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, Q1 2024
Institutional positions in Nuveen AMT-Free Quality Municipal Income Fund as of Mar 31, 2024. 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
- 319
- +12 vs. Q4 2023
- Shares held
- 102.6M
- +2.42M (+2.4%) vs. Q4 2023
- Total value
- $1.14B
- +$32.5M (+2.9%) vs. Q4 2023
- New holders
- 41
- 99 more added
- Sold out
- 29
- 86 more reduced
3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Nuveen AMT-Free Quality Municipal Income Fund; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 24,787,907 | $274.4M | 7.92% | +1,129,969+4.8% | Added |
| Morgan Stanley | 9,542,436 | $105.6M | 0.01% | −510,091−5.1% | Reduced |
| Rivernorth Capital Management, LLC | 7,681,126 | $85.0M | 4.11% | −553,809−6.7% | Reduced |
| Bramshill Investments, LLC | 5,311,021 | $58.8M | 6.93% | −1,162,349−18.0% | Reduced |
| Sit Investment Associates Inc | 4,234,205 | $46.9M | 1.08% | +838,598+24.7% | Added |
| Saba Capital Management, L.P. | 3,894,855 | $43.1M | 0.95% | +71,164+1.9% | Added |
| Logan Stone Capital, LLC | 2,012,646 | $22.3M | 4.79% | −400,956−16.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,857,561 | $20.6M | 0.03% | +130,000+7.5% | Added |
| Mackay Shields LLC | 1,826,315 | $20.2M | 0.56% | +895,995+96.3% | Added |
| Wells Fargo & Company | 1,825,119 | $20.2M | 0.01% | +393,711+27.5% | Added |
| Bank of America Corp | 1,746,876 | $19.3M | 0.00% | +39,933+2.3% | Added |
| Van Eck Associates Corp | 1,725,391 | $19.1M | 0.03% | −6,756−0.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 1,503,293 | $16.6M | 0.89% | −73,129−4.6% | Reduced |
| HighTower Advisors, LLC | 1,484,306 | $16.4M | 0.03% | −44,382−2.9% | Reduced |
| Rockefeller Capital Management L.P. | 1,226,865 | $13.6M | 0.04% | +114,054+10.2% | Added |
| UBS Group AG | 1,218,621 | $13.5M | 0.00% | +42,189+3.6% | Added |
| Guggenheim Capital LLC | 1,082,895 | $12.0M | 0.08% | +20,725+2.0% | Added |
| Robinson Capital Management, LLC | 1,118,384 | $11.9M | 4.29% | +47,387+4.4% | Added |
| City of London Investment Management Co Ltd | 887,993 | $9.83M | 0.81% | +210,442+31.1% | Added |
| CNH Partners LLC | 847,950 | $9.39M | 0.33% | −10,492−1.2% | Reduced |
| Raymond James & Associates | 792,070 | $8.77M | 0.01% | −36,277−4.4% | Reduced |
| Stifel Financial Corp | 738,626 | $8.18M | 0.01% | +52,525+7.7% | Added |
| Royal Bank of Canada | 722,269 | $8.00M | 0.00% | +18,137+2.6% | Added |
| LPL Financial LLC | 712,936 | $7.89M | 0.00% | +21,457+3.1% | Added |
| Fiera Capital Corp | 710,970 | $7.87M | 0.02% | −188,078−20.9% | Reduced |
| Congress Park Capital LLC | 707,500 | $7.83M | 3.47% | +125,000+21.5% | Added |
| Penserra Capital Management LLC | 702,802 | $7.78M | 0.10% | +702,802 | New |
| Gill Capital Partners, LLC | 683,320 | $7.27M | 2.94% | −12,023−1.7% | Reduced |
| Dakota Wealth Management | 633,904 | $7.02M | 0.18% | +5,984+1.0% | Added |
