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 |
|---|---|---|---|---|---|
| Richard W. Paul & Associates, LLC | 79 | $875 | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 10,167 | $928 | 0.04% | +10,167 | New |
| Whittier Trust Co of Nevada Inc | 105 | $1.16K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 105 | $1.17K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 240 | $2.66K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 261 | $2.89K | 0.00% | −261−50.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 334 | $3.70K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 338 | $3.74K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 519 | $5.75K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 528 | $5.84K | 0.00% | −5,045−90.5% | Reduced |
| Hanson & Doremus Investment Management | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 551 | $6.10K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 583 | $6.45K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $6.93K | 0.00% | – | – |
| Piscataqua Savings Bank | 645 | $7.14K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 666 | $7.37K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 677 | $7.49K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 771 | $8.54K | 0.00% | +771 | New |
| Hilltop National Bank | 948 | $10.5K | 0.00% | +948 | New |
| Tyler-Stone Wealth Management | 1,000 | $11.1K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,065 | $11.8K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,347 | $15.0K | 0.01% | −538−28.5% | Reduced |
| Capital Analysts, LLC | 1,379 | $15.0K | 0.00% | +11+0.8% | Added |
| Cullen/Frost Bankers, Inc. | 1,439 | $15.9K | 0.00% | +1,439 | New |
| NBC Securities, Inc. | 1,515 | $16.0K | 0.00% | −1,516−50.0% | Reduced |
| ORG Partners LLC | 1,515 | $16.6K | 0.03% | +1,515 | New |
| Sandy Spring Bank | 1,550 | $17.2K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,630 | $18.0K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,910 | $21.1K | 0.00% | −331−14.8% | Reduced |
| West Paces Advisors Inc. | 1,920 | $21.3K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2,012 | $22.0K | 0.00% | +23+1.2% | Added |
| Global Retirement Partners, LLC | 2,030 | $22.5K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 2,078 | $23.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,120 | $23.6K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 2,378 | $26.3K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 2,500 | $27.7K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,507 | $27.8K | 0.00% | 00.0% | Unchanged |
| Main Management LLC | 2,541 | $28.0K | 0.00% | +2,541 | New |
| ICA Group Wealth Management, LLC | 2,636 | $29.2K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 3,000 | $33.2K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 3,000 | $33.2K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 3,097 | $34.3K | 0.00% | −872−22.0% | Reduced |
| Asset Dedication, LLC | 3,200 | $35.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3,189 | $35.3K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 3,299 | $36.5K | 0.03% | 00.0% | Unchanged |
| FMR LLC | 3,613 | $40.0K | 0.00% | +3,612+361,200.0% | Added |
| Cornerstone Planning Group LLC | 3,729 | $40.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 3,700 | $41.0K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 4,092 | $45.3K | 0.00% | +47+1.2% | Added |
| Bessemer Group Inc | 4,142 | $46.0K | 0.00% | −1,210−22.6% | Reduced |
| FNY Investment Advisers, LLC | 4,400 | $48.0K | 0.03% | +4,400 | New |
| SJS Investment Consulting Inc. | 4,536 | $50.2K | 0.01% | 00.0% | Unchanged |
| American National Bank | 4,605 | $51.0K | 0.01% | +4,605 | New |
| Founders Capital Management | 5,500 | $60.9K | 0.04% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 5,764 | $63.8K | 0.02% | +5,764 | New |
| Webster Bank, N. A. | 6,893 | $76.3K | 0.01% | −438−6.0% | Reduced |
| MB Generational Wealth, LLC | 16,514 | $77.5K | 0.06% | +16,514 | New |
| Allworth Financial LP | 7,082 | $78.4K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 7,800 | $86.3K | 0.02% | +7,800 | New |
| JPMorgan Chase & Co | 8,039 | $89.0K | 0.00% | +8,039 | New |
| Jones Financial Companies LLLP | 8,383 | $92.8K | 0.00% | +8,383 | New |
| Future Financial Wealth Managment LLC | 10,000 | $110.7K | 0.09% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 10,018 | $110.9K | 0.00% | −1,537−13.3% | Reduced |
| Leisure Capital Management | 10,045 | $111.2K | 0.06% | +10,045 | New |
| Capital Investment Advisory Services, LLC | 10,250 | $113.5K | 0.01% | −24,067−70.1% | Reduced |
| WealthBridge Capital Management, LLC | 10,283 | $113.8K | 0.04% | −700−6.4% | Reduced |
| Kercheville Advisors, LLC | 10,283 | $113.8K | 0.05% | 00.0% | Unchanged |
| Busey Wealth Management | 10,444 | $115.6K | 0.00% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 10,599 | $117.3K | 0.00% | +10,599 | New |
| Cutler Investment Counsel LLC | 10,745 | $119.5K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 10,971 | $121.5K | 0.05% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 11,001 | $121.8K | 0.00% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 11,102 | $122.9K | 0.02% | +20.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 11,141 | $123.3K | 0.01% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 10,792 | $123.7K | 0.06% | −661−5.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 11,639 | $128.8K | 0.02% | +11,639 | New |
| Strategies Wealth Advisors, LLC | 11,663 | $129.1K | 0.02% | 00.0% | Unchanged |
| Walleye Capital LLC | 11,801 | $130.6K | 0.00% | −23,699−66.8% | Reduced |
| Acorn Wealth Advisors, LLC | 11,887 | $131.6K | 0.07% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 11,907 | $131.8K | 0.04% | +827+7.5% | Added |
| SMH Capital Advisors Inc | 11,919 | $131.9K | 0.36% | 00.0% | Unchanged |
| M&T Bank Corp | 11,911 | $132.1K | 0.00% | +472+4.1% | Added |
| InterOcean Capital Group, LLC | 12,000 | $132.8K | 0.00% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 12,096 | $133.9K | 0.01% | −1,687−12.2% | Reduced |
| North Star Investment Management Corp. | 12,164 | $134.7K | 0.01% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 12,500 | $138.4K | 0.01% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 12,554 | $139.0K | 0.00% | +12,554 | New |
| Walter & Keenan Financial Consulting Co | 12,636 | $139.9K | 0.05% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 12,774 | $141.4K | 0.02% | +83+0.7% | Added |
| Wolverine Asset Management LLC | 12,976 | $143.6K | 0.00% | +12,376+2,062.7% | Added |
| J.W. Cole Advisors, Inc. | 13,087 | $144.8K | 0.01% | −4,718−26.5% | Reduced |
| Total Clarity Wealth Management, Inc. | 13,124 | $145.3K | 0.05% | +13,124 | New |
| First Trust Advisors LP | 13,152 | $145.6K | 0.00% | −11,322−46.3% | Reduced |
| L.M. Kohn & Company | 13,170 | $145.8K | 0.04% | +2,500+23.4% | Added |
| Csenge Advisory Group | 13,181 | $145.9K | 0.01% | −924−6.6% | Reduced |
| Founders Financial Alliance, LLC | 13,386 | $148.2K | 0.04% | +2,688+25.1% | Added |
| Moody National Bank Trust Division | 13,397 | $148.3K | 0.01% | −3,779−22.0% | Reduced |
| SFMG, LLC | 13,440 | $148.8K | 0.01% | +50.0% | Added |
| Citizens National Bank Trust Department | 13,500 | $149.4K | 0.03% | −3,000−18.2% | Reduced |
| VisionPoint Advisory Group, LLC | 13,624 | $150.8K | 0.05% | −1,523−10.1% | Reduced |