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, Q2 2023
Institutional positions in Nuveen AMT-Free Quality Municipal Income Fund as of Jun 30, 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
- 292
- +3 vs. Q1 2023
- Shares held
- 86.0M
- +4.63M (+5.7%) vs. Q1 2023
- Total value
- $940.1M
- +$35.6M (+3.9%) vs. Q1 2023
- New holders
- 29
- 101 more added
- Sold out
- 26
- 71 more reduced
4 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Nuveen AMT-Free Quality Municipal Income Fund; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | – | $11 | 0.00% | – | – |
| FMR LLC | 2 | $22 | 0.00% | −628−99.7% | Reduced |
| Tower Research Capital LLC (TRC) | 9 | $98 | 0.00% | +9 | New |
| JPMorgan Chase & Co | 76 | $831 | 0.00% | −13,936−99.5% | Reduced |
| Richard W. Paul & Associates, LLC | 79 | $863 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 105 | $1.15K | 0.00% | −7,556−98.6% | Reduced |
| Bogart Wealth, LLC | 240 | $2.62K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 301 | $3.29K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 338 | $3.69K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 400 | $4.37K | 0.00% | −2,600−86.7% | Reduced |
| Hanson & Doremus Investment Management | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 519 | $5.67K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 522 | $5.71K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 583 | $6.37K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 645 | $7.05K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 666 | $7.28K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 677 | $7.40K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 850 | $9.00K | 0.00% | +8+1.0% | Added |
| McMillion Capital Management Inc | 902 | $9.86K | 0.01% | +902 | New |
| Main Management LLC | 1,000 | $11.0K | 0.00% | +1,000 | New |
| Tyler-Stone Wealth Management | 1,000 | $11.0K | 0.01% | +1,000 | New |
| Geneos Wealth Management Inc. | 1,065 | $11.6K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,071 | $11.7K | 0.00% | +995+1,309.2% | Added |
| Capital Analysts, LLC | 1,334 | $15.0K | 0.00% | +12+0.9% | Added |
| Sandy Spring Bank | 1,550 | $16.9K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,630 | $17.3K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 1,646 | $18.0K | 0.01% | +1,646 | New |
| Parkside Financial Bank & Trust | 1,650 | $18.0K | 0.00% | +1,650 | New |
| Strategic Investment Solutions, Inc. | 1,838 | $20.1K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,844 | $20.4K | 0.00% | −4,646−71.6% | Reduced |
| West Paces Advisors Inc. | 1,920 | $21.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,018 | $22.1K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,030 | $22.2K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 2,078 | $23.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,120 | $23.2K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 2,378 | $26.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 2,500 | $27.3K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,507 | $27.4K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 2,636 | $28.8K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 2,796 | $30.6K | 0.02% | +2,796 | New |
| Pinnacle Bancorp, Inc. | 3,000 | $32.8K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 3,053 | $33.4K | 0.00% | −26,577−89.7% | Reduced |
| Asset Dedication, LLC | 3,200 | $35.0K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 3,299 | $36.1K | 0.04% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 3,481 | $38.0K | 0.00% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 3,571 | $39.0K | 0.02% | +3,571 | New |
| First Personal Financial Services | 3,602 | $39.4K | 0.01% | +3,602 | New |
| Cornerstone Planning Group LLC | 3,729 | $40.8K | 0.02% | +3,729 | New |