| Landscape Capital Management, L.L.C. | 633,564 | $7.01M | 0.61% | −147,990−18.9% | Reduced |
| PenderFund Capital Management Ltd. | 440,000 | $6.60M | 1.81% | −469,800−51.6% | Reduced |
| Truist Financial Corp | 588,772 | $6.52M | 0.01% | +2,772+0.5% | Added |
| Advisors Asset Management, Inc. | 554,262 | $6.14M | 0.12% | +45,506+8.9% | Added |
| The PNC Financial Services Group, Inc. | 538,382 | $5.96M | 0.00% | −3,955−0.7% | Reduced |
| Commonwealth Equity Services, LLC | 503,691 | $5.58M | 0.01% | +45,032+9.8% | Added |
| Barry Investment Advisors, LLC | 499,768 | $5.56M | 1.85% | −30,241−5.7% | Reduced |
| Westchester Capital Management, LLC | 451,710 | $5.00M | 0.21% | +117,374+35.1% | Added |
| Envestnet Asset Management Inc | 446,797 | $4.95M | 0.00% | −17,465−3.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 443,112 | $4.91M | 0.01% | +36,119+8.9% | Added |
| Mesirow Financial Investment Management, Inc. | 436,582 | $4.83M | 0.11% | +110,401+33.8% | Added |
| Capital Investment Advisors, LLC | 414,885 | $4.59M | 0.11% | −6,337−1.5% | Reduced |
| Relative Value Partners Group, LLC | 400,713 | $4.42M | 0.27% | −481−0.1% | Reduced |
| Ameriprise Financial Inc | 373,136 | $4.13M | 0.00% | −20,772−5.3% | Reduced |
| Freestone Capital Holdings, LLC | 362,460 | $4.01M | 0.15% | +101,500+38.9% | Added |
| Eagle Bluffs Wealth Management LLC | 353,981 | $3.94M | 2.44% | +16,287+4.8% | Added |
| Nine Masts Capital Ltd | 351,655 | $3.89M | 1.02% | +351,655 | New |
| Horizon Kinetics Asset Management LLC | 338,936 | $3.75M | 0.07% | −84,779−20.0% | Reduced |
| Arete Wealth Advisors, LLC | 330,899 | $3.66M | 0.34% | −1,936−0.6% | Reduced |
| Advisor Group Holdings, Inc. | 295,038 | $3.27M | 0.01% | +6,915+2.4% | Added |
| Tortoise Investment Management, LLC | 281,738 | $3.12M | 0.38% | −50,311−15.2% | Reduced |
| Pathstone Holdings, LLC | 266,656 | $2.95M | 0.01% | +266,656 | New |
| Northwestern Mutual Wealth Management Co | 254,620 | $2.82M | 0.00% | −13,568−5.1% | Reduced |
| Cohen & Steers, Inc. | 249,711 | $2.76M | 0.01% | −83,887−25.1% | Reduced |
| Baird Financial Group, Inc. | 247,247 | $2.74M | 0.01% | −16,540−6.3% | Reduced |
| Flow State Investments, L.P. | 246,853 | $2.73M | 0.80% | +246,853 | New |
| Lido Advisors, LLC | 243,065 | $2.70M | 0.02% | −9,070−3.6% | Reduced |
| Park Avenue Securities LLC | 220,863 | $2.44M | 0.03% | +7,287+3.4% | Added |
| Janney Montgomery Scott LLC | 213,365 | $2.36M | 0.01% | +22,305+11.7% | Added |
| Indiana Trust & Investment Management CO | 213,000 | $2.36M | 0.95% | 00.0% | Unchanged |
| Cresta Advisors, Ltd. | 211,647 | $2.34M | 1.49% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 207,787 | $2.26M | 1.20% | +50,000+31.7% | Added |
| Melone Private Wealth, LLC | 203,856 | $2.26M | 1.35% | +1,546+0.8% | Added |
| Kestra Advisory Services, LLC | 194,536 | $2.15M | 0.01% | +2,655+1.4% | Added |
