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 |
|---|---|---|---|---|---|
| Wealth Management Solutions, LLC | 16,376 | $158.5K | 0.11% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 16,554 | $160.2K | 0.04% | +16,554 | New |
| Caldwell Trust Co | 16,590 | $160.6K | 0.02% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 16,828 | $162.9K | 0.16% | −7,215−30.0% | Reduced |
| Family Management Corp | 17,068 | $165.2K | 0.04% | −5,004−22.7% | Reduced |
| Charter Trust Co | 17,711 | $171.4K | 0.01% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 17,783 | $172.1K | 0.04% | +17,783 | New |
| Neuberger Berman Group LLC | 17,817 | $172.5K | 0.00% | +17,817 | New |
| Avantax Advisory Services, Inc. | 17,878 | $173.1K | 0.00% | +2,125+13.5% | Added |
| Strategic Financial Concepts, LLC | 18,046 | $174.7K | 0.06% | +81+0.5% | Added |
| Atria Wealth Solutions, Inc. | 18,027 | $175.1K | 0.00% | −3,002−14.3% | Reduced |
| Choate Investment Advisors | 18,366 | $177.8K | 0.01% | 00.0% | Unchanged |
| MBA Advisors LLC | 18,400 | $178.1K | 0.11% | 00.0% | Unchanged |
| Cerity Partners LLC | 18,362 | $178.6K | 0.00% | −19,346−51.3% | Reduced |
| Stephens Inc | 18,658 | $180.6K | 0.00% | +365+2.0% | Added |
| Harbour Investments, Inc. | 18,882 | $182.8K | 0.01% | +1,939+11.4% | Added |
| Fortitude Advisory Group L.L.C. | 18,890 | $182.9K | 0.12% | +2,282+13.7% | Added |
| Investors Asset Management of Georgia Inc | 19,071 | $183.7K | 0.10% | +60.0% | Added |
| Integrated Capital Management, Inc. | 19,012 | $184.0K | 0.16% | +4,857+34.3% | Added |
| Vivaldi Capital Management, LLC | 19,097 | $184.9K | 0.06% | +1,975+11.5% | Added |
| Wealthspire Advisors, LLC | 19,215 | $186.0K | 0.00% | +1,550+8.8% | Added |
| Hollencrest Capital Management | 19,373 | $187.5K | 0.02% | −3,500−15.3% | Reduced |
| Shufro Rose & Co LLC | 19,500 | $188.8K | 0.02% | +19,500 | New |
| Hilltop Holdings Inc. | 19,742 | $191.1K | 0.02% | −8,730−30.7% | Reduced |
| L.M. Kohn & Company | 20,145 | $195.0K | 0.07% | 00.0% | Unchanged |
| National Asset Management, Inc. | 20,131 | $195.6K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 20,236 | $195.9K | 0.00% | −949−4.5% | Reduced |
| Schechter Investment Advisors, LLC | 22,084 | $213.8K | 0.02% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 22,331 | $216.2K | 0.01% | +122+0.5% | Added |
| Aberdeen Wealth Management LLC | 23,554 | $228.0K | 0.17% | 00.0% | Unchanged |
| King Luther Capital Management Corp | – | $228.5K | 0.00% | – | – |
| Cetera Advisors LLC | 23,645 | $228.9K | 0.00% | +63+0.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 23,719 | $230.0K | 0.01% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 23,870 | $231.1K | 0.03% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 23,985 | $232.2K | 0.00% | +23,985 | New |
| Sigma Planning Corp | 24,279 | $235.0K | 0.01% | −5,352−18.1% | Reduced |
| Snowden Capital Advisors LLC | 24,282 | $235.1K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 24,657 | $238.7K | 0.00% | −678−2.7% | Reduced |
| SkyView Investment Advisors, LLC | 25,000 | $242.0K | 0.10% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 25,500 | $246.8K | 0.07% | −2,000−7.3% | Reduced |
| First Foundation Advisors | 25,614 | $247.9K | 0.01% | 00.0% | Unchanged |
| We Are One Seven, LLC | 25,686 | $248.6K | 0.02% | −90−0.3% | Reduced |
| Crestone Asset Management LLC | 26,176 | $253.4K | 0.06% | +26,176 | New |
| Apeiron RIA LLC | 26,531 | $256.8K | 0.09% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 27,399 | $265.2K | 0.00% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 27,682 | $268.0K | 0.01% | −8,311−23.1% | Reduced |
| Pointe Capital Management LLC | 28,056 | $271.6K | 0.21% | −353−1.2% | Reduced |
| Toth Financial Advisory Corp | 28,307 | $274.0K | 0.04% | −24,991−46.9% | Reduced |
| Drive Wealth Management, LLC | 28,395 | $275.9K | 0.10% | −1,650−5.5% | Reduced |
| Kestra Private Wealth Services, LLC | 28,577 | $276.6K | 0.01% | −4,495−13.6% | Reduced |
