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 |
|---|---|---|---|---|---|
| Occidental Asset Management, LLC | 15,827 | $175.2K | 0.03% | +3,146+24.8% | Added |
| CIBC Private Wealth Group, LLC | 15,799 | $173.2K | 0.00% | +2,448+18.3% | Added |
| Armor Investment Advisors, LLC | 15,565 | $172.3K | 0.08% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 15,445 | $171.0K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 15,064 | $166.8K | 0.16% | −9,445−38.5% | Reduced |
| Compass Financial Group, INC | 14,992 | $166.0K | 0.04% | −1,319−8.1% | Reduced |
| Apeiron RIA LLC | 14,808 | $163.9K | 0.05% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 14,662 | $162.3K | 0.15% | +14,662 | New |
| 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 |
| Seed Wealth Management, Inc. | 14,500 | $158.9K | 0.15% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 14,250 | $157.7K | 0.16% | +14,250 | New |
| Moors & Cabot, Inc. | 14,229 | $157.5K | 0.01% | −40,527−74.0% | Reduced |
| Great Valley Advisor Group, Inc. | 14,217 | $157.4K | 0.00% | −500−3.4% | Reduced |
| RMB Capital Management, LLC | 14,062 | $155.7K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 14,043 | $155.5K | 0.00% | +15+0.1% | Added |
| Avantax Advisory Services, Inc. | 13,874 | $153.6K | 0.00% | +1,654+13.5% | Added |
| Sovereign Financial Group, Inc. | 13,639 | $151.0K | 0.04% | +625+4.8% | Added |
| VisionPoint Advisory Group, LLC | 13,624 | $150.8K | 0.05% | −1,523−10.1% | Reduced |
| Citizens National Bank Trust Department | 13,500 | $149.4K | 0.03% | −3,000−18.2% | Reduced |
| SFMG, LLC | 13,440 | $148.8K | 0.01% | +50.0% | Added |
| Moody National Bank Trust Division | 13,397 | $148.3K | 0.01% | −3,779−22.0% | Reduced |
| Founders Financial Alliance, LLC | 13,386 | $148.2K | 0.04% | +2,688+25.1% | Added |
| Csenge Advisory Group | 13,181 | $145.9K | 0.01% | −924−6.6% | Reduced |
| L.M. Kohn & Company | 13,170 | $145.8K | 0.04% | +2,500+23.4% | Added |
| First Trust Advisors LP | 13,152 | $145.6K | 0.00% | −11,322−46.3% | Reduced |
| Total Clarity Wealth Management, Inc. | 13,124 | $145.3K | 0.05% | +13,124 | New |
| J.W. Cole Advisors, Inc. | 13,087 | $144.8K | 0.01% | −4,718−26.5% | Reduced |
| Wolverine Asset Management LLC | 12,976 | $143.6K | 0.00% | +12,376+2,062.7% | Added |
| Sunbelt Securities, Inc. | 12,774 | $141.4K | 0.02% | +83+0.7% | Added |
| Walter & Keenan Financial Consulting Co | 12,636 | $139.9K | 0.05% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 12,554 | $139.0K | 0.00% | +12,554 | New |
| Private Wealth Partners, LLC | 12,500 | $138.4K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 12,164 | $134.7K | 0.01% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 12,096 | $133.9K | 0.01% | −1,687−12.2% | Reduced |
| InterOcean Capital Group, LLC | 12,000 | $132.8K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 11,911 | $132.1K | 0.00% | +472+4.1% | Added |
| SMH Capital Advisors Inc | 11,919 | $131.9K | 0.36% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 11,907 | $131.8K | 0.04% | +827+7.5% | Added |
| Acorn Wealth Advisors, LLC | 11,887 | $131.6K | 0.07% | 00.0% | Unchanged |
| Walleye Capital LLC | 11,801 | $130.6K | 0.00% | −23,699−66.8% | Reduced |
| Strategies Wealth Advisors, LLC | 11,663 | $129.1K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 11,639 | $128.8K | 0.02% | +11,639 | New |
| Wealth Management Associates, Inc. | 10,792 | $123.7K | 0.06% | −661−5.8% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 11,141 | $123.3K | 0.01% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 11,102 | $122.9K | 0.02% | +20.0% | Added |
