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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $10 | 0.00% | −1−50.0% | Reduced |
| Huntington National Bank | – | $10 | 0.00% | – | – |
| Richard W. Paul & Associates, LLC | 79 | $765 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 100 | $968 | 0.00% | −24,886−99.6% | Reduced |
| Bartlett & Co. LLC | 105 | $1.00K | 0.00% | −5,251−98.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 105 | $1.02K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 105 | $1.02K | 0.00% | −5,251−98.0% | Reduced |
| Bogart Wealth, LLC | 240 | $2.32K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 338 | $3.27K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 519 | $5.02K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 522 | $5.05K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 551 | $5.33K | 0.00% | +551 | New |
| Moisand Fitzgerald Tamayo, LLC | 583 | $5.64K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 629 | $6.09K | 0.00% | +553+727.6% | Added |
| Piscataqua Savings Bank | 645 | $6.24K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 666 | $6.45K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 677 | $6.55K | 0.00% | 00.0% | Unchanged |
| Main Management LLC | 1,000 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,000 | $10.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,038 | $10.0K | 0.00% | −3,907−79.0% | Reduced |
| Geneos Wealth Management Inc. | 1,065 | $10.3K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,347 | $13.0K | 0.00% | +13+1.0% | Added |
| Sandy Spring Bank | 1,550 | $15.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,630 | $15.8K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 1,858 | $18.0K | 0.01% | +1,858 | New |
| West Paces Advisors Inc. | 1,920 | $18.6K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,030 | $19.6K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 2,078 | $20.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,120 | $20.6K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 2,241 | $21.7K | 0.00% | +2,241 | New |
| Cambridge Trust Co | 2,378 | $23.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 2,500 | $24.2K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,507 | $24.3K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 2,906 | $28.1K | 0.01% | −2,500−46.2% | Reduced |
| NBC Securities, Inc. | 3,032 | $29.0K | 0.00% | +3,032 | New |
| Pinnacle Bancorp, Inc. | 3,000 | $29.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 3,200 | $31.0K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 3,299 | $31.9K | 0.04% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 3,481 | $33.7K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 3,729 | $36.1K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 3,966 | $38.4K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 4,400 | $42.0K | 0.03% | 00.0% | Unchanged |
| Bessemer Group Inc | 4,293 | $42.0K | 0.00% | +231+5.7% | Added |
| Baystate Wealth Management LLC | 4,417 | $42.8K | 0.00% | +43+1.0% | Added |
| SJS Investment Consulting Inc. | 4,536 | $43.9K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 4,650 | $45.0K | 0.05% | −1,000−17.7% | Reduced |
| Founders Capital Management | 5,500 | $53.2K | 0.04% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 5,787 | $56.0K | 0.00% | +2,734+89.6% | Added |
| Allworth Financial LP | 7,082 | $68.6K | 0.00% | −16,477−69.9% | Reduced |
| Webster Bank, N. A. | 7,331 | $71.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 7,668 | $74.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 9,582 | $92.8K | 0.00% | −2,073−17.8% | Reduced |
