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 |
|---|---|---|---|---|---|
| Seed Wealth Management, Inc. | 14,500 | $173.6K | 0.14% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 14,536 | $174.0K | 0.04% | +820+6.0% | Added |
| Kuhn & Co Investment Counsel | 14,662 | $175.5K | 0.15% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 14,676 | $175.7K | 0.00% | +625+4.4% | Added |
| Apeiron RIA LLC | 14,808 | $177.3K | 0.05% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 14,808 | $177.3K | 0.01% | +14,808 | New |
| CIBC Private Wealth Group, LLC | 14,900 | $178.3K | 0.00% | −10,041−40.3% | Reduced |
| Harmony Asset Management LLC | 14,913 | $178.5K | 0.07% | +14,913 | New |
| Nations Financial Group Inc, | 15,167 | $181.6K | 0.01% | +15,167 | New |
| Seelaus Asset Management LLC | 15,250 | $182.5K | 0.17% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 15,445 | $184.9K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 15,464 | $185.1K | 0.00% | +27+0.2% | Added |
| Armor Investment Advisors, LLC | 15,565 | $186.3K | 0.08% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 15,634 | $187.1K | 0.01% | +914+6.2% | Added |
| Royal Fund Management, LLC | 15,668 | $187.6K | 0.01% | +15,668 | New |
| Founders Financial Alliance, LLC | 15,839 | $189.6K | 0.05% | +4,346+37.8% | Added |
| Integrated Wealth Concepts LLC | 15,886 | $190.2K | 0.00% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 15,897 | $190.3K | 0.06% | −1,350−7.8% | Reduced |
| Central Trust Co | 16,282 | $194.9K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 16,304 | $195.2K | 0.00% | −3,029−15.7% | Reduced |
| Modern Wealth Management, LLC | 16,376 | $196.0K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 16,500 | $197.5K | 0.01% | +16,500 | New |
| Ferguson Shapiro LLC | 16,566 | $198.3K | 0.07% | +16,566 | New |
| Moors & Cabot, Inc. | 17,078 | $204.4K | 0.01% | +1,349+8.6% | Added |
| Hollencrest Capital Management | 17,360 | $207.8K | 0.01% | 00.0% | Unchanged |
| Charter Trust Co | 17,711 | $212.0K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 17,736 | $212.3K | 0.00% | +17,736 | New |
| We Are One Seven, LLC | 18,366 | $219.8K | 0.01% | −2,003−9.8% | Reduced |
| MBA Advisors LLC | 18,400 | $220.2K | 0.11% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 18,460 | $221.0K | 0.07% | +219+1.2% | Added |
| Advisory Services Network, LLC | 19,497 | $223.4K | 0.00% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 19,500 | $223.5K | 0.02% | 00.0% | Unchanged |
| Adviser Investments LLC | 18,694 | $223.8K | 0.00% | −2,205−10.6% | Reduced |
| Melfa Wealth Management, LLC | 18,982 | $227.2K | 0.15% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 19,105 | $228.7K | 0.11% | +12+0.1% | Added |
| Ieq Capital, LLC | 20,000 | $239.4K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 20,141 | $241.1K | 0.02% | +3,185+18.8% | Added |
| Fortitude Advisory Group L.L.C. | 20,194 | $241.7K | 0.15% | +432+2.2% | Added |
| Financial Engines Advisors L.L.C. | 20,850 | $251.1K | 0.00% | +20,850 | New |
| PFG Advisors | 21,000 | $251.4K | 0.02% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 21,270 | $254.7K | 0.01% | +2,360+12.5% | Added |
| Sigma Planning Corp | 21,321 | $255.2K | 0.01% | −775−3.5% | Reduced |
| Toth Financial Advisory Corp | 21,485 | $257.2K | 0.03% | −1,947−8.3% | Reduced |
| Bokf, NA | 21,500 | $258.6K | 0.00% | −7,500−25.9% | Reduced |
| Wealthspire Advisors, LLC | 21,891 | $262.0K | 0.00% | +4,226+23.9% | Added |
| Pointe Capital Management LLC | 22,025 | $263.6K | 0.15% | 00.0% | Unchanged |
| Virtu Financial LLC | 22,096 | $264.0K | 0.01% | +11,192+102.6% | Added |
| Concurrent Investment Advisors, LLC | 22,177 | $265.5K | 0.01% | −937−4.1% | Reduced |
| Leisure Capital Management | 22,516 | $269.5K | 0.12% | +12,471+124.2% | Added |
| Good Life Advisors, LLC | 22,802 | $272.9K | 0.02% | +1,040+4.8% | Added |
