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 |
|---|---|---|---|---|---|
| Catalytic Wealth RIA, LLC | 62,317 | $745.9K | 0.13% | +25,899+71.1% | Added |
| Sanctuary Advisors, LLC | 66,623 | $774.2K | 0.00% | +2,103+3.3% | Added |
| Bard Financial Services, Inc. | 65,000 | $778.0K | 0.09% | −6,250−8.8% | Reduced |
| First Personal Financial Services | 67,570 | $808.8K | 0.17% | −3,808−5.3% | Reduced |
| Raymond James Trust N.A. | 68,251 | $817.0K | 0.02% | 00.0% | Unchanged |
| Alpine Global Management, LLC | 70,000 | $837.9K | 0.20% | +70,000 | New |
| Archetype Wealth Partners | 75,893 | $908.0K | 0.13% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 78,443 | $943.6K | 0.00% | +6,339+8.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 81,207 | $972.1K | 0.00% | +20,169+33.0% | Added |
| Davenport & Co LLC | 83,042 | $994.0K | 0.01% | +6,500+8.5% | Added |
| RSM US Wealth Management LLC | 83,160 | $1.00M | 0.01% | −10,472−11.2% | Reduced |
| Breakwater Capital Group | 86,258 | $1.03M | 0.21% | +4,198+5.1% | Added |
| Private Advisor Group, LLC | 86,368 | $1.03M | 0.01% | +12,954+17.6% | Added |
| Oppenheimer & Co Inc | 87,473 | $1.05M | 0.02% | +52,710+151.6% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 87,997 | $1.05M | 0.23% | +1,285+1.5% | Added |
| Naples Global Advisors, LLC | 89,783 | $1.08M | 0.10% | −2,685−2.9% | Reduced |
| Tectonic Advisors LLC | 90,507 | $1.08M | 0.07% | +1,692+1.9% | Added |
| Prospera Financial Services Inc | 91,216 | $1.09M | 0.03% | −973−1.1% | Reduced |
| Stratos Wealth Partners, LTD. | 93,302 | $1.12M | 0.02% | −2,548−2.7% | Reduced |
| Captrust Financial Advisors | 95,553 | $1.14M | 0.00% | +12,327+14.8% | Added |
| Centiva Capital, LP | 96,100 | $1.15M | 0.05% | +96,100 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 99,136 | $1.19M | 0.05% | +7,867+8.6% | Added |
| Mariner, LLC | 100,751 | $1.21M | 0.00% | −11,291−10.1% | Reduced |
| Childress Capital Advisors, LLC | 108,500 | $1.30M | 0.35% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 117,011 | $1.40M | 0.05% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 117,533 | $1.41M | 0.59% | +107,250+1,043.0% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 118,380 | $1.42M | 0.03% | −3,944−3.2% | Reduced |
| JFS Wealth Advisors, LLC | 122,341 | $1.46M | 0.10% | +118,192+2,848.7% | Added |
| CI Private Wealth, LLC | 122,913 | $1.47M | 0.00% | +34,643+39.2% | Added |
| HRT Financial LP | 127,182 | $1.52M | 0.01% | +127,182 | New |
| Riverbridge Partners LLC | 128,074 | $1.53M | 0.02% | +2,511+2.0% | Added |
| Petra Financial Advisors Inc | 128,539 | $1.54M | 1.02% | −705−0.5% | Reduced |
| Merit Financial Group, LLC | 128,739 | $1.54M | 0.03% | −15,057−10.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 129,370 | $1.55M | 0.05% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 131,014 | $1.57M | 0.01% | +63,497+94.0% | Added |
| Palogic Value Management, L.P. | 154,193 | $1.85M | 0.74% | +28,169+22.4% | Added |
| Warren Averett Asset Management, LLC | 154,552 | $1.85M | 0.03% | −7,851−4.8% | Reduced |
| Tortoise Investment Management, LLC | 159,078 | $1.90M | 0.20% | −98,566−38.3% | Reduced |
| Wakefield Asset Management LLLP | 159,218 | $1.91M | 0.62% | +1,743+1.1% | Added |
| Savant Capital, LLC | 162,188 | $1.94M | 0.02% | +455+0.3% | Added |
| Tyche Wealth Partners LLC | 162,630 | $1.95M | 0.44% | +1,737+1.1% | Added |
| Invesco Ltd. | 164,927 | $1.97M | 0.00% | +2,698+1.7% | Added |
| Gridiron Partners, LLC | 169,878 | $2.03M | 1.23% | −5,000−2.9% | Reduced |
| GWM Advisors LLC | 171,553 | $2.05M | 0.01% | +22,167+14.8% | Added |
| Janney Montgomery Scott LLC | 173,413 | $2.08M | 0.01% | +664+0.4% | Added |
| Rothschild Investment LLC | 176,172 | $2.11M | 0.14% | +5,991+3.5% | Added |
| Bayshore Asset Management, LLC | 177,865 | $2.13M | 0.96% | +177,865 | New |
| Leo Wealth, LLC | 194,030 | $2.32M | 0.21% | +17,175+9.7% | Added |
| Baird Financial Group, Inc. | 199,760 | $2.39M | 0.00% | −6,415−3.1% | Reduced |
| Westchester Capital Management, LLC | 207,092 | $2.48M | 0.11% | −197,000−48.8% | Reduced |
| Evoke Wealth, LLC | 210,089 | $2.53M | 0.07% | +174,089+483.6% | Added |
