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 |
|---|---|---|---|---|---|
| Armor Investment Advisors, LLC | 15,565 | $171.2K | 0.09% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 15,445 | $169.9K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 15,336 | $168.7K | 0.00% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 15,155 | $166.7K | 0.03% | +1,682+12.5% | Added |
| VisionPoint Advisory Group, LLC | 15,147 | $166.6K | 0.06% | +76+0.5% | Added |
| Apeiron RIA LLC | 14,808 | $162.9K | 0.05% | −11,723−44.2% | Reduced |
| Great Valley Advisor Group, Inc. | 14,717 | $161.9K | 0.01% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 14,500 | $160.2K | 0.16% | 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 |
| Csenge Advisory Group | 14,105 | $155.2K | 0.01% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 14,062 | $154.7K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 14,028 | $154.3K | 0.00% | −804−5.4% | Reduced |
| StoneX Group Inc. | 13,813 | $151.9K | 0.02% | +13,813 | New |
| Journey Strategic Wealth LLC | 13,783 | $151.6K | 0.01% | −60−0.4% | Reduced |
| SFMG, LLC | 13,435 | $147.8K | 0.01% | +40.0% | Added |
| CIBC Private Wealth Group, LLC | 13,351 | $146.9K | 0.00% | +13,351 | New |
| Western Wealth Management, LLC | 13,095 | $144.0K | 0.01% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 13,014 | $143.2K | 0.04% | −207−1.6% | Reduced |
| Sunbelt Securities, Inc. | 12,691 | $139.6K | 0.02% | +1,113+9.6% | Added |
| Occidental Asset Management, LLC | 12,681 | $139.5K | 0.03% | −24−0.2% | Reduced |
| Walter & Keenan Financial Consulting Co | 12,636 | $139.0K | 0.05% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 12,500 | $137.5K | 0.01% | 00.0% | Unchanged |
| Lauterbach Financial Advisors, LLC | 12,237 | $134.6K | 0.09% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 12,220 | $134.4K | 0.00% | −5,658−31.6% | Reduced |
| North Star Investment Management Corp. | 12,164 | $133.8K | 0.01% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 12,157 | $133.7K | 0.08% | −5,889−32.6% | Reduced |
| InterOcean Capital Group, LLC | 12,000 | $132.0K | 0.00% | −1,000−7.7% | Reduced |
| SMH Capital Advisors Inc | 11,919 | $131.1K | 0.28% | +124+1.1% | Added |
| Acorn Wealth Advisors, LLC | 11,887 | $130.8K | 0.08% | +73+0.6% | Added |
| Ieq Capital, LLC | 11,809 | $129.9K | 0.00% | −20,991−64.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 11,734 | $129.1K | 0.01% | +35+0.3% | Added |
| Strategies Wealth Advisors, LLC | 11,663 | $128.3K | 0.02% | +11,663 | New |
| Jane Street Group, LLC | 11,645 | $128.1K | 0.00% | +11,645 | New |
| Harbour Investments, Inc. | 11,555 | $127.1K | 0.01% | −7,327−38.8% | Reduced |
| M&T Bank Corp | 11,439 | $126.0K | 0.00% | −783−6.4% | Reduced |
| Wealth Management Associates, Inc. | 11,453 | $126.0K | 0.07% | −567−4.7% | Reduced |
| Marex Group plc | 11,200 | $123.2K | 0.00% | +11,200 | New |
| Sheaff Brock Investment Advisors, LLC | 11,141 | $122.6K | 0.01% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 11,100 | $122.1K | 0.02% | −14−0.1% | Reduced |
| Ackerman Capital Advisors, LLC | 11,080 | $121.9K | 0.03% | −5,474−33.1% | Reduced |
| Sigma Planning Corp | 11,052 | $121.6K | 0.01% | −13,227−54.5% | Reduced |
| Apollon Wealth Management, LLC | 11,001 | $121.0K | 0.00% | +11,001 | New |
| WealthBridge Capital Management, LLC | 10,983 | $120.8K | 0.05% | +10,983 | New |
| Clean Yield Group | 10,971 | $120.7K | 0.05% | 00.0% | Unchanged |
| Cutler Investment Counsel LLC | 10,745 | $118.2K | 0.02% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 10,698 | $117.7K | 0.05% | +83+0.8% | Added |
| L.M. Kohn & Company | 10,670 | $117.4K | 0.04% | −9,475−47.0% | Reduced |
| Busey Wealth Management | 10,444 | $114.9K | 0.00% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 10,283 | $113.1K | 0.06% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 10,000 | $110.0K | 0.11% | +10,000 | New |
| Webster Bank, N. A. | 7,331 | $80.6K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 7,082 | $77.9K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 5,573 | $61.3K | 0.02% | +5,573 | New |
| Founders Capital Management | 5,500 | $60.5K | 0.04% | 00.0% | Unchanged |
| Bessemer Group Inc | 5,352 | $59.0K | 0.00% | +1,059+24.7% | Added |
| Baystate Wealth Management LLC | 4,787 | $52.7K | 0.00% | +370+8.4% | Added |
| SJS Investment Consulting Inc. | 4,536 | $49.9K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 4,045 | $44.5K | 0.00% | −209,611−98.1% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 4,000 | $44.0K | 0.01% | +4,000 | New |
| Umb Bank N A | 3,969 | $43.7K | 0.00% | +3,969 | New |
| LM Advisors LLC | 3,900 | $42.9K | 0.01% | +3,900 | New |
| Cornerstone Planning Group LLC | 3,729 | $41.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 3,700 | $40.7K | 0.03% | +3,700 | New |
| First Community Trust NA | 3,299 | $36.3K | 0.04% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3,189 | $35.1K | 0.00% | +3,189 | New |
| Asset Dedication, LLC | 3,200 | $35.0K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 3,097 | $34.1K | 0.01% | +3,097 | 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 |
| ICA Group Wealth Management, LLC | 2,636 | $29.0K | 0.01% | +2,636 | New |
| Harbor Investment Advisory, LLC | 2,507 | $27.6K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 2,500 | $27.5K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,408 | $26.5K | 0.00% | −22,249−90.2% | Reduced |
| Cambridge Trust Co | 2,378 | $26.2K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,120 | $23.3K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 2,078 | $23.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,030 | $22.1K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,989 | $22.0K | 0.00% | +1,989 | New |
| Salomon & Ludwin, LLC | 2,241 | $21.7K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,920 | $21.1K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,885 | $21.0K | 0.01% | +1,885 | New |
| Mascoma Wealth Management LLC | 1,630 | $17.9K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,550 | $17.1K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,368 | $15.0K | 0.00% | +21+1.6% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 1,200 | $13.2K | 0.00% | +1,200 | New |
| Geneos Wealth Management Inc. | 1,065 | $11.7K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,000 | $11.0K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 809 | $8.90K | 0.00% | +809 | New |
| M&R Capital Management Inc | 677 | $7.45K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 666 | $7.33K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 645 | $7.09K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 600 | $6.60K | 0.00% | −5,187−89.6% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 583 | $6.41K | 0.00% | 00.0% | Unchanged |
| 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 |
| IFP Advisors, Inc | 530 | $5.83K | 0.00% | −508−48.9% | Reduced |
| Parallel Advisors, LLC | 522 | $5.74K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 519 | $5.71K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 338 | $3.72K | 0.00% | 00.0% | Unchanged |