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 |
|---|---|---|---|---|---|
| Spire Wealth Management | 76,195 | $832.8K | 0.03% | −1,523−2.0% | Reduced |
| Altus Wealth Group LLC | 77,450 | $846.5K | 0.52% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 78,698 | $860.0K | 0.04% | 00.0% | Unchanged |
| Invesco Ltd. | 79,502 | $869.0K | 0.00% | +29,980+60.5% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 82,641 | $903.3K | 0.27% | +6,195+8.1% | Added |
| Mercer Global Advisors Inc | 83,976 | $918.0K | 0.00% | −6,843−7.5% | Reduced |
| Raymond James Trust N.A. | 86,984 | $951.0K | 0.03% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 88,843 | $971.1K | 0.12% | +843+1.0% | Added |
| Stratos Wealth Partners, LTD. | 90,211 | $986.0K | 0.02% | +3,561+4.1% | Added |
| Mariner, LLC | 93,916 | $1.03M | 0.00% | +3,116+3.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 94,334 | $1.03M | 0.07% | −243−0.3% | Reduced |
| Wesbanco Bank Inc | 95,143 | $1.04M | 0.04% | −1,686−1.7% | Reduced |
| Susquehanna International Group, LLP | 95,608 | $1.04M | 0.00% | +56,030+141.6% | Added |
| StrategIQ Financial Group, LLC | 95,861 | $1.05M | 0.12% | −1,183−1.2% | Reduced |
| Childress Capital Advisors, LLC | 96,000 | $1.05M | 0.44% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 99,445 | $1.09M | 0.01% | +34,365+52.8% | Added |
| Private Advisor Group, LLC | 100,888 | $1.10M | 0.01% | −15,243−13.1% | Reduced |
| United Capital Financial Advisers, LLC | 107,204 | $1.17M | 0.01% | +363+0.3% | Added |
| Naples Global Advisors, LLC | 111,555 | $1.22M | 0.14% | +13,375+13.6% | Added |
| GWM Advisors LLC | 120,183 | $1.31M | 0.01% | −3,348−2.7% | Reduced |
| Transform Wealth, LLC | 121,616 | $1.33M | 0.12% | −69,798−36.5% | Reduced |
| Riverbridge Partners LLC | 128,874 | $1.41M | 0.02% | −10,173−7.3% | Reduced |
| Park Avenue Securities LLC | 131,082 | $1.43M | 0.02% | +19,924+17.9% | Added |
| Petra Financial Advisors Inc | 136,781 | $1.50M | 1.33% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 154,100 | $1.69M | 0.06% | 00.0% | Unchanged |
| Goodwin Daniel L | 156,332 | $1.71M | 0.82% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 157,710 | $1.72M | 1.48% | −50,864−24.4% | Reduced |
| Savant Capital, LLC | 161,641 | $1.77M | 0.03% | +227+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 162,292 | $1.77M | 0.01% | −1,526−0.9% | Reduced |
| Bank of New York Mellon Corp | 162,443 | $1.78M | 0.00% | +162,443 | New |
| Saba Capital Management, L.P. | 166,402 | $1.82M | 0.06% | +166,402 | New |
| 1832 Asset Management L.P. | 168,089 | $1.84M | 0.00% | −9,321−5.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 168,436 | $1.84M | 0.03% | −71,834−29.9% | Reduced |
| TrinityPoint Wealth, LLC | 172,453 | $1.88M | 0.37% | −7,865−4.4% | Reduced |
| Palogic Value Management, L.P. | 172,708 | $1.89M | 0.89% | +4,600+2.7% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 173,726 | $1.90M | 0.05% | 00.0% | Unchanged |
| Wakefield Asset Management LLLP | 178,047 | $1.95M | 0.77% | +14,112+8.6% | Added |
| Landscape Capital Management, L.L.C. | 187,095 | $2.04M | 0.27% | −41,710−18.2% | Reduced |
| Kestra Advisory Services, LLC | 193,470 | $2.12M | 0.02% | +20,308+11.7% | Added |
| Melone Private Wealth, LLC | 196,923 | $2.15M | 1.52% | +1,243+0.6% | Added |
| MML Investors Services, LLC | 198,972 | $2.17M | 0.01% | +142,231+250.7% | Added |
| Cresset Asset Management, LLC | 203,257 | $2.23M | 0.02% | 00.0% | Unchanged |
| Cresta Advisors, Ltd. | 211,647 | $2.31M | 1.80% | +36,600+20.9% | Added |
| JFS Wealth Advisors, LLC | 215,188 | $2.35M | 0.21% | +530.0% | Added |
| Janney Montgomery Scott LLC | 219,833 | $2.40M | 0.01% | −4,336−1.9% | Reduced |
| Claybrook Capital, LLC | 248,583 | $2.72M | 1.45% | 00.0% | Unchanged |
| City of London Investment Management Co Ltd | 258,330 | $2.83M | 0.23% | −50,157−16.3% | Reduced |
| Penserra Capital Management LLC | 295,457 | $3.23M | 0.06% | +18,412+6.6% | Added |
| Baird Financial Group, Inc. | 299,962 | $3.28M | 0.01% | −11,777−3.8% | Reduced |