| Rareview Capital LLC | 186,873 | $2.07M | 2.03% | +186,873 | New |
| Cambridge Investment Research Advisors, Inc. | 183,518 | $2.03M | 0.01% | +28,655+18.5% | Added |
| Fort Point Capital Partners LLC | 176,592 | $1.95M | 0.26% | +176,592 | New |
| Gridiron Partners, LLC | 174,878 | $1.94M | 1.23% | 00.0% | Unchanged |
| Rothschild Investment LLC | 170,991 | $1.89M | 0.14% | +4,467+2.7% | Added |
| Merit Financial Group, LLC | 171,536 | $1.84M | 0.04% | −13,613−7.4% | Reduced |
| Savant Capital, LLC | 165,173 | $1.83M | 0.02% | +70.0% | Added |
| Invesco Ltd. | 163,756 | $1.81M | 0.00% | +33,870+26.1% | Added |
| Cetera Investment Advisers | 159,639 | $1.77M | 0.00% | +125,019+361.1% | Added |
| Wakefield Asset Management LLLP | 158,785 | $1.76M | 0.61% | +5,421+3.5% | Added |
| Tyche Wealth Partners LLC | 157,950 | $1.75M | 0.43% | +10,762+7.3% | Added |
| GWM Advisors LLC | 154,264 | $1.71M | 0.01% | −348−0.2% | Reduced |
| Riverbridge Partners LLC | 152,578 | $1.69M | 0.02% | +3,750+2.5% | Added |
| Evoke Wealth, LLC | 146,689 | $1.63M | 0.05% | +110,689+307.5% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 136,605 | $1.51M | 0.03% | 00.0% | Unchanged |
| Petra Financial Advisors Inc | 131,144 | $1.45M | 1.07% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 120,090 | $1.33M | 0.22% | +138+0.1% | Added |
| Palogic Value Management, L.P. | 114,224 | $1.26M | 0.55% | +4,950+4.5% | Added |
| Childress Capital Advisors, LLC | 108,500 | $1.20M | 0.35% | 00.0% | Unchanged |
| Hirtle Callaghan & Co LLC | – | $1.19M | 0.05% | – | – |
| Cresset Asset Management, LLC | 105,084 | $1.17M | 0.01% | −22,577−17.7% | Reduced |
| Mariner, LLC | 104,129 | $1.15M | 0.00% | +16,002+18.2% | Added |
| Stratos Wealth Partners, LTD. | 100,136 | $1.11M | 0.02% | −18,782−15.8% | Reduced |
| Kim, LLC | 100,000 | $1.11M | 0.14% | +10,000+11.1% | Added |
| Prospera Financial Services Inc | 99,486 | $1.10M | 0.03% | +8,726+9.6% | Added |
| Wesbanco Bank Inc | 98,729 | $1.09M | 0.04% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 93,893 | $1.04M | 0.11% | −10,875−10.4% | Reduced |
| McGowan Group Asset Management, Inc. | 94,213 | $1.04M | 0.15% | +94,213 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 88,727 | $982.2K | 0.25% | +1,550+1.8% | Added |
| Tectonic Advisors LLC | 87,584 | $969.6K | 0.07% | +1,005+1.2% | Added |
| CI Private Wealth, LLC | 76,193 | $843.5K | 0.00% | +165+0.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 75,968 | $841.0K | 0.04% | +5,117+7.2% | Added |
| Archetype Wealth Partners | 75,893 | $840.0K | 0.14% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 75,096 | $831.3K | 0.02% | +75,096 | New |
| Mercer Global Advisors Inc | 74,237 | $822.0K | 0.00% | −2,987−3.9% | Reduced |
| Davenport & Co LLC | 72,542 | $803.0K | 0.01% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 71,250 | $788.7K | 0.08% | 00.0% | Unchanged |