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, Q4 2023
Institutional positions in Nuveen AMT-Free Quality Municipal Income Fund as of Dec 31, 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
- 310
- +30 vs. Q3 2023
- Shares held
- 100.3M
- +6.84M (+7.3%) vs. Q3 2023
- Total value
- $1.11B
- +$198.7M (+21.9%) vs. Q3 2023
- New holders
- 57
- 83 more added
- Sold out
- 27
- 91 more reduced
5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Nuveen AMT-Free Quality Municipal Income Fund; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 23,657,938 | $260.2M | 7.92% | +3,008,939+14.6% | Added |
| Morgan Stanley | 10,052,527 | $110.6M | 0.01% | +1,387,367+16.0% | Added |
| Rivernorth Capital Management, LLC | 8,234,935 | $90.6M | 4.34% | −2,794,841−25.3% | Reduced |
| Bramshill Investments, LLC | 6,473,370 | $71.2M | 7.01% | +554,852+9.4% | Added |
| Saba Capital Management, L.P. | 3,823,691 | $42.1M | 1.03% | +883,109+30.0% | Added |
| Sit Investment Associates Inc | 3,395,607 | $37.4M | 0.92% | −653,133−16.1% | Reduced |
| Logan Stone Capital, LLC | 2,413,602 | $26.5M | 5.37% | +608,263+33.7% | Added |
| Van Eck Associates Corp | 1,732,147 | $19.1M | 0.03% | +211,718+13.9% | Added |
| Allspring Global Investments Holdings, LLC | 1,727,561 | $19.0M | 0.03% | 00.0% | Unchanged |
| Bank of America Corp | 1,706,943 | $18.8M | 0.00% | +35,773+2.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 1,576,422 | $17.3M | 0.99% | −127,499−7.5% | Reduced |
| HighTower Advisors, LLC | 1,528,688 | $16.8M | 0.03% | +10,551+0.7% | Added |
| Wells Fargo & Company | 1,431,408 | $15.7M | 0.00% | +333,279+30.3% | Added |
| PenderFund Capital Management Ltd. | 909,800 | $13.3M | 4.32% | +59,800+7.0% | Added |
| UBS Group AG | 1,176,432 | $12.9M | 0.01% | −259,596−18.1% | Reduced |
| Rockefeller Capital Management L.P. | 1,112,811 | $12.2M | 0.04% | +41,011+3.8% | Added |
| Robinson Capital Management, LLC | 1,070,997 | $11.7M | 4.18% | +109,376+11.4% | Added |
| Guggenheim Capital LLC | 1,062,170 | $11.7M | 0.09% | +39,164+3.8% | Added |
| Mackay Shields LLC | 930,320 | $10.2M | 0.30% | 00.0% | Unchanged |
| Fiera Capital Corp | 899,048 | $9.89M | 0.03% | +899,048 | New |
| CNH Partners LLC | 858,442 | $9.44M | 0.38% | +6,753+0.8% | Added |
| Raymond James & Associates | 828,347 | $9.11M | 0.01% | +114,628+16.1% | Added |
| Landscape Capital Management, L.L.C. | 781,554 | $8.60M | 0.77% | +491,025+169.0% | Added |
| Royal Bank of Canada | 704,132 | $7.75M | 0.00% | −82,662−10.5% | Reduced |
| Gill Capital Partners, LLC | 695,343 | $7.65M | 3.22% | −97,418−12.3% | Reduced |
| LPL Financial LLC | 691,479 | $7.61M | 0.00% | −62,480−8.3% | Reduced |
| Stifel Financial Corp | 686,101 | $7.55M | 0.01% | +46,141+7.2% | Added |
| City of London Investment Management Co Ltd | 677,551 | $7.45M | 0.61% | +562,569+489.3% | Added |
