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 |
|---|---|---|---|---|---|
| Susquehanna International Group, LLP | 51,074 | $494.4K | 0.00% | −44,534−46.6% | Reduced |
| Sowell Financial Services LLC | 50,218 | $488.0K | 0.03% | −3,415−6.4% | Reduced |
| Summit Financial Wealth Advisors, LLC | 47,450 | $483.5K | 0.12% | −9,925−17.3% | Reduced |
| Redhawk Wealth Advisors, Inc. | 48,822 | $472.6K | 0.16% | +474+1.0% | Added |
| Creative Planning | 47,517 | $460.0K | 0.00% | −624−1.3% | Reduced |
| Moors & Cabot, Inc. | 46,756 | $452.6K | 0.03% | +12,000+34.5% | Added |
| Davenport & Co LLC | 45,542 | $440.8K | 0.00% | 00.0% | Unchanged |
| Adviser Investments LLC | 44,936 | $435.0K | 0.01% | +1,876+4.4% | Added |
| Rock Point Advisors, LLC | 44,120 | $427.1K | 0.15% | −150−0.3% | Reduced |
| Strategic Investment Solutions, Inc. | 38,598 | $420.7K | 0.01% | +36,760+2,000.0% | Added |
| Captrust Financial Advisors | 43,034 | $416.6K | 0.00% | +305+0.7% | Added |
| Fort Point Capital Partners LLC | 42,373 | $410.2K | 0.07% | +24,790+141.0% | Added |
| Wellspring Financial Advisors, LLC | 41,147 | $398.3K | 0.12% | 00.0% | Unchanged |
| Element Wealth, LLC | 39,708 | $384.4K | 0.28% | −150−0.4% | Reduced |
| Cetera Investment Advisers | 38,190 | $369.7K | 0.00% | −5,330−12.2% | Reduced |
| Bokf, NA | 39,000 | $369.3K | 0.01% | −8,073−17.1% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 37,928 | $367.1K | 0.10% | +18,964+100.0% | Added |
| Summit Trail Advisors, LLC | 37,748 | $366.7K | 0.01% | −2,370−5.9% | Reduced |
| AE Wealth Management LLC | 36,733 | $355.6K | 0.00% | −2,099−5.4% | Reduced |
| First Trust Advisors LP | 35,401 | $342.7K | 0.00% | −8,202−18.8% | Reduced |
| Northern Trust Corp | 35,316 | $341.9K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 34,376 | $332.8K | 0.02% | −2,000−5.5% | Reduced |
| Oxbow Advisors, LLC | 33,568 | $324.9K | 0.05% | −6,013−15.2% | Reduced |
| Comerica Bank | 33,266 | $322.0K | 0.00% | +33,266 | New |
| Altfest L J & Co Inc | 33,187 | $321.0K | 0.05% | +160.0% | Added |
| Successful Portfolios LLC | 33,059 | $320.0K | 0.28% | +1,900+6.1% | Added |
| Ieq Capital, LLC | 32,800 | $317.5K | 0.01% | +8,583+35.4% | Added |
| Walleye Capital LLC | 31,600 | $305.9K | 0.00% | +31,600 | New |
| CoreCap Advisors, LLC | 31,518 | $305.1K | 0.02% | +54+0.2% | Added |
| Capital Investment Advisory Services, LLC | 31,427 | $304.2K | 0.03% | +335+1.1% | Added |
| Good Life Advisors, LLC | 29,739 | $287.9K | 0.03% | +55+0.2% | Added |
| Paul Damon & Associates, Inc. | 29,407 | $284.7K | 0.19% | 00.0% | Unchanged |
| Wedbush Securities Inc | 28,989 | $281.0K | 0.01% | +137+0.5% | Added |
| LexAurum Advisors, LLC | 29,000 | $280.7K | 0.08% | 00.0% | Unchanged |
| Archetype Wealth Partners | 28,757 | $278.0K | 0.06% | +28,757 | New |
| Kestra Private Wealth Services, LLC | 28,577 | $276.6K | 0.01% | −4,495−13.6% | Reduced |
| Drive Wealth Management, LLC | 28,395 | $275.9K | 0.10% | −1,650−5.5% | Reduced |
| Toth Financial Advisory Corp | 28,307 | $274.0K | 0.04% | −24,991−46.9% | Reduced |
| Pointe Capital Management LLC | 28,056 | $271.6K | 0.21% | −353−1.2% | Reduced |
| IHT Wealth Management, LLC | 27,682 | $268.0K | 0.01% | −8,311−23.1% | Reduced |
| Alliancebernstein L.P. | 27,399 | $265.2K | 0.00% | 00.0% | Unchanged |
| Apeiron RIA LLC | 26,531 | $256.8K | 0.09% | 00.0% | Unchanged |
| Crestone Asset Management LLC | 26,176 | $253.4K | 0.06% | +26,176 | New |
| We Are One Seven, LLC | 25,686 | $248.6K | 0.02% | −90−0.3% | Reduced |
| First Foundation Advisors | 25,614 | $247.9K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 25,500 | $246.8K | 0.07% | −2,000−7.3% | Reduced |
| SkyView Investment Advisors, LLC | 25,000 | $242.0K | 0.10% | 00.0% | Unchanged |
| Fifth Third Bancorp | 24,657 | $238.7K | 0.00% | −678−2.7% | Reduced |
| Snowden Capital Advisors LLC | 24,282 | $235.1K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 24,279 | $235.0K | 0.01% | −5,352−18.1% | Reduced |
