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 |
|---|---|---|---|---|---|
| Davenport & Co LLC | 76,542 | $877.2K | 0.01% | +4,000+5.5% | Added |
| Archetype Wealth Partners | 75,893 | $870.0K | 0.14% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 73,414 | $841.3K | 0.01% | +7,883+12.0% | Added |
| Wellspring Financial Advisors, LLC | 73,047 | $837.1K | 0.11% | +18,000+32.7% | Added |
| Mercer Global Advisors Inc | 72,104 | $826.3K | 0.00% | −2,133−2.9% | Reduced |
| First Personal Financial Services | 71,378 | $818.0K | 0.18% | +7,135+11.1% | Added |
| Bard Financial Services, Inc. | 71,250 | $816.5K | 0.08% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 68,251 | $782.2K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 67,517 | $773.7K | 0.01% | +5,893+9.6% | Added |
| Altus Wealth Group LLC | 64,141 | $735.1K | 0.37% | −941−1.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 61,038 | $699.5K | 0.00% | +3,362+5.8% | Added |
| Coastal Investment Advisors, Inc. | 60,101 | $688.8K | 0.13% | +184+0.3% | Added |
| Sanctuary Advisors, LLC | 64,520 | $685.8K | 0.00% | +64,520 | New |
| Myecfo, LLC | 55,400 | $634.9K | 0.37% | −1,100−1.9% | Reduced |
| Brave Asset Management Inc | 54,230 | $621.5K | 0.16% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 53,362 | $611.5K | 0.09% | +702+1.3% | Added |
| Sentinus, LLC | 51,441 | $589.5K | 0.19% | +713+1.4% | Added |
| Rock Point Advisors, LLC | 42,120 | $482.7K | 0.14% | 00.0% | Unchanged |
| Spire Wealth Management | 41,755 | $478.5K | 0.02% | +172+0.4% | Added |
| Integrated Capital Management, Inc. | 40,631 | $465.6K | 0.37% | +13,447+49.5% | Added |
| TrinityPoint Wealth, LLC | 40,509 | $464.2K | 0.07% | −79,581−66.3% | Reduced |
| Peddock Capital Advisors, LLC | 39,423 | $451.8K | 0.12% | −13,950−26.1% | Reduced |
| Northern Trust Corp | 38,652 | $443.0K | 0.00% | +3,336+9.4% | Added |
| Comerica Bank | 36,553 | $418.9K | 0.00% | −5,578−13.2% | Reduced |
| Catalytic Wealth RIA, LLC | 36,418 | $417.4K | 0.08% | −27,331−42.9% | Reduced |
| GeoWealth Management, LLC | 36,418 | $417.4K | 0.02% | −25,875−41.5% | Reduced |
| Evoke Wealth, LLC | 36,000 | $415.2K | 0.61% | −110,689−75.5% | Reduced |
| Stephens Inc | 34,886 | $399.8K | 0.01% | +4,875+16.2% | Added |
| Oppenheimer & Co Inc | 34,763 | $398.4K | 0.01% | −8,870−20.3% | Reduced |
| Element Wealth, LLC | 34,742 | $398.1K | 0.22% | −3,892−10.1% | Reduced |
| Bank of Montreal | 31,559 | $396.1K | 0.00% | −16,560−34.4% | Reduced |
| Venture Visionary Partners LLC | 34,376 | $393.9K | 0.02% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 33,250 | $381.0K | 0.05% | +24+0.1% | Added |
| Glen Eagle Advisors, LLC | 32,736 | $375.2K | 0.07% | 00.0% | Unchanged |
| Paul Damon & Associates, Inc. | 29,407 | $337.0K | 0.23% | 00.0% | Unchanged |
| Successful Portfolios LLC | 29,059 | $333.0K | 0.23% | −1,000−3.3% | Reduced |
| LexAurum Advisors, LLC | 29,000 | $332.3K | 0.08% | 00.0% | Unchanged |
| Bokf, NA | 29,000 | $332.3K | 0.01% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 28,512 | $326.8K | 0.01% | +6,441+29.2% | Added |
| MML Investors Services, LLC | 27,816 | $319.0K | 0.00% | −3,964−12.5% | Reduced |
| Alliancebernstein L.P. | 27,399 | $314.0K | 0.00% | 00.0% | Unchanged |
| BBR Partners, LLC | 27,386 | $313.8K | 0.03% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 27,071 | $310.2K | 0.13% | +64+0.2% | Added |
| Emfo, LLC | 26,810 | $307.2K | 0.28% | 00.0% | Unchanged |
| Nomura Holdings Inc | 26,200 | $300.3K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 25,220 | $289.0K | 0.00% | −3,980−13.6% | Reduced |
| US Bancorp | 25,036 | $286.9K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 24,853 | $284.8K | 0.00% | +11,701+89.0% | Added |
| CIBC Private Wealth Group, LLC | 24,941 | $284.6K | 0.00% | +9,142+57.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 24,434 | $280.0K | 0.00% | 00.0% | Unchanged |