| Private Trust Co NA | 3,966 | $43.3K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 4,062 | $44.0K | 0.00% | +174+4.5% | Added |
| Baystate Wealth Management LLC | 4,374 | $47.8K | 0.00% | +4,374 | New |
| FNY Investment Advisers, LLC | 4,400 | $48.0K | 0.06% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4,536 | $49.6K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5,356 | $58.7K | 0.00% | +3,900+267.9% | Added |
| Bartlett & Co. LLC | 5,356 | $59.0K | 0.00% | +3,900+267.9% | Added |
| Riggs Asset Managment Co. Inc. | 5,406 | $59.1K | 0.02% | 00.0% | Unchanged |
| Founders Capital Management | 5,500 | $60.1K | 0.04% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 5,650 | $61.8K | 0.06% | +5,650 | New |
| IFP Advisors, Inc | 4,945 | $64.5K | 0.00% | −2,675−35.1% | Reduced |
| Webster Bank, N. A. | 7,331 | $80.1K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 7,668 | $83.8K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 9,600 | $104.9K | 0.02% | +268+2.9% | Added |
| Carr Financial Group Corp | 10,000 | $109.8K | 0.04% | −12,076−54.7% | Reduced |
| Leisure Capital Management | 10,248 | $112.0K | 0.06% | +10,248 | New |
| Kercheville Advisors, LLC | 10,283 | $112.4K | 0.07% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 10,501 | $114.8K | 0.01% | +10,501 | New |
| Founders Financial Alliance, LLC | 10,542 | $115.2K | 0.05% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 10,655 | $116.0K | 0.03% | 00.0% | Unchanged |
| Cutler Investment Counsel LLC | 10,745 | $117.8K | 0.02% | 00.0% | Unchanged |
| Strategic Advisors LLC | 10,884 | $119.0K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 10,971 | $119.9K | 0.05% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 11,113 | $121.5K | 0.02% | +15+0.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 11,141 | $121.8K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 11,291 | $123.4K | 0.02% | +11,291 | New |
| Wealth Quarterback LLC | 11,577 | $126.5K | 0.09% | +111+1.0% | Added |
| Signaturefd, LLC | 11,655 | $127.4K | 0.00% | 00.0% | Unchanged |
| SMH Capital Advisors Inc | 11,716 | $128.0K | 0.28% | +52+0.4% | Added |
| Acorn Wealth Advisors, LLC | 11,750 | $128.4K | 0.09% | +61+0.5% | Added |
| Suncoast Equity Management | 11,921 | $130.3K | 0.02% | +11,921 | New |
| Wealth Management Associates, Inc. | 12,020 | $131.4K | 0.07% | −480−3.8% | Reduced |
| North Star Investment Management Corp. | 12,164 | $133.0K | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 12,152 | $133.1K | 0.00% | −45,432−78.9% | Reduced |
| Lauterbach Financial Advisors, LLC | 12,237 | $133.8K | 0.10% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 12,500 | $136.6K | 0.01% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 12,500 | $136.6K | 0.00% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 12,500 | $136.6K | 0.01% | +12,500 | New |
| PFG Advisors | 12,635 | $138.1K | 0.01% | +1,000+8.6% | Added |
| Walter & Keenan Financial Consulting Co | 12,636 | $138.1K | 0.05% | 00.0% | Unchanged |
| CWM, LLC | 12,681 | $139.0K | 0.00% | −610−4.6% | Reduced |
| Occidental Asset Management, LLC | 12,738 | $139.2K | 0.03% | +1,799+16.4% | Added |
| Western Wealth Management, LLC | 13,095 | $143.1K | 0.01% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 13,109 | $143.3K | 0.02% | +30+0.2% | Added |
| Compass Financial Group, INC | 13,177 | $144.0K | 0.04% | +58+0.4% | Added |
| Nomura Holdings Inc | 13,300 | $145.4K | 0.00% | +2,600+24.3% | Added |
| McGlone Suttner Wealth Management, Inc. | 13,358 | $146.0K | 0.03% | −30,955−69.9% | Reduced |
| Commerce Bank | 13,692 | $149.7K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 13,754 | $150.3K | 0.00% | −2,478−15.3% | Reduced |
| RMB Capital Management, LLC | 14,062 | $153.7K | 0.01% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 14,070 | $153.8K | 0.05% | +1,203+9.3% | Added |
| Well Done, LLC | 14,088 | $154.0K | 0.03% | 00.0% | Unchanged |