| Fisher Asset Management, LLC | 23,985 | $232.2K | 0.00% | +23,985 | New |
| Hudson Valley Investment Advisors Inc | 23,870 | $231.1K | 0.03% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 23,719 | $230.0K | 0.01% | 00.0% | Unchanged |
| Cetera Advisors LLC | 23,645 | $228.9K | 0.00% | +63+0.3% | Added |
| King Luther Capital Management Corp | – | $228.5K | 0.00% | – | – |
| Aberdeen Wealth Management LLC | 23,554 | $228.0K | 0.17% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 22,331 | $216.2K | 0.01% | +122+0.5% | Added |
| Schechter Investment Advisors, LLC | 22,084 | $213.8K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 20,236 | $195.9K | 0.00% | −949−4.5% | Reduced |
| National Asset Management, Inc. | 20,131 | $195.6K | 0.01% | 00.0% | Unchanged |
| L.M. Kohn & Company | 20,145 | $195.0K | 0.07% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 19,742 | $191.1K | 0.02% | −8,730−30.7% | Reduced |
| Shufro Rose & Co LLC | 19,500 | $188.8K | 0.02% | +19,500 | New |
| Hollencrest Capital Management | 19,373 | $187.5K | 0.02% | −3,500−15.3% | Reduced |
| Wealthspire Advisors, LLC | 19,215 | $186.0K | 0.00% | +1,550+8.8% | Added |
| Vivaldi Capital Management, LLC | 19,097 | $184.9K | 0.06% | +1,975+11.5% | Added |
| Integrated Capital Management, Inc. | 19,012 | $184.0K | 0.16% | +4,857+34.3% | Added |
| Investors Asset Management of Georgia Inc | 19,071 | $183.7K | 0.10% | +60.0% | Added |
| Fortitude Advisory Group L.L.C. | 18,890 | $182.9K | 0.12% | +2,282+13.7% | Added |
| Harbour Investments, Inc. | 18,882 | $182.8K | 0.01% | +1,939+11.4% | Added |
| Stephens Inc | 18,658 | $180.6K | 0.00% | +365+2.0% | Added |
| Cerity Partners LLC | 18,362 | $178.6K | 0.00% | −19,346−51.3% | Reduced |
| MBA Advisors LLC | 18,400 | $178.1K | 0.11% | 00.0% | Unchanged |
| Choate Investment Advisors | 18,366 | $177.8K | 0.01% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 18,027 | $175.1K | 0.00% | −3,002−14.3% | Reduced |
| Strategic Financial Concepts, LLC | 18,046 | $174.7K | 0.06% | +81+0.5% | Added |
| Avantax Advisory Services, Inc. | 17,878 | $173.1K | 0.00% | +2,125+13.5% | Added |
| Neuberger Berman Group LLC | 17,817 | $172.5K | 0.00% | +17,817 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 17,783 | $172.1K | 0.04% | +17,783 | New |
| Charter Trust Co | 17,711 | $171.4K | 0.01% | 00.0% | Unchanged |
| Family Management Corp | 17,068 | $165.2K | 0.04% | −5,004−22.7% | Reduced |
| Camelot Portfolios, LLC | 16,828 | $162.9K | 0.16% | −7,215−30.0% | Reduced |
| Caldwell Trust Co | 16,590 | $160.6K | 0.02% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 16,554 | $160.2K | 0.04% | +16,554 | New |
| Wealth Management Solutions, LLC | 16,376 | $158.5K | 0.11% | 00.0% | Unchanged |
| Compass Financial Group, INC | 16,242 | $157.2K | 0.05% | +3,065+23.3% | Added |
| Arkadios Wealth Advisors | 16,206 | $156.9K | 0.01% | +16,206 | New |
| U.S. Capital Wealth Advisors, LLC | 15,850 | $153.4K | 0.01% | −1,512−8.7% | Reduced |
| Armor Investment Advisors, LLC | 15,565 | $150.7K | 0.09% | +15,565 | New |
| Ancora Advisors, LLC | 15,445 | $149.5K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 15,336 | $148.5K | 0.00% | −9,566−38.4% | Reduced |
| VisionPoint Advisory Group, LLC | 15,071 | $145.9K | 0.06% | −2,941−16.3% | Reduced |
| D.A. Davidson & Co. | 14,832 | $143.6K | 0.00% | +1,078+7.8% | Added |
| Great Valley Advisor Group, Inc. | 14,717 | $142.5K | 0.01% | −2,193−13.0% | Reduced |
| Seed Wealth Management, Inc. | 14,500 | $140.4K | 0.16% | +14,500 | New |
| Csenge Advisory Group | 14,105 | $136.5K | 0.01% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 14,062 | $136.1K | 0.00% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 13,843 | $134.0K | 0.01% | +13,843 | New |
| CWM, LLC | 13,774 | $133.0K | 0.00% | +1,093+8.6% | Added |
| Community Bank & Trust, Waco, Texas | 12,455 | $132.0K | 0.05% | +1,800+16.9% | Added |