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 |
|---|---|---|---|---|---|
| Sound View Wealth Advisors Group, LLC | 13,109 | $143.3K | 0.02% | +30+0.2% | Added |
| Western Wealth Management, LLC | 13,095 | $143.1K | 0.01% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 12,738 | $139.2K | 0.03% | +1,799+16.4% | Added |
| CWM, LLC | 12,681 | $139.0K | 0.00% | −610−4.6% | Reduced |
| Walter & Keenan Financial Consulting Co | 12,636 | $138.1K | 0.05% | 00.0% | Unchanged |
| PFG Advisors | 12,635 | $138.1K | 0.01% | +1,000+8.6% | Added |
| 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 |
| Lauterbach Financial Advisors, LLC | 12,237 | $133.8K | 0.10% | 00.0% | Unchanged |
| M&T Bank Corp | 12,152 | $133.1K | 0.00% | −45,432−78.9% | Reduced |
| North Star Investment Management Corp. | 12,164 | $133.0K | 0.01% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 12,020 | $131.4K | 0.07% | −480−3.8% | Reduced |
| Suncoast Equity Management | 11,921 | $130.3K | 0.02% | +11,921 | New |
| Acorn Wealth Advisors, LLC | 11,750 | $128.4K | 0.09% | +61+0.5% | Added |
| SMH Capital Advisors Inc | 11,716 | $128.0K | 0.28% | +52+0.4% | Added |
| Signaturefd, LLC | 11,655 | $127.4K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 11,577 | $126.5K | 0.09% | +111+1.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 11,291 | $123.4K | 0.02% | +11,291 | New |
| Sheaff Brock Investment Advisors, LLC | 11,141 | $121.8K | 0.01% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 11,113 | $121.5K | 0.02% | +15+0.1% | Added |
| Clean Yield Group | 10,971 | $119.9K | 0.05% | 00.0% | Unchanged |
| Strategic Advisors LLC | 10,884 | $119.0K | 0.02% | 00.0% | Unchanged |
| Cutler Investment Counsel LLC | 10,745 | $117.8K | 0.02% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 10,655 | $116.0K | 0.03% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 10,542 | $115.2K | 0.05% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 10,501 | $114.8K | 0.01% | +10,501 | New |
| Kercheville Advisors, LLC | 10,283 | $112.4K | 0.07% | 00.0% | Unchanged |
| Leisure Capital Management | 10,248 | $112.0K | 0.06% | +10,248 | New |
| Carr Financial Group Corp | 10,000 | $109.8K | 0.04% | −12,076−54.7% | Reduced |
| Sunbelt Securities, Inc. | 9,600 | $104.9K | 0.02% | +268+2.9% | Added |
| Cullen/Frost Bankers, Inc. | 7,668 | $83.8K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 7,331 | $80.1K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,945 | $64.5K | 0.00% | −2,675−35.1% | Reduced |
| WFA of San Diego, LLC | 5,650 | $61.8K | 0.06% | +5,650 | New |
| Founders Capital Management | 5,500 | $60.1K | 0.04% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 5,406 | $59.1K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 5,356 | $59.0K | 0.00% | +3,900+267.9% | Added |
| Bartlett & Co. Wealth Management LLC | 5,356 | $58.7K | 0.00% | +3,900+267.9% | Added |
| SJS Investment Consulting Inc. | 4,536 | $49.6K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 4,400 | $48.0K | 0.06% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 4,374 | $47.8K | 0.00% | +4,374 | New |
| Bessemer Group Inc | 4,062 | $44.0K | 0.00% | +174+4.5% | Added |
| Private Trust Co NA | 3,966 | $43.3K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 3,729 | $40.8K | 0.02% | +3,729 | New |
| First Personal Financial Services | 3,602 | $39.4K | 0.01% | +3,602 | New |
| PCA Investment Advisory Services Inc. | 3,571 | $39.0K | 0.02% | +3,571 | New |
| Cary Street Partner Investment Advisory LLC | 3,481 | $38.0K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 3,299 | $36.1K | 0.04% | 00.0% | Unchanged |
| Asset Dedication, LLC | 3,200 | $35.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 3,053 | $33.4K | 0.00% | −26,577−89.7% | Reduced |
| Pinnacle Bancorp, Inc. | 3,000 | $32.8K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 2,796 | $30.6K | 0.02% | +2,796 | New |
| ICA Group Wealth Management, LLC | 2,636 | $28.8K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,507 | $27.4K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 2,500 | $27.3K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 2,378 | $26.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,120 | $23.2K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 2,078 | $23.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,030 | $22.2K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,018 | $22.1K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,920 | $21.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,844 | $20.4K | 0.00% | −4,646−71.6% | Reduced |
| Strategic Investment Solutions, Inc. | 1,838 | $20.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,650 | $18.0K | 0.00% | +1,650 | New |
| WFA Asset Management Corp | 1,646 | $18.0K | 0.01% | +1,646 | New |
| Mascoma Wealth Management LLC | 1,630 | $17.3K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,550 | $16.9K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,334 | $15.0K | 0.00% | +12+0.9% | Added |
| Kistler-Tiffany Companies, LLC | 1,071 | $11.7K | 0.00% | +995+1,309.2% | Added |
| Geneos Wealth Management Inc. | 1,065 | $11.6K | 0.00% | 00.0% | Unchanged |
| 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 |
| McMillion Capital Management Inc | 902 | $9.86K | 0.01% | +902 | New |
| Financial Management Professionals, Inc. | 850 | $9.00K | 0.00% | +8+1.0% | Added |
| M&R Capital Management Inc | 677 | $7.40K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 666 | $7.28K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 645 | $7.05K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 583 | $6.37K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 522 | $5.71K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 519 | $5.67K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 400 | $4.37K | 0.00% | −2,600−86.7% | Reduced |
| Barrett & Company, Inc. | 338 | $3.69K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 301 | $3.29K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 240 | $2.62K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 105 | $1.15K | 0.00% | −7,556−98.6% | Reduced |
| Richard W. Paul & Associates, LLC | 79 | $863 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 76 | $831 | 0.00% | −13,936−99.5% | Reduced |
| Tower Research Capital LLC (TRC) | 9 | $98 | 0.00% | +9 | New |
| FMR LLC | 2 | $22 | 0.00% | −628−99.7% | Reduced |
| Huntington National Bank | – | $11 | 0.00% | – | – |
| 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 |