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, Q2 2024
Institutional positions in Nuveen AMT-Free Quality Municipal Income Fund as of Jun 30, 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
- 306
- −10 vs. Q1 2024
- Shares held
- 102.0M
- −571.6K (−0.6%) vs. Q1 2024
- Total value
- $1.17B
- +$34.8M (+3.1%) vs. Q1 2024
- New holders
- 27
- 96 more added
- Sold out
- 37
- 94 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Nuveen AMT-Free Quality Municipal Income Fund; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Personal Financial Services | 71,378 | $818.0K | 0.18% | +7,135+11.1% | Added |
| Mercer Global Advisors Inc | 72,104 | $826.3K | 0.00% | −2,133−2.9% | Reduced |
| Wellspring Financial Advisors, LLC | 73,047 | $837.1K | 0.11% | +18,000+32.7% | Added |
| Private Advisor Group, LLC | 73,414 | $841.3K | 0.01% | +7,883+12.0% | Added |
| Archetype Wealth Partners | 75,893 | $870.0K | 0.14% | 00.0% | Unchanged |
| Davenport & Co LLC | 76,542 | $877.2K | 0.01% | +4,000+5.5% | Added |
| Breakwater Capital Group | 82,060 | $940.4K | 0.21% | +34,405+72.2% | Added |
| Captrust Financial Advisors | 83,226 | $953.8K | 0.00% | +34,899+72.2% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 86,712 | $993.7K | 0.24% | −2,015−2.3% | Reduced |
| CI Private Wealth, LLC | 88,270 | $1.01M | 0.00% | +12,077+15.9% | Added |
| Tectonic Advisors LLC | 88,815 | $1.02M | 0.07% | +1,231+1.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 91,269 | $1.05M | 0.04% | +15,301+20.1% | Added |
| Prospera Financial Services Inc | 92,189 | $1.06M | 0.03% | −7,297−7.3% | Reduced |
| Naples Global Advisors, LLC | 92,468 | $1.07M | 0.11% | −1,425−1.5% | Reduced |
| RSM US Wealth Management LLC | 93,632 | $1.07M | 0.02% | +68,603+274.1% | Added |
| Stratos Wealth Partners, LTD. | 95,850 | $1.10M | 0.02% | −4,286−4.3% | Reduced |
| Hirtle Callaghan & Co LLC | – | $1.23M | 0.05% | – | – |
| Childress Capital Advisors, LLC | 108,500 | $1.24M | 0.35% | 00.0% | Unchanged |
| Mariner, LLC | 112,042 | $1.28M | 0.00% | +7,913+7.6% | Added |
| Wesbanco Bank Inc | 117,011 | $1.34M | 0.05% | +18,282+18.5% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 122,324 | $1.40M | 0.03% | −14,281−10.5% | Reduced |
| Riverbridge Partners LLC | 125,563 | $1.44M | 0.02% | −27,015−17.7% | Reduced |
| Palogic Value Management, L.P. | 126,024 | $1.44M | 0.61% | +11,800+10.3% | Added |
| Cresset Asset Management, LLC | 127,902 | $1.48M | 0.01% | +22,818+21.7% | Added |
| Petra Financial Advisors Inc | 129,244 | $1.48M | 1.07% | −1,900−1.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 129,370 | $1.48M | 0.06% | +106,270+460.0% | Added |
| Merit Financial Group, LLC | 143,796 | $1.65M | 0.04% | −27,740−16.2% | Reduced |
| GWM Advisors LLC | 149,386 | $1.71M | 0.01% | −4,878−3.2% | Reduced |
| Wakefield Asset Management LLLP | 157,475 | $1.81M | 0.63% | −1,310−0.8% | Reduced |
| Tyche Wealth Partners LLC | 160,893 | $1.84M | 0.45% | +2,943+1.9% | Added |