| Delphi Financial Group, Inc. | 301,243 | $3.29M | 1.67% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 315,845 | $3.45M | 0.00% | +59,434+23.2% | Added |
| Cohen & Steers, Inc. | 320,598 | $3.50M | 0.01% | 00.0% | Unchanged |
| Congress Park Capital LLC | 345,500 | $3.78M | 2.12% | +5,500+1.6% | Added |
| CNH Partners LLC | 368,850 | $4.03M | 0.17% | +43,190+13.3% | Added |
| Tortoise Investment Management, LLC | 372,832 | $4.08M | 0.60% | −218,274−36.9% | Reduced |
| Advisors Asset Management, Inc. | 384,628 | $4.20M | 0.09% | +4,572+1.2% | Added |
| Arete Wealth Advisors, LLC | 387,154 | $4.23M | 0.38% | +26,041+7.2% | Added |
| Advisor Group Holdings, Inc. | 394,746 | $4.31M | 0.01% | −136,941−25.8% | Reduced |
| Envestnet Asset Management Inc | 397,259 | $4.34M | 0.00% | +39,767+11.1% | Added |
| The PNC Financial Services Group, Inc. | 397,441 | $4.34M | 0.00% | +41,467+11.6% | Added |
| Horizon Kinetics Asset Management LLC | 423,715 | $4.63M | 0.10% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 425,289 | $4.65M | 0.00% | −7,905−1.8% | Reduced |
| Capital Investment Advisors, LLC | 437,068 | $4.78M | 0.15% | +2040.0% | Added |
| Eagle Bluffs Wealth Management LLC | 438,223 | $4.81M | 3.70% | +9,503+2.2% | Added |
| Dakota Wealth Management | 502,783 | $5.50M | 0.26% | +41,618+9.0% | Added |
| Barry Investment Advisors, LLC | 540,937 | $5.93M | 2.00% | −3,881−0.7% | Reduced |
| Stifel Financial Corp | 563,189 | $6.16M | 0.01% | +87,667+18.4% | Added |
| Truist Financial Corp | 605,489 | $6.62M | 0.01% | −6,941−1.1% | Reduced |
| Raymond James & Associates | 633,934 | $6.93M | 0.01% | +15,305+2.5% | Added |
| McGowan Group Asset Management, Inc. | 655,427 | $7.16M | 1.12% | −9,307−1.4% | Reduced |
| Commonwealth Equity Services, LLC | 683,938 | $7.47M | 0.02% | +1,085+0.2% | Added |
| Robinson Capital Management, LLC | 715,745 | $7.83M | 3.48% | +9,000+1.3% | Added |
| Logan Stone Capital, LLC | 796,061 | $8.70M | 2.95% | +174,333+28.0% | Added |
| Royal Bank of Canada | 815,506 | $8.91M | 0.00% | +155,240+23.5% | Added |
| Gill Capital Partners, LLC | 824,075 | $9.01M | 3.79% | +1,795+0.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 824,585 | $9.01M | 0.02% | −4,970−0.6% | Reduced |
| LPL Financial LLC | 914,907 | $10.0M | 0.01% | −9,727−1.1% | Reduced |
| Guggenheim Capital LLC | 915,298 | $10.0M | 0.08% | −904,187−49.7% | Reduced |
| Mackay Shields LLC | 930,320 | $10.2M | 0.28% | −400,000−30.1% | Reduced |
| Rockefeller Capital Management L.P. | 1,044,691 | $11.4M | 0.04% | +23,925+2.3% | Added |
| Wells Fargo & Company | 1,062,027 | $11.6M | 0.00% | +87,196+8.9% | Added |
| HighTower Advisors, LLC | 1,462,137 | $16.0M | 0.03% | +344,460+30.8% | Added |
| Van Eck Associates Corp | 1,475,927 | $16.1M | 0.04% | +61,386+4.3% | Added |
| UBS Group AG | 1,518,633 | $16.6M | 0.01% | −319,187−17.4% | Reduced |
| Bank of America Corp | 1,642,773 | $18.0M | 0.00% | +118,228+7.8% | Added |
| Allspring Global Investments Holdings, LLC | 1,727,561 | $18.9M | 0.03% | +99,473+6.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 1,798,647 | $19.7M | 1.17% | +311,879+21.0% | Added |
| Sit Investment Associates Inc | 4,314,232 | $47.2M | 1.23% | −78,429−1.8% | Reduced |
| Bramshill Investments, LLC | 5,530,182 | $60.4M | 5.50% | +425,061+8.3% | Added |
| Rivernorth Capital Management, LLC | 7,729,813 | $84.5M | 4.22% | +1,173,017+17.9% | Added |
| Morgan Stanley | 12,039,086 | $131.6M | 0.01% | +874,319+7.8% | Added |
| Karpus Management, Inc. | 17,044,315 | $186.3M | 5.85% | +2,828,476+19.9% | Added |
| Walleye Capital LLC | 0 | $0 | 0.00% | −46,772−100.0% | Sold out |
| Family Asset Management, LLC | 0 | $0 | 0.00% | −24,444−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −20,498−100.0% | Sold out |
| Ackerman Capital Advisors, LLC | 0 | $0 | 0.00% | −19,823−100.0% | Sold out |
| Wolff Financial Management LLC | 0 | $0 | 0.00% | −17,344−100.0% | Sold out |
| Destination Wealth Management | 0 | $0 | 0.00% | −16,936−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −13,897−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −13,249−100.0% | Sold out |