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 |
|---|---|---|---|---|---|
| Moors & Cabot, Inc. | 54,756 | $602.3K | 0.04% | +8,000+17.1% | Added |
| Wellspring Financial Advisors, LLC | 55,047 | $605.5K | 0.15% | +13,900+33.8% | Added |
| Myecfo, LLC | 56,500 | $621.5K | 0.39% | −7,800−12.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 57,022 | $627.2K | 0.00% | −7,365−11.4% | Reduced |
| Lazari Capital Management, Inc. | 60,266 | $662.9K | 0.38% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 61,621 | $677.8K | 0.15% | +5,399+9.6% | Added |
| Steward Partners Investment Advisory, LLC | 61,736 | $679.1K | 0.01% | −39,928−39.3% | Reduced |
| First Personal Financial Services | 62,908 | $692.0K | 0.17% | +9,356+17.5% | Added |
| Private Advisor Group, LLC | 63,555 | $699.1K | 0.01% | −33,295−34.4% | Reduced |
| Transform Wealth, LLC | 63,584 | $699.4K | 0.07% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 68,046 | $748.5K | 0.41% | −7,464−9.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 70,851 | $779.4K | 0.05% | −6,744−8.7% | Reduced |
| Bard Financial Services, Inc. | 71,250 | $783.8K | 0.09% | +20,000+39.0% | Added |
| Bank of Montreal | 61,220 | $793.4K | 0.00% | +61,220 | New |
| Davenport & Co LLC | 72,542 | $798.0K | 0.01% | +27,000+59.3% | Added |
| Catalytic Wealth RIA, LLC | 73,711 | $810.8K | 0.37% | +73,711 | New |
| GeoWealth Management, LLC | 73,711 | $811.0K | 0.07% | +73,711 | New |
| StrategIQ Financial Group, LLC | 74,939 | $824.3K | 0.09% | −19,282−20.5% | Reduced |
| Archetype Wealth Partners | 75,893 | $835.0K | 0.15% | +47,136+163.9% | Added |
| CI Private Wealth, LLC | 76,028 | $836.3K | 0.00% | +20,860+37.8% | Added |
| Mercer Global Advisors Inc | 77,224 | $849.0K | 0.00% | −1,128−1.4% | Reduced |
| Tectonic Advisors LLC | 86,579 | $952.4K | 0.08% | +959+1.1% | Added |
| Raymond James Trust N.A. | 86,984 | $956.8K | 0.03% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 87,177 | $958.9K | 0.25% | +3,663+4.4% | Added |
| Mariner, LLC | 88,127 | $969.4K | 0.00% | +1,881+2.2% | Added |
| Kim, LLC | 90,000 | $990.0K | 0.10% | +90,000 | New |
| Prospera Financial Services Inc | 90,760 | $998.4K | 0.03% | +90,760 | New |
| Cetera Advisor Networks LLC | 94,026 | $1.03M | 0.01% | +22,686+31.8% | Added |
| Wesbanco Bank Inc | 98,729 | $1.09M | 0.06% | +5,151+5.5% | Added |
| Naples Global Advisors, LLC | 104,768 | $1.15M | 0.13% | −7,539−6.7% | Reduced |
| Hirtle Callaghan & Co LLC | 107,671 | $1.18M | 0.05% | +107,671 | New |
| Childress Capital Advisors, LLC | 108,500 | $1.19M | 0.36% | +1,000+0.9% | Added |
| Palogic Value Management, L.P. | 109,274 | $1.20M | 0.53% | −59,042−35.1% | Reduced |
| Bank of New York Mellon Corp | 117,356 | $1.29M | 0.00% | −44,855−27.7% | Reduced |
| Stratos Wealth Partners, LTD. | 118,918 | $1.31M | 0.02% | −4,130−3.4% | Reduced |
| Weiss Asset Management LP | 119,066 | $1.31M | 0.09% | +119,066 | New |
| TrinityPoint Wealth, LLC | 119,952 | $1.32M | 0.24% | −19,622−14.1% | Reduced |
| Cresset Asset Management, LLC | 127,661 | $1.40M | 0.01% | −73,422−36.5% | Reduced |
| Invesco Ltd. | 129,886 | $1.43M | 0.00% | +22,431+20.9% | Added |
| Petra Financial Advisors Inc | 131,144 | $1.44M | 1.20% | −2,972−2.2% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 136,605 | $1.50M | 0.04% | −25,785−15.9% | Reduced |
| Tyche Wealth Partners LLC | 147,188 | $1.62M | 0.39% | +147,188 | New |
| Riverbridge Partners LLC | 148,828 | $1.64M | 0.02% | +1,377+0.9% | Added |
| Wakefield Asset Management LLLP | 153,364 | $1.69M | 0.63% | +370+0.2% | Added |
| GWM Advisors LLC | 154,612 | $1.70M | 0.02% | +35,284+29.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 154,863 | $1.70M | 0.01% | −8,642−5.3% | Reduced |
| Jupiter Wealth Management LLC | 157,787 | $1.74M | 1.02% | 00.0% | Unchanged |
| Savant Capital, LLC | 165,166 | $1.82M | 0.02% | +3,613+2.2% | Added |
| Rothschild Investment LLC | 166,524 | $1.83M | 0.15% | +166,524 | New |
| Gridiron Partners, LLC | 174,878 | $1.92M | 1.36% | +174,878 | New |
| Merit Financial Group, LLC | 185,149 | $2.04M | 0.06% | +185,149 | New |
