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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 48,327 | $535.0K | 0.00% | +2,208+4.8% | Added |
| Sentinus, LLC | 50,728 | $561.6K | 0.20% | +50,728 | New |
| Almitas Capital LLC | 50,885 | $563.3K | 0.23% | +50,885 | New |
| Redhawk Wealth Advisors, Inc. | 52,660 | $582.9K | 0.09% | +3,291+6.7% | Added |
| Peddock Capital Advisors, LLC | 53,373 | $590.8K | 0.15% | 00.0% | Unchanged |
| Brave Asset Management Inc | 54,230 | $600.3K | 0.16% | +54,230 | New |
| Wellspring Financial Advisors, LLC | 55,047 | $609.4K | 0.10% | 00.0% | Unchanged |
| Bank of Montreal | 48,119 | $612.6K | 0.00% | −13,101−21.4% | Reduced |
| Myecfo, LLC | 56,500 | $625.5K | 0.37% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 57,676 | $638.5K | 0.00% | +654+1.1% | Added |
| Coastal Investment Advisors, Inc. | 59,917 | $663.3K | 0.14% | −1,704−2.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 61,624 | $682.2K | 0.01% | −112−0.2% | Reduced |
| GeoWealth Management, LLC | 62,293 | $689.6K | 0.03% | −11,418−15.5% | Reduced |
| Catalytic Wealth RIA, LLC | 63,749 | $705.7K | 0.14% | −9,962−13.5% | Reduced |
| First Personal Financial Services | 64,243 | $711.2K | 0.16% | +1,335+2.1% | Added |
| Altus Wealth Group LLC | 65,082 | $720.5K | 0.36% | −2,964−4.4% | Reduced |
| Private Advisor Group, LLC | 65,531 | $725.4K | 0.01% | +1,976+3.1% | Added |
| Raymond James Trust N.A. | 68,251 | $755.5K | 0.02% | −18,733−21.5% | Reduced |
| Bard Financial Services, Inc. | 71,250 | $788.7K | 0.08% | 00.0% | Unchanged |
| Davenport & Co LLC | 72,542 | $803.0K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 74,237 | $822.0K | 0.00% | −2,987−3.9% | Reduced |
| Warren Averett Asset Management, LLC | 75,096 | $831.3K | 0.02% | +75,096 | New |
| Archetype Wealth Partners | 75,893 | $840.0K | 0.14% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 75,968 | $841.0K | 0.04% | +5,117+7.2% | Added |
| CI Private Wealth, LLC | 76,193 | $843.5K | 0.00% | +165+0.2% | Added |
| Tectonic Advisors LLC | 87,584 | $969.6K | 0.07% | +1,005+1.2% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 88,727 | $982.2K | 0.25% | +1,550+1.8% | Added |
| McGowan Group Asset Management, Inc. | 94,213 | $1.04M | 0.15% | +94,213 | New |
| Naples Global Advisors, LLC | 93,893 | $1.04M | 0.11% | −10,875−10.4% | Reduced |
| Wesbanco Bank Inc | 98,729 | $1.09M | 0.04% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 99,486 | $1.10M | 0.03% | +8,726+9.6% | Added |
| Kim, LLC | 100,000 | $1.11M | 0.14% | +10,000+11.1% | Added |
| Stratos Wealth Partners, LTD. | 100,136 | $1.11M | 0.02% | −18,782−15.8% | Reduced |
| Mariner, LLC | 104,129 | $1.15M | 0.00% | +16,002+18.2% | Added |
| Cresset Asset Management, LLC | 105,084 | $1.17M | 0.01% | −22,577−17.7% | Reduced |
| Hirtle Callaghan & Co LLC | – | $1.19M | 0.05% | – | – |
| Childress Capital Advisors, LLC | 108,500 | $1.20M | 0.35% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 114,224 | $1.26M | 0.55% | +4,950+4.5% | Added |
| TrinityPoint Wealth, LLC | 120,090 | $1.33M | 0.22% | +138+0.1% | Added |
| Petra Financial Advisors Inc | 131,144 | $1.45M | 1.07% | 00.0% | Unchanged |
| Cliftonlarsonallen Wealth Advisors, LLC | 136,605 | $1.51M | 0.03% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 146,689 | $1.63M | 0.05% | +110,689+307.5% | Added |
| Riverbridge Partners LLC | 152,578 | $1.69M | 0.02% | +3,750+2.5% | Added |
| GWM Advisors LLC | 154,264 | $1.71M | 0.01% | −348−0.2% | Reduced |
| Tyche Wealth Partners LLC | 157,950 | $1.75M | 0.43% | +10,762+7.3% | Added |
| Wakefield Asset Management LLLP | 158,785 | $1.76M | 0.61% | +5,421+3.5% | Added |
| Cetera Investment Advisers | 159,639 | $1.77M | 0.00% | +125,019+361.1% | Added |
| Invesco Ltd. | 163,756 | $1.81M | 0.00% | +33,870+26.1% | Added |
| Savant Capital, LLC | 165,173 | $1.83M | 0.02% | +70.0% | Added |
| Merit Financial Group, LLC | 171,536 | $1.84M | 0.04% | −13,613−7.4% | Reduced |
| Rothschild Investment LLC | 170,991 | $1.89M | 0.14% | +4,467+2.7% | Added |
