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 |
|---|---|---|---|---|---|
| Raymond James Trust N.A. | 68,251 | $755.5K | 0.02% | −18,733−21.5% | Reduced |
| Private Advisor Group, LLC | 65,531 | $725.4K | 0.01% | +1,976+3.1% | Added |
| Altus Wealth Group LLC | 65,082 | $720.5K | 0.36% | −2,964−4.4% | Reduced |
| First Personal Financial Services | 64,243 | $711.2K | 0.16% | +1,335+2.1% | Added |
| Catalytic Wealth RIA, LLC | 63,749 | $705.7K | 0.14% | −9,962−13.5% | Reduced |
| GeoWealth Management, LLC | 62,293 | $689.6K | 0.03% | −11,418−15.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 61,624 | $682.2K | 0.01% | −112−0.2% | Reduced |
| Coastal Investment Advisors, Inc. | 59,917 | $663.3K | 0.14% | −1,704−2.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 57,676 | $638.5K | 0.00% | +654+1.1% | Added |
| Myecfo, LLC | 56,500 | $625.5K | 0.37% | 00.0% | Unchanged |
| Bank of Montreal | 48,119 | $612.6K | 0.00% | −13,101−21.4% | Reduced |
| Wellspring Financial Advisors, LLC | 55,047 | $609.4K | 0.10% | 00.0% | Unchanged |
| Brave Asset Management Inc | 54,230 | $600.3K | 0.16% | +54,230 | New |
| Peddock Capital Advisors, LLC | 53,373 | $590.8K | 0.15% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 52,660 | $582.9K | 0.09% | +3,291+6.7% | Added |
| Almitas Capital LLC | 50,885 | $563.3K | 0.23% | +50,885 | New |
| Sentinus, LLC | 50,728 | $561.6K | 0.20% | +50,728 | New |
| Captrust Financial Advisors | 48,327 | $535.0K | 0.00% | +2,208+4.8% | Added |
| Breakwater Capital Group | 47,655 | $527.5K | 0.13% | +2,359+5.2% | Added |
| Oppenheimer & Co Inc | 43,633 | $483.0K | 0.01% | −4,455−9.3% | Reduced |
| Comerica Bank | 42,131 | $466.4K | 0.00% | −200.0% | Reduced |
| Rock Point Advisors, LLC | 42,120 | $466.3K | 0.14% | 00.0% | Unchanged |
| Spire Wealth Management | 41,583 | $460.3K | 0.01% | +94+0.2% | Added |
| Element Wealth, LLC | 38,634 | $427.7K | 0.25% | 00.0% | Unchanged |
| Northern Trust Corp | 35,316 | $390.9K | 0.00% | −3,400−8.8% | Reduced |
| Venture Visionary Partners LLC | 34,376 | $380.5K | 0.02% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 33,226 | $368.0K | 0.05% | +20+0.1% | Added |
| Glen Eagle Advisors, LLC | 32,736 | $362.4K | 0.07% | +32,736 | New |
| CoreCap Advisors, LLC | 32,192 | $356.4K | 0.02% | +193+0.6% | Added |
| Centiva Capital, LP | 32,010 | $354.4K | 0.02% | −207,788−86.7% | Reduced |
| MML Investors Services, LLC | 31,780 | $352.0K | 0.00% | −1,104−3.4% | Reduced |
| Summit Financial Wealth Advisors, LLC | 30,700 | $339.8K | 0.07% | −21,300−41.0% | Reduced |
| Successful Portfolios LLC | 30,059 | $332.8K | 0.23% | +2,000+7.1% | Added |
| Stephens Inc | 30,011 | $332.2K | 0.01% | −3,749−11.1% | Reduced |
| Relyea Zuckerberg Hanson LLC | 29,427 | $325.8K | 0.06% | 00.0% | Unchanged |
| Paul Damon & Associates, Inc. | 29,407 | $325.5K | 0.23% | 00.0% | Unchanged |
| Creative Planning | 29,200 | $323.2K | 0.00% | +1,831+6.7% | Added |
| LexAurum Advisors, LLC | 29,000 | $321.0K | 0.08% | 00.0% | Unchanged |
| Wedbush Securities Inc | 28,829 | $319.0K | 0.01% | −375−1.3% | Reduced |
| Bokf, NA | 29,000 | $317.8K | 0.01% | −10,000−25.6% | Reduced |
| Alliancebernstein L.P. | 27,399 | $303.3K | 0.00% | 00.0% | Unchanged |
| BBR Partners, LLC | 27,386 | $303.2K | 0.02% | +6,793+33.0% | Added |
| Integrated Capital Management, Inc. | 27,184 | $300.9K | 0.25% | +7,316+36.8% | Added |
| Silverlake Wealth Management LLC | 27,007 | $299.0K | 0.15% | +35+0.1% | Added |
| Emfo, LLC | 26,810 | $296.8K | 0.27% | +26,810 | New |
| Nomura Holdings Inc | 26,200 | $290.0K | 0.00% | +6,950+36.1% | Added |
| Good Life Advisors, LLC | 26,045 | $288.3K | 0.03% | +317+1.2% | Added |
| HRT Financial LP | 25,694 | $284.0K | 0.00% | +25,694 | New |
| US Bancorp | 25,036 | $277.1K | 0.00% | +4,200+20.2% | Added |
| RSM US Wealth Management LLC | 25,029 | $277.1K | 0.01% | +1,015+4.2% | Added |
