Skip to main content

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.

Institutional holdersQ2 2024: 306 institutions
Q1 2021: 282 institutionsQ2 2021: 294 institutionsQ3 2021: 290 institutionsQ4 2021: 311 institutionsQ1 2022: 301 institutionsQ2 2022: 305 institutionsQ3 2022: 290 institutionsQ4 2022: 298 institutionsQ1 2023: 293 institutionsQ2 2023: 292 institutionsQ3 2023: 285 institutionsQ4 2023: 310 institutionsQ1 2024: 319 institutionsQ2 2024: 306 institutionsQ3 2024: 310 institutionsQ4 2024: 325 institutionsQ1 2025: 319 institutionsQ2 2025: 304 institutionsQ3 2025: 287 institutionsQ4 2025: 294 institutionsQ1 2026: 304 institutionsQ2 2026: 299 institutions
Value heldQ2 2024: $1.17B
Q1 2021: $994.9MQ2 2021: $1.03BQ3 2021: $957.3MQ4 2021: $1.01BQ1 2022: $845.9MQ2 2022: $784.5MQ3 2022: $693.1MQ4 2022: $839.4MQ1 2023: $905.1MQ2 2023: $940.1MQ3 2023: $912.8MQ4 2023: $1.11BQ1 2024: $1.14BQ2 2024: $1.17BQ3 2024: $1.06BQ4 2024: $946.6MQ1 2025: $831.4MQ2 2025: $699.3MQ3 2025: $654.6MQ4 2025: $638.2MQ1 2026: $601.4MQ2 2026: $636.5M
Institutions holding NEA and their total value by quarter
QuarterHoldersValue
Q2 2026299$636.5M
Q1 2026304$601.4M
Q4 2025294$638.2M
Q3 2025287$654.6M
Q2 2025304$699.3M
Q1 2025319$831.4M
Q4 2024325$946.6M
Q3 2024310$1.06B
Q2 2024306$1.17B
Q1 2024319$1.14B
Q4 2023310$1.11B
Q3 2023285$912.8M
Q2 2023292$940.1M
Q1 2023293$905.1M
Q4 2022298$839.4M
Q3 2022290$693.1M
Q2 2022305$784.5M
Q1 2022301$845.9M
Q4 2021311$1.01B
Q3 2021290$957.3M
Q2 2021294$1.03B
Q1 2021282$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.