| Leisure Capital Management | 10,248 | $99.2K | 0.06% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 10,283 | $99.5K | 0.06% | 00.0% | Unchanged |
| Busey Wealth Management | 10,444 | $101.1K | 0.00% | +10,444 | New |
| Pinnacle Wealth Planning Services, Inc. | 10,516 | $101.8K | 0.02% | −775−6.9% | Reduced |
| Founders Financial Alliance, LLC | 10,615 | $102.8K | 0.04% | +73+0.7% | Added |
| Cutler Investment Counsel LLC | 10,745 | $104.4K | 0.02% | 00.0% | Unchanged |
| Strategic Advisors LLC | 10,884 | $105.4K | 0.02% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 11,114 | $107.6K | 0.02% | +10.0% | Added |
| Clean Yield Group | 10,971 | $107.6K | 0.05% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 11,141 | $107.8K | 0.01% | 00.0% | Unchanged |
| Brown Advisory Inc | 11,258 | $109.0K | 0.00% | +11,258 | New |
| Sunbelt Securities, Inc. | 11,578 | $112.1K | 0.02% | +1,978+20.6% | Added |
| Oak Harbor Wealth Partners, LLC | 11,669 | $113.0K | 0.04% | −2,401−17.1% | Reduced |
| Wealth Quarterback LLC | 11,690 | $113.2K | 0.10% | +113+1.0% | Added |
| Sound View Wealth Advisors Group, LLC | 11,699 | $113.2K | 0.01% | −1,410−10.8% | Reduced |
| SMH Capital Advisors Inc | 11,795 | $114.0K | 0.27% | +79+0.7% | Added |
| Acorn Wealth Advisors, LLC | 11,814 | $114.4K | 0.08% | +64+0.5% | Added |
| Wealth Management Associates, Inc. | 12,020 | $116.4K | 0.07% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 12,164 | $117.7K | 0.01% | 00.0% | Unchanged |
| Lauterbach Financial Advisors, LLC | 12,237 | $118.5K | 0.09% | 00.0% | Unchanged |
| M&T Bank Corp | 12,222 | $118.7K | 0.00% | +70+0.6% | Added |
| Private Wealth Partners, LLC | 12,500 | $121.0K | 0.01% | 00.0% | Unchanged |
| Meixler Investment Management, Ltd. | 12,516 | $121.2K | 0.11% | −6,900−35.5% | Reduced |
| Walter & Keenan Financial Consulting Co | 12,636 | $122.3K | 0.05% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 12,705 | $123.0K | 0.03% | −33−0.3% | Reduced |
| InterOcean Capital Group, LLC | 13,000 | $125.8K | 0.00% | +500+4.0% | Added |
| PFG Advisors | 13,035 | $126.2K | 0.01% | +400+3.2% | Added |
| Western Wealth Management, LLC | 13,095 | $126.8K | 0.01% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 13,146 | $127.3K | 0.19% | +13,146 | New |
| Sovereign Financial Group, Inc. | 13,221 | $128.0K | 0.05% | +13,221 | New |
| SFMG, LLC | 13,431 | $130.0K | 0.01% | +13,431 | New |
| McGlone Suttner Wealth Management, Inc. | 13,473 | $130.4K | 0.03% | +115+0.9% | Added |
| Community Bank & Trust, Waco, Texas | 12,455 | $132.0K | 0.05% | +1,800+16.9% | Added |
| CWM, LLC | 13,774 | $133.0K | 0.00% | +1,093+8.6% | Added |
| Journey Strategic Wealth LLC | 13,843 | $134.0K | 0.01% | +13,843 | New |
| RMB Capital Management, LLC | 14,062 | $136.1K | 0.00% | 00.0% | Unchanged |
| Csenge Advisory Group | 14,105 | $136.5K | 0.01% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 14,500 | $140.4K | 0.16% | +14,500 | New |
| Great Valley Advisor Group, Inc. | 14,717 | $142.5K | 0.01% | −2,193−13.0% | Reduced |
| D.A. Davidson & Co. | 14,832 | $143.6K | 0.00% | +1,078+7.8% | Added |
| VisionPoint Advisory Group, LLC | 15,071 | $145.9K | 0.06% | −2,941−16.3% | Reduced |
| Integrated Wealth Concepts LLC | 15,336 | $148.5K | 0.00% | −9,566−38.4% | Reduced |
| Ancora Advisors, LLC | 15,445 | $149.5K | 0.00% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 15,565 | $150.7K | 0.09% | +15,565 | New |
| U.S. Capital Wealth Advisors, LLC | 15,850 | $153.4K | 0.01% | −1,512−8.7% | Reduced |
| Arkadios Wealth Advisors | 16,206 | $156.9K | 0.01% | +16,206 | New |
| Compass Financial Group, INC | 16,242 | $157.2K | 0.05% | +3,065+23.3% | Added |