| Private Trust Co NA | 23,173 | $277.4K | 0.03% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 23,384 | $279.9K | 0.02% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 23,400 | $280.1K | 0.05% | 00.0% | Unchanged |
| King Luther Capital Management Corp | – | $282.5K | 0.00% | – | – |
| Hudson Valley Investment Advisors Inc | 23,870 | $285.7K | 0.03% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 24,434 | $292.5K | 0.00% | +24,434 | New |
| MML Investors Services, LLC | 25,526 | $306.0K | 0.00% | −2,290−8.2% | Reduced |
| Moloney Securities Asset Management, LLC | 26,250 | $314.2K | 0.04% | +4,250+19.3% | Added |
| Independent Financial Group, LLC | 26,451 | $316.6K | 0.01% | −2,061−7.2% | Reduced |
| Keybank National Association | 26,848 | $321.4K | 0.00% | +26,848 | New |
| First Trust Advisors LP | 27,125 | $324.7K | 0.00% | +2,272+9.1% | Added |
| BBR Partners, LLC | 27,386 | $327.8K | 0.02% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 27,399 | $328.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 28,681 | $343.3K | 0.00% | +3,461+13.7% | Added |
| LexAurum Advisors, LLC | 29,000 | $347.1K | 0.08% | 00.0% | Unchanged |
| Successful Portfolios LLC | 29,059 | $347.8K | 0.24% | 00.0% | Unchanged |
| Paul Damon & Associates, Inc. | 29,407 | $352.0K | 0.23% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 29,652 | $354.9K | 0.02% | +29,652 | New |
| Venture Visionary Partners LLC | 29,876 | $357.6K | 0.02% | −4,500−13.1% | Reduced |
| Arete Wealth Advisors, LLC | 30,772 | $368.0K | 0.03% | −302,042−90.8% | Reduced |
| Bank of Montreal | 31,870 | $380.8K | 0.00% | +311+1.0% | Added |
| Mayflower Financial Advisors, LLC | 32,689 | $391.3K | 0.06% | +32,689 | New |
| Glen Eagle Advisors, LLC | 32,780 | $392.4K | 0.07% | +44+0.1% | Added |
| Altfest L J & Co Inc | 33,284 | $398.0K | 0.05% | +34+0.1% | Added |
| Coastal Investment Advisors, Inc. | 33,779 | $400.6K | 0.18% | −26,322−43.8% | Reduced |
| Element Wealth, LLC | 34,742 | $415.9K | 0.22% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 35,145 | $423.3K | 0.00% | −92,757−72.5% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 35,387 | $423.6K | 0.06% | +20,799+142.6% | Added |
| FLC Capital Advisors | 35,576 | $425.8K | 0.10% | +14,500+68.8% | Added |
| Stephens Inc | 35,686 | $427.2K | 0.01% | +800+2.3% | Added |
| Avantax Advisory Services, Inc. | 35,782 | $428.3K | 0.00% | +15,263+74.4% | Added |
| Northern Trust Corp | 36,414 | $435.9K | 0.00% | −2,238−5.8% | Reduced |
| Comerica Bank | 38,535 | $461.3K | 0.00% | +1,982+5.4% | Added |
| Peddock Capital Advisors, LLC | 39,423 | $471.9K | 0.11% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 40,120 | $480.2K | 0.13% | −2,000−4.7% | Reduced |
| Silverlake Wealth Management LLC | 40,504 | $484.8K | 0.19% | +13,433+49.6% | Added |
| TrinityPoint Wealth, LLC | 40,548 | $485.4K | 0.07% | +39+0.1% | Added |
| Integrated Capital Management, Inc. | 41,289 | $494.2K | 0.38% | +658+1.6% | Added |
| Spire Wealth Management | 41,993 | $502.7K | 0.02% | +238+0.6% | Added |
| US Bancorp | 42,686 | $511.0K | 0.00% | +17,650+70.5% | Added |
| Wellspring Financial Advisors, LLC | 50,747 | $607.4K | 0.07% | −22,300−30.5% | Reduced |
| Sentinus, LLC | 52,096 | $623.6K | 0.23% | +655+1.3% | Added |
| Marex Group plc | 53,000 | $634.4K | 0.01% | +29,000+120.8% | Added |
| Millennium Management LLC | 54,120 | $647.8K | 0.00% | +54,120 | New |
| Brave Asset Management Inc | 54,230 | $649.1K | 0.16% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 54,327 | $650.3K | 0.09% | +965+1.8% | Added |
| Myecfo, LLC | 54,400 | $651.2K | 0.35% | −1,000−1.8% | Reduced |
| Altus Wealth Group LLC | 55,622 | $665.8K | 0.28% | −8,519−13.3% | Reduced |
| NewEdge Wealth, LLC | 62,050 | $742.7K | 0.01% | +62,050 | New |
| GeoWealth Management, LLC | 62,317 | $745.9K | 0.03% | +25,899+71.1% | Added |