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 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $12 | 0.00% | – | – |
| Tower Research Capital LLC (TRC) | 2 | $24 | 0.00% | −21−91.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 105 | $1.26K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 238 | $2.85K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 250 | $2.99K | 0.00% | +250 | New |
| DiNuzzo Private Wealth, Inc. | 334 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 551 | $6.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 519 | $6.21K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 522 | $6.25K | 0.00% | +261+100.0% | Added |
| Creekmur Asset Management LLC | 546 | $6.53K | 0.00% | +4+0.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 583 | $6.98K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 645 | $7.72K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 677 | $8.10K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 756 | $9.05K | 0.00% | +756 | New |
| Hilltop National Bank | 948 | $11.3K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 1,014 | $12.1K | 0.00% | +1,014 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1,131 | $13.5K | 0.00% | +1,131 | New |
| Bogart Wealth, LLC | 1,198 | $14.3K | 0.00% | +958+399.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,347 | $16.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,425 | $17.0K | 0.00% | +27+1.9% | Added |
| Cullen/Frost Bankers, Inc. | 1,439 | $17.2K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 1,515 | $18.1K | 0.01% | +1,515 | New |
| Sandy Spring Bank | 1,550 | $18.6K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,630 | $19.5K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,742 | $20.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,910 | $22.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,985 | $23.8K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 2,030 | $24.3K | 0.01% | +2,030 | New |
| Coastline Trust Co | 2,051 | $24.6K | 0.00% | +2,051 | New |
| Financial Management Professionals, Inc. | 2,079 | $25.0K | 0.00% | +39+1.9% | Added |
| Global Retirement Partners, LLC | 2,100 | $25.1K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,120 | $25.5K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 2,378 | $28.5K | 0.00% | +2,378 | New |
| Washington Trust Co | 2,500 | $29.9K | 0.00% | 00.0% | Unchanged |
| Main Management LLC | 2,541 | $30.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,507 | $30.0K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 2,566 | $30.7K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,586 | $31.0K | 0.00% | +2,586 | New |
| Pinnacle Bancorp, Inc. | 3,000 | $35.9K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 3,000 | $35.9K | 0.01% | +3,000 | New |
| AdvisorNet Financial, Inc | 3,189 | $38.2K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 3,299 | $39.5K | 0.03% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 3,729 | $42.8K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 4,400 | $52.0K | 0.03% | +4,400 | New |
| SJS Investment Consulting Inc. | 4,536 | $54.3K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 4,878 | $58.4K | 0.01% | −13,235−73.1% | Reduced |
| Founders Capital Management | 5,500 | $65.8K | 0.04% | 00.0% | Unchanged |
| Motco | 5,657 | $67.7K | 0.01% | +5,657 | New |
| Gilliland Jeter Wealth Management LLC | 5,902 | $70.6K | 0.02% | +80+1.4% | Added |
| Geneos Wealth Management Inc. | 6,511 | $77.9K | 0.00% | +5,446+511.4% | Added |
| Webster Bank, N. A. | 6,893 | $82.5K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 7,391 | $88.5K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 7,432 | $89.0K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 8,073 | $96.0K | 0.05% | +8,073 | New |
| Citizens National Bank Trust Department | 8,700 | $104.1K | 0.02% | −8,000−47.9% | Reduced |
| Icon Wealth Advisors, LLC | 9,029 | $108.1K | 0.01% | +9,029 | New |
| Dorsey & Whitney Trust CO LLC | 10,000 | $119.7K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 10,000 | $119.7K | 0.09% | 00.0% | Unchanged |
| Brown Advisory Inc | 10,254 | $122.7K | 0.00% | +10,254 | New |
| WealthBridge Capital Management, LLC | 10,283 | $123.1K | 0.04% | 00.0% | Unchanged |
| Csenge Advisory Group | 10,354 | $123.4K | 0.01% | −2,827−21.4% | Reduced |
| Tiaa Trust, National Association | 10,413 | $124.6K | 0.00% | −2,298−18.1% | Reduced |
| Busey Wealth Management | 10,444 | $125.0K | 0.00% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 10,683 | $128.6K | 0.00% | +10,683 | New |
| Cutler Investment Counsel LLC | 10,745 | $129.4K | 0.02% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 10,932 | $130.9K | 0.00% | −10,344−48.6% | Reduced |
| Centaurus Financial, Inc. | 10,981 | $131.0K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 10,971 | $131.3K | 0.04% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 11,001 | $131.7K | 0.00% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 11,040 | $132.1K | 0.00% | +11,040 | New |
| Acorn Wealth Advisors, LLC | 11,091 | $132.8K | 0.06% | −165−1.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 11,141 | $133.4K | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 11,192 | $134.0K | 0.00% | −1,261−10.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 11,201 | $134.1K | 0.03% | 00.0% | Unchanged |
| Strategies Wealth Advisors, LLC | 11,663 | $139.6K | 0.02% | 00.0% | Unchanged |
| Wedbush Securities Inc | 11,714 | $140.0K | 0.01% | +113+1.0% | Added |
| SMH Capital Advisors Inc | 11,919 | $142.7K | 0.44% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 11,950 | $143.0K | 0.06% | +1,158+10.7% | Added |
| North Star Investment Management Corp. | 12,164 | $145.6K | 0.01% | 00.0% | Unchanged |
| Brookstone Capital Management | 12,219 | $146.3K | 0.00% | +12,219 | New |
| Total Clarity Wealth Management, Inc. | 12,221 | $146.3K | 0.05% | 00.0% | Unchanged |
| Tradewinds, LLC. | 12,260 | $146.8K | 0.05% | +32+0.3% | Added |
| CWM, LLC | 12,487 | $149.0K | 0.00% | −2,313−15.6% | Reduced |
| Private Wealth Partners, LLC | 12,500 | $149.6K | 0.01% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 12,576 | $150.5K | 0.15% | −9,571−43.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 12,721 | $152.3K | 0.00% | +12,721 | New |
| Harbour Investments, Inc. | 13,018 | $155.8K | 0.00% | +3,000+29.9% | Added |
| SFMG, LLC | 13,049 | $156.2K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 13,135 | $157.2K | 0.02% | +209+1.6% | Added |
| L.M. Kohn & Company | 13,170 | $157.6K | 0.04% | +13,170 | New |
| Two Sigma Securities, LLC | 13,197 | $158.0K | 0.01% | +13,197 | New |
| J.W. Cole Advisors, Inc. | 13,219 | $158.2K | 0.01% | +76+0.6% | Added |
| First Foundation Advisors | 13,361 | $159.9K | 0.01% | +13,361 | New |
| Wealthspan Partners, LLC | 13,482 | $161.4K | 0.08% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 14,034 | $168.0K | 0.03% | −1,752−11.1% | Reduced |
| Snowden Capital Advisors LLC | 13,993 | $168.5K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 14,241 | $170.5K | 0.00% | −5,105−26.4% | Reduced |
| National Asset Management, Inc. | 14,196 | $171.0K | 0.00% | −2,678−15.9% | Reduced |
| Great Valley Advisor Group, Inc. | 14,496 | $173.5K | 0.00% | +3,279+29.2% | Added |