| Marex Group plc | 24,000 | $275.0K | 0.01% | +24,000 | New |
| King Luther Capital Management Corp | – | $270.5K | 0.00% | – | – |
| Toth Financial Advisory Corp | 23,432 | $268.5K | 0.03% | −36−0.2% | Reduced |
| Summit Financial Wealth Advisors, LLC | 23,400 | $268.2K | 0.05% | −7,300−23.8% | Reduced |
| Schechter Investment Advisors, LLC | 23,384 | $268.0K | 0.02% | −280−1.2% | Reduced |
| Private Trust Co NA | 23,173 | $265.6K | 0.03% | −1,000−4.1% | Reduced |
| Concurrent Investment Advisors, LLC | 23,114 | $264.9K | 0.01% | −530−2.2% | Reduced |
| Hudson Valley Investment Advisors Inc | 23,870 | $264.5K | 0.03% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 22,147 | $253.8K | 0.14% | +7,083+47.0% | Added |
| Sigma Planning Corp | 22,096 | $253.2K | 0.01% | +123+0.6% | Added |
| Pointe Capital Management LLC | 22,025 | $252.4K | 0.16% | +4,550+26.0% | Added |
| Moloney Securities Asset Management, LLC | 22,000 | $252.1K | 0.04% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 21,762 | $249.4K | 0.02% | −4,283−16.4% | Reduced |
| Kestra Private Wealth Services, LLC | 21,276 | $243.8K | 0.00% | −2,632−11.0% | Reduced |
| FLC Capital Advisors | 21,076 | $241.5K | 0.06% | 00.0% | Unchanged |
| PFG Advisors | 21,000 | $240.7K | 0.02% | +900+4.5% | Added |
| Adviser Investments LLC | 20,899 | $239.5K | 0.00% | −202−1.0% | Reduced |
| Avantax Advisory Services, Inc. | 20,519 | $235.2K | 0.00% | +6,645+47.9% | Added |
| We Are One Seven, LLC | 20,369 | $233.4K | 0.01% | −4,338−17.6% | Reduced |
| Ieq Capital, LLC | 20,000 | $229.2K | 0.00% | −4,716−19.1% | Reduced |
| Fortitude Advisory Group L.L.C. | 19,762 | $226.5K | 0.14% | +872+4.6% | Added |
| Shufro Rose & Co LLC | 19,500 | $223.5K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 19,497 | $223.4K | 0.00% | −4,592−19.1% | Reduced |
| Cerity Partners LLC | 19,346 | $221.7K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 19,333 | $221.6K | 0.00% | +895+4.9% | Added |
| Investors Asset Management of Georgia Inc | 19,093 | $218.8K | 0.11% | +80.0% | Added |
| Melfa Wealth Management, LLC | 18,982 | $217.5K | 0.15% | +18,982 | New |
| IHT Wealth Management, LLC | 18,910 | $216.7K | 0.01% | +221+1.2% | Added |
| Atria Wealth Solutions, Inc. | 18,370 | $211.2K | 0.00% | −169−0.9% | Reduced |
| MBA Advisors LLC | 18,400 | $210.9K | 0.11% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 18,241 | $209.0K | 0.07% | +4,617+33.9% | Added |
| Caldwell Trust Co | 18,113 | $207.6K | 0.02% | 00.0% | Unchanged |
| Charter Trust Co | 17,711 | $203.0K | 0.01% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 17,665 | $202.4K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 17,360 | $198.9K | 0.01% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 17,247 | $197.7K | 0.06% | 00.0% | Unchanged |
| National Asset Management, Inc. | 16,874 | $194.6K | 0.00% | −3,257−16.2% | Reduced |
| XTX Topco Ltd | 16,956 | $194.3K | 0.02% | +16,956 | New |
| Citizens National Bank Trust Department | 16,700 | $191.4K | 0.04% | +3,200+23.7% | Added |
| Modern Wealth Management, LLC | 16,376 | $187.7K | 0.01% | +16,376 | New |
| Central Trust Co | 16,282 | $186.6K | 0.00% | +16,282 | New |
| Integrated Wealth Concepts LLC | 15,886 | $182.1K | 0.00% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 15,786 | $180.9K | 0.03% | −41−0.3% | Reduced |
| Moors & Cabot, Inc. | 15,729 | $180.3K | 0.01% | +1,500+10.5% | Added |
| Armor Investment Advisors, LLC | 15,565 | $178.4K | 0.08% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 15,445 | $177.0K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 15,437 | $177.0K | 0.00% | +15,437 | New |
| Seelaus Asset Management LLC | 15,250 | $174.8K | 0.18% | +1,000+7.0% | Added |
| CWM, LLC | 14,800 | $170.0K | 0.00% | −4,494−23.3% | Reduced |
| Apeiron RIA LLC | 14,808 | $169.7K | 0.05% | 00.0% | Unchanged |