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, Q4 2024
Institutional positions in Nuveen AMT-Free Quality Municipal Income Fund as of Dec 31, 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
- 325
- +21 vs. Q3 2024
- Shares held
- 83.7M
- −2.56M (−3.0%) vs. Q3 2024
- Total value
- $946.6M
- −$87.7M (−8.5%) vs. Q3 2024
- New holders
- 58
- 94 more added
- Sold out
- 37
- 90 more reduced
6 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Nuveen AMT-Free Quality Municipal Income Fund; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 10,748,433 | $121.2M | 3.59% | −4,083,970−27.5% | Reduced |
| Morgan Stanley | 9,454,713 | $106.6M | 0.01% | −400,905−4.1% | Reduced |
| Rivernorth Capital Management, LLC | 5,495,631 | $62.0M | 2.98% | −1,331,654−19.5% | Reduced |
| Bramshill Investments, LLC | 4,356,813 | $49.1M | 7.72% | +939,948+27.5% | Added |
| Mackay Shields LLC | 4,041,001 | $45.6M | 1.34% | +36,981+0.9% | Added |
| Wells Fargo & Company | 2,997,374 | $33.8M | 0.01% | +1,349,195+81.9% | Added |
| Sit Investment Associates Inc | 2,500,710 | $28.2M | 0.64% | −1,351,057−35.1% | Reduced |
| Raymond James Financial Inc | 2,062,421 | $23.3M | 0.01% | +2,062,421 | New |
| BlackRock, Inc. | 1,950,000 | $22.0M | 0.00% | +200,000+11.4% | Added |
| UBS Group AG | 1,714,432 | $19.3M | 0.00% | −35,353−2.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 1,643,217 | $18.5M | 0.84% | +18,451+1.1% | Added |
| HighTower Advisors, LLC | 1,561,283 | $17.6M | 0.02% | +37,712+2.5% | Added |
| Bank of America Corp | 1,551,775 | $17.5M | 0.00% | +115,015+8.0% | Added |
| Van Eck Associates Corp | 1,549,352 | $17.5M | 0.02% | −8,049−0.5% | Reduced |
| Pathstone Holdings, LLC | 1,396,694 | $15.8M | 0.07% | −630,817−31.1% | Reduced |
| McGowan Group Asset Management, Inc. | 1,119,056 | $12.6M | 1.69% | +187,068+20.1% | Added |
| Guggenheim Capital LLC | 1,108,346 | $12.5M | 0.10% | −22,054−2.0% | Reduced |
| Royal Bank of Canada | 1,086,534 | $12.3M | 0.00% | +77,332+7.7% | Added |
| Congress Park Capital LLC | 1,071,500 | $12.1M | 4.39% | −7,500−0.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,064,293 | $12.0M | 0.02% | 00.0% | Unchanged |
| Stifel Financial Corp | 961,174 | $10.8M | 0.01% | +123,883+14.8% | Added |
| LPL Financial LLC | 866,385 | $9.77M | 0.00% | +92,689+12.0% | Added |
| Robinson Capital Management, LLC | 863,379 | $9.74M | 3.93% | −301,630−25.9% | Reduced |
| Commonwealth Equity Services, LLC | 675,396 | $7.62M | 0.01% | −259,080−27.7% | Reduced |
| Gill Capital Partners, LLC | 658,587 | $7.43M | 2.66% | +49,879+8.2% | Added |
| Byrne Financial Freedom, LLC | 644,434 | $7.27M | 3.23% | +644,434 | New |
| Advisors Asset Management, Inc. | 569,663 | $6.43M | 0.12% | +10,966+2.0% | Added |
| Stratos Wealth Advisors, LLC | 507,888 | $5.73M | 0.27% | +10,880+2.2% | Added |
| Fiera Capital Corp | 482,603 | $5.44M | 0.02% | +8,515+1.8% | Added |