| Gridiron Partners, LLC | 174,878 | $1.94M | 1.23% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 176,592 | $1.95M | 0.26% | +176,592 | New |
| Cambridge Investment Research Advisors, Inc. | 183,518 | $2.03M | 0.01% | +28,655+18.5% | Added |
| Rareview Capital LLC | 186,873 | $2.07M | 2.03% | +186,873 | New |
| Kestra Advisory Services, LLC | 194,536 | $2.15M | 0.01% | +2,655+1.4% | Added |
| Melone Private Wealth, LLC | 203,856 | $2.26M | 1.35% | +1,546+0.8% | Added |
| Jupiter Wealth Management LLC | 207,787 | $2.26M | 1.20% | +50,000+31.7% | Added |
| Cresta Advisors, Ltd. | 211,647 | $2.34M | 1.49% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 213,000 | $2.36M | 0.95% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 213,365 | $2.36M | 0.01% | +22,305+11.7% | Added |
| Park Avenue Securities LLC | 220,863 | $2.44M | 0.03% | +7,287+3.4% | Added |
| Lido Advisors, LLC | 243,065 | $2.70M | 0.02% | −9,070−3.6% | Reduced |
| Flow State Investments, L.P. | 246,853 | $2.73M | 0.80% | +246,853 | New |
| Baird Financial Group, Inc. | 247,247 | $2.74M | 0.01% | −16,540−6.3% | Reduced |
| Cohen & Steers, Inc. | 249,711 | $2.76M | 0.01% | −83,887−25.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 254,620 | $2.82M | 0.00% | −13,568−5.1% | Reduced |
| Pathstone Holdings, LLC | 266,656 | $2.95M | 0.01% | +266,656 | New |
| Tortoise Investment Management, LLC | 281,738 | $3.12M | 0.38% | −50,311−15.2% | Reduced |
| Advisor Group Holdings, Inc. | 295,038 | $3.27M | 0.01% | +6,915+2.4% | Added |
| Arete Wealth Advisors, LLC | 330,899 | $3.66M | 0.34% | −1,936−0.6% | Reduced |
| Horizon Kinetics Asset Management LLC | 338,936 | $3.75M | 0.07% | −84,779−20.0% | Reduced |
| Nine Masts Capital Ltd | 351,655 | $3.89M | 1.02% | +351,655 | New |
| Eagle Bluffs Wealth Management LLC | 353,981 | $3.94M | 2.44% | +16,287+4.8% | Added |
| Freestone Capital Holdings, LLC | 362,460 | $4.01M | 0.15% | +101,500+38.9% | Added |
| Ameriprise Financial Inc | 373,136 | $4.13M | 0.00% | −20,772−5.3% | Reduced |
| Relative Value Partners Group, LLC | 400,713 | $4.42M | 0.27% | −481−0.1% | Reduced |
| Capital Investment Advisors, LLC | 414,885 | $4.59M | 0.11% | −6,337−1.5% | Reduced |
| Mesirow Financial Investment Management, Inc. | 436,582 | $4.83M | 0.11% | +110,401+33.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 443,112 | $4.91M | 0.01% | +36,119+8.9% | Added |
| Envestnet Asset Management Inc | 446,797 | $4.95M | 0.00% | −17,465−3.8% | Reduced |
| Westchester Capital Management, LLC | 451,710 | $5.00M | 0.21% | +117,374+35.1% | Added |
| Barry Investment Advisors, LLC | 499,768 | $5.56M | 1.85% | −30,241−5.7% | Reduced |
| Commonwealth Equity Services, LLC | 503,691 | $5.58M | 0.01% | +45,032+9.8% | Added |
| The PNC Financial Services Group, Inc. | 538,382 | $5.96M | 0.00% | −3,955−0.7% | Reduced |
| Advisors Asset Management, Inc. | 554,262 | $6.14M | 0.12% | +45,506+8.9% | Added |
| Truist Financial Corp | 588,772 | $6.52M | 0.01% | +2,772+0.5% | Added |
| PenderFund Capital Management Ltd. | 440,000 | $6.60M | 1.81% | −469,800−51.6% | Reduced |
| Landscape Capital Management, L.L.C. | 633,564 | $7.01M | 0.61% | −147,990−18.9% | Reduced |
| Dakota Wealth Management | 633,904 | $7.02M | 0.18% | +5,984+1.0% | Added |
| Gill Capital Partners, LLC | 683,320 | $7.27M | 2.94% | −12,023−1.7% | Reduced |
| Penserra Capital Management LLC | 702,802 | $7.78M | 0.10% | +702,802 | New |
| Congress Park Capital LLC | 707,500 | $7.83M | 3.47% | +125,000+21.5% | Added |
| Fiera Capital Corp | 710,970 | $7.87M | 0.02% | −188,078−20.9% | Reduced |
| LPL Financial LLC | 712,936 | $7.89M | 0.00% | +21,457+3.1% | Added |
| Royal Bank of Canada | 722,269 | $8.00M | 0.00% | +18,137+2.6% | Added |
| Stifel Financial Corp | 738,626 | $8.18M | 0.01% | +52,525+7.7% | Added |
| Raymond James & Associates | 792,070 | $8.77M | 0.01% | −36,277−4.4% | Reduced |
| CNH Partners LLC | 847,950 | $9.39M | 0.33% | −10,492−1.2% | Reduced |
| City of London Investment Management Co Ltd | 887,993 | $9.83M | 0.81% | +210,442+31.1% | Added |