| Apollon Wealth Management, LLC | 11,001 | $121.8K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 10,971 | $121.5K | 0.05% | 00.0% | Unchanged |
| Cutler Investment Counsel LLC | 10,745 | $119.5K | 0.02% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 10,599 | $117.3K | 0.00% | +10,599 | New |
| Busey Wealth Management | 10,444 | $115.6K | 0.00% | 00.0% | Unchanged |
| 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 |
| Capital Investment Advisory Services, LLC | 10,250 | $113.5K | 0.01% | −24,067−70.1% | Reduced |
| Leisure Capital Management | 10,045 | $111.2K | 0.06% | +10,045 | New |
| Harbour Investments, Inc. | 10,018 | $110.9K | 0.00% | −1,537−13.3% | Reduced |
| Future Financial Wealth Managment LLC | 10,000 | $110.7K | 0.09% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 8,383 | $92.8K | 0.00% | +8,383 | New |
| JPMorgan Chase & Co | 8,039 | $89.0K | 0.00% | +8,039 | New |
| Blue Bell Private Wealth Management, LLC | 7,800 | $86.3K | 0.02% | +7,800 | New |
| Allworth Financial LP | 7,082 | $78.4K | 0.00% | 00.0% | Unchanged |
| MB Generational Wealth, LLC | 16,514 | $77.5K | 0.06% | +16,514 | New |
| Webster Bank, N. A. | 6,893 | $76.3K | 0.01% | −438−6.0% | Reduced |
| Gilliland Jeter Wealth Management LLC | 5,764 | $63.8K | 0.02% | +5,764 | New |
| Founders Capital Management | 5,500 | $60.9K | 0.04% | 00.0% | Unchanged |
| American National Bank | 4,605 | $51.0K | 0.01% | +4,605 | New |
| SJS Investment Consulting Inc. | 4,536 | $50.2K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 4,400 | $48.0K | 0.03% | +4,400 | New |
| Bessemer Group Inc | 4,142 | $46.0K | 0.00% | −1,210−22.6% | Reduced |
| JFS Wealth Advisors, LLC | 4,092 | $45.3K | 0.00% | +47+1.2% | Added |
| Fortitude Family Office, LLC | 3,700 | $41.0K | 0.03% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 3,729 | $40.0K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 3,613 | $40.0K | 0.00% | +3,612+361,200.0% | Added |
| First Community Trust NA | 3,299 | $36.5K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3,189 | $35.3K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 3,200 | $35.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 3,097 | $34.3K | 0.00% | −872−22.0% | Reduced |
| 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 |
| ICA Group Wealth Management, LLC | 2,636 | $29.2K | 0.01% | 00.0% | Unchanged |
| Main Management LLC | 2,541 | $28.0K | 0.00% | +2,541 | New |
| Harbor Investment Advisory, LLC | 2,507 | $27.8K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 2,500 | $27.7K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 2,378 | $26.3K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,120 | $23.6K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 2,078 | $23.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,030 | $22.5K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2,012 | $22.0K | 0.00% | +23+1.2% | Added |
| West Paces Advisors Inc. | 1,920 | $21.3K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,910 | $21.1K | 0.00% | −331−14.8% | Reduced |
| Mascoma Wealth Management LLC | 1,630 | $18.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,550 | $17.2K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 1,515 | $16.6K | 0.03% | +1,515 | New |
| NBC Securities, Inc. | 1,515 | $16.0K | 0.00% | −1,516−50.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,439 | $15.9K | 0.00% | +1,439 | New |
| 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 |
| Geneos Wealth Management Inc. | 1,065 | $11.8K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,000 | $11.1K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 948 | $10.5K | 0.00% | +948 | New |