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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.

Institutional holdersQ4 2023: 310 institutions
Q1 2021: 282 institutionsQ2 2021: 294 institutionsQ3 2021: 290 institutionsQ4 2021: 311 institutionsQ1 2022: 301 institutionsQ2 2022: 305 institutionsQ3 2022: 290 institutionsQ4 2022: 298 institutionsQ1 2023: 293 institutionsQ2 2023: 292 institutionsQ3 2023: 285 institutionsQ4 2023: 310 institutionsQ1 2024: 319 institutionsQ2 2024: 306 institutionsQ3 2024: 310 institutionsQ4 2024: 325 institutionsQ1 2025: 319 institutionsQ2 2025: 304 institutionsQ3 2025: 287 institutionsQ4 2025: 294 institutionsQ1 2026: 304 institutionsQ2 2026: 299 institutions
Value heldQ4 2023: $1.11B
Q1 2021: $994.9MQ2 2021: $1.03BQ3 2021: $957.3MQ4 2021: $1.01BQ1 2022: $845.9MQ2 2022: $784.5MQ3 2022: $693.1MQ4 2022: $839.4MQ1 2023: $905.1MQ2 2023: $940.1MQ3 2023: $912.8MQ4 2023: $1.11BQ1 2024: $1.14BQ2 2024: $1.17BQ3 2024: $1.06BQ4 2024: $946.6MQ1 2025: $831.4MQ2 2025: $699.3MQ3 2025: $654.6MQ4 2025: $638.2MQ1 2026: $601.4MQ2 2026: $636.5M
Institutions holding NEA and their total value by quarter
QuarterHoldersValue
Q2 2026299$636.5M
Q1 2026304$601.4M
Q4 2025294$638.2M
Q3 2025287$654.6M
Q2 2025304$699.3M
Q1 2025319$831.4M
Q4 2024325$946.6M
Q3 2024310$1.06B
Q2 2024306$1.17B
Q1 2024319$1.14B
Q4 2023310$1.11B
Q3 2023285$912.8M
Q2 2023292$940.1M
Q1 2023293$905.1M
Q4 2022298$839.4M
Q3 2022290$693.1M
Q2 2022305$784.5M
Q1 2022301$845.9M
Q4 2021311$1.01B
Q3 2021290$957.3M
Q2 2021294$1.03B
Q1 2021282$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.

Institutions holding NEA in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Transform Wealth, LLC63,584$699.4K0.07%00.0%Unchanged
Private Advisor Group, LLC63,555$699.1K0.01%−33,295−34.4%Reduced
First Personal Financial Services62,908$692.0K0.17%+9,356+17.5%Added
Steward Partners Investment Advisory, LLC61,736$679.1K0.01%−39,928−39.3%Reduced
Coastal Investment Advisors, Inc.61,621$677.8K0.15%+5,399+9.6%Added
Lazari Capital Management, Inc.60,266$662.9K0.38%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC57,022$627.2K0.00%−7,365−11.4%Reduced
Myecfo, LLC56,500$621.5K0.39%−7,800−12.1%Reduced
Wellspring Financial Advisors, LLC55,047$605.5K0.15%+13,900+33.8%Added
Moors & Cabot, Inc.54,756$602.3K0.04%+8,000+17.1%Added
Peddock Capital Advisors, LLC53,373$587.1K0.18%+53,373New
Summit Financial Wealth Advisors, LLC52,000$572.0K0.13%+4,550+9.6%Added
Redhawk Wealth Advisors, Inc.49,369$543.1K0.11%+547+1.1%Added
Oppenheimer & Co Inc48,088$529.0K0.01%−16,704−25.8%Reduced
Captrust Financial Advisors46,119$507.3K0.00%+3,085+7.2%Added
Breakwater Capital Group45,296$489.6K0.14%−10,025−18.1%Reduced
Susquehanna International Group, LLP43,142$474.6K0.00%−7,932−15.5%Reduced
Comerica Bank42,151$463.7K0.00%+8,885+26.7%Added
Rock Point Advisors, LLC42,120$463.3K0.14%−2,000−4.5%Reduced
Adviser Investments LLC40,669$447.4K0.01%−4,267−9.5%Reduced
Spire Wealth Management41,489$445.6K0.02%−28,940−41.1%Reduced
AE Wealth Management LLC41,170$441.8K0.00%+4,437+12.1%Added
Bokf, NA39,000$429.0K0.01%00.0%Unchanged
Northern Trust Corp38,716$425.9K0.00%+3,400+9.6%Added
Element Wealth, LLC38,634$425.0K0.27%−1,074−2.7%Reduced
Virtu Financial LLC37,369$411.0K0.03%+37,369New
Evoke Wealth, LLC36,000$396.0K0.79%−119,366−76.8%Reduced
Walleye Capital LLC35,500$390.5K0.01%+3,900+12.3%Added
Cetera Investment Advisers34,620$380.8K0.00%−3,570−9.3%Reduced
Venture Visionary Partners LLC34,376$378.1K0.02%00.0%Unchanged
Capital Investment Advisory Services, LLC34,317$377.5K0.04%+2,890+9.2%Added
Stephens Inc33,760$371.4K0.01%+15,102+80.9%Added
Altfest L J & Co Inc33,206$365.0K0.05%+19+0.1%Added
MML Investors Services, LLC32,884$362.0K0.00%−73,959−69.2%Reduced
CoreCap Advisors, LLC31,999$352.0K0.02%+481+1.5%Added
Relyea Zuckerberg Hanson LLC29,427$323.7K0.06%+29,427New
