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 |
|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 78,352 | $758.0K | 0.00% | −5,624−6.7% | Reduced |
| Bryn Mawr Trust Co | 78,698 | $761.8K | 0.03% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 83,514 | $808.4K | 0.23% | +873+1.1% | Added |
| Tectonic Advisors LLC | 85,620 | $828.8K | 0.08% | −3,223−3.6% | Reduced |
| Mariner, LLC | 86,246 | $834.9K | 0.00% | −7,670−8.2% | Reduced |
| Raymond James Trust N.A. | 86,984 | $842.0K | 0.02% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 93,578 | $905.8K | 0.04% | −1,565−1.6% | Reduced |
| StrategIQ Financial Group, LLC | 94,221 | $912.1K | 0.11% | −1,640−1.7% | Reduced |
| Private Advisor Group, LLC | 96,850 | $937.5K | 0.01% | −4,038−4.0% | Reduced |
| United Capital Financial Advisers, LLC | 97,150 | $940.4K | 0.01% | −10,054−9.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 101,664 | $984.1K | 0.02% | −66,772−39.6% | Reduced |
| MML Investors Services, LLC | 106,843 | $1.03M | 0.01% | −92,129−46.3% | Reduced |
| Invesco Ltd. | 107,455 | $1.04M | 0.00% | +27,953+35.2% | Added |
| Childress Capital Advisors, LLC | 107,500 | $1.04M | 0.34% | +11,500+12.0% | Added |
| Westchester Capital Management, LLC | 109,662 | $1.06M | 0.04% | +69,662+174.2% | Added |
| Naples Global Advisors, LLC | 112,307 | $1.09M | 0.13% | +752+0.7% | Added |
| City of London Investment Management Co Ltd | 114,982 | $1.11M | 0.10% | −143,348−55.5% | Reduced |
| GWM Advisors LLC | 119,328 | $1.16M | 0.01% | −855−0.7% | Reduced |
| Stratos Wealth Partners, LTD. | 123,048 | $1.19M | 0.03% | +32,837+36.4% | Added |
| Petra Financial Advisors Inc | 134,116 | $1.30M | 1.08% | −2,665−1.9% | Reduced |
| TrinityPoint Wealth, LLC | 139,574 | $1.35M | 0.27% | −32,879−19.1% | Reduced |
| Riverbridge Partners LLC | 147,451 | $1.43M | 0.02% | +18,577+14.4% | Added |
| Wakefield Asset Management LLLP | 152,994 | $1.48M | 0.67% | −25,053−14.1% | Reduced |
| Evoke Wealth, LLC | 155,366 | $1.51M | 0.05% | +1,266+0.8% | Added |
| Goodwin Daniel L | 156,332 | $1.51M | 0.73% | 00.0% | Unchanged |
| Savant Capital, LLC | 161,553 | $1.56M | 0.02% | −88−0.1% | Reduced |
| Park Avenue Securities LLC | 161,583 | $1.56M | 0.02% | +30,501+23.3% | Added |
| Bank of New York Mellon Corp | 162,211 | $1.57M | 0.00% | −232−0.1% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 162,390 | $1.57M | 0.04% | −11,336−6.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 163,505 | $1.58M | 0.01% | +1,213+0.7% | Added |
| Jupiter Wealth Management LLC | 157,787 | $1.60M | 1.04% | +770.0% | Added |
| Palogic Value Management, L.P. | 168,316 | $1.63M | 0.80% | −4,392−2.5% | Reduced |
| Kestra Advisory Services, LLC | 173,790 | $1.68M | 0.02% | −19,680−10.2% | Reduced |
| Melone Private Wealth, LLC | 198,833 | $1.92M | 1.38% | +1,910+1.0% | Added |
| Cresset Asset Management, LLC | 201,083 | $1.95M | 0.01% | −2,174−1.1% | Reduced |
| Cresta Advisors, Ltd. | 211,647 | $2.05M | 1.59% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 212,814 | $2.06M | 0.01% | −7,019−3.2% | Reduced |
| Indiana Trust & Investment Management CO | 213,000 | $2.06M | 1.04% | +213,000 | New |
| JFS Wealth Advisors, LLC | 213,656 | $2.07M | 0.20% | −1,532−0.7% | Reduced |
| Claybrook Capital, LLC | 248,583 | $2.41M | 1.38% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 290,529 | $2.81M | 0.37% | +103,434+55.3% | Added |
| Cohen & Steers, Inc. | 290,598 | $2.81M | 0.01% | −30,000−9.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 297,884 | $2.88M | 0.00% | −17,961−5.7% | Reduced |
| Baird Financial Group, Inc. | 306,558 | $2.97M | 0.01% | +6,596+2.2% | Added |
| Tortoise Investment Management, LLC | 344,780 | $3.34M | 0.50% | −28,052−7.5% | Reduced |
| Arete Wealth Advisors, LLC | 412,093 | $3.99M | 0.69% | +24,939+6.4% | Added |
| The PNC Financial Services Group, Inc. | 413,692 | $4.00M | 0.00% | +16,251+4.1% | Added |
| Horizon Kinetics Asset Management LLC | 423,715 | $4.10M | 0.08% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 427,472 | $4.14M | 0.09% | +42,844+11.1% | Added |