| Dakota Wealth Management | 627,920 | $6.91M | 0.27% | +44,799+7.7% | Added |
| Truist Financial Corp | 586,000 | $6.45M | 0.01% | −46,070−7.3% | Reduced |
| Congress Park Capital LLC | 582,500 | $6.41M | 3.13% | +97,000+20.0% | Added |
| The PNC Financial Services Group, Inc. | 542,337 | $5.97M | 0.00% | +128,645+31.1% | Added |
| Barry Investment Advisors, LLC | 530,009 | $5.83M | 1.97% | −29,397−5.3% | Reduced |
| Advisors Asset Management, Inc. | 508,756 | $5.60M | 0.11% | +81,284+19.0% | Added |
| Envestnet Asset Management Inc | 464,262 | $5.11M | 0.00% | +1,882+0.4% | Added |
| Commonwealth Equity Services, LLC | 458,659 | $5.04M | 0.01% | −235,817−34.0% | Reduced |
| Horizon Kinetics Asset Management LLC | 423,715 | $4.66M | 0.10% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 421,222 | $4.63M | 0.12% | −21,748−4.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 406,993 | $4.48M | 0.01% | −419,380−50.7% | Reduced |
| Relative Value Partners Group, LLC | 401,194 | $4.41M | 0.27% | +401,194 | New |
| Ameriprise Financial Inc | 393,908 | $4.36M | 0.00% | −37,960−8.8% | Reduced |
| Eagle Bluffs Wealth Management LLC | 337,694 | $3.71M | 2.53% | −94,221−21.8% | Reduced |
| Westchester Capital Management, LLC | 334,336 | $3.68M | 0.15% | +224,674+204.9% | Added |
| Cohen & Steers, Inc. | 333,598 | $3.67M | 0.01% | +43,000+14.8% | Added |
| Arete Wealth Advisors, LLC | 332,835 | $3.66M | 0.28% | −79,258−19.2% | Reduced |
| Tortoise Investment Management, LLC | 332,049 | $3.65M | 0.50% | −12,731−3.7% | Reduced |
| Mesirow Financial Investment Management, Inc. | 326,181 | $3.59M | 0.13% | +326,181 | New |
| Advisor Group Holdings, Inc. | 288,123 | $3.17M | 0.01% | −152,734−34.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 268,188 | $2.95M | 0.00% | −29,696−10.0% | Reduced |
| Baird Financial Group, Inc. | 263,787 | $2.90M | 0.01% | −42,771−14.0% | Reduced |
| Freestone Capital Holdings, LLC | 260,960 | $2.87M | 0.13% | +260,960 | New |
| Lido Advisors, LLC | 252,135 | $2.77M | 0.03% | +252,135 | New |
| Centiva Capital, LP | 239,798 | $2.64M | 0.17% | +239,798 | New |
| Park Avenue Securities LLC | 213,576 | $2.35M | 0.03% | +51,993+32.2% | Added |
| Indiana Trust & Investment Management CO | 213,000 | $2.34M | 1.06% | 00.0% | Unchanged |
| Cresta Advisors, Ltd. | 211,647 | $2.33M | 1.55% | 00.0% | Unchanged |
| Melone Private Wealth, LLC | 202,310 | $2.23M | 1.42% | +3,477+1.7% | Added |
| Kestra Advisory Services, LLC | 191,881 | $2.11M | 0.02% | +18,091+10.4% | Added |
| Janney Montgomery Scott LLC | 191,060 | $2.10M | 0.01% | −21,754−10.2% | Reduced |
| Merit Financial Group, LLC | 185,149 | $2.04M | 0.06% | +185,149 | New |
| Gridiron Partners, LLC | 174,878 | $1.92M | 1.36% | +174,878 | New |
| Rothschild Investment LLC | 166,524 | $1.83M | 0.15% | +166,524 | New |
| Savant Capital, LLC | 165,166 | $1.82M | 0.02% | +3,613+2.2% | Added |
