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