| Ameriprise Financial Inc | 431,868 | $4.18M | 0.00% | +6,579+1.5% | Added |
| Eagle Bluffs Wealth Management LLC | 431,915 | $4.20M | 3.22% | −6,308−1.4% | Reduced |
| Advisor Group Holdings, Inc. | 440,857 | $4.27M | 0.01% | +46,111+11.7% | Added |
| Capital Investment Advisors, LLC | 442,970 | $4.29M | 0.12% | +5,902+1.4% | Added |
| Envestnet Asset Management Inc | 462,380 | $4.48M | 0.00% | +65,121+16.4% | Added |
| Congress Park Capital LLC | 485,500 | $4.70M | 2.71% | +140,000+40.5% | Added |
| Barry Investment Advisors, LLC | 559,406 | $5.43M | 1.96% | +18,469+3.4% | Added |
| Dakota Wealth Management | 583,121 | $5.64M | 0.25% | +80,338+16.0% | Added |
| Truist Financial Corp | 632,070 | $6.12M | 0.01% | +26,581+4.4% | Added |
| Stifel Financial Corp | 639,960 | $6.19M | 0.01% | +76,771+13.6% | Added |
| Commonwealth Equity Services, LLC | 694,476 | $6.72M | 0.01% | +10,538+1.5% | Added |
| Raymond James & Associates | 713,719 | $6.91M | 0.01% | +79,785+12.6% | Added |
| LPL Financial LLC | 753,959 | $7.30M | 0.01% | −160,948−17.6% | Reduced |
| Royal Bank of Canada | 786,794 | $7.62M | 0.00% | −28,712−3.5% | Reduced |
| Gill Capital Partners, LLC | 792,761 | $7.67M | 3.39% | −31,314−3.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 826,373 | $8.00M | 0.01% | +1,788+0.2% | Added |
| CNH Partners LLC | 851,689 | $8.24M | 0.37% | +482,839+130.9% | Added |
| Mackay Shields LLC | 930,320 | $9.01M | 0.25% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 961,621 | $9.27M | 4.13% | +245,876+34.4% | Added |
| Guggenheim Capital LLC | 1,023,006 | $9.90M | 0.09% | +107,708+11.8% | Added |
| Rockefeller Capital Management L.P. | 1,071,800 | $10.4M | 0.04% | +27,109+2.6% | Added |
| Wells Fargo & Company | 1,098,129 | $10.6M | 0.00% | +36,102+3.4% | Added |
| PenderFund Capital Management Ltd. | 850,000 | $11.2M | 3.35% | +850,000 | New |
| UBS Group AG | 1,436,028 | $13.9M | 0.01% | −82,605−5.4% | Reduced |
| HighTower Advisors, LLC | 1,518,137 | $14.7M | 0.03% | +56,000+3.8% | Added |
| Van Eck Associates Corp | 1,520,429 | $14.7M | 0.03% | +44,502+3.0% | Added |
| Bank of America Corp | 1,671,170 | $16.2M | 0.00% | +28,397+1.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 1,703,921 | $16.5M | 1.05% | −94,726−5.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,727,561 | $16.7M | 0.03% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 1,805,339 | $17.5M | 4.78% | +1,009,278+126.8% | Added |
| Saba Capital Management, L.P. | 2,940,582 | $28.5M | 0.91% | +2,774,180+1,667.2% | Added |
| Sit Investment Associates Inc | 4,048,740 | $39.2M | 1.08% | −265,492−6.2% | Reduced |
| Bramshill Investments, LLC | 5,918,518 | $57.3M | 6.66% | +388,336+7.0% | Added |
| Morgan Stanley | 8,665,160 | $83.9M | 0.01% | −3,373,926−28.0% | Reduced |
| Rivernorth Capital Management, LLC | 11,029,776 | $106.8M | 5.54% | +3,299,963+42.7% | Added |
| Karpus Management, Inc. | 20,648,999 | $199.9M | 6.72% | +3,604,684+21.1% | Added |
| McGowan Group Asset Management, Inc. | 0 | $0 | 0.00% | −655,427−100.0% | Sold out |
| Delphi Financial Group, Inc. | 0 | $0 | 0.00% | −301,243−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −295,457−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −168,089−100.0% | Sold out |
| Sea Otter Advisors LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| InTrack Investment Management Inc | 0 | $0 | 0.00% | −36,900−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −32,707−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −28,564−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −23,900−100.0% | Sold out |
| Financial Engines Advisors L.L.C. | 0 | $0 | 0.00% | −21,800−100.0% | Sold out |
| BlueSky Wealth Advisors, LLC | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Well Done, LLC | 0 | $0 | 0.00% | −14,088−100.0% | Sold out |
| Commerce Bank | 0 | $0 | 0.00% | −13,692−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −13,300−100.0% | Sold out |