| Jupiter Wealth Management LLC | 157,787 | $1.74M | 1.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 154,863 | $1.70M | 0.01% | −8,642−5.3% | Reduced |
| GWM Advisors LLC | 154,612 | $1.70M | 0.02% | +35,284+29.6% | Added |
| Wakefield Asset Management LLLP | 153,364 | $1.69M | 0.63% | +370+0.2% | Added |
| Riverbridge Partners LLC | 148,828 | $1.64M | 0.02% | +1,377+0.9% | Added |
| Tyche Wealth Partners LLC | 147,188 | $1.62M | 0.39% | +147,188 | New |
| Cliftonlarsonallen Wealth Advisors, LLC | 136,605 | $1.50M | 0.04% | −25,785−15.9% | Reduced |
| Petra Financial Advisors Inc | 131,144 | $1.44M | 1.20% | −2,972−2.2% | Reduced |
| Invesco Ltd. | 129,886 | $1.43M | 0.00% | +22,431+20.9% | Added |
| Cresset Asset Management, LLC | 127,661 | $1.40M | 0.01% | −73,422−36.5% | Reduced |
| TrinityPoint Wealth, LLC | 119,952 | $1.32M | 0.24% | −19,622−14.1% | Reduced |
| Weiss Asset Management LP | 119,066 | $1.31M | 0.09% | +119,066 | New |
| Stratos Wealth Partners, LTD. | 118,918 | $1.31M | 0.02% | −4,130−3.4% | Reduced |
| Bank of New York Mellon Corp | 117,356 | $1.29M | 0.00% | −44,855−27.7% | Reduced |
| Palogic Value Management, L.P. | 109,274 | $1.20M | 0.53% | −59,042−35.1% | Reduced |
| Childress Capital Advisors, LLC | 108,500 | $1.19M | 0.36% | +1,000+0.9% | Added |
| Hirtle Callaghan & Co LLC | 107,671 | $1.18M | 0.05% | +107,671 | New |
| Naples Global Advisors, LLC | 104,768 | $1.15M | 0.13% | −7,539−6.7% | Reduced |
| Wesbanco Bank Inc | 98,729 | $1.09M | 0.06% | +5,151+5.5% | Added |
| Cetera Advisor Networks LLC | 94,026 | $1.03M | 0.01% | +22,686+31.8% | Added |
| Prospera Financial Services Inc | 90,760 | $998.4K | 0.03% | +90,760 | New |
| Kim, LLC | 90,000 | $990.0K | 0.10% | +90,000 | New |
| Mariner, LLC | 88,127 | $969.4K | 0.00% | +1,881+2.2% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 87,177 | $958.9K | 0.25% | +3,663+4.4% | Added |
| Raymond James Trust N.A. | 86,984 | $956.8K | 0.03% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 86,579 | $952.4K | 0.08% | +959+1.1% | Added |
| Mercer Global Advisors Inc | 77,224 | $849.0K | 0.00% | −1,128−1.4% | Reduced |
| CI Private Wealth, LLC | 76,028 | $836.3K | 0.00% | +20,860+37.8% | Added |
| Archetype Wealth Partners | 75,893 | $835.0K | 0.15% | +47,136+163.9% | Added |
| StrategIQ Financial Group, LLC | 74,939 | $824.3K | 0.09% | −19,282−20.5% | Reduced |
| GeoWealth Management, LLC | 73,711 | $811.0K | 0.07% | +73,711 | New |
| Catalytic Wealth RIA, LLC | 73,711 | $810.8K | 0.37% | +73,711 | New |
| Davenport & Co LLC | 72,542 | $798.0K | 0.01% | +27,000+59.3% | Added |
| Bank of Montreal | 61,220 | $793.4K | 0.00% | +61,220 | New |
| Bard Financial Services, Inc. | 71,250 | $783.8K | 0.09% | +20,000+39.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 70,851 | $779.4K | 0.05% | −6,744−8.7% | Reduced |
| Altus Wealth Group LLC | 68,046 | $748.5K | 0.41% | −7,464−9.9% | Reduced |