| Barry Investment Advisors, LLC | 455,957 | $5.14M | 1.65% | −5,326−1.2% | Reduced |
| Cohen & Steers, Inc. | 416,711 | $4.70M | 0.01% | +5,000+1.2% | Added |
| Eagle Bluffs Wealth Management LLC | 396,772 | $4.48M | 2.40% | +19,045+5.0% | Added |
| Rockefeller Capital Management L.P. | 396,011 | $4.47M | 0.01% | −25,480−6.0% | Reduced |
| Capital Investment Advisors, LLC | 390,926 | $4.41M | 0.09% | −4,374−1.1% | Reduced |
| Ameriprise Financial Inc | 388,457 | $4.38M | 0.00% | −30,595−7.3% | Reduced |
| Mesirow Financial Investment Management, Inc. | 386,400 | $4.36M | 0.09% | 00.0% | Unchanged |
| PenderFund Capital Management Ltd. | 265,000 | $4.30M | 0.92% | −250,000−48.5% | Reduced |
| Horizon Kinetics Asset Management LLC | 343,633 | $3.88M | 0.05% | −35,904−9.5% | Reduced |
| Cresta Advisors, Ltd. | 323,786 | $3.88M | 2.03% | 00.0% | Unchanged |
| Cetera Investment Advisers | 310,880 | $3.51M | 0.01% | +40,474+15.0% | Added |
| Cura Wealth Advisors, LLC | 300,608 | $3.39M | 1.50% | +300,608 | New |
| Dakota Wealth Management | 300,060 | $3.38M | 0.08% | −142,373−32.2% | Reduced |
| Merit Financial Group, LLC | 283,751 | $3.20M | 0.06% | +155,012+120.4% | Added |
| Northwestern Mutual Wealth Management Co | 267,782 | $3.02M | 0.00% | −9,777−3.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 256,741 | $2.90M | 0.01% | −265,292−50.8% | Reduced |
| Truist Financial Corp | 251,121 | $2.83M | 0.00% | −109,134−30.3% | Reduced |
| Evoke Wealth, LLC | 247,089 | $2.79M | 0.08% | +37,000+17.6% | Added |
| City of London Investment Management Co Ltd | 246,467 | $2.78M | 0.28% | −45,000−15.4% | Reduced |
| Rareview Capital LLC | 231,765 | $2.77M | 2.01% | +9,639+4.3% | Added |
| Kim, LLC | 243,700 | $2.75M | 0.39% | 00.0% | Unchanged |
| Broyhill Asset Management | 233,582 | $2.63M | 2.32% | +233,582 | New |
| StoneX Group Inc. | 232,553 | $2.62M | 0.14% | +232,553 | New |
| Advisor Group Holdings, Inc. | 227,859 | $2.57M | 0.01% | −32,576−12.5% | Reduced |
| Janney Montgomery Scott LLC | 220,033 | $2.48M | 0.01% | +46,620+26.9% | Added |
| Lido Advisors, LLC | 217,980 | $2.46M | 0.02% | +670.0% | Added |
| Melone Private Wealth, LLC | 217,498 | $2.45M | 1.27% | +3,565+1.7% | Added |
| The PNC Financial Services Group, Inc. | 215,089 | $2.43M | 0.00% | −161,761−42.9% | Reduced |
| Indiana Trust & Investment Management CO | 213,000 | $2.40M | 0.82% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 208,943 | $2.36M | 0.94% | +54,750+35.5% | Added |
| Kovitz Investment Group Partners, LLC | 204,407 | $2.31M | 0.01% | −102,813−33.5% | Reduced |
| Leo Wealth, LLC | 198,072 | $2.23M | 0.20% | +4,042+2.1% | Added |
| Invesco Ltd. | 185,275 | $2.09M | 0.00% | +20,348+12.3% | Added |
| Buckingham Strategic Partners | 179,969 | $2.03M | 0.03% | +179,969 | New |
| Bayshore Asset Management, LLC | 177,865 | $2.01M | 0.92% | 00.0% | Unchanged |
