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 |
|---|---|---|---|---|---|
| Toth Financial Advisory Corp | 53,298 | $582.6K | 0.08% | +4,378+8.9% | Added |
| Sea Otter Advisors LLC | 50,000 | $546.5K | 0.42% | +1,001+2.0% | Added |
| Sentinus, LLC | 49,090 | $536.6K | 0.17% | +470+1.0% | Added |
| Redhawk Wealth Advisors, Inc. | 48,348 | $528.4K | 0.16% | +459+1.0% | Added |
| Creative Planning | 48,141 | $526.2K | 0.00% | −477,292−90.8% | Reduced |
| Bokf, NA | 47,073 | $514.5K | 0.01% | 00.0% | Unchanged |
| Davenport & Co LLC | 45,542 | $497.8K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 45,000 | $493.4K | 0.03% | −40,000−47.1% | Reduced |
| Rock Point Advisors, LLC | 44,270 | $483.9K | 0.16% | +150.0% | Added |
| First Trust Advisors LP | 43,603 | $476.6K | 0.00% | −7,245−14.2% | Reduced |
| Cetera Investment Advisers | 43,520 | $475.7K | 0.00% | −75,429−63.4% | Reduced |
| Adviser Investments LLC | 43,060 | $470.6K | 0.01% | +43,060 | New |
| Captrust Financial Advisors | 42,729 | $467.0K | 0.00% | −2,073−4.6% | Reduced |
| Wellspring Financial Advisors, LLC | 41,147 | $449.7K | 0.13% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 40,118 | $439.9K | 0.02% | +2,000+5.2% | Added |
| Westchester Capital Management, LLC | 40,000 | $437.2K | 0.02% | 00.0% | Unchanged |
| Element Wealth, LLC | 39,858 | $435.7K | 0.30% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 39,581 | $432.6K | 0.07% | +5,171+15.0% | Added |
| AE Wealth Management LLC | 38,832 | $424.4K | 0.00% | +3,626+10.3% | Added |
| Cerity Partners LLC | 37,708 | $413.1K | 0.00% | +17,574+87.3% | Added |
| InTrack Investment Management Inc | 36,900 | $403.3K | 0.33% | +25,400+220.9% | Added |
| Venture Visionary Partners LLC | 36,376 | $397.6K | 0.02% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 35,993 | $393.4K | 0.02% | +8,396+30.4% | Added |
| Northern Trust Corp | 35,316 | $386.0K | 0.00% | −7,776−18.0% | Reduced |
| Moors & Cabot, Inc. | 34,756 | $379.9K | 0.03% | +877+2.6% | Added |
| Altfest L J & Co Inc | 33,171 | $363.0K | 0.05% | +160.0% | Added |
| Kestra Private Wealth Services, LLC | 33,072 | $361.5K | 0.01% | +224+0.7% | Added |
| Goldman Sachs Group Inc | 32,707 | $357.5K | 0.00% | +32,707 | New |
| CoreCap Advisors, LLC | 31,464 | $343.9K | 0.02% | +31,464 | New |
| Successful Portfolios LLC | 31,159 | $340.6K | 0.29% | −1,321−4.1% | Reduced |
| Capital Investment Advisory Services, LLC | 31,092 | $339.8K | 0.03% | +33+0.1% | Added |
| Drive Wealth Management, LLC | 30,045 | $329.5K | 0.12% | −3,265−9.8% | Reduced |
| Good Life Advisors, LLC | 29,684 | $324.4K | 0.04% | +54+0.2% | Added |
| Sigma Planning Corp | 29,631 | $323.9K | 0.01% | −4,702−13.7% | Reduced |
| Paul Damon & Associates, Inc. | 29,407 | $321.4K | 0.20% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 29,301 | $320.3K | 0.04% | +612+2.1% | Added |
| LexAurum Advisors, LLC | 29,000 | $317.0K | 0.10% | 00.0% | Unchanged |
| Wedbush Securities Inc | 28,852 | $315.0K | 0.02% | +133+0.5% | Added |
| Citadel Advisors LLC | 28,564 | $312.2K | 0.00% | +7,372+34.8% | Added |
| Hilltop Holdings Inc. | 28,472 | $311.2K | 0.04% | −10,000−26.0% | Reduced |
| Pointe Capital Management LLC | 28,409 | $310.5K | 0.23% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 27,500 | $300.6K | 0.08% | −1,500−5.2% | Reduced |
| Alliancebernstein L.P. | 27,399 | $299.5K | 0.00% | 00.0% | Unchanged |
| Apeiron RIA LLC | 26,531 | $290.0K | 0.10% | +11,435+75.7% | Added |
| We Are One Seven, LLC | 25,776 | $281.7K | 0.03% | +1,777+7.4% | Added |
| First Foundation Advisors | 25,614 | $280.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 25,335 | $276.9K | 0.00% | −1,605−6.0% | Reduced |
| Whittier Trust Co | 24,986 | $273.1K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 25,000 | $273.0K | 0.07% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 24,902 | $272.2K | 0.00% | −6,091−19.7% | Reduced |
