3.35M | 1.65% | −99,757−24.9% | Reduced |
| City of London Investment Management Co Ltd | 308,487 | $3.43M | 0.26% | −221,894−41.8% | Reduced |
| Baird Financial Group, Inc. | 311,739 | $3.47M | 0.01% | −83,324−21.1% | Reduced |
| Cohen & Steers, Inc. | 320,598 | $3.56M | 0.01% | −7,794−2.4% | Reduced |
| CNH Partners LLC | 325,660 | $3.62M | 0.11% | +162,913+100.1% | Added |
| Congress Park Capital LLC | 340,000 | $3.78M | 2.26% | −62,500−15.5% | Reduced |
| The PNC Financial Services Group, Inc. | 355,974 | $3.96M | 0.00% | +191,732+116.7% | Added |
| Envestnet Asset Management Inc | 357,492 | $3.98M | 0.00% | +64,865+22.2% | Added |
| Arete Wealth Advisors, LLC | 361,113 | $4.02M | 0.33% | +361,113 | New |
| Advisors Asset Management, Inc. | 380,056 | $4.23M | 0.09% | +53,366+16.3% | Added |
| Horizon Kinetics Asset Management LLC | 423,715 | $4.71M | 0.09% | −2,235−0.5% | Reduced |
| Eagle Bluffs Wealth Management LLC | 428,720 | $4.77M | 3.91% | +104,888+32.4% | Added |
| Ameriprise Financial Inc | 433,194 | $4.82M | 0.00% | −12,067−2.7% | Reduced |
| Capital Investment Advisors, LLC | 436,864 | $4.86M | 0.14% | +16,126+3.8% | Added |
| Dakota Wealth Management | 461,165 | $5.13M | 0.34% | +195,445+73.6% | Added |
| Stifel Financial Corp | 475,522 | $5.29M | 0.01% | +1540.0% | Added |
| Creative Planning | 525,433 | $5.84M | 0.01% | +473,413+910.1% | Added |
| Advisor Group Holdings, Inc. | 531,687 | $5.91M | 0.01% | +6,608+1.3% | Added |
| Barry Investment Advisors, LLC | 544,818 | $6.08M | 1.99% | +20,279+3.9% | Added |
| Tortoise Investment Management, LLC | 591,106 | $6.57M | 1.05% | +591,106 | New |
| Truist Financial Corp | 612,430 | $6.81M | 0.01% | −14,480−2.3% | Reduced |
| Raymond James & Associates | 618,629 | $6.88M | 0.01% | −67,598−9.9% | Reduced |
| Logan Stone Capital, LLC | 621,728 | $6.91M | 2.73% | +391,491+170.0% | Added |
| Royal Bank of Canada | 660,266 | $7.34M | 0.00% | +33,647+5.4% | Added |
| McGowan Group Asset Management, Inc. | 664,734 | $7.39M | 1.17% | −6,142−0.9% | Reduced |
| Commonwealth Equity Services, LLC | 682,853 | $7.59M | 0.02% | −48,606−6.6% | Reduced |
| Robinson Capital Management, LLC | 706,745 | $7.82M | 3.67% | +276,091+64.1% | Added |
| Gill Capital Partners, LLC | 822,280 | $9.14M | 4.08% | +20,851+2.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 829,555 | $9.22M | 0.02% | +91,956+12.5% | Added |
| LPL Financial LLC | 924,634 | $10.3M | 0.01% | −9,933−1.1% | Reduced |
| Wells Fargo & Company | 974,831 | $10.8M | 0.00% | +82,645+9.3% | Added |
| Rockefeller Capital Management L.P. | 1,020,766 | $11.3M | 0.05% | −26,192−2.5% | Reduced |
| HighTower Advisors, LLC | 1,117,677 | $12.4M | 0.03% | +244,258+28.0% | Added |
| Mackay Shields LLC | 1,330,320 | $14.8M | 0.41% | −377,263−22.1% | Reduced |
| Van Eck Associates Corp | 1,414,541 | $15.7M | 0.04% | +223,383+18.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 1,486,768 | $16.5M | 1.01% | +200,985+15.6% | Added |
| Bank of America Corp | 1,524,545 | $17.0M | 0.00% | +123,385+8.8% | Added |
| Allspring Global Investments Holdings, LLC | 1,628,088 | $18.1M | 0.03% | +479,634+41.8% | Added |
| Guggenheim Capital LLC | 1,819,485 | $20.2M | 0.17% | −2,182,056−54.5% | Reduced |
| UBS Group AG | 1,837,820 | $20.4M | 0.01% | −87,560−4.5% | Reduced |
| Sit Investment Associates Inc | 4,392,661 | $48.8M | 1.33% | +264,982+6.4% | Added |
| Bramshill Investments, LLC | 5,105,121 | $56.8M | 6.79% | +243,192+5.0% | Added |
| Rivernorth Capital Management, LLC | 6,556,796 | $72.9M | 3.53% | −2,660,875−28.9% | Reduced |
| Morgan Stanley | 11,164,767 | $124.2M | 0.01% | +1,315,764+13.4% | Added |
| Karpus Management, Inc. | 14,215,839 | $158.1M | 4.96% | +7,525,846+112.5% | Added |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −187,734−100.0% | Sold out |
| Beacon Capital Management, Inc. | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −88,328−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −57,042−100.0% | Sold out |
| Claro Advisors LLC | 0 | $0 | 0.00% | −30,872−100.0% | Sold out |
| Mad River Investors | 0 | $0 | 0.00% | −26,500−100.0% | Sold out |
| Cassaday & Co Wealth Management LLC | 0 | $0 | 0.00% | −20,114−100.0% | Sold out |