| Rothschild Investment LLC | 177,512 | $2.00M | 0.13% | +1,340+0.8% | Added |
| Warren Averett Asset Management, LLC | 170,342 | $1.92M | 0.03% | +15,790+10.2% | Added |
| Gridiron Partners, LLC | 169,878 | $1.92M | 1.21% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 168,827 | $1.90M | 0.01% | −56,580−25.1% | Reduced |
| Tyche Wealth Partners LLC | 163,214 | $1.84M | 0.39% | +584+0.4% | Added |
| GWM Advisors LLC | 163,162 | $1.84M | 0.01% | −8,391−4.9% | Reduced |
| Savant Capital, LLC | 162,015 | $1.83M | 0.01% | −173−0.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 161,577 | $1.82M | 0.02% | +30,563+23.3% | Added |
| Wakefield Asset Management LLLP | 160,110 | $1.81M | 0.61% | +892+0.6% | Added |
| Baird Financial Group, Inc. | 157,611 | $1.78M | 0.00% | −42,149−21.1% | Reduced |
| Ibex Wealth Advisors | 146,539 | $1.65M | 0.19% | +146,539 | New |
| Essential Planning, LLC. | 139,880 | $1.63M | 0.01% | +139,880 | New |
| Marex Group plc | 141,394 | $1.59M | 0.03% | +88,394+166.8% | Added |
| Modern Wealth Management, LLC | 140,534 | $1.59M | 0.06% | +124,158+758.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 140,385 | $1.58M | 0.05% | +11,015+8.5% | Added |
| Westchester Capital Management, LLC | 135,601 | $1.53M | 0.09% | −71,491−34.5% | Reduced |
| CI Private Wealth, LLC | 134,032 | $1.51M | 0.00% | +11,119+9.0% | Added |
| IFC Advisors LLC | 132,597 | $1.50M | 0.33% | +132,597 | New |
| Petra Financial Advisors Inc | 128,539 | $1.45M | 0.99% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 127,062 | $1.43M | 0.00% | −230,845−64.5% | Reduced |
| Mariner, LLC | 126,026 | $1.42M | 0.00% | +25,275+25.1% | Added |
| Kercheville Advisors, LLC | 124,059 | $1.40M | 0.54% | +6,526+5.6% | Added |
| JFS Wealth Advisors, LLC | 122,448 | $1.38M | 0.09% | +107+0.1% | Added |
| Wesbanco Bank Inc | 113,635 | $1.28M | 0.04% | −3,376−2.9% | Reduced |
| Capital & Planning, LLC | 112,010 | $1.26M | 0.92% | +112,010 | New |
| Wealth Enhancement Advisory Services, LLC | 110,964 | $1.25M | 0.00% | +29,757+36.6% | Added |
| Creative Planning | 110,852 | $1.25M | 0.00% | +82,171+286.5% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 109,591 | $1.24M | 0.02% | −8,789−7.4% | Reduced |
| NewEdge Wealth, LLC | 109,250 | $1.23M | 0.02% | +47,200+76.1% | Added |
| Childress Capital Advisors, LLC | 108,500 | $1.22M | 0.34% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 103,015 | $1.16M | 0.04% | +3,879+3.9% | Added |
| Breakwater Capital Group | 101,518 | $1.15M | 0.23% | +15,260+17.7% | Added |
| Landscape Capital Management, L.L.C. | 97,184 | $1.10M | 0.12% | +97,184 | New |
| Stratos Wealth Partners, LTD. | 95,558 | $1.08M | 0.02% | +2,256+2.4% | Added |
| NWF Advisory Services Inc. | 92,822 | $1.05M | 0.15% | +92,822 | New |
| Tectonic Advisors LLC | 92,787 | $1.05M | 0.07% | +2,280+2.5% | Added |