Institutions holding NEA in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Davenport & Co LLC76,542$877.2K0.01%+4,000+5.5%Added
Archetype Wealth Partners75,893$870.0K0.14%00.0%Unchanged
Private Advisor Group, LLC73,414$841.3K0.01%+7,883+12.0%Added
Wellspring Financial Advisors, LLC73,047$837.1K0.11%+18,000+32.7%Added
Mercer Global Advisors Inc72,104$826.3K0.00%−2,133−2.9%Reduced
First Personal Financial Services71,378$818.0K0.18%+7,135+11.1%Added
Bard Financial Services, Inc.71,250$816.5K0.08%00.0%Unchanged
Raymond James Trust N.A.68,251$782.2K0.02%00.0%Unchanged
Steward Partners Investment Advisory, LLC67,517$773.7K0.01%+5,893+9.6%Added
Altus Wealth Group LLC64,141$735.1K0.37%−941−1.4%Reduced
Wealth Enhancement Advisory Services, LLC61,038$699.5K0.00%+3,362+5.8%Added
Coastal Investment Advisors, Inc.60,101$688.8K0.13%+184+0.3%Added
Sanctuary Advisors, LLC64,520$685.8K0.00%+64,520New
Myecfo, LLC55,400$634.9K0.37%−1,100−1.9%Reduced
Brave Asset Management Inc54,230$621.5K0.16%00.0%Unchanged
Redhawk Wealth Advisors, Inc.53,362$611.5K0.09%+702+1.3%Added
Sentinus, LLC51,441$589.5K0.19%+713+1.4%Added
Rock Point Advisors, LLC42,120$482.7K0.14%00.0%Unchanged
Spire Wealth Management41,755$478.5K0.02%+172+0.4%Added
Integrated Capital Management, Inc.40,631$465.6K0.37%+13,447+49.5%Added
TrinityPoint Wealth, LLC40,509$464.2K0.07%−79,581−66.3%Reduced
Peddock Capital Advisors, LLC39,423$451.8K0.12%−13,950−26.1%Reduced
Northern Trust Corp38,652$443.0K0.00%+3,336+9.4%Added
Comerica Bank36,553$418.9K0.00%−5,578−13.2%Reduced
Catalytic Wealth RIA, LLC36,418$417.4K0.08%−27,331−42.9%Reduced
GeoWealth Management, LLC36,418$417.4K0.02%−25,875−41.5%Reduced
Evoke Wealth, LLC36,000$415.2K0.61%−110,689−75.5%Reduced
Stephens Inc34,886$399.8K0.01%+4,875+16.2%Added
Oppenheimer & Co Inc34,763$398.4K0.01%−8,870−20.3%Reduced
Element Wealth, LLC34,742$398.1K0.22%−3,892−10.1%Reduced
Bank of Montreal31,559$396.1K0.00%−16,560−34.4%Reduced
Venture Visionary Partners LLC34,376$393.9K0.02%00.0%Unchanged
Altfest L J & Co Inc33,250$381.0K0.05%+24+0.1%Added
Glen Eagle Advisors, LLC32,736$375.2K0.07%00.0%Unchanged
Paul Damon & Associates, Inc.29,407$337.0K0.23%00.0%Unchanged
Successful Portfolios LLC29,059$333.0K0.23%−1,000−3.3%Reduced
LexAurum Advisors, LLC29,000$332.3K0.08%00.0%Unchanged
Bokf, NA29,000$332.3K0.01%00.0%Unchanged
Independent Financial Group, LLC28,512$326.8K0.01%+6,441+29.2%Added
MML Investors Services, LLC27,816$319.0K0.00%−3,964−12.5%Reduced
Alliancebernstein L.P.27,399$314.0K0.00%00.0%Unchanged
BBR Partners, LLC27,386$313.8K0.03%00.0%Unchanged
Silverlake Wealth Management LLC27,071$310.2K0.13%+64+0.2%Added
Emfo, LLC26,810$307.2K0.28%00.0%Unchanged
Nomura Holdings Inc26,200$300.3K0.00%00.0%Unchanged
Creative Planning25,220$289.0K0.00%−3,980−13.6%Reduced
US Bancorp25,036$286.9K0.00%00.0%Unchanged
First Trust Advisors LP24,853$284.8K0.00%+11,701+89.0%Added
CIBC Private Wealth Group, LLC24,941$284.6K0.00%+9,142+57.9%Added
Benjamin F. Edwards & Company, Inc.24,434$280.0K0.00%00.0%Unchanged
Marex Group plc24,000$275.0K0.01%+24,000New
King Luther Capital Management Corp–$270.5K0.00%––
Toth Financial Advisory Corp23,432$268.5K0.03%−36−0.2%Reduced
Summit Financial Wealth Advisors, LLC23,400$268.2K0.05%−7,300−23.8%Reduced
Schechter Investment Advisors, LLC23,384$268.0K0.02%−280−1.2%Reduced
Private Trust Co NA23,173$265.6K0.03%−1,000−4.1%Reduced
Concurrent Investment Advisors, LLC23,114$264.9K0.01%−530−2.2%Reduced
Hudson Valley Investment Advisors Inc23,870$264.5K0.03%00.0%Unchanged
Camelot Portfolios, LLC22,147$253.8K0.14%+7,083+47.0%Added
Sigma Planning Corp22,096$253.2K0.01%+123+0.6%Added
Pointe Capital Management LLC22,025$252.4K0.16%+4,550+26.0%Added
Moloney Securities Asset Management, LLC22,000$252.1K0.04%00.0%Unchanged
Good Life Advisors, LLC21,762$249.4K0.02%−4,283−16.4%Reduced
Kestra Private Wealth Services, LLC21,276$243.8K0.00%−2,632−11.0%Reduced
FLC Capital Advisors21,076$241.5K0.06%00.0%Unchanged
PFG Advisors21,000$240.7K0.02%+900+4.5%Added
Adviser Investments LLC20,899$239.5K0.00%−202−1.0%Reduced
Avantax Advisory Services, Inc.20,519$235.2K0.00%+6,645+47.9%Added
We Are One Seven, LLC20,369$233.4K0.01%−4,338−17.6%Reduced
Ieq Capital, LLC20,000$229.2K0.00%−4,716−19.1%Reduced
Fortitude Advisory Group L.L.C.19,762$226.5K0.14%+872+4.6%Added
Shufro Rose & Co LLC19,500$223.5K0.02%00.0%Unchanged
Advisory Services Network, LLC19,497$223.4K0.00%−4,592−19.1%Reduced
Cerity Partners LLC19,346$221.7K0.00%00.0%Unchanged
AE Wealth Management LLC19,333$221.6K0.00%+895+4.9%Added
Investors Asset Management of Georgia Inc19,093$218.8K0.11%+80.0%Added
Melfa Wealth Management, LLC18,982$217.5K0.15%+18,982New
IHT Wealth Management, LLC18,910$216.7K0.01%+221+1.2%Added
Atria Wealth Solutions, Inc.18,370$211.2K0.00%−169−0.9%Reduced
MBA Advisors LLC18,400$210.9K0.11%00.0%Unchanged
VisionPoint Advisory Group, LLC18,241$209.0K0.07%+4,617+33.9%Added
Caldwell Trust Co18,113$207.6K0.02%00.0%Unchanged
Charter Trust Co17,711$203.0K0.01%00.0%Unchanged
Wealthspire Advisors, LLC17,665$202.4K0.00%00.0%Unchanged
Hollencrest Capital Management17,360$198.9K0.01%00.0%Unchanged
Vivaldi Capital Management, LLC17,247$197.7K0.06%00.0%Unchanged
National Asset Management, Inc.16,874$194.6K0.00%−3,257−16.2%Reduced
XTX Topco Ltd16,956$194.3K0.02%+16,956New
Citizens National Bank Trust Department16,700$191.4K0.04%+3,200+23.7%Added
Modern Wealth Management, LLC16,376$187.7K0.01%+16,376New
Central Trust Co16,282$186.6K0.00%+16,282New
Integrated Wealth Concepts LLC15,886$182.1K0.00%00.0%Unchanged
Occidental Asset Management, LLC15,786$180.9K0.03%−41−0.3%Reduced
Moors & Cabot, Inc.15,729$180.3K0.01%+1,500+10.5%Added
Armor Investment Advisors, LLC15,565$178.4K0.08%00.0%Unchanged
Ancora Advisors, LLC15,445$177.0K0.00%00.0%Unchanged
Colony Group, LLC15,437$177.0K0.00%+15,437New
Seelaus Asset Management LLC15,250$174.8K0.18%+1,000+7.0%Added
CWM, LLC14,800$170.0K0.00%−4,494−23.3%Reduced
Apeiron RIA LLC14,808$169.7K0.05%00.0%Unchanged