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 |
|---|---|---|---|---|---|
| Csenge Advisory Group | 14,105 | $155.2K | 0.01% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14,511 | $159.6K | 0.03% | −3,272−18.4% | Reduced |
| Seed Wealth Management, Inc. | 14,500 | $160.2K | 0.16% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 14,717 | $161.9K | 0.01% | 00.0% | Unchanged |
| Apeiron RIA LLC | 14,808 | $162.9K | 0.05% | −11,723−44.2% | Reduced |
| VisionPoint Advisory Group, LLC | 15,147 | $166.6K | 0.06% | +76+0.5% | Added |
| McGlone Suttner Wealth Management, Inc. | 15,155 | $166.7K | 0.03% | +1,682+12.5% | Added |
| Integrated Wealth Concepts LLC | 15,336 | $168.7K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 15,445 | $169.9K | 0.00% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 15,565 | $171.2K | 0.09% | 00.0% | Unchanged |
| PFG Advisors | 16,035 | $176.4K | 0.01% | +3,000+23.0% | Added |
| Compass Financial Group, INC | 16,311 | $179.4K | 0.05% | +69+0.4% | Added |
| Citizens National Bank Trust Department | 16,500 | $181.5K | 0.05% | −9,000−35.3% | Reduced |
| Cetera Advisors LLC | 17,009 | $187.1K | 0.00% | −6,636−28.1% | Reduced |
| Vivaldi Capital Management, LLC | 17,247 | $188.2K | 0.06% | −1,850−9.7% | Reduced |
| Shufro Rose & Co LLC | 19,500 | $188.8K | 0.02% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 17,176 | $188.9K | 0.01% | +17,176 | New |
| Hollencrest Capital Management | 17,360 | $191.0K | 0.02% | −2,013−10.4% | Reduced |
| Pointe Capital Management LLC | 17,475 | $192.2K | 0.13% | −10,581−37.7% | Reduced |
| Drive Wealth Management, LLC | 17,595 | $193.5K | 0.06% | −10,800−38.0% | Reduced |
| Wealthspire Advisors, LLC | 17,665 | $194.3K | 0.00% | −1,550−8.1% | Reduced |
| Charter Trust Co | 17,711 | $194.8K | 0.01% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 17,805 | $195.9K | 0.01% | +17,805 | New |
| Neuberger Berman Group LLC | 17,817 | $196.0K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 17,908 | $197.0K | 0.00% | −119−0.7% | Reduced |
| Caldwell Trust Co | 18,113 | $199.2K | 0.03% | +1,523+9.2% | Added |
| Summit Trail Advisors, LLC | 18,310 | $201.4K | 0.01% | −19,438−51.5% | Reduced |
| Choate Investment Advisors | 18,366 | $202.0K | 0.01% | 00.0% | Unchanged |
| MBA Advisors LLC | 18,400 | $202.4K | 0.11% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 18,890 | $207.8K | 0.13% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 19,078 | $209.9K | 0.11% | +70.0% | Added |
| Nomura Holdings Inc | 19,250 | $211.8K | 0.00% | +19,250 | New |
| Cerity Partners LLC | 19,346 | $212.5K | 0.00% | +984+5.4% | Added |
| Advisor Resource Council | 19,393 | $213.3K | 0.02% | +19,393 | New |
| Hilltop Holdings Inc. | 19,395 | $213.3K | 0.02% | −347−1.8% | Reduced |
| Simon Quick Advisors, LLC | 19,422 | $213.6K | 0.02% | +19,422 | New |
| CWM, LLC | 19,857 | $218.0K | 0.00% | +6,083+44.2% | Added |
| Integrated Capital Management, Inc. | 19,868 | $218.5K | 0.19% | +856+4.5% | Added |
| National Asset Management, Inc. | 20,143 | $221.6K | 0.01% | +12+0.1% | Added |
| Moloney Securities Asset Management, LLC | 20,400 | $224.4K | 0.04% | +20,400 | New |
| Independent Financial Group, LLC | 20,433 | $224.8K | 0.01% | −1,898−8.5% | Reduced |
| BBR Partners, LLC | 20,593 | $226.5K | 0.02% | +20,593 | New |
| Stonebrook Private Inc. | 20,597 | $226.6K | 0.08% | +20,597 | New |
| First Foundation Advisors | 20,614 | $226.8K | 0.01% | −5,000−19.5% | Reduced |
| We Are One Seven, LLC | 20,631 | $226.9K | 0.01% | −5,055−19.7% | Reduced |
| Fisher Asset Management, LLC | 20,766 | $228.4K | 0.00% | −3,219−13.4% | Reduced |
| US Bancorp | 20,836 | $229.2K | 0.00% | +600+3.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 20,850 | $229.3K | 0.01% | +5,000+31.5% | Added |
| Financial Engines Advisors L.L.C. | 20,859 | $229.4K | 0.00% | +20,859 | New |
