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 |
|---|---|---|---|---|---|
| LeJeune Puetz Investment Counsel LLC | 53,114 | $590.6K | 0.21% | +5,000+10.4% | Added |
| First Trust Advisors LP | 50,848 | $565.4K | 0.00% | −279−0.5% | Reduced |
| Invesco Ltd. | 49,522 | $550.7K | 0.00% | +22,823+85.5% | Added |
| Sea Otter Advisors LLC | 48,999 | $544.9K | 0.35% | +48,999 | New |
| Toth Financial Advisory Corp | 48,920 | $544.0K | 0.08% | −737−1.5% | Reduced |
| Sentinus, LLC | 48,620 | $540.7K | 0.18% | +304+0.6% | Added |
| Redhawk Wealth Advisors, Inc. | 47,889 | $532.5K | 0.18% | +298+0.6% | Added |
| Bokf, NA | 47,073 | $523.5K | 0.01% | −16,400−25.8% | Reduced |
| Walleye Capital LLC | 46,772 | $520.1K | 0.01% | +46,772 | New |
| Davenport & Co LLC | 45,542 | $506.4K | 0.00% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 45,128 | $501.8K | 0.04% | +19,844+78.5% | Added |
| Captrust Financial Advisors | 44,802 | $498.2K | 0.00% | +1,943+4.5% | Added |
| McGlone Suttner Wealth Management, Inc. | 44,313 | $492.8K | 0.13% | −17,858−28.7% | Reduced |
| Rock Point Advisors, LLC | 44,255 | $492.0K | 0.17% | 00.0% | Unchanged |
| Northern Trust Corp | 43,092 | $479.2K | 0.00% | −5,440−11.2% | Reduced |
| Wellspring Financial Advisors, LLC | 41,147 | $457.6K | 0.14% | +19,147+87.0% | Added |
| Westchester Capital Management, LLC | 40,000 | $444.8K | 0.01% | 00.0% | Unchanged |
| Element Wealth, LLC | 39,858 | $443.2K | 0.33% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 39,578 | $440.1K | 0.00% | +12,313+45.2% | Added |
| Hilltop Holdings Inc. | 38,472 | $427.8K | 0.06% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 38,118 | $425.2K | 0.02% | +659+1.8% | Added |
| Venture Visionary Partners LLC | 36,376 | $404.5K | 0.03% | 00.0% | Unchanged |
| AE Wealth Management LLC | 35,206 | $391.5K | 0.00% | −5,232−12.9% | Reduced |
| Oxbow Advisors, LLC | 34,410 | $382.6K | 0.07% | +314+0.9% | Added |
| Sigma Planning Corp | 34,333 | $381.8K | 0.01% | −3,155−8.4% | Reduced |
| Moors & Cabot, Inc. | 33,879 | $376.7K | 0.03% | −113,000−76.9% | Reduced |
| Drive Wealth Management, LLC | 33,310 | $371.6K | 0.16% | −3,290−9.0% | Reduced |
| Altfest L J & Co Inc | 33,155 | $369.0K | 0.06% | +110.0% | Added |
| Kestra Private Wealth Services, LLC | 32,848 | $365.3K | 0.01% | −465−1.4% | Reduced |
| Successful Portfolios LLC | 32,480 | $361.2K | 0.23% | −3,541−9.8% | Reduced |
| Capital Investment Advisory Services, LLC | 31,059 | $345.4K | 0.04% | −664−2.1% | Reduced |
| Integrated Wealth Concepts LLC | 30,993 | $345.0K | 0.01% | +19,421+167.8% | Added |
| Good Life Advisors, LLC | 29,630 | $329.5K | 0.04% | +1,714+6.1% | Added |
| Wolverine Asset Management LLC | 29,630 | $329.5K | 0.01% | +29,630 | New |
| Paul Damon & Associates, Inc. | 29,407 | $327.0K | 0.22% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 29,000 | $322.5K | 0.09% | −4,000−12.1% | Reduced |
| LexAurum Advisors, LLC | 29,000 | $322.5K | 0.11% | +1,500+5.5% | Added |
| BDO Wealth Advisors, LLC | 28,689 | $319.0K | 0.04% | −9,552−25.0% | Reduced |
| Wedbush Securities Inc | 28,719 | $319.0K | 0.02% | +286+1.0% | Added |
| Pointe Capital Management LLC | 28,409 | $315.9K | 0.23% | 00.0% | Unchanged |
| MBA Advisors LLC | 27,900 | $310.2K | 0.19% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 27,597 | $306.9K | 0.02% | −343−1.2% | Reduced |
| Alliancebernstein L.P. | 27,399 | $304.7K | 0.00% | 00.0% | Unchanged |
| Meixler Investment Management, Ltd. | 27,381 | $304.5K | 0.30% | −4,549−14.2% | Reduced |
| Fifth Third Bancorp | 26,940 | $299.6K | 0.00% | −2,107−7.3% | Reduced |
| VisionPoint Advisory Group, LLC | 26,353 | $293.8K | 0.13% | +2,795+11.9% | Added |
| First Foundation Advisors | 25,614 | $284.8K | 0.01% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 25,000 | $278.0K | 0.07% | +25,000 | New |
| Whittier Trust Co | 24,986 | $277.8K | 0.01% | −2,582−9.4% | Reduced |