| Archetype Wealth Partners | 28,757 | $278.0K | 0.06% | +28,757 | New |
| LexAurum Advisors, LLC | 29,000 | $280.7K | 0.08% | 00.0% | Unchanged |
| Wedbush Securities Inc | 28,989 | $281.0K | 0.01% | +137+0.5% | Added |
| Paul Damon & Associates, Inc. | 29,407 | $284.7K | 0.19% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 29,739 | $287.9K | 0.03% | +55+0.2% | Added |
| Capital Investment Advisory Services, LLC | 31,427 | $304.2K | 0.03% | +335+1.1% | Added |
| CoreCap Advisors, LLC | 31,518 | $305.1K | 0.02% | +54+0.2% | Added |
| Walleye Capital LLC | 31,600 | $305.9K | 0.00% | +31,600 | New |
| Ieq Capital, LLC | 32,800 | $317.5K | 0.01% | +8,583+35.4% | Added |
| Successful Portfolios LLC | 33,059 | $320.0K | 0.28% | +1,900+6.1% | Added |
| Altfest L J & Co Inc | 33,187 | $321.0K | 0.05% | +160.0% | Added |
| Comerica Bank | 33,266 | $322.0K | 0.00% | +33,266 | New |
| Oxbow Advisors, LLC | 33,568 | $324.9K | 0.05% | −6,013−15.2% | Reduced |
| Venture Visionary Partners LLC | 34,376 | $332.8K | 0.02% | −2,000−5.5% | Reduced |
| Northern Trust Corp | 35,316 | $341.9K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 35,401 | $342.7K | 0.00% | −8,202−18.8% | Reduced |
| AE Wealth Management LLC | 36,733 | $355.6K | 0.00% | −2,099−5.4% | Reduced |
| Summit Trail Advisors, LLC | 37,748 | $366.7K | 0.01% | −2,370−5.9% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 37,928 | $367.1K | 0.10% | +18,964+100.0% | Added |
| Bokf, NA | 39,000 | $369.3K | 0.01% | −8,073−17.1% | Reduced |
| Cetera Investment Advisers | 38,190 | $369.7K | 0.00% | −5,330−12.2% | Reduced |
| Element Wealth, LLC | 39,708 | $384.4K | 0.28% | −150−0.4% | Reduced |
| Wellspring Financial Advisors, LLC | 41,147 | $398.3K | 0.12% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 42,373 | $410.2K | 0.07% | +24,790+141.0% | Added |
| Captrust Financial Advisors | 43,034 | $416.6K | 0.00% | +305+0.7% | Added |
| Strategic Investment Solutions, Inc. | 38,598 | $420.7K | 0.01% | +36,760+2,000.0% | Added |
| Rock Point Advisors, LLC | 44,120 | $427.1K | 0.15% | −150−0.3% | Reduced |
| Adviser Investments LLC | 44,936 | $435.0K | 0.01% | +1,876+4.4% | Added |
| Davenport & Co LLC | 45,542 | $440.8K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 46,756 | $452.6K | 0.03% | +12,000+34.5% | Added |
| Creative Planning | 47,517 | $460.0K | 0.00% | −624−1.3% | Reduced |
| Redhawk Wealth Advisors, Inc. | 48,822 | $472.6K | 0.16% | +474+1.0% | Added |
| Summit Financial Wealth Advisors, LLC | 47,450 | $483.5K | 0.12% | −9,925−17.3% | Reduced |
| Sowell Financial Services LLC | 50,218 | $488.0K | 0.03% | −3,415−6.4% | Reduced |
| Susquehanna International Group, LLP | 51,074 | $494.4K | 0.00% | −44,534−46.6% | Reduced |
| Bard Financial Services, Inc. | 51,250 | $496.1K | 0.06% | +38,750+310.0% | Added |
| First Personal Financial Services | 53,552 | $518.4K | 0.13% | +49,950+1,386.7% | Added |
| Advisory Services Network, LLC | 54,280 | $525.4K | 0.01% | −17,731−24.6% | Reduced |
| CI Private Wealth, LLC | 55,168 | $534.0K | 0.00% | −11,195−16.9% | Reduced |
| Breakwater Capital Group | 55,321 | $537.2K | 0.19% | +55,321 | New |
| Lazari Capital Management, Inc. | 60,266 | $583.4K | 0.35% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 56,222 | $614.5K | 0.14% | 00.0% | Unchanged |
| Transform Wealth, LLC | 63,584 | $617.6K | 0.07% | −58,032−47.7% | Reduced |
| Myecfo, LLC | 64,300 | $622.4K | 0.43% | +800+1.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 64,387 | $623.3K | 0.00% | +64,387 | New |
| Oppenheimer & Co Inc | 64,792 | $627.2K | 0.01% | −7,678−10.6% | Reduced |
| Spire Wealth Management | 70,429 | $681.7K | 0.03% | −5,766−7.6% | Reduced |
| Cetera Advisor Networks LLC | 71,340 | $690.6K | 0.00% | −28,105−28.3% | Reduced |
| Altus Wealth Group LLC | 75,510 | $730.9K | 0.46% | −1,940−2.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 77,595 | $751.1K | 0.05% | −16,739−17.7% | Reduced |