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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.

Institutional holdersQ3 2024: 310 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 heldQ3 2024: $1.06B
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, 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.

Institutions holding NEA in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Wealth Enhancement Advisory Services, LLC81,207$972.1K0.00%+20,169+33.0%Added
Mercer Global Advisors Inc78,443$943.6K0.00%+6,339+8.8%Added
Archetype Wealth Partners75,893$908.0K0.13%00.0%Unchanged
Alpine Global Management, LLC70,000$837.9K0.20%+70,000New
Raymond James Trust N.A.68,251$817.0K0.02%00.0%Unchanged
First Personal Financial Services67,570$808.8K0.17%−3,808−5.3%Reduced
Bard Financial Services, Inc.65,000$778.0K0.09%−6,250−8.8%Reduced
Sanctuary Advisors, LLC66,623$774.2K0.00%+2,103+3.3%Added
GeoWealth Management, LLC62,317$745.9K0.03%+25,899+71.1%Added
Catalytic Wealth RIA, LLC62,317$745.9K0.13%+25,899+71.1%Added
NewEdge Wealth, LLC62,050$742.7K0.01%+62,050New
Altus Wealth Group LLC55,622$665.8K0.28%−8,519−13.3%Reduced
Myecfo, LLC54,400$651.2K0.35%−1,000−1.8%Reduced
Redhawk Wealth Advisors, Inc.54,327$650.3K0.09%+965+1.8%Added
Brave Asset Management Inc54,230$649.1K0.16%00.0%Unchanged
Millennium Management LLC54,120$647.8K0.00%+54,120New
Marex Group plc53,000$634.4K0.01%+29,000+120.8%Added
Sentinus, LLC52,096$623.6K0.23%+655+1.3%Added
Wellspring Financial Advisors, LLC50,747$607.4K0.07%−22,300−30.5%Reduced
US Bancorp42,686$511.0K0.00%+17,650+70.5%Added
Spire Wealth Management41,993$502.7K0.02%+238+0.6%Added
Integrated Capital Management, Inc.41,289$494.2K0.38%+658+1.6%Added
TrinityPoint Wealth, LLC40,548$485.4K0.07%+39+0.1%Added
Silverlake Wealth Management LLC40,504$484.8K0.19%+13,433+49.6%Added
Rock Point Advisors, LLC40,120$480.2K0.13%−2,000−4.7%Reduced
Peddock Capital Advisors, LLC39,423$471.9K0.11%00.0%Unchanged
Comerica Bank38,535$461.3K0.00%+1,982+5.4%Added
Northern Trust Corp36,414$435.9K0.00%−2,238−5.8%Reduced
Avantax Advisory Services, Inc.35,782$428.3K0.00%+15,263+74.4%Added
Stephens Inc35,686$427.2K0.01%+800+2.3%Added
FLC Capital Advisors35,576$425.8K0.10%+14,500+68.8%Added
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors35,387$423.6K0.06%+20,799+142.6%Added
Cresset Asset Management, LLC35,145$423.3K0.00%−92,757−72.5%Reduced
Element Wealth, LLC34,742$415.9K0.22%00.0%Unchanged
Coastal Investment Advisors, Inc.33,779$400.6K0.18%−26,322−43.8%Reduced
Altfest L J & Co Inc33,284$398.0K0.05%+34+0.1%Added
Glen Eagle Advisors, LLC32,780$392.4K0.07%+44+0.1%Added
Mayflower Financial Advisors, LLC32,689$391.3K0.06%+32,689New
Bank of Montreal31,870$380.8K0.00%+311+1.0%Added
Arete Wealth Advisors, LLC30,772$368.0K0.03%−302,042−90.8%Reduced
Venture Visionary Partners LLC29,876$357.6K0.02%−4,500−13.1%Reduced
CoreCap Advisors, LLC29,652$354.9K0.02%+29,652New
Paul Damon & Associates, Inc.29,407$352.0K0.23%00.0%Unchanged
Successful Portfolios LLC29,059$347.8K0.24%00.0%Unchanged
LexAurum Advisors, LLC29,000$347.1K0.08%00.0%Unchanged
Creative Planning28,681$343.3K0.00%+3,461+13.7%Added
