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 |
|---|---|---|---|---|---|
| Sovereign Financial Group, Inc. | 13,639 | $151.0K | 0.04% | +625+4.8% | Added |
| Avantax Advisory Services, Inc. | 13,874 | $153.6K | 0.00% | +1,654+13.5% | Added |
| D.A. Davidson & Co. | 14,043 | $155.5K | 0.00% | +15+0.1% | Added |
| RMB Capital Management, LLC | 14,062 | $155.7K | 0.00% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 14,217 | $157.4K | 0.00% | −500−3.4% | Reduced |
| Moors & Cabot, Inc. | 14,229 | $157.5K | 0.01% | −40,527−74.0% | Reduced |
| Seelaus Asset Management LLC | 14,250 | $157.7K | 0.16% | +14,250 | New |
| Seed Wealth Management, Inc. | 14,500 | $158.9K | 0.15% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14,538 | $160.9K | 0.03% | +27+0.2% | Added |
| Hartline Investment Corp | 14,538 | $160.9K | 0.03% | +14,538 | New |
| Kuhn & Co Investment Counsel | 14,662 | $162.3K | 0.15% | +14,662 | New |
| Apeiron RIA LLC | 14,808 | $163.9K | 0.05% | 00.0% | Unchanged |
| Compass Financial Group, INC | 14,992 | $166.0K | 0.04% | −1,319−8.1% | Reduced |
| Camelot Portfolios, LLC | 15,064 | $166.8K | 0.16% | −9,445−38.5% | Reduced |
| Ancora Advisors, LLC | 15,445 | $171.0K | 0.00% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 15,565 | $172.3K | 0.08% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 15,799 | $173.2K | 0.00% | +2,448+18.3% | Added |
| Occidental Asset Management, LLC | 15,827 | $175.2K | 0.03% | +3,146+24.8% | Added |
| Integrated Wealth Concepts LLC | 15,886 | $175.9K | 0.00% | +550+3.6% | Added |
| Drive Wealth Management, LLC | 16,065 | $178.7K | 0.05% | −1,530−8.7% | Reduced |
| Snowden Capital Advisors LLC | 16,328 | $181.6K | 0.01% | −7,954−32.8% | Reduced |
| Summit Trail Advisors, LLC | 16,532 | $183.8K | 0.00% | −1,778−9.7% | Reduced |
| Vivaldi Capital Management, LLC | 17,247 | $186.8K | 0.05% | 00.0% | Unchanged |
| Hollencrest Capital Management | 17,360 | $192.2K | 0.01% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 17,475 | $193.4K | 0.12% | 00.0% | Unchanged |
| Brown Advisory Inc | 17,610 | $194.9K | 0.00% | +17,610 | New |
| Wealthspire Advisors, LLC | 17,665 | $195.6K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 20,131 | $195.6K | 0.01% | −12−0.1% | Reduced |
| Charter Trust Co | 17,711 | $196.1K | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 17,817 | $197.2K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 17,827 | $197.3K | 0.00% | −99,529−84.8% | Reduced |
| Caldwell Trust Co | 18,113 | $200.5K | 0.02% | 00.0% | Unchanged |
| Choate Investment Advisors | 18,366 | $203.3K | 0.01% | 00.0% | Unchanged |
| MBA Advisors LLC | 18,400 | $203.7K | 0.11% | 00.0% | Unchanged |
| AE Wealth Management LLC | 18,438 | $204.1K | 0.00% | −22,732−55.2% | Reduced |
| Atria Wealth Solutions, Inc. | 18,539 | $205.7K | 0.00% | +631+3.5% | Added |
| IHT Wealth Management, LLC | 18,689 | $206.9K | 0.01% | −5,101−21.4% | Reduced |
| Fortitude Advisory Group L.L.C. | 18,890 | $209.1K | 0.12% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 19,085 | $211.3K | 0.10% | +70.0% | Added |
| CWM, LLC | 19,294 | $214.0K | 0.00% | −563−2.8% | Reduced |
| Cerity Partners LLC | 19,346 | $214.6K | 0.00% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 19,500 | $215.9K | 0.02% | 00.0% | Unchanged |
| PFG Advisors | 20,100 | $222.5K | 0.02% | +4,065+25.4% | Added |
| Susquehanna International Group, LLP | 20,186 | $223.5K | 0.00% | −22,956−53.2% | Reduced |
| Bayshore Asset Management, LLC | 20,260 | $224.3K | 0.11% | +20,260 | New |
| Financial Engines Advisors L.L.C. | 20,859 | $232.0K | 0.00% | 00.0% | Unchanged |
| FLC Capital Advisors | 21,076 | $233.3K | 0.06% | +21,076 | New |
| Adviser Investments LLC | 21,101 | $233.6K | 0.00% | −19,568−48.1% | Reduced |
| Stonebrook Private Inc. | 21,395 | $236.8K | 0.07% | +798+3.9% | Added |
| Sigma Planning Corp | 21,973 | $243.2K | 0.01% | +10,921+98.8% | Added |