Paul Damon & Associates, Inc.29,407$323.5K0.23%00.0%Unchanged
Wedbush Securities Inc29,204$321.0K0.01%+215+0.7%Added
LexAurum Advisors, LLC29,000$319.0K0.08%00.0%Unchanged
Successful Portfolios LLC28,059$308.6K0.23%−5,000−15.1%Reduced
Benjamin F. Edwards & Company, Inc.27,997$308.0K0.01%+4,278+18.0%Added
Kestra Private Wealth Services, LLC27,643$304.1K0.01%−934−3.3%Reduced
Alliancebernstein L.P.27,399$301.4K0.00%00.0%Unchanged
Creative Planning27,369$301.1K0.00%−20,148−42.4%Reduced
Silverlake Wealth Management LLC26,972$296.7K0.16%+26,972New
Crestone Asset Management LLC26,176$287.9K0.07%00.0%Unchanged
Good Life Advisors, LLC25,728$283.0K0.03%−4,011−13.5%Reduced
Toth Financial Advisory Corp25,457$280.0K0.04%−2,850−10.1%Reduced
Camelot Portfolios, LLC24,509$269.6K0.16%+7,681+45.6%Added
First Trust Advisors LP24,474$269.2K0.00%−10,927−30.9%Reduced
Concurrent Investment Advisors, LLC24,462$269.1K0.01%+24,462New
Snowden Capital Advisors LLC24,282$267.1K0.01%00.0%Unchanged
Private Trust Co NA24,173$265.9K0.03%+20,207+509.5%Added
Hudson Valley Investment Advisors Inc23,870$264.5K0.04%00.0%Unchanged
RSM US Wealth Management LLC24,014$264.2K0.01%+24,014New
IHT Wealth Management, LLC23,790$261.7K0.01%−3,892−14.1%Reduced
Sollinda Capital Management LLC23,700$260.7K0.07%+23,700New
King Luther Capital Management Corp–$259.6K0.00%––
Aberdeen Wealth Management LLC23,554$259.1K0.19%00.0%Unchanged
Advisory Services Network, LLC23,089$254.0K0.01%−31,191−57.5%Reduced
Schechter Investment Advisors, LLC22,084$242.9K0.02%00.0%Unchanged
Financial Engines Advisors L.L.C.20,859$229.4K0.00%+20,859New
U.S. Capital Wealth Advisors, LLC20,850$229.3K0.01%+5,000+31.5%Added
US Bancorp20,836$229.2K0.00%+600+3.0%Added
Fisher Asset Management, LLC20,766$228.4K0.00%−3,219−13.4%Reduced
We Are One Seven, LLC20,631$226.9K0.01%−5,055−19.7%Reduced
First Foundation Advisors20,614$226.8K0.01%−5,000−19.5%Reduced
Stonebrook Private Inc.20,597$226.6K0.08%+20,597New
BBR Partners, LLC20,593$226.5K0.02%+20,593New
Independent Financial Group, LLC20,433$224.8K0.01%−1,898−8.5%Reduced
Moloney Securities Asset Management, LLC20,400$224.4K0.04%+20,400New
National Asset Management, Inc.20,143$221.6K0.01%+12+0.1%Added
Integrated Capital Management, Inc.19,868$218.5K0.19%+856+4.5%Added
CWM, LLC19,857$218.0K0.00%+6,083+44.2%Added
Simon Quick Advisors, LLC19,422$213.6K0.02%+19,422New
Hilltop Holdings Inc.19,395$213.3K0.02%−347−1.8%Reduced
Advisor Resource Council19,393$213.3K0.02%+19,393New
Cerity Partners LLC19,346$212.5K0.00%+984+5.4%Added
Nomura Holdings Inc19,250$211.8K0.00%+19,250New
Investors Asset Management of Georgia Inc19,078$209.9K0.11%+70.0%Added
Fortitude Advisory Group L.L.C.18,890$207.8K0.13%00.0%Unchanged
MBA Advisors LLC18,400$202.4K0.11%00.0%Unchanged
Choate Investment Advisors18,366$202.0K0.01%00.0%Unchanged
Summit Trail Advisors, LLC18,310$201.4K0.01%−19,438−51.5%Reduced
Caldwell Trust Co18,113$199.2K0.03%+1,523+9.2%Added
Atria Wealth Solutions, Inc.17,908$197.0K0.00%−119−0.7%Reduced
Neuberger Berman Group LLC17,817$196.0K0.00%00.0%Unchanged
J.W. Cole Advisors, Inc.17,805$195.9K0.01%+17,805New
Charter Trust Co17,711$194.8K0.01%00.0%Unchanged
Wealthspire Advisors, LLC17,665$194.3K0.00%−1,550−8.1%Reduced
Drive Wealth Management, LLC17,595$193.5K0.06%−10,800−38.0%Reduced
Pointe Capital Management LLC17,475$192.2K0.13%−10,581−37.7%Reduced
Hollencrest Capital Management17,360$191.0K0.02%−2,013−10.4%Reduced
Moody National Bank Trust Division17,176$188.9K0.01%+17,176New
Shufro Rose & Co LLC19,500$188.8K0.02%00.0%Unchanged
Vivaldi Capital Management, LLC17,247$188.2K0.06%−1,850−9.7%Reduced
Cetera Advisors LLC17,009$187.1K0.00%−6,636−28.1%Reduced
Citizens National Bank Trust Department16,500$181.5K0.05%−9,000−35.3%Reduced
Compass Financial Group, INC16,311$179.4K0.05%+69+0.4%Added
PFG Advisors16,035$176.4K0.01%+3,000+23.0%Added