| Savant Capital, LLC | 161,733 | $1.85M | 0.02% | −3,440−2.1% | Reduced |
| Invesco Ltd. | 162,229 | $1.86M | 0.00% | −1,527−0.9% | Reduced |
| Warren Averett Asset Management, LLC | 162,403 | $1.86M | 0.04% | +87,307+116.3% | Added |
| Freestone Capital Holdings, LLC | 169,760 | $1.95M | 0.07% | −192,700−53.2% | Reduced |
| Stratos Wealth Advisors, LLC | 170,048 | $1.95M | 0.10% | +170,048 | New |
| Rothschild Investment LLC | 170,181 | $1.95M | 0.14% | −810−0.5% | Reduced |
| Janney Montgomery Scott LLC | 172,749 | $1.98M | 0.01% | −40,616−19.0% | Reduced |
| Gridiron Partners, LLC | 174,878 | $2.00M | 1.28% | 00.0% | Unchanged |
| Leo Wealth, LLC | 176,855 | $2.03M | 0.21% | +176,855 | New |
| Rareview Capital LLC | 184,684 | $2.12M | 2.03% | −2,189−1.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 184,791 | $2.12M | 0.01% | +1,273+0.7% | Added |
| Kestra Advisory Services, LLC | 203,737 | $2.13M | 0.01% | +9,201+4.7% | Added |
| Cetera Investment Advisers | 188,421 | $2.16M | 0.00% | +28,782+18.0% | Added |
| Baird Financial Group, Inc. | 206,175 | $2.36M | 0.00% | −41,072−16.6% | Reduced |
| Jupiter Wealth Management LLC | 205,787 | $2.37M | 1.26% | −2,000−1.0% | Reduced |
| Melone Private Wealth, LLC | 208,350 | $2.39M | 1.41% | +4,494+2.2% | Added |
| Fort Point Capital Partners LLC | 212,147 | $2.43M | 0.31% | +35,555+20.1% | Added |
| Indiana Trust & Investment Management CO | 213,000 | $2.44M | 0.90% | 00.0% | Unchanged |
| Lido Advisors, LLC | 217,863 | $2.51M | 0.02% | −25,202−10.4% | Reduced |
| Nine Masts Capital Ltd | 229,690 | $2.63M | 0.81% | −121,965−34.7% | Reduced |
| Cohen & Steers, Inc. | 234,711 | $2.69M | 0.01% | −15,000−6.0% | Reduced |
| Park Avenue Securities LLC | 234,880 | $2.69M | 0.03% | +14,017+6.3% | Added |
| Advisor Group Holdings, Inc. | 235,794 | $2.70M | 0.01% | −59,244−20.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 243,028 | $2.79M | 0.00% | −11,592−4.6% | Reduced |
| Kim, LLC | 243,700 | $2.79M | 0.31% | +143,700+143.7% | Added |
| Landscape Capital Management, L.L.C. | 244,359 | $2.80M | 0.24% | −389,205−61.4% | Reduced |
| Tortoise Investment Management, LLC | 257,644 | $2.95M | 0.34% | −24,094−8.6% | Reduced |
| Cresta Advisors, Ltd. | 279,786 | $3.21M | 1.90% | +68,139+32.2% | Added |
| Flow State Investments, L.P. | 284,746 | $3.26M | 1.03% | +37,893+15.4% | Added |
| Arete Wealth Advisors, LLC | 332,814 | $3.81M | 0.31% | +1,915+0.6% | Added |
| Horizon Kinetics Asset Management LLC | 337,336 | $3.87M | 0.07% | −1,600−0.5% | Reduced |
| CNH Partners LLC | 344,734 | $3.95M | 0.10% | −503,216−59.3% | Reduced |
| Eagle Bluffs Wealth Management LLC | 350,745 | $4.05M | 2.35% | −3,236−0.9% | Reduced |
| Mesirow Financial Investment Management, Inc. | 386,397 | $4.43M | 0.10% | −50,185−11.5% | Reduced |
| Capital Investment Advisors, LLC | 401,971 | $4.61M | 0.10% | −12,914−3.1% | Reduced |