| Moloney Securities Asset Management, LLC | 22,000 | $243.5K | 0.04% | +1,600+7.8% | Added |
| Independent Financial Group, LLC | 22,071 | $244.3K | 0.01% | +1,638+8.0% | Added |
| Simon Quick Advisors, LLC | 22,353 | $247.4K | 0.02% | +2,931+15.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 23,100 | $255.7K | 0.01% | +2,250+10.8% | Added |
| Toth Financial Advisory Corp | 23,468 | $259.8K | 0.03% | −1,989−7.8% | Reduced |
| Aberdeen Wealth Management LLC | 23,554 | $260.7K | 0.15% | 00.0% | Unchanged |
| King Luther Capital Management Corp | – | $261.3K | 0.00% | – | – |
| Concurrent Investment Advisors, LLC | 23,644 | $261.7K | 0.01% | −818−3.3% | Reduced |
| Schechter Investment Advisors, LLC | 23,664 | $262.0K | 0.02% | +1,580+7.2% | Added |
| Hudson Valley Investment Advisors Inc | 23,870 | $264.2K | 0.03% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 23,908 | $264.7K | 0.01% | −3,735−13.5% | Reduced |
| Advisory Services Network, LLC | 24,089 | $266.7K | 0.01% | +1,000+4.3% | Added |
| Capital Advisors Inc | 24,148 | $267.3K | 0.01% | +24,148 | New |
| Private Trust Co NA | 24,173 | $267.6K | 0.03% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 24,434 | $270.0K | 0.00% | −3,563−12.7% | Reduced |
| We Are One Seven, LLC | 24,707 | $273.5K | 0.01% | +4,076+19.8% | Added |
| Ieq Capital, LLC | 24,716 | $273.6K | 0.00% | +12,907+109.3% | Added |
| SkyView Investment Advisors, LLC | 25,000 | $277.0K | 0.05% | +25,000 | New |
| RSM US Wealth Management LLC | 25,029 | $277.1K | 0.01% | +1,015+4.2% | Added |
| US Bancorp | 25,036 | $277.1K | 0.00% | +4,200+20.2% | Added |
| HRT Financial LP | 25,694 | $284.0K | 0.00% | +25,694 | New |
| Good Life Advisors, LLC | 26,045 | $288.3K | 0.03% | +317+1.2% | Added |
| Nomura Holdings Inc | 26,200 | $290.0K | 0.00% | +6,950+36.1% | Added |
| Emfo, LLC | 26,810 | $296.8K | 0.27% | +26,810 | New |
| Silverlake Wealth Management LLC | 27,007 | $299.0K | 0.15% | +35+0.1% | Added |
| Integrated Capital Management, Inc. | 27,184 | $300.9K | 0.25% | +7,316+36.8% | Added |
| BBR Partners, LLC | 27,386 | $303.2K | 0.02% | +6,793+33.0% | Added |
| Alliancebernstein L.P. | 27,399 | $303.3K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 29,000 | $317.8K | 0.01% | −10,000−25.6% | Reduced |
| Wedbush Securities Inc | 28,829 | $319.0K | 0.01% | −375−1.3% | Reduced |
| LexAurum Advisors, LLC | 29,000 | $321.0K | 0.08% | 00.0% | Unchanged |
| Creative Planning | 29,200 | $323.2K | 0.00% | +1,831+6.7% | Added |
| Paul Damon & Associates, Inc. | 29,407 | $325.5K | 0.23% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 29,427 | $325.8K | 0.06% | 00.0% | Unchanged |
| Stephens Inc | 30,011 | $332.2K | 0.01% | −3,749−11.1% | Reduced |
| Successful Portfolios LLC | 30,059 | $332.8K | 0.23% | +2,000+7.1% | Added |
| Summit Financial Wealth Advisors, LLC | 30,700 | $339.8K | 0.07% | −21,300−41.0% | Reduced |
| MML Investors Services, LLC | 31,780 | $352.0K | 0.00% | −1,104−3.4% | Reduced |
| Centiva Capital, LP | 32,010 | $354.4K | 0.02% | −207,788−86.7% | Reduced |
| CoreCap Advisors, LLC | 32,192 | $356.4K | 0.02% | +193+0.6% | Added |
| Glen Eagle Advisors, LLC | 32,736 | $362.4K | 0.07% | +32,736 | New |
| Altfest L J & Co Inc | 33,226 | $368.0K | 0.05% | +20+0.1% | Added |
| Venture Visionary Partners LLC | 34,376 | $380.5K | 0.02% | 00.0% | Unchanged |
| Northern Trust Corp | 35,316 | $390.9K | 0.00% | −3,400−8.8% | Reduced |
| Element Wealth, LLC | 38,634 | $427.7K | 0.25% | 00.0% | Unchanged |
| Spire Wealth Management | 41,583 | $460.3K | 0.01% | +94+0.2% | Added |
| Rock Point Advisors, LLC | 42,120 | $466.3K | 0.14% | 00.0% | Unchanged |
| Comerica Bank | 42,131 | $466.4K | 0.00% | −200.0% | Reduced |
| Oppenheimer & Co Inc | 43,633 | $483.0K | 0.01% | −4,455−9.3% | Reduced |
| Breakwater Capital Group | 47,655 | $527.5K | 0.13% | +2,359+5.2% | Added |