| Snowden Capital Advisors LLC | 24,282 | $265.4K | 0.01% | +1,955+8.8% | Added |
| Ieq Capital, LLC | 24,217 | $264.7K | 0.01% | +24,217 | New |
| Camelot Portfolios, LLC | 24,043 | $262.8K | 0.16% | −816−3.3% | Reduced |
| Millennium Management LLC | 23,900 | $261.2K | 0.00% | +23,900 | New |
| Hudson Valley Investment Advisors Inc | 23,870 | $260.9K | 0.04% | +1,870+8.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 23,719 | $259.0K | 0.01% | 00.0% | Unchanged |
| King Luther Capital Management Corp | – | $258.0K | 0.00% | – | – |
| Cetera Advisors LLC | 23,582 | $257.8K | 0.00% | +962+4.3% | Added |
| Allworth Financial LP | 23,559 | $257.5K | 0.00% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 23,554 | $257.4K | 0.19% | 00.0% | Unchanged |
| Hollencrest Capital Management | 22,873 | $250.0K | 0.03% | −1,600−6.5% | Reduced |
| Independent Financial Group, LLC | 22,209 | $242.7K | 0.02% | −22,919−50.8% | Reduced |
| Schechter Investment Advisors, LLC | 22,084 | $241.4K | 0.02% | 00.0% | Unchanged |
| Family Management Corp | 22,072 | $241.2K | 0.05% | −203−0.9% | Reduced |
| Financial Engines Advisors L.L.C. | 21,800 | $239.0K | 0.00% | +1,791+9.0% | Added |
| US Bancorp | 21,185 | $231.6K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 21,029 | $230.6K | 0.00% | +21,029 | New |
| BlueSky Wealth Advisors, LLC | 21,000 | $229.5K | 0.05% | +21,000 | New |
| National Asset Management, Inc. | 20,131 | $220.7K | 0.00% | −500−2.4% | Reduced |
| L.M. Kohn & Company | 20,145 | $220.2K | 0.08% | −1,275−6.0% | Reduced |
| Meixler Investment Management, Ltd. | 19,416 | $212.2K | 0.20% | −7,965−29.1% | Reduced |
| Investors Asset Management of Georgia Inc | 19,065 | $208.4K | 0.11% | +50.0% | Added |
| Wealth Advisors of Tampa Bay, LLC | 18,964 | $207.3K | 0.11% | 00.0% | Unchanged |
| MBA Advisors LLC | 18,400 | $201.1K | 0.12% | −9,500−34.1% | Reduced |
| Choate Investment Advisors | 18,366 | $200.7K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 18,293 | $199.9K | 0.00% | −43,587−70.4% | Reduced |
| VisionPoint Advisory Group, LLC | 18,012 | $196.9K | 0.08% | −8,341−31.7% | Reduced |
| Strategic Financial Concepts, LLC | 17,965 | $196.4K | 0.07% | +79+0.4% | Added |
| Charter Trust Co | 17,711 | $193.6K | 0.01% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 17,665 | $193.1K | 0.00% | −3,961−18.3% | Reduced |
| Fort Point Capital Partners LLC | 17,583 | $192.2K | 0.03% | +17,583 | New |
| U.S. Capital Wealth Advisors, LLC | 17,362 | $189.8K | 0.01% | +3,600+26.2% | Added |
| Vivaldi Capital Management, LLC | 17,122 | $187.1K | 0.06% | +1,525+9.8% | Added |
| Harbour Investments, Inc. | 16,943 | $185.2K | 0.01% | −791−4.5% | Reduced |
| Great Valley Advisor Group, Inc. | 16,910 | $184.8K | 0.01% | −1,000−5.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 16,608 | $181.5K | 0.13% | +812+5.1% | Added |
| Caldwell Trust Co | 16,590 | $181.3K | 0.02% | 00.0% | Unchanged |
| Wealth Management Solutions, LLC | 16,376 | $179.0K | 0.12% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 15,753 | $172.2K | 0.00% | +4,578+41.0% | Added |
| Ancora Advisors, LLC | 15,445 | $168.8K | 0.00% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 14,155 | $154.7K | 0.14% | −5,465−27.9% | Reduced |
| Csenge Advisory Group | 14,105 | $154.2K | 0.01% | +14,105 | New |
| Well Done, LLC | 14,088 | $154.0K | 0.03% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 14,070 | $153.8K | 0.05% | +1,203+9.3% | Added |
| RMB Capital Management, LLC | 14,062 | $153.7K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 13,754 | $150.3K | 0.00% | −2,478−15.3% | Reduced |
| Commerce Bank | 13,692 | $149.7K | 0.00% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 13,358 | $146.0K | 0.03% | −30,955−69.9% | Reduced |
| Nomura Holdings Inc | 13,300 | $145.4K | 0.00% | +2,600+24.3% | Added |
| Compass Financial Group, INC | 13,177 | $144.0K | 0.04% | +58+0.4% | Added |