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 |
|---|---|---|---|---|---|
| Csenge Advisory Group | 14,105 | $154.2K | 0.01% | +14,105 | New |
| Integrated Capital Management, Inc. | 14,155 | $154.7K | 0.14% | −5,465−27.9% | Reduced |
| Ancora Advisors, LLC | 15,445 | $168.8K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 15,753 | $172.2K | 0.00% | +4,578+41.0% | Added |
| Wealth Management Solutions, LLC | 16,376 | $179.0K | 0.12% | 00.0% | Unchanged |
| Caldwell Trust Co | 16,590 | $181.3K | 0.02% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 16,608 | $181.5K | 0.13% | +812+5.1% | Added |
| Great Valley Advisor Group, Inc. | 16,910 | $184.8K | 0.01% | −1,000−5.6% | Reduced |
| Harbour Investments, Inc. | 16,943 | $185.2K | 0.01% | −791−4.5% | Reduced |
| Vivaldi Capital Management, LLC | 17,122 | $187.1K | 0.06% | +1,525+9.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 17,362 | $189.8K | 0.01% | +3,600+26.2% | Added |
| Fort Point Capital Partners LLC | 17,583 | $192.2K | 0.03% | +17,583 | New |
| Wealthspire Advisors, LLC | 17,665 | $193.1K | 0.00% | −3,961−18.3% | Reduced |
| Charter Trust Co | 17,711 | $193.6K | 0.01% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 17,965 | $196.4K | 0.07% | +79+0.4% | Added |
| VisionPoint Advisory Group, LLC | 18,012 | $196.9K | 0.08% | −8,341−31.7% | Reduced |
| Stephens Inc | 18,293 | $199.9K | 0.00% | −43,587−70.4% | Reduced |
| Choate Investment Advisors | 18,366 | $200.7K | 0.01% | 00.0% | Unchanged |
| MBA Advisors LLC | 18,400 | $201.1K | 0.12% | −9,500−34.1% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 18,964 | $207.3K | 0.11% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 19,065 | $208.4K | 0.11% | +50.0% | Added |
| Meixler Investment Management, Ltd. | 19,416 | $212.2K | 0.20% | −7,965−29.1% | Reduced |
| L.M. Kohn & Company | 20,145 | $220.2K | 0.08% | −1,275−6.0% | Reduced |
| National Asset Management, Inc. | 20,131 | $220.7K | 0.00% | −500−2.4% | Reduced |
| BlueSky Wealth Advisors, LLC | 21,000 | $229.5K | 0.05% | +21,000 | New |
| Atria Wealth Solutions, Inc. | 21,029 | $230.6K | 0.00% | +21,029 | New |
| US Bancorp | 21,185 | $231.6K | 0.00% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 21,800 | $239.0K | 0.00% | +1,791+9.0% | Added |
| Family Management Corp | 22,072 | $241.2K | 0.05% | −203−0.9% | Reduced |
| Schechter Investment Advisors, LLC | 22,084 | $241.4K | 0.02% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 22,209 | $242.7K | 0.02% | −22,919−50.8% | Reduced |
| Hollencrest Capital Management | 22,873 | $250.0K | 0.03% | −1,600−6.5% | Reduced |
| Aberdeen Wealth Management LLC | 23,554 | $257.4K | 0.19% | 00.0% | Unchanged |
| Allworth Financial LP | 23,559 | $257.5K | 0.00% | 00.0% | Unchanged |
| Cetera Advisors LLC | 23,582 | $257.8K | 0.00% | +962+4.3% | Added |
| King Luther Capital Management Corp | – | $258.0K | 0.00% | – | – |
| Benjamin F. Edwards & Company, Inc. | 23,719 | $259.0K | 0.01% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 23,870 | $260.9K | 0.04% | +1,870+8.5% | Added |
| Millennium Management LLC | 23,900 | $261.2K | 0.00% | +23,900 | New |
| Camelot Portfolios, LLC | 24,043 | $262.8K | 0.16% | −816−3.3% | Reduced |
| Ieq Capital, LLC | 24,217 | $264.7K | 0.01% | +24,217 | New |
| Snowden Capital Advisors LLC | 24,282 | $265.4K | 0.01% | +1,955+8.8% | Added |
| Integrated Wealth Concepts LLC | 24,902 | $272.2K | 0.00% | −6,091−19.7% | Reduced |
| SkyView Investment Advisors, LLC | 25,000 | $273.0K | 0.07% | 00.0% | Unchanged |
| Whittier Trust Co | 24,986 | $273.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 25,335 | $276.9K | 0.00% | −1,605−6.0% | Reduced |
| First Foundation Advisors | 25,614 | $280.0K | 0.01% | 00.0% | Unchanged |
| We Are One Seven, LLC | 25,776 | $281.7K | 0.03% | +1,777+7.4% | Added |
| Apeiron RIA LLC | 26,531 | $290.0K | 0.10% | +11,435+75.7% | Added |
