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, Q3 2023
Institutional positions in Nuveen AMT-Free Quality Municipal Income Fund as of Sep 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
- 285
- −3 vs. Q2 2023
- Shares held
- 93.9M
- +8.05M (+9.4%) vs. Q2 2023
- Total value
- $912.8M
- −$26.4M (−2.8%) vs. Q2 2023
- New holders
- 26
- 89 more added
- Sold out
- 29
- 88 more reduced
4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Nuveen AMT-Free Quality Municipal Income Fund; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 20,648,999 | $199.9M | 6.72% | +3,604,684+21.1% | Added |
| Rivernorth Capital Management, LLC | 11,029,776 | $106.8M | 5.54% | +3,299,963+42.7% | Added |
| Morgan Stanley | 8,665,160 | $83.9M | 0.01% | −3,373,926−28.0% | Reduced |
| Bramshill Investments, LLC | 5,918,518 | $57.3M | 6.66% | +388,336+7.0% | Added |
| Sit Investment Associates Inc | 4,048,740 | $39.2M | 1.08% | −265,492−6.2% | Reduced |
| Saba Capital Management, L.P. | 2,940,582 | $28.5M | 0.91% | +2,774,180+1,667.2% | Added |
| Logan Stone Capital, LLC | 1,805,339 | $17.5M | 4.78% | +1,009,278+126.8% | Added |
| Allspring Global Investments Holdings, LLC | 1,727,561 | $16.7M | 0.03% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 1,703,921 | $16.5M | 1.05% | −94,726−5.3% | Reduced |
| Bank of America Corp | 1,671,170 | $16.2M | 0.00% | +28,397+1.7% | Added |
| Van Eck Associates Corp | 1,520,429 | $14.7M | 0.03% | +44,502+3.0% | Added |
| HighTower Advisors, LLC | 1,518,137 | $14.7M | 0.03% | +56,000+3.8% | Added |
| UBS Group AG | 1,436,028 | $13.9M | 0.01% | −82,605−5.4% | Reduced |
| PenderFund Capital Management Ltd. | 850,000 | $11.2M | 3.35% | +850,000 | New |
| Wells Fargo & Company | 1,098,129 | $10.6M | 0.00% | +36,102+3.4% | Added |
| Rockefeller Capital Management L.P. | 1,071,800 | $10.4M | 0.04% | +27,109+2.6% | Added |
| Guggenheim Capital LLC | 1,023,006 | $9.90M | 0.09% | +107,708+11.8% | Added |
| Robinson Capital Management, LLC | 961,621 | $9.27M | 4.13% | +245,876+34.4% | Added |
| Mackay Shields LLC | 930,320 | $9.01M | 0.25% | 00.0% | Unchanged |
| CNH Partners LLC | 851,689 | $8.24M | 0.37% | +482,839+130.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 826,373 | $8.00M | 0.01% | +1,788+0.2% | Added |
| Gill Capital Partners, LLC | 792,761 | $7.67M | 3.39% | −31,314−3.8% | Reduced |
| Royal Bank of Canada | 786,794 | $7.62M | 0.00% | −28,712−3.5% | Reduced |
| LPL Financial LLC | 753,959 | $7.30M | 0.01% | −160,948−17.6% | Reduced |
| Raymond James & Associates | 713,719 | $6.91M | 0.01% | +79,785+12.6% | Added |
| Commonwealth Equity Services, LLC | 694,476 | $6.72M | 0.01% | +10,538+1.5% | Added |
| Stifel Financial Corp | 639,960 | $6.19M | 0.01% | +76,771+13.6% | Added |
| Truist Financial Corp | 632,070 | $6.12M | 0.01% | +26,581+4.4% | Added |
| Dakota Wealth Management | 583,121 | $5.64M | 0.25% | +80,338+16.0% | Added |
| Barry Investment Advisors, LLC | 559,406 | $5.43M | 1.96% | +18,469+3.4% | Added |
| Congress Park Capital LLC | 485,500 | $4.70M | 2.71% | +140,000+40.5% | Added |
| Envestnet Asset Management Inc | 462,380 | $4.48M | 0.00% | +65,121+16.4% | Added |
| Capital Investment Advisors, LLC | 442,970 | $4.29M | 0.12% | +5,902+1.4% | Added |
| Advisor Group Holdings, Inc. | 440,857 | $4.27M | 0.01% | +46,111+11.7% | Added |
| Eagle Bluffs Wealth Management LLC | 431,915 | $4.20M | 3.22% | −6,308−1.4% | Reduced |
| Ameriprise Financial Inc | 431,868 | $4.18M | 0.00% | +6,579+1.5% | Added |
| Advisors Asset Management, Inc. | 427,472 | $4.14M | 0.09% | +42,844+11.1% | Added |
| Horizon Kinetics Asset Management LLC | 423,715 | $4.10M | 0.08% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 413,692 | $4.00M | 0.00% | +16,251+4.1% | Added |
| Arete Wealth Advisors, LLC | 412,093 | $3.99M | 0.69% | +24,939+6.4% | Added |
| Tortoise Investment Management, LLC | 344,780 | $3.34M | 0.50% | −28,052−7.5% | Reduced |
| Baird Financial Group, Inc. | 306,558 | $2.97M | 0.01% | +6,596+2.2% | Added |
| Northwestern Mutual Wealth Management Co | 297,884 | $2.88M | 0.00% | −17,961−5.7% | Reduced |
| Cohen & Steers, Inc. | 290,598 | $2.81M | 0.01% | −30,000−9.4% | Reduced |
| Landscape Capital Management, L.L.C. | 290,529 | $2.81M | 0.37% | +103,434+55.3% | Added |
| Claybrook Capital, LLC | 248,583 | $2.41M | 1.38% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 213,656 | $2.07M | 0.20% | −1,532−0.7% | Reduced |
