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 |
|---|---|---|---|---|---|
| Nations Financial Group Inc, | 15,167 | $181.6K | 0.01% | +15,167 | New |
| Harmony Asset Management LLC | 14,913 | $178.5K | 0.07% | +14,913 | New |
| CIBC Private Wealth Group, LLC | 14,900 | $178.3K | 0.00% | −10,041−40.3% | Reduced |
| Apeiron RIA LLC | 14,808 | $177.3K | 0.05% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 14,808 | $177.3K | 0.01% | +14,808 | New |
| D.A. Davidson & Co. | 14,676 | $175.7K | 0.00% | +625+4.4% | Added |
| Kuhn & Co Investment Counsel | 14,662 | $175.5K | 0.15% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 14,536 | $174.0K | 0.04% | +820+6.0% | Added |
| Seed Wealth Management, Inc. | 14,500 | $173.6K | 0.14% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 14,496 | $173.5K | 0.00% | +3,279+29.2% | Added |
| National Asset Management, Inc. | 14,196 | $171.0K | 0.00% | −2,678−15.9% | Reduced |
| Cerity Partners LLC | 14,241 | $170.5K | 0.00% | −5,105−26.4% | Reduced |
| Snowden Capital Advisors LLC | 13,993 | $168.5K | 0.01% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 14,034 | $168.0K | 0.03% | −1,752−11.1% | Reduced |
| Wealthspan Partners, LLC | 13,482 | $161.4K | 0.08% | 00.0% | Unchanged |
| First Foundation Advisors | 13,361 | $159.9K | 0.01% | +13,361 | New |
| J.W. Cole Advisors, Inc. | 13,219 | $158.2K | 0.01% | +76+0.6% | Added |
| Two Sigma Securities, LLC | 13,197 | $158.0K | 0.01% | +13,197 | New |
| L.M. Kohn & Company | 13,170 | $157.6K | 0.04% | +13,170 | New |
| Sunbelt Securities, Inc. | 13,135 | $157.2K | 0.02% | +209+1.6% | Added |
| SFMG, LLC | 13,049 | $156.2K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 13,018 | $155.8K | 0.00% | +3,000+29.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 12,721 | $152.3K | 0.00% | +12,721 | New |
| Camelot Portfolios, LLC | 12,576 | $150.5K | 0.15% | −9,571−43.2% | Reduced |
| Private Wealth Partners, LLC | 12,500 | $149.6K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 12,487 | $149.0K | 0.00% | −2,313−15.6% | Reduced |
| Tradewinds, LLC. | 12,260 | $146.8K | 0.05% | +32+0.3% | Added |
| Total Clarity Wealth Management, Inc. | 12,221 | $146.3K | 0.05% | 00.0% | Unchanged |
| Brookstone Capital Management | 12,219 | $146.3K | 0.00% | +12,219 | New |
| North Star Investment Management Corp. | 12,164 | $145.6K | 0.01% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 11,950 | $143.0K | 0.06% | +1,158+10.7% | Added |
| SMH Capital Advisors Inc | 11,919 | $142.7K | 0.44% | 00.0% | Unchanged |
| Wedbush Securities Inc | 11,714 | $140.0K | 0.01% | +113+1.0% | Added |
| Strategies Wealth Advisors, LLC | 11,663 | $139.6K | 0.02% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 11,201 | $134.1K | 0.03% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 11,192 | $134.0K | 0.00% | −1,261−10.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 11,141 | $133.4K | 0.01% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 11,091 | $132.8K | 0.06% | −165−1.5% | Reduced |
| Wealthcare Advisory Partners LLC | 11,040 | $132.1K | 0.00% | +11,040 | New |
| Apollon Wealth Management, LLC | 11,001 | $131.7K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 10,971 | $131.3K | 0.04% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 10,981 | $131.0K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 10,932 | $130.9K | 0.00% | −10,344−48.6% | Reduced |
| Cutler Investment Counsel LLC | 10,745 | $129.4K | 0.02% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 10,683 | $128.6K | 0.00% | +10,683 | New |
| Busey Wealth Management | 10,444 | $125.0K | 0.00% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 10,413 | $124.6K | 0.00% | −2,298−18.1% | Reduced |
| Csenge Advisory Group | 10,354 | $123.4K | 0.01% | −2,827−21.4% | Reduced |
| WealthBridge Capital Management, LLC | 10,283 | $123.1K | 0.04% | 00.0% | Unchanged |
| Brown Advisory Inc | 10,254 | $122.7K | 0.00% | +10,254 | 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 |
| Icon Wealth Advisors, LLC | 9,029 | $108.1K | 0.01% | +9,029 | New |
| Citizens National Bank Trust Department | 8,700 | $104.1K | 0.02% | −8,000−47.9% | Reduced |
| Briaud Financial Planning, Inc | 8,073 | $96.0K | 0.05% | +8,073 | New |
| Jones Financial Companies LLLP | 7,432 | $89.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 7,391 | $88.5K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 6,893 | $82.5K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 6,511 | $77.9K | 0.00% | +5,446+511.4% | Added |
| Gilliland Jeter Wealth Management LLC | 5,902 | $70.6K | 0.02% | +80+1.4% | Added |
| Motco | 5,657 | $67.7K | 0.01% | +5,657 | New |
| Founders Capital Management | 5,500 | $65.8K | 0.04% | 00.0% | Unchanged |
| Caldwell Trust Co | 4,878 | $58.4K | 0.01% | −13,235−73.1% | Reduced |
| SJS Investment Consulting Inc. | 4,536 | $54.3K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 4,400 | $52.0K | 0.03% | +4,400 | New |
| Cornerstone Planning Group LLC | 3,729 | $42.8K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 3,299 | $39.5K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3,189 | $38.2K | 0.00% | 00.0% | Unchanged |
| 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 |
| JPMorgan Chase & Co | 2,586 | $31.0K | 0.00% | +2,586 | New |
| Hobbs Group Advisors, LLC | 2,566 | $30.7K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,507 | $30.0K | 0.00% | 00.0% | Unchanged |
| Main Management LLC | 2,541 | $30.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 2,500 | $29.9K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 2,378 | $28.5K | 0.00% | +2,378 | New |
| Montag A & Associates Inc | 2,120 | $25.5K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,100 | $25.1K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2,079 | $25.0K | 0.00% | +39+1.9% | Added |
| Coastline Trust Co | 2,051 | $24.6K | 0.00% | +2,051 | New |
| Fortitude Family Office, LLC | 2,030 | $24.3K | 0.01% | +2,030 | New |
| Umb Bank N A | 1,985 | $23.8K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,910 | $22.9K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,742 | $20.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,630 | $19.5K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,550 | $18.6K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 1,515 | $18.1K | 0.01% | +1,515 | New |
| Cullen/Frost Bankers, Inc. | 1,439 | $17.2K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,425 | $17.0K | 0.00% | +27+1.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,347 | $16.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,198 | $14.3K | 0.00% | +958+399.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,131 | $13.5K | 0.00% | +1,131 | New |
| Provenance Wealth Advisors, LLC | 1,014 | $12.1K | 0.00% | +1,014 | New |
| Hilltop National Bank | 948 | $11.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 756 | $9.05K | 0.00% | +756 | New |
| M&R Capital Management Inc | 677 | $8.10K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 645 | $7.72K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 583 | $6.98K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 546 | $6.53K | 0.00% | +4+0.7% | Added |
| Parallel Advisors, LLC | 522 | $6.25K | 0.00% | +261+100.0% | Added |