| Alliancebernstein L.P. | 27,399 | $299.5K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 27,500 | $300.6K | 0.08% | −1,500−5.2% | Reduced |
| Pointe Capital Management LLC | 28,409 | $310.5K | 0.23% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 28,472 | $311.2K | 0.04% | −10,000−26.0% | Reduced |
| Citadel Advisors LLC | 28,564 | $312.2K | 0.00% | +7,372+34.8% | Added |
| Wedbush Securities Inc | 28,852 | $315.0K | 0.02% | +133+0.5% | Added |
| LexAurum Advisors, LLC | 29,000 | $317.0K | 0.10% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 29,301 | $320.3K | 0.04% | +612+2.1% | Added |
| Paul Damon & Associates, Inc. | 29,407 | $321.4K | 0.20% | 00.0% | Unchanged |
| Sigma Planning Corp | 29,631 | $323.9K | 0.01% | −4,702−13.7% | Reduced |
| Good Life Advisors, LLC | 29,684 | $324.4K | 0.04% | +54+0.2% | Added |
| Drive Wealth Management, LLC | 30,045 | $329.5K | 0.12% | −3,265−9.8% | Reduced |
| Capital Investment Advisory Services, LLC | 31,092 | $339.8K | 0.03% | +33+0.1% | Added |
| Successful Portfolios LLC | 31,159 | $340.6K | 0.29% | −1,321−4.1% | Reduced |
| CoreCap Advisors, LLC | 31,464 | $343.9K | 0.02% | +31,464 | New |
| Goldman Sachs Group Inc | 32,707 | $357.5K | 0.00% | +32,707 | New |
| Kestra Private Wealth Services, LLC | 33,072 | $361.5K | 0.01% | +224+0.7% | Added |
| Altfest L J & Co Inc | 33,171 | $363.0K | 0.05% | +160.0% | Added |
| Moors & Cabot, Inc. | 34,756 | $379.9K | 0.03% | +877+2.6% | Added |
| Northern Trust Corp | 35,316 | $386.0K | 0.00% | −7,776−18.0% | Reduced |
| IHT Wealth Management, LLC | 35,993 | $393.4K | 0.02% | +8,396+30.4% | Added |
| Venture Visionary Partners LLC | 36,376 | $397.6K | 0.02% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 36,900 | $403.3K | 0.33% | +25,400+220.9% | Added |
| Cerity Partners LLC | 37,708 | $413.1K | 0.00% | +17,574+87.3% | Added |
| AE Wealth Management LLC | 38,832 | $424.4K | 0.00% | +3,626+10.3% | Added |
| Oxbow Advisors, LLC | 39,581 | $432.6K | 0.07% | +5,171+15.0% | Added |
| Element Wealth, LLC | 39,858 | $435.7K | 0.30% | 00.0% | Unchanged |
| Westchester Capital Management, LLC | 40,000 | $437.2K | 0.02% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 40,118 | $439.9K | 0.02% | +2,000+5.2% | Added |
| Wellspring Financial Advisors, LLC | 41,147 | $449.7K | 0.13% | 00.0% | Unchanged |
| Captrust Financial Advisors | 42,729 | $467.0K | 0.00% | −2,073−4.6% | Reduced |
| Adviser Investments LLC | 43,060 | $470.6K | 0.01% | +43,060 | New |
| Cetera Investment Advisers | 43,520 | $475.7K | 0.00% | −75,429−63.4% | Reduced |
| First Trust Advisors LP | 43,603 | $476.6K | 0.00% | −7,245−14.2% | Reduced |
| Rock Point Advisors, LLC | 44,270 | $483.9K | 0.16% | +150.0% | Added |
| Johnson Financial Group, Inc. | 45,000 | $493.4K | 0.03% | −40,000−47.1% | Reduced |
| Davenport & Co LLC | 45,542 | $497.8K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 47,073 | $514.5K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 48,141 | $526.2K | 0.00% | −477,292−90.8% | Reduced |
| Redhawk Wealth Advisors, Inc. | 48,348 | $528.4K | 0.16% | +459+1.0% | Added |
| Sentinus, LLC | 49,090 | $536.6K | 0.17% | +470+1.0% | Added |
| Sea Otter Advisors LLC | 50,000 | $546.5K | 0.42% | +1,001+2.0% | Added |
| Toth Financial Advisory Corp | 53,298 | $582.6K | 0.08% | +4,378+8.9% | Added |
| Sowell Financial Services LLC | 53,633 | $588.0K | 0.03% | +33+0.1% | Added |
| Coastal Investment Advisors, Inc. | 56,222 | $614.5K | 0.14% | +584+1.0% | Added |
| Summit Financial Wealth Advisors, LLC | 57,375 | $627.1K | 0.14% | −1,000−1.7% | Reduced |
| Lazari Capital Management, Inc. | 60,266 | $658.7K | 0.37% | +60,266 | New |
| Myecfo, LLC | 63,500 | $694.1K | 0.50% | +5,100+8.7% | Added |
| CI Private Wealth, LLC | 66,363 | $725.3K | 0.00% | +2,081+3.2% | Added |
| Advisory Services Network, LLC | 72,011 | $787.1K | 0.02% | +1,992+2.8% | Added |
| Oppenheimer & Co Inc | 72,470 | $792.1K | 0.02% | +13,486+22.9% | Added |