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 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $11 | 0.00% | – | – |
| FMR LLC | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 79 | $869 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 85 | $935 | 0.00% | +85 | New |
| Bartlett & Co. LLC | 105 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 96 | $1.06K | 0.00% | +96 | New |
| Bartlett & Co. Wealth Management LLC | 105 | $1.15K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 105 | $1.16K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 240 | $2.64K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 334 | $3.67K | 0.00% | +334 | New |
| Barrett & Company, Inc. | 338 | $3.72K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 519 | $5.71K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 522 | $5.74K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 530 | $5.83K | 0.00% | −508−48.9% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 551 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 583 | $6.41K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 600 | $6.60K | 0.00% | −5,187−89.6% | Reduced |
| Piscataqua Savings Bank | 645 | $7.09K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 666 | $7.33K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 677 | $7.45K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 809 | $8.90K | 0.00% | +809 | New |
| Tyler-Stone Wealth Management | 1,000 | $11.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,065 | $11.7K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 1,200 | $13.2K | 0.00% | +1,200 | New |
| Capital Analysts, LLC | 1,368 | $15.0K | 0.00% | +21+1.6% | Added |
| Sandy Spring Bank | 1,550 | $17.1K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,630 | $17.9K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,885 | $21.0K | 0.01% | +1,885 | New |
| West Paces Advisors Inc. | 1,920 | $21.1K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 2,241 | $21.7K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,989 | $22.0K | 0.00% | +1,989 | New |
| Global Retirement Partners, LLC | 2,030 | $22.1K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 2,078 | $23.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,120 | $23.3K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 2,378 | $26.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,408 | $26.5K | 0.00% | −22,249−90.2% | Reduced |
| Washington Trust Co | 2,500 | $27.5K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,507 | $27.6K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 2,636 | $29.0K | 0.01% | +2,636 | New |
| Pinnacle Bancorp, Inc. | 3,000 | $33.0K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 3,031 | $33.0K | 0.00% | −10.0% | Reduced |
| FSA Wealth Management LLC | 3,000 | $33.0K | 0.02% | +3,000 | New |
| Elequin Capital LP | 3,097 | $34.1K | 0.01% | +3,097 | New |
| Asset Dedication, LLC | 3,200 | $35.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3,189 | $35.1K | 0.00% | +3,189 | New |
| First Community Trust NA | 3,299 | $36.3K | 0.04% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 3,700 | $40.7K | 0.03% | +3,700 | New |
| Cornerstone Planning Group LLC | 3,729 | $41.0K | 0.01% | 00.0% | Unchanged |
| LM Advisors LLC | 3,900 | $42.9K | 0.01% | +3,900 | New |
| Umb Bank N A | 3,969 | $43.7K | 0.00% | +3,969 | New |
| Turtle Creek Wealth Advisors, LLC | 4,000 | $44.0K | 0.01% | +4,000 | New |
| JFS Wealth Advisors, LLC | 4,045 | $44.5K | 0.00% | −209,611−98.1% | Reduced |
| SJS Investment Consulting Inc. | 4,536 | $49.9K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 4,787 | $52.7K | 0.00% | +370+8.4% | Added |
| Bessemer Group Inc | 5,352 | $59.0K | 0.00% | +1,059+24.7% | Added |
| Founders Capital Management | 5,500 | $60.5K | 0.04% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 5,573 | $61.3K | 0.02% | +5,573 | New |
| Allworth Financial LP | 7,082 | $77.9K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 7,331 | $80.6K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 10,000 | $110.0K | 0.11% | +10,000 | New |
| Kercheville Advisors, LLC | 10,283 | $113.1K | 0.06% | 00.0% | Unchanged |
| Busey Wealth Management | 10,444 | $114.9K | 0.00% | 00.0% | Unchanged |
| L.M. Kohn & Company | 10,670 | $117.4K | 0.04% | −9,475−47.0% | Reduced |
| Founders Financial Alliance, LLC | 10,698 | $117.7K | 0.05% | +83+0.8% | Added |
| Cutler Investment Counsel LLC | 10,745 | $118.2K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 10,971 | $120.7K | 0.05% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 10,983 | $120.8K | 0.05% | +10,983 | New |
| Apollon Wealth Management, LLC | 11,001 | $121.0K | 0.00% | +11,001 | New |
| Sigma Planning Corp | 11,052 | $121.6K | 0.01% | −13,227−54.5% | Reduced |
| Ackerman Capital Advisors, LLC | 11,080 | $121.9K | 0.03% | −5,474−33.1% | Reduced |
| Clear Creek Financial Management, LLC | 11,100 | $122.1K | 0.02% | −14−0.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 11,141 | $122.6K | 0.01% | 00.0% | Unchanged |
| Marex Group plc | 11,200 | $123.2K | 0.00% | +11,200 | New |
| Wealth Management Associates, Inc. | 11,453 | $126.0K | 0.07% | −567−4.7% | Reduced |
| M&T Bank Corp | 11,439 | $126.0K | 0.00% | −783−6.4% | Reduced |
| Harbour Investments, Inc. | 11,555 | $127.1K | 0.01% | −7,327−38.8% | Reduced |
| Jane Street Group, LLC | 11,645 | $128.1K | 0.00% | +11,645 | New |
| Strategies Wealth Advisors, LLC | 11,663 | $128.3K | 0.02% | +11,663 | New |
| Sound View Wealth Advisors Group, LLC | 11,734 | $129.1K | 0.01% | +35+0.3% | Added |
| Ieq Capital, LLC | 11,809 | $129.9K | 0.00% | −20,991−64.0% | Reduced |
| Acorn Wealth Advisors, LLC | 11,887 | $130.8K | 0.08% | +73+0.6% | Added |
| SMH Capital Advisors Inc | 11,919 | $131.1K | 0.28% | +124+1.1% | Added |
| InterOcean Capital Group, LLC | 12,000 | $132.0K | 0.00% | −1,000−7.7% | Reduced |
| Strategic Financial Concepts, LLC | 12,157 | $133.7K | 0.08% | −5,889−32.6% | Reduced |
| North Star Investment Management Corp. | 12,164 | $133.8K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 12,220 | $134.4K | 0.00% | −5,658−31.6% | Reduced |
| Lauterbach Financial Advisors, LLC | 12,237 | $134.6K | 0.09% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 12,500 | $137.5K | 0.01% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 12,636 | $139.0K | 0.05% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 12,681 | $139.5K | 0.03% | −24−0.2% | Reduced |
| Sunbelt Securities, Inc. | 12,691 | $139.6K | 0.02% | +1,113+9.6% | Added |
| Sovereign Financial Group, Inc. | 13,014 | $143.2K | 0.04% | −207−1.6% | Reduced |
| Western Wealth Management, LLC | 13,095 | $144.0K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 13,351 | $146.9K | 0.00% | +13,351 | New |
| SFMG, LLC | 13,435 | $147.8K | 0.01% | +40.0% | Added |
| Journey Strategic Wealth LLC | 13,783 | $151.6K | 0.01% | −60−0.4% | Reduced |
| StoneX Group Inc. | 13,813 | $151.9K | 0.02% | +13,813 | New |
| D.A. Davidson & Co. | 14,028 | $154.3K | 0.00% | −804−5.4% | Reduced |
| RMB Capital Management, LLC | 14,062 | $154.7K | 0.00% | 00.0% | Unchanged |