| Janney Montgomery Scott LLC | 191,060 | $2.10M | 0.01% | −21,754−10.2% | Reduced |
| Kestra Advisory Services, LLC | 191,881 | $2.11M | 0.02% | +18,091+10.4% | Added |
| Melone Private Wealth, LLC | 202,310 | $2.23M | 1.42% | +3,477+1.7% | Added |
| Cresta Advisors, Ltd. | 211,647 | $2.33M | 1.55% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 213,000 | $2.34M | 1.06% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 213,576 | $2.35M | 0.03% | +51,993+32.2% | Added |
| Centiva Capital, LP | 239,798 | $2.64M | 0.17% | +239,798 | New |
| Lido Advisors, LLC | 252,135 | $2.77M | 0.03% | +252,135 | New |
| Freestone Capital Holdings, LLC | 260,960 | $2.87M | 0.13% | +260,960 | New |
| Baird Financial Group, Inc. | 263,787 | $2.90M | 0.01% | −42,771−14.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 268,188 | $2.95M | 0.00% | −29,696−10.0% | Reduced |
| Advisor Group Holdings, Inc. | 288,123 | $3.17M | 0.01% | −152,734−34.6% | Reduced |
| Mesirow Financial Investment Management, Inc. | 326,181 | $3.59M | 0.13% | +326,181 | New |
| Tortoise Investment Management, LLC | 332,049 | $3.65M | 0.50% | −12,731−3.7% | Reduced |
| Arete Wealth Advisors, LLC | 332,835 | $3.66M | 0.28% | −79,258−19.2% | Reduced |
| Cohen & Steers, Inc. | 333,598 | $3.67M | 0.01% | +43,000+14.8% | Added |
| Westchester Capital Management, LLC | 334,336 | $3.68M | 0.15% | +224,674+204.9% | Added |
| Eagle Bluffs Wealth Management LLC | 337,694 | $3.71M | 2.53% | −94,221−21.8% | Reduced |
| Ameriprise Financial Inc | 393,908 | $4.36M | 0.00% | −37,960−8.8% | Reduced |
| Relative Value Partners Group, LLC | 401,194 | $4.41M | 0.27% | +401,194 | New |
| Raymond James Financial Services Advisors, Inc. | 406,993 | $4.48M | 0.01% | −419,380−50.7% | Reduced |
| Capital Investment Advisors, LLC | 421,222 | $4.63M | 0.12% | −21,748−4.9% | Reduced |
| Horizon Kinetics Asset Management LLC | 423,715 | $4.66M | 0.10% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 458,659 | $5.04M | 0.01% | −235,817−34.0% | Reduced |
| Envestnet Asset Management Inc | 464,262 | $5.11M | 0.00% | +1,882+0.4% | Added |
| Advisors Asset Management, Inc. | 508,756 | $5.60M | 0.11% | +81,284+19.0% | Added |
| Barry Investment Advisors, LLC | 530,009 | $5.83M | 1.97% | −29,397−5.3% | Reduced |
| The PNC Financial Services Group, Inc. | 542,337 | $5.97M | 0.00% | +128,645+31.1% | Added |
| Congress Park Capital LLC | 582,500 | $6.41M | 3.13% | +97,000+20.0% | Added |
| Truist Financial Corp | 586,000 | $6.45M | 0.01% | −46,070−7.3% | Reduced |
| Dakota Wealth Management | 627,920 | $6.91M | 0.27% | +44,799+7.7% | Added |
| City of London Investment Management Co Ltd | 677,551 | $7.45M | 0.61% | +562,569+489.3% | Added |
| Stifel Financial Corp | 686,101 | $7.55M | 0.01% | +46,141+7.2% | Added |
| LPL Financial LLC | 691,479 | $7.61M | 0.00% | −62,480−8.3% | Reduced |
| Gill Capital Partners, LLC | 695,343 | $7.65M | 3.22% | −97,418−12.3% | Reduced |
| Royal Bank of Canada | 704,132 | $7.75M | 0.00% | −82,662−10.5% | Reduced |
| Landscape Capital Management, L.L.C. | 781,554 | $8.60M | 0.77% | +491,025+169.0% | Added |
| Raymond James & Associates | 828,347 | $9.11M | 0.01% | +114,628+16.1% | Added |
| CNH Partners LLC | 858,442 | $9.44M | 0.38% | +6,753+0.8% | Added |
| Fiera Capital Corp | 899,048 | $9.89M | 0.03% | +899,048 | New |
| Mackay Shields LLC | 930,320 | $10.2M | 0.30% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 1,062,170 | $11.7M | 0.09% | +39,164+3.8% | Added |
| Robinson Capital Management, LLC | 1,070,997 | $11.7M | 4.18% | +109,376+11.4% | Added |
| Rockefeller Capital Management L.P. | 1,112,811 | $12.2M | 0.04% | +41,011+3.8% | Added |
| UBS Group AG | 1,176,432 | $12.9M | 0.01% | −259,596−18.1% | Reduced |
| PenderFund Capital Management Ltd. | 909,800 | $13.3M | 4.32% | +59,800+7.0% | Added |
| Wells Fargo & Company | 1,431,408 | $15.7M | 0.00% | +333,279+30.3% | Added |
| HighTower Advisors, LLC | 1,528,688 | $16.8M | 0.03% | +10,551+0.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 1,576,422 | $17.3M | 0.99% | −127,499−7.5% | Reduced |