Alliancebernstein L.P.27,399$328.0K0.00%00.0%Unchanged
BBR Partners, LLC27,386$327.8K0.02%00.0%Unchanged
First Trust Advisors LP27,125$324.7K0.00%+2,272+9.1%Added
Keybank National Association26,848$321.4K0.00%+26,848New
Independent Financial Group, LLC26,451$316.6K0.01%−2,061−7.2%Reduced
Moloney Securities Asset Management, LLC26,250$314.2K0.04%+4,250+19.3%Added
MML Investors Services, LLC25,526$306.0K0.00%−2,290−8.2%Reduced
Benjamin Edwards Inc24,434$292.5K0.00%+24,434New
Hudson Valley Investment Advisors Inc23,870$285.7K0.03%00.0%Unchanged
King Luther Capital Management Corp–$282.5K0.00%––
Summit Financial Wealth Advisors, LLC23,400$280.1K0.05%00.0%Unchanged
Schechter Investment Advisors, LLC23,384$279.9K0.02%00.0%Unchanged
Private Trust Co NA23,173$277.4K0.03%00.0%Unchanged
Good Life Advisors, LLC22,802$272.9K0.02%+1,040+4.8%Added
Leisure Capital Management22,516$269.5K0.12%+12,471+124.2%Added
Concurrent Investment Advisors, LLC22,177$265.5K0.01%−937−4.1%Reduced
Virtu Financial LLC22,096$264.0K0.01%+11,192+102.6%Added
Pointe Capital Management LLC22,025$263.6K0.15%00.0%Unchanged
Wealthspire Advisors, LLC21,891$262.0K0.00%+4,226+23.9%Added
Bokf, NA21,500$258.6K0.00%−7,500−25.9%Reduced
Toth Financial Advisory Corp21,485$257.2K0.03%−1,947−8.3%Reduced
Sigma Planning Corp21,321$255.2K0.01%−775−3.5%Reduced
IHT Wealth Management, LLC21,270$254.7K0.01%+2,360+12.5%Added
PFG Advisors21,000$251.4K0.02%00.0%Unchanged
Financial Engines Advisors L.L.C.20,850$251.1K0.00%+20,850New
Fortitude Advisory Group L.L.C.20,194$241.7K0.15%+432+2.2%Added
XTX Topco Ltd20,141$241.1K0.02%+3,185+18.8%Added
Ieq Capital, LLC20,000$239.4K0.00%00.0%Unchanged
Investors Asset Management of Georgia Inc19,105$228.7K0.11%+12+0.1%Added
Melfa Wealth Management, LLC18,982$227.2K0.15%00.0%Unchanged
Adviser Investments LLC18,694$223.8K0.00%−2,205−10.6%Reduced
Shufro Rose & Co LLC19,500$223.5K0.02%00.0%Unchanged
Advisory Services Network, LLC19,497$223.4K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC18,460$221.0K0.07%+219+1.2%Added
MBA Advisors LLC18,400$220.2K0.11%00.0%Unchanged
We Are One Seven, LLC18,366$219.8K0.01%−2,003−9.8%Reduced
Citadel Advisors LLC17,736$212.3K0.00%+17,736New
Charter Trust Co17,711$212.0K0.01%00.0%Unchanged
Hollencrest Capital Management17,360$207.8K0.01%00.0%Unchanged
Moors & Cabot, Inc.17,078$204.4K0.01%+1,349+8.6%Added
Ferguson Shapiro LLC16,566$198.3K0.07%+16,566New
Belpointe Asset Management LLC16,500$197.5K0.01%+16,500New
Modern Wealth Management, LLC16,376$196.0K0.01%00.0%Unchanged
AE Wealth Management LLC16,304$195.2K0.00%−3,029−15.7%Reduced
Central Trust Co16,282$194.9K0.00%00.0%Unchanged
Vivaldi Capital Management, LLC15,897$190.3K0.06%−1,350−7.8%Reduced
Integrated Wealth Concepts LLC15,886$190.2K0.00%00.0%Unchanged
Founders Financial Alliance, LLC15,839$189.6K0.05%+4,346+37.8%Added
Royal Fund Management, LLC15,668$187.6K0.01%+15,668New
Simon Quick Advisors, LLC15,634$187.1K0.01%+914+6.2%Added
Armor Investment Advisors, LLC15,565$186.3K0.08%00.0%Unchanged
Colony Group, LLC15,464$185.1K0.00%+27+0.2%Added
Ancora Advisors, LLC15,445$184.9K0.00%00.0%Unchanged
Seelaus Asset Management LLC15,250$182.5K0.17%00.0%Unchanged