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, Q3 2024
Institutional positions in Nuveen AMT-Free Quality Municipal Income Fund as of Sep 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
- 310
- +9 vs. Q2 2024
- Shares held
- 88.7M
- −11.7M (−11.7%) vs. Q2 2024
- Total value
- $1.06B
- −$91.6M (−7.9%) vs. Q2 2024
- New holders
- 43
- 111 more added
- Sold out
- 34
- 66 more reduced
5 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Nuveen AMT-Free Quality Municipal Income Fund; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 14,832,403 | $177.5M | 4.93% | −10,424,337−41.3% | Reduced |
| Morgan Stanley | 9,855,618 | $118.0M | 0.01% | +215,347+2.2% | Added |
| Rivernorth Capital Management, LLC | 6,827,285 | $81.7M | 3.95% | −1,123,337−14.1% | Reduced |
| Mackay Shields LLC | 4,004,020 | $47.9M | 1.31% | +200,000+5.3% | Added |
| Sit Investment Associates Inc | 3,851,767 | $46.1M | 1.03% | −950,368−19.8% | Reduced |
| Bramshill Investments, LLC | 3,416,865 | $40.9M | 4.48% | +1,460,933+74.7% | Added |
| Pathstone Holdings, LLC | 2,027,511 | $24.3M | 0.11% | +94,273+4.9% | Added |
| BlackRock, Inc. | 1,750,000 | $20.9M | 0.00% | +1,750,000 | New |
| UBS Group AG | 1,749,785 | $20.9M | 0.01% | +486,859+38.6% | Added |
| Wells Fargo & Company | 1,648,179 | $19.7M | 0.00% | +79,524+5.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 1,624,766 | $19.4M | 0.91% | +138,647+9.3% | Added |
| HighTower Advisors, LLC | 1,523,571 | $18.2M | 0.03% | +24,149+1.6% | Added |
| Van Eck Associates Corp | 1,557,401 | $18.0M | 0.02% | −11,321−0.7% | Reduced |
| Bank of America Corp | 1,436,760 | $17.2M | 0.00% | +17,204+1.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 1,258,618 | $15.1M | 0.02% | +773,057+159.2% | Added |
| Robinson Capital Management, LLC | 1,165,009 | $14.0M | 4.83% | +81,625+7.5% | Added |
| Guggenheim Capital LLC | 1,130,400 | $13.5M | 0.10% | −20,061−1.7% | Reduced |
| Congress Park Capital LLC | 1,079,000 | $12.9M | 4.79% | +241,500+28.8% | Added |
| Allspring Global Investments Holdings, LLC | 1,064,293 | $12.7M | 0.02% | −887,253−45.5% | Reduced |
| Royal Bank of Canada | 1,009,202 | $12.1M | 0.00% | +382,783+61.1% | Added |
| Raymond James & Associates | 939,995 | $11.3M | 0.01% | +57,610+6.5% | Added |
| Commonwealth Equity Services, LLC | 934,476 | $11.2M | 0.02% | +288,857+44.7% | Added |
| McGowan Group Asset Management, Inc. | 931,988 | $11.2M | 1.47% | +416,453+80.8% | Added |
| Stifel Financial Corp | 837,291 | $10.0M | 0.01% | +25,690+3.2% | Added |
| LPL Financial LLC | 773,696 | $9.26M | 0.00% | −25,681−3.2% | Reduced |
| PenderFund Capital Management Ltd. | 515,000 | $8.34M | 1.92% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 608,708 | $7.29M | 2.61% | −55,101−8.3% | Reduced |
| Advisors Asset Management, Inc. | 558,697 | $6.69M | 0.12% | +38,532+7.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 522,033 | $6.25M | 0.02% | +337,242+182.5% | Added |
| Stratos Wealth Advisors, LLC | 497,008 | $5.95M | 0.27% | +326,960+192.3% | Added |
| Fiera Capital Corp | 474,088 | $5.67M | 0.02% | −9,843−2.0% | Reduced |
| Barry Investment Advisors, LLC | 461,283 | $5.56M | 1.70% | −8,123−1.7% | Reduced |
| Dakota Wealth Management | 442,433 | $5.30M | 0.12% | −213,760−32.6% | Reduced |
| Rockefeller Capital Management L.P. | 421,491 | $5.05M | 0.01% | −925,568−68.7% | Reduced |
| Ameriprise Financial Inc | 419,052 | $5.02M | 0.00% | +599+0.1% | Added |
| Cohen & Steers, Inc. | 411,711 | $4.93M | 0.01% | +177,000+75.4% | Added |
| Milestone Asset Management, LLC | 410,339 | $4.91M | 1.10% | +410,339 | New |
| Capital Investment Advisors, LLC | 395,300 | $4.73M | 0.10% | −6,671−1.7% | Reduced |
| Mesirow Financial Investment Management, Inc. | 386,400 | $4.63M | 0.09% | +30.0% | Added |
| Eagle Bluffs Wealth Management LLC | 377,727 | $4.55M | 2.45% | +26,982+7.7% | Added |
| Horizon Kinetics Asset Management LLC | 379,537 | $4.54M | 0.07% | +42,201+12.5% | Added |
| The PNC Financial Services Group, Inc. | 376,850 | $4.51M | 0.00% | −163,856−30.3% | Reduced |
| Truist Financial Corp | 360,255 | $4.31M | 0.01% | −245,334−40.5% | Reduced |
| Envestnet Asset Management Inc | 357,907 | $4.28M | 0.00% | −107,170−23.0% | Reduced |
| Cresta Advisors, Ltd. | 323,786 | $3.88M | 2.03% | +44,000+15.7% | Added |
| Kovitz Investment Group Partners, LLC | 307,220 | $3.68M | 0.03% | +307,220 | New |