| Westchester Capital Management, LLC | 404,092 | $4.63M | 0.20% | −47,618−10.5% | Reduced |
| Logan Stone Capital, LLC | 416,987 | $4.78M | 1.23% | −1,595,659−79.3% | Reduced |
| Ameriprise Financial Inc | 418,453 | $4.80M | 0.00% | +45,317+12.1% | Added |
| Envestnet Asset Management Inc | 465,077 | $5.33M | 0.00% | +18,280+4.1% | Added |
| Barry Investment Advisors, LLC | 469,406 | $5.41M | 1.82% | −30,362−6.1% | Reduced |
| Fiera Capital Corp | 483,931 | $5.55M | 0.02% | −227,039−31.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 485,561 | $5.56M | 0.01% | +42,449+9.6% | Added |
| McGowan Group Asset Management, Inc. | 515,535 | $5.91M | 0.82% | +421,322+447.2% | Added |
| Advisors Asset Management, Inc. | 520,165 | $5.96M | 0.12% | −34,097−6.2% | Reduced |
| The PNC Financial Services Group, Inc. | 540,706 | $6.20M | 0.00% | +2,324+0.4% | Added |
| Truist Financial Corp | 605,589 | $6.94M | 0.01% | +16,817+2.9% | Added |
| Royal Bank of Canada | 626,419 | $7.18M | 0.00% | −95,850−13.3% | Reduced |
| Commonwealth Equity Services, LLC | 645,619 | $7.40M | 0.01% | +141,928+28.2% | Added |
| Dakota Wealth Management | 656,193 | $7.52M | 0.18% | +22,289+3.5% | Added |
| Gill Capital Partners, LLC | 663,809 | $7.61M | 2.94% | −19,511−2.9% | Reduced |
| PenderFund Capital Management Ltd. | 515,000 | $8.07M | 2.22% | +75,000+17.0% | Added |
| Penserra Capital Management LLC | 718,775 | $8.24M | 0.10% | +15,973+2.3% | Added |
| City of London Investment Management Co Ltd | 759,293 | $8.70M | 0.74% | −128,700−14.5% | Reduced |
| LPL Financial LLC | 799,377 | $9.16M | 0.00% | +86,441+12.1% | Added |
| Stifel Financial Corp | 811,601 | $9.30M | 0.01% | +72,975+9.9% | Added |
| Congress Park Capital LLC | 837,500 | $9.60M | 3.85% | +130,000+18.4% | Added |
| Raymond James & Associates | 882,385 | $10.1M | 0.01% | +90,315+11.4% | Added |
| Robinson Capital Management, LLC | 1,083,384 | $12.4M | 4.47% | −35,000−3.1% | Reduced |
| Guggenheim Capital LLC | 1,150,461 | $13.2M | 0.09% | +67,566+6.2% | Added |
| UBS Group AG | 1,262,926 | $14.5M | 0.00% | +44,305+3.6% | Added |
| Rockefeller Capital Management L.P. | 1,347,059 | $15.4M | 0.04% | +120,194+9.8% | Added |
| Bank of America Corp | 1,419,556 | $16.3M | 0.00% | −327,320−18.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 1,486,119 | $17.0M | 0.87% | −17,174−1.1% | Reduced |
| BlackRock Inc. | 1,489,000 | $17.1M | 0.00% | +1,489,000 | New |
| HighTower Advisors, LLC | 1,499,422 | $17.2M | 0.03% | +15,116+1.0% | Added |
| Wells Fargo & Company | 1,568,655 | $18.0M | 0.00% | −256,464−14.1% | Reduced |
| Van Eck Associates Corp | 1,568,722 | $18.0M | 0.03% | −156,669−9.1% | Reduced |
| Pathstone Holdings, LLC | 1,933,238 | $22.2M | 0.10% | +1,666,582+625.0% | Added |
| Allspring Global Investments Holdings, LLC | 1,951,546 | $22.4M | 0.04% | +93,985+5.1% | Added |
| Bramshill Investments, LLC | 1,955,932 | $22.4M | 2.44% | −3,355,089−63.2% | Reduced |