| Schechter Investment Advisors, LLC | 22,084 | $242.9K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 23,089 | $254.0K | 0.01% | −31,191−57.5% | Reduced |
| Aberdeen Wealth Management LLC | 23,554 | $259.1K | 0.19% | 00.0% | Unchanged |
| King Luther Capital Management Corp | – | $259.6K | 0.00% | – | – |
| Sollinda Capital Management LLC | 23,700 | $260.7K | 0.07% | +23,700 | New |
| IHT Wealth Management, LLC | 23,790 | $261.7K | 0.01% | −3,892−14.1% | Reduced |
| RSM US Wealth Management LLC | 24,014 | $264.2K | 0.01% | +24,014 | New |
| Hudson Valley Investment Advisors Inc | 23,870 | $264.5K | 0.04% | 00.0% | Unchanged |
| Private Trust Co NA | 24,173 | $265.9K | 0.03% | +20,207+509.5% | Added |
| Snowden Capital Advisors LLC | 24,282 | $267.1K | 0.01% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 24,462 | $269.1K | 0.01% | +24,462 | New |
| First Trust Advisors LP | 24,474 | $269.2K | 0.00% | −10,927−30.9% | Reduced |
| Camelot Portfolios, LLC | 24,509 | $269.6K | 0.16% | +7,681+45.6% | Added |
| Toth Financial Advisory Corp | 25,457 | $280.0K | 0.04% | −2,850−10.1% | Reduced |
| Good Life Advisors, LLC | 25,728 | $283.0K | 0.03% | −4,011−13.5% | Reduced |
| Crestone Asset Management LLC | 26,176 | $287.9K | 0.07% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 26,972 | $296.7K | 0.16% | +26,972 | New |
| Creative Planning | 27,369 | $301.1K | 0.00% | −20,148−42.4% | Reduced |
| Alliancebernstein L.P. | 27,399 | $301.4K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 27,643 | $304.1K | 0.01% | −934−3.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 27,997 | $308.0K | 0.01% | +4,278+18.0% | Added |
| Successful Portfolios LLC | 28,059 | $308.6K | 0.23% | −5,000−15.1% | Reduced |
| LexAurum Advisors, LLC | 29,000 | $319.0K | 0.08% | 00.0% | Unchanged |
| Wedbush Securities Inc | 29,204 | $321.0K | 0.01% | +215+0.7% | Added |
| Paul Damon & Associates, Inc. | 29,407 | $323.5K | 0.23% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 29,427 | $323.7K | 0.06% | +29,427 | New |
| CoreCap Advisors, LLC | 31,999 | $352.0K | 0.02% | +481+1.5% | Added |
| MML Investors Services, LLC | 32,884 | $362.0K | 0.00% | −73,959−69.2% | Reduced |
| Altfest L J & Co Inc | 33,206 | $365.0K | 0.05% | +19+0.1% | Added |
| Stephens Inc | 33,760 | $371.4K | 0.01% | +15,102+80.9% | Added |
| Capital Investment Advisory Services, LLC | 34,317 | $377.5K | 0.04% | +2,890+9.2% | Added |
| Venture Visionary Partners LLC | 34,376 | $378.1K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 34,620 | $380.8K | 0.00% | −3,570−9.3% | Reduced |
| Walleye Capital LLC | 35,500 | $390.5K | 0.01% | +3,900+12.3% | Added |
| Evoke Wealth, LLC | 36,000 | $396.0K | 0.79% | −119,366−76.8% | Reduced |
| Virtu Financial LLC | 37,369 | $411.0K | 0.03% | +37,369 | New |
| Element Wealth, LLC | 38,634 | $425.0K | 0.27% | −1,074−2.7% | Reduced |
| Northern Trust Corp | 38,716 | $425.9K | 0.00% | +3,400+9.6% | Added |
| Bokf, NA | 39,000 | $429.0K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 41,170 | $441.8K | 0.00% | +4,437+12.1% | Added |
| Spire Wealth Management | 41,489 | $445.6K | 0.02% | −28,940−41.1% | Reduced |
| Adviser Investments LLC | 40,669 | $447.4K | 0.01% | −4,267−9.5% | Reduced |
| Rock Point Advisors, LLC | 42,120 | $463.3K | 0.14% | −2,000−4.5% | Reduced |
| Comerica Bank | 42,151 | $463.7K | 0.00% | +8,885+26.7% | Added |
| Susquehanna International Group, LLP | 43,142 | $474.6K | 0.00% | −7,932−15.5% | Reduced |
| Breakwater Capital Group | 45,296 | $489.6K | 0.14% | −10,025−18.1% | Reduced |
| Captrust Financial Advisors | 46,119 | $507.3K | 0.00% | +3,085+7.2% | Added |
| Oppenheimer & Co Inc | 48,088 | $529.0K | 0.01% | −16,704−25.8% | Reduced |
| Redhawk Wealth Advisors, Inc. | 49,369 | $543.1K | 0.11% | +547+1.1% | Added |
| Summit Financial Wealth Advisors, LLC | 52,000 | $572.0K | 0.13% | +4,550+9.6% | Added |
| Peddock Capital Advisors, LLC | 53,373 | $587.1K | 0.18% | +53,373 | New |