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 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $11 | 0.00% | – | – |
| NBC Securities, Inc. | 1 | $21 | 0.00% | −1,741−99.9% | Reduced |
| FMR LLC | 2 | $23 | 0.00% | +2 | New |
| Tower Research Capital LLC (TRC) | 18 | $203 | 0.00% | +16+800.0% | Added |
| Whittier Trust Co of Nevada Inc | 50 | $564 | 0.00% | −55−52.4% | Reduced |
| JPMorgan Chase & Co | 72 | $812 | 0.00% | −2,514−97.2% | Reduced |
| UMA Financial Services, Inc. | 108 | $1.22K | 0.00% | +108 | New |
| TD Waterhouse Canada Inc. | 134 | $1.51K | 0.00% | +134 | New |
| Richard W. Paul & Associates, LLC | 238 | $2.69K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 261 | $2.94K | 0.00% | −261−50.0% | Reduced |
| Barrett & Company, Inc. | 338 | $3.81K | 0.00% | +338 | New |
| Larson Financial Group LLC | 519 | $5.85K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 560 | $6.31K | 0.00% | +14+2.6% | Added |
| Moisand Fitzgerald Tamayo, LLC | 583 | $6.58K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 645 | $7.28K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 756 | $8.53K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 948 | $10.7K | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 1,000 | $11.3K | 0.00% | +1,000 | New |
| Provenance Wealth Advisors, LLC | 1,014 | $11.4K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 1,015 | $11.4K | 0.00% | +1,015 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1,131 | $12.8K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,185 | $13.4K | 0.00% | +1,185 | New |
| Menard Financial Group LLC | 1,187 | $13.4K | 0.01% | +1,187 | New |
| Bogart Wealth, LLC | 1,198 | $13.5K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,347 | $15.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,461 | $16.0K | 0.00% | +36+2.5% | Added |
| Cullen/Frost Bankers, Inc. | 1,439 | $16.2K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 1,515 | $17.1K | 0.01% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 1,533 | $17.3K | 0.01% | +1,533 | New |
| Coastline Trust Co | 1,549 | $17.5K | 0.00% | −502−24.5% | Reduced |
| Sandy Spring Bank | 1,550 | $17.5K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,630 | $18.4K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,910 | $21.5K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 2,030 | $22.9K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,100 | $23.7K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,120 | $23.9K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2,131 | $24.0K | 0.00% | +52+2.5% | Added |
| Eastern Bank | 2,378 | $26.8K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,507 | $28.3K | 0.00% | 00.0% | Unchanged |
| Main Management LLC | 2,541 | $29.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,950 | $33.3K | 0.00% | +2,950 | New |
| FSA Wealth Management LLC | 3,000 | $33.8K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3,189 | $36.0K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 3,299 | $37.2K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 3,500 | $39.5K | 0.01% | +500+16.7% | Added |
| Cornerstone Planning Group LLC | 3,729 | $42.1K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 4,144 | $46.7K | 0.01% | +4,144 | New |
| CWM, LLC | 4,528 | $51.0K | 0.00% | −7,959−63.7% | Reduced |
| SJS Investment Consulting Inc. | 4,565 | $51.5K | 0.01% | +29+0.6% | Added |
| Park Square Financial Group, LLC | 4,628 | $52.2K | 0.04% | +4,628 | New |
| Caldwell Trust Co | 4,878 | $55.0K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 5,500 | $62.0K | 0.04% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 5,501 | $62.1K | 0.01% | −5,700−50.9% | Reduced |
| Washington Trust Co | 5,523 | $62.3K | 0.00% | +3,023+120.9% | Added |
| WPG Advisers, LLC | 5,562 | $62.7K | 0.06% | +5,562 | New |
| MAI Capital Management | 5,638 | $63.6K | 0.00% | +5,638 | New |
| Motco | 5,657 | $63.8K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 6,465 | $72.9K | 0.00% | −46−0.7% | Reduced |
| Webster Bank, N. A. | 6,893 | $77.8K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 7,391 | $83.4K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 7,432 | $83.8K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 8,073 | $91.0K | 0.04% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 8,700 | $98.1K | 0.02% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 9,109 | $102.7K | 0.01% | +80+0.9% | Added |
| Dorsey & Whitney Trust CO LLC | 10,000 | $112.8K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 10,000 | $112.8K | 0.08% | 00.0% | Unchanged |
| Compass Financial Group, INC | 10,001 | $112.8K | 0.02% | +10,001 | New |
| Acorn Wealth Advisors, LLC | 10,040 | $113.2K | 0.05% | −1,051−9.5% | Reduced |
| Maridea Wealth Management LLC | 10,585 | $119.4K | 0.04% | +10,585 | New |
| Brookstone Capital Management | 10,835 | $122.2K | 0.00% | −1,384−11.3% | Reduced |
| Summit Financial, LLC | 10,838 | $122.3K | 0.00% | +10,838 | New |
| Tiaa Trust, National Association | 10,924 | $123.2K | 0.00% | +511+4.9% | Added |
| Pensionmark Financial Group, LLC | 10,950 | $123.5K | 0.00% | +10,950 | New |
| Clean Yield Group | 10,971 | $123.8K | 0.04% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 10,981 | $124.0K | 0.01% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 11,141 | $125.7K | 0.01% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 11,318 | $127.7K | 0.04% | −903−7.4% | Reduced |
| Uptown Financial Advisors LLC | 11,499 | $129.7K | 0.14% | +11,499 | New |
| Wedbush Securities Inc | 11,643 | $131.0K | 0.00% | −71−0.6% | Reduced |
| Kovack Advisors, Inc. | 11,637 | $131.3K | 0.01% | +11,637 | New |
| Manske Wealth Management | 11,643 | $131.3K | 0.05% | +11,643 | New |
| Apexium Financial, LP | 11,805 | $133.2K | 0.01% | +11,805 | New |
| SMH Capital Advisors Inc | 11,919 | $134.4K | 0.32% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 11,950 | $134.8K | 0.06% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 12,038 | $135.8K | 0.00% | −1,955−14.0% | Reduced |
| VisionPoint Advisory Group, LLC | 11,993 | $136.4K | 0.05% | −6,467−35.0% | Reduced |
| North Star Investment Management Corp. | 12,164 | $137.2K | 0.01% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 12,381 | $139.7K | 0.15% | −195−1.6% | Reduced |
| Tradewinds, LLC. | 12,262 | $141.6K | 0.04% | +20.0% | Added |
| Kestra Private Wealth Services, LLC | 12,654 | $142.7K | 0.00% | +1,722+15.8% | Added |
| Insight Wealth Strategies, LLC | 12,774 | $144.1K | 0.02% | +12,774 | New |
| J.W. Cole Advisors, Inc. | 12,906 | $145.6K | 0.01% | −313−2.4% | Reduced |
| PKS Advisory Services, LLC | 13,022 | $146.9K | 0.04% | +13,022 | New |
| SFMG, LLC | 13,049 | $147.2K | 0.01% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 13,056 | $147.3K | 0.01% | −2,111−13.9% | Reduced |
| Hollencrest Capital Management | 13,135 | $148.2K | 0.01% | −4,225−24.3% | Reduced |
| Sunbelt Securities, Inc. | 13,343 | $148.9K | 0.01% | +208+1.6% | Added |
| Belpointe Asset Management LLC | 13,000 | $150.8K | 0.01% | −3,500−21.2% | Reduced |
| Cresset Asset Management, LLC | 13,458 | $151.8K | 0.00% | −21,687−61.7% | Reduced |