| Indiana Trust & Investment Management CO | 213,000 | $2.55M | 0.87% | 00.0% | Unchanged |
| Melone Private Wealth, LLC | 213,933 | $2.56M | 1.36% | +5,583+2.7% | Added |
| Lido Advisors, LLC | 217,913 | $2.61M | 0.02% | +500.0% | Added |
| Rareview Capital LLC | 222,126 | $2.66M | 1.99% | +37,442+20.3% | Added |
| Park Avenue Securities LLC | 223,081 | $2.67M | 0.03% | −11,799−5.0% | Reduced |
| Kestra Advisory Services, LLC | 225,407 | $2.70M | 0.01% | +21,670+10.6% | Added |
| Atria Wealth Solutions, Inc. | 225,488 | $2.71M | 0.03% | +207,118+1,127.5% | Added |
| Kim, LLC | 243,700 | $2.92M | 0.36% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 260,435 | $3.12M | 0.01% | +24,641+10.5% | Added |
| Cetera Investment Advisers | 270,406 | $3.24M | 0.01% | +81,985+43.5% | Added |
| Northwestern Mutual Wealth Management Co | 277,559 | $3.32M | 0.00% | +34,531+14.2% | Added |
| City of London Investment Management Co Ltd | 291,467 | $3.49M | 0.30% | −467,826−61.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 307,220 | $3.68M | 0.03% | +307,220 | New |
| Cresta Advisors, Ltd. | 323,786 | $3.88M | 2.03% | +44,000+15.7% | Added |
| Envestnet Asset Management Inc | 357,907 | $4.28M | 0.00% | −107,170−23.0% | Reduced |
| Truist Financial Corp | 360,255 | $4.31M | 0.01% | −245,334−40.5% | Reduced |
| The PNC Financial Services Group, Inc. | 376,850 | $4.51M | 0.00% | −163,856−30.3% | Reduced |
| Horizon Kinetics Asset Management LLC | 379,537 | $4.54M | 0.07% | +42,201+12.5% | Added |
| Eagle Bluffs Wealth Management LLC | 377,727 | $4.55M | 2.45% | +26,982+7.7% | Added |
| Mesirow Financial Investment Management, Inc. | 386,400 | $4.63M | 0.09% | +30.0% | Added |
| Capital Investment Advisors, LLC | 395,300 | $4.73M | 0.10% | −6,671−1.7% | Reduced |
| Milestone Asset Management, LLC | 410,339 | $4.91M | 1.10% | +410,339 | New |
| Cohen & Steers, Inc. | 411,711 | $4.93M | 0.01% | +177,000+75.4% | Added |
| Ameriprise Financial Inc | 419,052 | $5.02M | 0.00% | +599+0.1% | Added |
| Rockefeller Capital Management L.P. | 421,491 | $5.05M | 0.01% | −925,568−68.7% | Reduced |
| Dakota Wealth Management | 442,433 | $5.30M | 0.12% | −213,760−32.6% | Reduced |
| Barry Investment Advisors, LLC | 461,283 | $5.56M | 1.70% | −8,123−1.7% | Reduced |
| Fiera Capital Corp | 474,088 | $5.67M | 0.02% | −9,843−2.0% | Reduced |
| Stratos Wealth Advisors, LLC | 497,008 | $5.95M | 0.27% | +326,960+192.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 522,033 | $6.25M | 0.02% | +337,242+182.5% | Added |
| Advisors Asset Management, Inc. | 558,697 | $6.69M | 0.12% | +38,532+7.4% | Added |
| Gill Capital Partners, LLC | 608,708 | $7.29M | 2.61% | −55,101−8.3% | Reduced |
| PenderFund Capital Management Ltd. | 515,000 | $8.34M | 1.92% | 00.0% | Unchanged |
| LPL Financial LLC | 773,696 | $9.26M | 0.00% | −25,681−3.2% | Reduced |
| Stifel Financial Corp | 837,291 | $10.0M | 0.01% | +25,690+3.2% | Added |
| McGowan Group Asset Management, Inc. | 931,988 | $11.2M | 1.47% | +416,453+80.8% | Added |
| Commonwealth Equity Services, LLC | 934,476 | $11.2M | 0.02% | +288,857+44.7% | Added |
| Raymond James & Associates | 939,995 | $11.3M | 0.01% | +57,610+6.5% | Added |
| Royal Bank of Canada | 1,009,202 | $12.1M | 0.00% | +382,783+61.1% | Added |
| Allspring Global Investments Holdings, LLC | 1,064,293 | $12.7M | 0.02% | −887,253−45.5% | Reduced |
| Congress Park Capital LLC | 1,079,000 | $12.9M | 4.79% | +241,500+28.8% | Added |
| Guggenheim Capital LLC | 1,130,400 | $13.5M | 0.10% | −20,061−1.7% | Reduced |
| Robinson Capital Management, LLC | 1,165,009 | $14.0M | 4.83% | +81,625+7.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 1,258,618 | $15.1M | 0.02% | +773,057+159.2% | Added |
| Bank of America Corp | 1,436,760 | $17.2M | 0.00% | +17,204+1.2% | Added |
| Van Eck Associates Corp | 1,557,401 | $18.0M | 0.02% | −11,321−0.7% | Reduced |
| HighTower Advisors, LLC | 1,523,571 | $18.2M | 0.03% | +24,149+1.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 1,624,766 | $19.4M | 0.91% | +138,647+9.3% | Added |
| Wells Fargo & Company | 1,648,179 | $19.7M | 0.00% | +79,524+5.1% | Added |