| Camelot Portfolios, LLC | 24,859 | $276.4K | 0.19% | +2,531+11.3% | Added |
| Hollencrest Capital Management | 24,473 | $272.1K | 0.03% | 00.0% | Unchanged |
| Family Asset Management, LLC | 24,444 | $271.8K | 0.20% | +152+0.6% | Added |
| We Are One Seven, LLC | 23,999 | $266.9K | 0.02% | +1,670+7.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 23,719 | $264.0K | 0.01% | 00.0% | Unchanged |
| King Luther Capital Management Corp | – | $262.5K | 0.00% | – | – |
| Allworth Financial LP | 23,559 | $262.0K | 0.00% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 23,554 | $261.9K | 0.20% | 00.0% | Unchanged |
| Cetera Advisors LLC | 22,620 | $251.5K | 0.00% | −12,430−35.5% | Reduced |
| Snowden Capital Advisors LLC | 22,327 | $248.3K | 0.01% | 00.0% | Unchanged |
| Family Management Corp | 22,275 | $247.7K | 0.06% | −110,440−83.2% | Reduced |
| Carr Financial Group Corp | 22,076 | $246.3K | 0.11% | −8,629−28.1% | Reduced |
| Schechter Investment Advisors, LLC | 22,084 | $245.6K | 0.02% | +22,084 | New |
| Hudson Valley Investment Advisors Inc | 22,000 | $244.6K | 0.03% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 21,626 | $240.5K | 0.00% | 00.0% | Unchanged |
| L.M. Kohn & Company | 21,420 | $238.2K | 0.10% | 00.0% | Unchanged |
| Citadel Advisors LLC | 21,192 | $235.7K | 0.00% | +21,192 | New |
| US Bancorp | 21,185 | $235.6K | 0.00% | −4,132−16.3% | Reduced |
| National Asset Management, Inc. | 20,631 | $230.1K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 20,498 | $228.0K | 0.02% | −12,583−38.0% | Reduced |
| Cerity Partners LLC | 20,134 | $223.5K | 0.00% | +20,134 | New |
| Financial Engines Advisors L.L.C. | 20,009 | $223.2K | 0.00% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 19,823 | $220.4K | 0.06% | +19,823 | New |
| Investors Asset Management of Georgia Inc | 19,060 | $211.9K | 0.11% | +40.0% | Added |
| Wealth Advisors of Tampa Bay, LLC | 18,964 | $210.9K | 0.12% | 00.0% | Unchanged |
| Choate Investment Advisors | 18,366 | $204.2K | 0.01% | −2,934−13.8% | Reduced |
| Great Valley Advisor Group, Inc. | 17,910 | $199.2K | 0.01% | −1,304−6.8% | Reduced |
| Strategic Financial Concepts, LLC | 17,886 | $198.9K | 0.08% | +17,886 | New |
| Harbour Investments, Inc. | 17,734 | $197.2K | 0.01% | −6,432−26.6% | Reduced |
| Charter Trust Co | 17,711 | $196.9K | 0.02% | 00.0% | Unchanged |
| Wolff Financial Management LLC | 17,344 | $193.0K | 0.07% | +175+1.0% | Added |
| Destination Wealth Management | 16,936 | $188.3K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 16,590 | $184.5K | 0.03% | 00.0% | Unchanged |
| Wealth Management Solutions, LLC | 16,376 | $182.1K | 0.10% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 16,232 | $180.5K | 0.00% | +648+4.2% | Added |
| Fortitude Advisory Group L.L.C. | 15,796 | $175.7K | 0.14% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 15,597 | $173.4K | 0.05% | +2,600+20.0% | Added |
| Ancora Advisors, LLC | 15,445 | $171.7K | 0.00% | 00.0% | Unchanged |
| Apeiron RIA LLC | 15,096 | $167.9K | 0.06% | +20.0% | Added |
| Well Done, LLC | 14,088 | $156.7K | 0.03% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 14,062 | $156.4K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 14,012 | $156.0K | 0.00% | +14,012 | New |
| SeaCrest Wealth Management, LLC | 13,897 | $154.5K | 0.02% | +37+0.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 13,762 | $153.0K | 0.01% | +12+0.1% | Added |
| Commerce Bank | 13,692 | $152.3K | 0.00% | +1,310+10.6% | Added |
| CWM, LLC | 13,291 | $148.0K | 0.00% | −458−3.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 13,249 | $147.3K | 0.03% | −2,140−13.9% | Reduced |
| Compass Financial Group, INC | 13,119 | $145.9K | 0.05% | +37+0.3% | Added |
| Western Wealth Management, LLC | 13,095 | $145.6K | 0.01% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 13,079 | $145.4K | 0.02% | +1,345+11.5% | Added |
| Oak Harbor Wealth Partners, LLC | 12,867 | $143.1K | 0.05% | +20.0% | Added |