| Indiana Trust & Investment Management CO | 213,000 | $2.06M | 1.04% | +213,000 | New |
| Janney Montgomery Scott LLC | 212,814 | $2.06M | 0.01% | −7,019−3.2% | Reduced |
| Cresta Advisors, Ltd. | 211,647 | $2.05M | 1.59% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 201,083 | $1.95M | 0.01% | −2,174−1.1% | Reduced |
| Melone Private Wealth, LLC | 198,833 | $1.92M | 1.38% | +1,910+1.0% | Added |
| Kestra Advisory Services, LLC | 173,790 | $1.68M | 0.02% | −19,680−10.2% | Reduced |
| Palogic Value Management, L.P. | 168,316 | $1.63M | 0.80% | −4,392−2.5% | Reduced |
| Jupiter Wealth Management LLC | 157,787 | $1.60M | 1.04% | +770.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 163,505 | $1.58M | 0.01% | +1,213+0.7% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 162,390 | $1.57M | 0.04% | −11,336−6.5% | Reduced |
| Bank of New York Mellon Corp | 162,211 | $1.57M | 0.00% | −232−0.1% | Reduced |
| Park Avenue Securities LLC | 161,583 | $1.56M | 0.02% | +30,501+23.3% | Added |
| Savant Capital, LLC | 161,553 | $1.56M | 0.02% | −88−0.1% | Reduced |
| Goodwin Daniel L | 156,332 | $1.51M | 0.73% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 155,366 | $1.51M | 0.05% | +1,266+0.8% | Added |
| Wakefield Asset Management LLLP | 152,994 | $1.48M | 0.67% | −25,053−14.1% | Reduced |
| Riverbridge Partners LLC | 147,451 | $1.43M | 0.02% | +18,577+14.4% | Added |
| TrinityPoint Wealth, LLC | 139,574 | $1.35M | 0.27% | −32,879−19.1% | Reduced |
| Petra Financial Advisors Inc | 134,116 | $1.30M | 1.08% | −2,665−1.9% | Reduced |
| Stratos Wealth Partners, LTD. | 123,048 | $1.19M | 0.03% | +32,837+36.4% | Added |
| GWM Advisors LLC | 119,328 | $1.16M | 0.01% | −855−0.7% | Reduced |
| City of London Investment Management Co Ltd | 114,982 | $1.11M | 0.10% | −143,348−55.5% | Reduced |
| Naples Global Advisors, LLC | 112,307 | $1.09M | 0.13% | +752+0.7% | Added |
| Westchester Capital Management, LLC | 109,662 | $1.06M | 0.04% | +69,662+174.2% | Added |
| Childress Capital Advisors, LLC | 107,500 | $1.04M | 0.34% | +11,500+12.0% | Added |
| Invesco Ltd. | 107,455 | $1.04M | 0.00% | +27,953+35.2% | Added |
| MML Investors Services, LLC | 106,843 | $1.03M | 0.01% | −92,129−46.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 101,664 | $984.1K | 0.02% | −66,772−39.6% | Reduced |
| United Capital Financial Advisers, LLC | 97,150 | $940.4K | 0.01% | −10,054−9.4% | Reduced |
| Private Advisor Group, LLC | 96,850 | $937.5K | 0.01% | −4,038−4.0% | Reduced |
| StrategIQ Financial Group, LLC | 94,221 | $912.1K | 0.11% | −1,640−1.7% | Reduced |
| Wesbanco Bank Inc | 93,578 | $905.8K | 0.04% | −1,565−1.6% | Reduced |
| Raymond James Trust N.A. | 86,984 | $842.0K | 0.02% | 00.0% | Unchanged |
| Mariner, LLC | 86,246 | $834.9K | 0.00% | −7,670−8.2% | Reduced |
| Tectonic Advisors LLC | 85,620 | $828.8K | 0.08% | −3,223−3.6% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 83,514 | $808.4K | 0.23% | +873+1.1% | Added |
| Bryn Mawr Trust Co | 78,698 | $761.8K | 0.03% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 78,352 | $758.0K | 0.00% | −5,624−6.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 77,595 | $751.1K | 0.05% | −16,739−17.7% | Reduced |
| Altus Wealth Group LLC | 75,510 | $730.9K | 0.46% | −1,940−2.5% | Reduced |
| Cetera Advisor Networks LLC | 71,340 | $690.6K | 0.00% | −28,105−28.3% | Reduced |
| Spire Wealth Management | 70,429 | $681.7K | 0.03% | −5,766−7.6% | Reduced |
| Oppenheimer & Co Inc | 64,792 | $627.2K | 0.01% | −7,678−10.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 64,387 | $623.3K | 0.00% | +64,387 | New |
| Myecfo, LLC | 64,300 | $622.4K | 0.43% | +800+1.3% | Added |
| Transform Wealth, LLC | 63,584 | $617.6K | 0.07% | −58,032−47.7% | Reduced |
| Coastal Investment Advisors, Inc. | 56,222 | $614.5K | 0.14% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 60,266 | $583.4K | 0.35% | 00.0% | Unchanged |
| Breakwater Capital Group | 55,321 | $537.2K | 0.19% | +55,321 | New |
| CI Private Wealth, LLC | 55,168 | $534.0K | 0.00% | −11,195−16.9% | Reduced |
| Advisory Services Network, LLC | 54,280 | $525.4K | 0.01% | −17,731−24.6% | Reduced |
| First Personal Financial Services | 53,552 | $518.4K | 0.13% | +49,950+1,386.7% | Added |
| Bard Financial Services, Inc. | 51,250 | $496.1K | 0.06% | +38,750+310.0% | Added |