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 |
|---|---|---|---|---|---|
| Walter & Keenan Financial Consulting Co | 12,636 | $140.5K | 0.05% | −4,300−25.4% | Reduced |
| 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 |
| Lauterbach Financial Advisors, LLC | 12,237 | $136.1K | 0.11% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 12,164 | $135.3K | 0.01% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 12,075 | $134.3K | 0.01% | +351+3.0% | Added |
| Lido Advisors, LLC | 11,988 | $133.3K | 0.00% | +11,988 | New |
| SMH Capital Advisors Inc | 11,664 | $130.0K | 0.77% | −85−0.7% | Reduced |
| Acorn Wealth Advisors, LLC | 11,689 | $130.0K | 0.10% | +65+0.6% | Added |
| Signaturefd, LLC | 11,655 | $129.6K | 0.00% | 00.0% | Unchanged |
| PFG Advisors | 11,635 | $129.4K | 0.01% | +1,000+9.4% | Added |
| Wealth Quarterback LLC | 11,466 | $127.5K | 0.11% | +71+0.6% | Added |
| CIBC Private Wealth Group, LLC | 34,643 | $127.5K | 0.00% | −148,612−81.1% | Reduced |
| InTrack Investment Management Inc | 11,500 | $126.8K | 0.12% | +11,500 | New |
| Integrated Capital Management, Inc. | 19,620 | $126.4K | 0.13% | +19,620 | New |
| Brighton Jones LLC | 11,176 | $124.3K | 0.01% | +69+0.6% | Added |
| Avantax Advisory Services, Inc. | 11,175 | $124.3K | 0.00% | +11,175 | New |
| Sheaff Brock Investment Advisors, LLC | 11,141 | $123.9K | 0.01% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 11,098 | $123.4K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 10,971 | $122.0K | 0.05% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 10,939 | $121.6K | 0.03% | +835+8.3% | Added |
| Strategic Advisors LLC | 10,884 | $121.0K | 0.02% | 00.0% | Unchanged |
| Change Path, LLC | 10,784 | $120.0K | 0.01% | +10,784 | New |
| Cutler Investment Counsel LLC | 10,745 | $119.9K | 0.02% | 00.0% | Unchanged |
| Nomura Holdings Inc | 10,700 | $119.0K | 0.00% | +10,700 | New |
| Community Bank & Trust, Waco, Texas | 10,655 | $118.0K | 0.04% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 10,580 | $117.7K | 0.03% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 10,486 | $117.0K | 0.00% | −897−7.9% | Reduced |
| Founders Financial Alliance, LLC | 10,542 | $116.5K | 0.06% | +96+0.9% | Added |
| Kercheville Advisors, LLC | 10,283 | $114.3K | 0.08% | 00.0% | Unchanged |
| Lantz Financial LLC | 10,210 | $113.5K | 0.05% | +161+1.6% | Added |
| Colony Group LLC | 10,107 | $112.0K | 0.00% | +10,107 | New |
| RDA Financial Network | 10,000 | $111.2K | 0.05% | −100−1.0% | Reduced |
| Belpointe Asset Management LLC | 9,870 | $109.8K | 0.01% | −4,471−31.2% | Reduced |
| Sunbelt Securities, Inc. | 9,332 | $102.7K | 0.02% | +9,332 | New |
| IFP Advisors, Inc | 7,620 | $99.4K | 0.00% | −32,437−81.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 7,668 | $85.3K | 0.00% | −1,726−18.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 7,661 | $85.2K | 0.00% | +2,582+50.8% | Added |
| Webster Bank, N. A. | 7,331 | $81.5K | 0.01% | +438+6.4% | Added |
| Ameritas Advisory Services, LLC | 6,999 | $77.1K | 0.00% | +6,999 | New |
| Carolinas Wealth Consulting LLC | 6,490 | $72.4K | 0.02% | +29+0.4% | Added |
| Founders Capital Management | 5,500 | $61.0K | 0.05% | +500+10.0% | Added |
| Riggs Asset Managment Co. Inc. | 5,406 | $60.1K | 0.02% | +2,500+86.0% | Added |
| SJS Investment Consulting Inc. | 4,536 | $50.4K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 4,400 | $48.0K | 0.06% | +4,400 | New |
| Syverson Strege & Co | 4,063 | $45.2K | 0.02% | +7+0.2% | Added |
| Private Trust Co NA | 3,966 | $44.1K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 3,888 | $43.0K | 0.00% | +3,888 | New |
| Cary Street Partner Investment Advisory LLC | 3,481 | $38.7K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 3,299 | $36.7K | 0.04% | 00.0% | Unchanged |
| Asset Dedication, LLC | 3,200 | $36.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3,000 | $33.4K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 3,000 | $33.4K | 0.01% | +3,000 | New |
| Adirondack Trust Co | 2,690 | $29.9K | 0.02% | +2,690 | New |
| ICA Group Wealth Management, LLC | 2,636 | $29.3K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,507 | $27.9K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 2,500 | $27.8K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 2,378 | $26.4K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,120 | $23.6K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 2,078 | $23.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,030 | $22.5K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,018 | $22.4K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,920 | $21.4K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 1,838 | $20.4K | 0.00% | +1,838 | New |
| Pathway Financial Advisers, LLC | 1,822 | $20.3K | 0.01% | −1,210−39.9% | Reduced |
| Mascoma Wealth Management LLC | 1,630 | $18.1K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,593 | $17.7K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,550 | $17.2K | 0.00% | −15,950−91.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,456 | $16.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,456 | $16.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,322 | $15.0K | 0.00% | +9+0.7% | Added |
| Geneos Wealth Management Inc. | 1,065 | $11.8K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 842 | $9.00K | 0.00% | +9+1.1% | Added |
| M&R Capital Management Inc | 677 | $7.53K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 666 | $7.41K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 645 | $7.17K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 630 | $7.01K | 0.00% | +627+20,900.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 583 | $6.48K | 0.00% | 00.0% | Unchanged |
| 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 |
| Parallel Advisors, LLC | 522 | $5.80K | 0.00% | −525−50.1% | Reduced |
| Larson Financial Group LLC | 519 | $5.77K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 500 | $5.56K | 0.00% | +500 | New |
| GHP Investment Advisors, Inc. | 467 | $5.19K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 338 | $3.76K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 333 | $3.70K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 301 | $3.35K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 240 | $2.67K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 195 | $2.17K | 0.00% | +195 | New |
| Richard W. Paul & Associates, LLC | 79 | $878 | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 76 | $846 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $11 | 0.00% | – | – |
| 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 |