| SkyView Investment Advisors, LLC | 25,000 | $277.0K | 0.05% | +25,000 | New |
| Ieq Capital, LLC | 24,716 | $273.6K | 0.00% | +12,907+109.3% | Added |
| We Are One Seven, LLC | 24,707 | $273.5K | 0.01% | +4,076+19.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 24,434 | $270.0K | 0.00% | −3,563−12.7% | Reduced |
| Private Trust Co NA | 24,173 | $267.6K | 0.03% | 00.0% | Unchanged |
| Capital Advisors Inc | 24,148 | $267.3K | 0.01% | +24,148 | New |
| Advisory Services Network, LLC | 24,089 | $266.7K | 0.01% | +1,000+4.3% | Added |
| Kestra Private Wealth Services, LLC | 23,908 | $264.7K | 0.01% | −3,735−13.5% | Reduced |
| Hudson Valley Investment Advisors Inc | 23,870 | $264.2K | 0.03% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 23,664 | $262.0K | 0.02% | +1,580+7.2% | Added |
| Concurrent Investment Advisors, LLC | 23,644 | $261.7K | 0.01% | −818−3.3% | Reduced |
| King Luther Capital Management Corp | – | $261.3K | 0.00% | – | – |
| Aberdeen Wealth Management LLC | 23,554 | $260.7K | 0.15% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 23,468 | $259.8K | 0.03% | −1,989−7.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 23,100 | $255.7K | 0.01% | +2,250+10.8% | Added |
| Simon Quick Advisors, LLC | 22,353 | $247.4K | 0.02% | +2,931+15.1% | Added |
| Independent Financial Group, LLC | 22,071 | $244.3K | 0.01% | +1,638+8.0% | Added |
| Moloney Securities Asset Management, LLC | 22,000 | $243.5K | 0.04% | +1,600+7.8% | Added |
| Sigma Planning Corp | 21,973 | $243.2K | 0.01% | +10,921+98.8% | Added |
| Stonebrook Private Inc. | 21,395 | $236.8K | 0.07% | +798+3.9% | Added |
| Adviser Investments LLC | 21,101 | $233.6K | 0.00% | −19,568−48.1% | Reduced |
| FLC Capital Advisors | 21,076 | $233.3K | 0.06% | +21,076 | New |
| Financial Engines Advisors L.L.C. | 20,859 | $232.0K | 0.00% | 00.0% | Unchanged |
| Bayshore Asset Management, LLC | 20,260 | $224.3K | 0.11% | +20,260 | New |
| Susquehanna International Group, LLP | 20,186 | $223.5K | 0.00% | −22,956−53.2% | Reduced |
| PFG Advisors | 20,100 | $222.5K | 0.02% | +4,065+25.4% | Added |
| Shufro Rose & Co LLC | 19,500 | $215.9K | 0.02% | 00.0% | Unchanged |
| Cerity Partners LLC | 19,346 | $214.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 19,294 | $214.0K | 0.00% | −563−2.8% | Reduced |
| Investors Asset Management of Georgia Inc | 19,085 | $211.3K | 0.10% | +70.0% | Added |
| Fortitude Advisory Group L.L.C. | 18,890 | $209.1K | 0.12% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 18,689 | $206.9K | 0.01% | −5,101−21.4% | Reduced |
| Atria Wealth Solutions, Inc. | 18,539 | $205.7K | 0.00% | +631+3.5% | Added |
| AE Wealth Management LLC | 18,438 | $204.1K | 0.00% | −22,732−55.2% | Reduced |
| MBA Advisors LLC | 18,400 | $203.7K | 0.11% | 00.0% | Unchanged |
| Choate Investment Advisors | 18,366 | $203.3K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 18,113 | $200.5K | 0.02% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 17,827 | $197.3K | 0.00% | −99,529−84.8% | Reduced |
| Neuberger Berman Group LLC | 17,817 | $197.2K | 0.00% | 00.0% | Unchanged |
| Charter Trust Co | 17,711 | $196.1K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 20,131 | $195.6K | 0.01% | −12−0.1% | Reduced |
| Wealthspire Advisors, LLC | 17,665 | $195.6K | 0.00% | 00.0% | Unchanged |
| Brown Advisory Inc | 17,610 | $194.9K | 0.00% | +17,610 | New |
| Pointe Capital Management LLC | 17,475 | $193.4K | 0.12% | 00.0% | Unchanged |
| Hollencrest Capital Management | 17,360 | $192.2K | 0.01% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 17,247 | $186.8K | 0.05% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 16,532 | $183.8K | 0.00% | −1,778−9.7% | Reduced |
| Snowden Capital Advisors LLC | 16,328 | $181.6K | 0.01% | −7,954−32.8% | Reduced |
| Drive Wealth Management, LLC | 16,065 | $178.7K | 0.05% | −1,530−8.7% | Reduced |
| Integrated Wealth Concepts LLC | 15,886 | $175.9K | 0.00% | +550+3.6% | Added |