| City of London Investment Management Co Ltd | 291,467 | $3.49M | 0.30% | −467,826−61.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 277,559 | $3.32M | 0.00% | +34,531+14.2% | Added |
| Cetera Investment Advisers | 270,406 | $3.24M | 0.01% | +81,985+43.5% | Added |
| Advisor Group Holdings, Inc. | 260,435 | $3.12M | 0.01% | +24,641+10.5% | Added |
| Kim, LLC | 243,700 | $2.92M | 0.36% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 225,488 | $2.71M | 0.03% | +207,118+1,127.5% | Added |
| Kestra Advisory Services, LLC | 225,407 | $2.70M | 0.01% | +21,670+10.6% | Added |
| Park Avenue Securities LLC | 223,081 | $2.67M | 0.03% | −11,799−5.0% | Reduced |
| Rareview Capital LLC | 222,126 | $2.66M | 1.99% | +37,442+20.3% | Added |
| Lido Advisors, LLC | 217,913 | $2.61M | 0.02% | +500.0% | Added |
| Melone Private Wealth, LLC | 213,933 | $2.56M | 1.36% | +5,583+2.7% | Added |
| Indiana Trust & Investment Management CO | 213,000 | $2.55M | 0.87% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 210,089 | $2.53M | 0.07% | +174,089+483.6% | Added |
| Westchester Capital Management, LLC | 207,092 | $2.48M | 0.11% | −197,000−48.8% | Reduced |
| Baird Financial Group, Inc. | 199,760 | $2.39M | 0.00% | −6,415−3.1% | Reduced |
| Leo Wealth, LLC | 194,030 | $2.32M | 0.21% | +17,175+9.7% | Added |
| Bayshore Asset Management, LLC | 177,865 | $2.13M | 0.96% | +177,865 | New |
| Rothschild Investment LLC | 176,172 | $2.11M | 0.14% | +5,991+3.5% | Added |
| Janney Montgomery Scott LLC | 173,413 | $2.08M | 0.01% | +664+0.4% | Added |
| GWM Advisors LLC | 171,553 | $2.05M | 0.01% | +22,167+14.8% | Added |
| Gridiron Partners, LLC | 169,878 | $2.03M | 1.23% | −5,000−2.9% | Reduced |
| Invesco Ltd. | 164,927 | $1.97M | 0.00% | +2,698+1.7% | Added |
| Tyche Wealth Partners LLC | 162,630 | $1.95M | 0.44% | +1,737+1.1% | Added |
| Savant Capital, LLC | 162,188 | $1.94M | 0.02% | +455+0.3% | Added |
| Wakefield Asset Management LLLP | 159,218 | $1.91M | 0.62% | +1,743+1.1% | Added |
| Tortoise Investment Management, LLC | 159,078 | $1.90M | 0.20% | −98,566−38.3% | Reduced |
| Warren Averett Asset Management, LLC | 154,552 | $1.85M | 0.03% | −7,851−4.8% | Reduced |
| Palogic Value Management, L.P. | 154,193 | $1.85M | 0.74% | +28,169+22.4% | Added |
| Steward Partners Investment Advisory, LLC | 131,014 | $1.57M | 0.01% | +63,497+94.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 129,370 | $1.55M | 0.05% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 128,739 | $1.54M | 0.03% | −15,057−10.5% | Reduced |
| Petra Financial Advisors Inc | 128,539 | $1.54M | 1.02% | −705−0.5% | Reduced |
| Riverbridge Partners LLC | 128,074 | $1.53M | 0.02% | +2,511+2.0% | Added |
| HRT Financial LP | 127,182 | $1.52M | 0.01% | +127,182 | New |
| CI Private Wealth, LLC | 122,913 | $1.47M | 0.00% | +34,643+39.2% | Added |
| JFS Wealth Advisors, LLC | 122,341 | $1.46M | 0.10% | +118,192+2,848.7% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 118,380 | $1.42M | 0.03% | −3,944−3.2% | Reduced |
| Kercheville Advisors, LLC | 117,533 | $1.41M | 0.59% | +107,250+1,043.0% | Added |
| Wesbanco Bank Inc | 117,011 | $1.40M | 0.05% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 108,500 | $1.30M | 0.35% | 00.0% | Unchanged |
| Mariner, LLC | 100,751 | $1.21M | 0.00% | −11,291−10.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 99,136 | $1.19M | 0.05% | +7,867+8.6% | Added |
| Centiva Capital, LP | 96,100 | $1.15M | 0.05% | +96,100 | New |
| Captrust Financial Advisors | 95,553 | $1.14M | 0.00% | +12,327+14.8% | Added |
| Stratos Wealth Partners, LTD. | 93,302 | $1.12M | 0.02% | −2,548−2.7% | Reduced |
| Prospera Financial Services Inc | 91,216 | $1.09M | 0.03% | −973−1.1% | Reduced |
| Tectonic Advisors LLC | 90,507 | $1.08M | 0.07% | +1,692+1.9% | Added |
| Naples Global Advisors, LLC | 89,783 | $1.08M | 0.10% | −2,685−2.9% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 87,997 | $1.05M | 0.23% | +1,285+1.5% | Added |
| Oppenheimer & Co Inc | 87,473 | $1.05M | 0.02% | +52,710+151.6% | Added |
| Private Advisor Group, LLC | 86,368 | $1.03M | 0.01% | +12,954+17.6% | Added |
| Breakwater Capital Group | 86,258 | $1.03M | 0.21% | +4,198+5.1% | Added |
| RSM US Wealth Management LLC | 83,160 | $1.00M | 0.01% | −10,472−11.2% | Reduced |
| Davenport & Co LLC | 83,042 | $994.0K | 0.01% | +6,500+8.5% | Added |