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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, 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.

Institutional holdersQ4 2024: 325 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 heldQ4 2024: $946.6M
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, 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.

Institutions holding NEA in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Wealthspan Partners, LLC13,482$152.1K0.07%00.0%Unchanged
Permanent Capital Management, LP13,591$153.3K0.05%+13,591New
Uniting Wealth Partners, LLC13,629$153.7K0.07%+13,629New
Occidental Asset Management, LLC13,994$157.9K0.02%−40−0.3%Reduced
Seed Wealth Management, Inc.14,500$163.6K0.13%00.0%Unchanged
LifeGoal Wealth Advisors14,522$163.8K0.18%+14,522New
EP Wealth Advisors, LLC14,655$165.3K0.00%+14,655New
Kuhn & Co Investment Counsel14,662$165.4K0.14%00.0%Unchanged
Vivaldi Capital Management, LLC14,697$165.9K0.03%−1,200−7.5%Reduced
First Foundation Advisors14,756$166.4K0.01%+1,395+10.4%Added
Hilltop Holdings Inc.14,808$167.0K0.01%00.0%Unchanged
Apeiron RIA LLC14,808$167.0K0.05%00.0%Unchanged
Sovereign Financial Group, Inc.15,064$169.9K0.04%+528+3.6%Added
CIBC Private Wealth Group, LLC15,102$170.8K0.00%+202+1.4%Added
Seelaus Asset Management LLC15,250$172.0K0.16%00.0%Unchanged
Legacy Advisors, LLC15,364$173.3K0.02%+15,364New
Ancora Advisors, LLC15,445$174.2K0.00%00.0%Unchanged
Kingswood Wealth Advisors, LLC15,777$178.0K0.01%+15,777New
Apollon Wealth Management, LLC15,804$178.3K0.00%+4,803+43.7%Added
D.A. Davidson & Co.15,847$178.8K0.00%+1,171+8.0%Added
Integrated Wealth Concepts LLC15,886$179.2K0.00%00.0%Unchanged
Central Trust Co16,282$183.7K0.00%00.0%Unchanged
AE Wealth Management LLC16,304$183.9K0.00%00.0%Unchanged
Milestone Asset Management, LLC16,521$186.4K0.04%−393,818−96.0%Reduced
Simon Quick Advisors, LLC16,566$186.9K0.01%+932+6.0%Added
Altfest L J & Co Inc16,723$188.6K0.02%−16,561−49.8%Reduced
Moors & Cabot, Inc.16,729$188.7K0.01%−349−2.0%Reduced
Ferguson Shapiro LLC16,983$191.6K0.07%+417+2.5%Added
PFG Advisors17,300$195.1K0.01%−3,700−17.6%Reduced
We Are One Seven, LLC17,571$198.2K0.01%−795−4.3%Reduced
Charter Trust Co17,711$199.8K0.01%00.0%Unchanged
Novus Advisors, LLC18,163$204.9K0.20%+18,163New
MBA Advisors LLC18,400$207.6K0.11%00.0%Unchanged
Mezzasalma Advisors, LLC18,478$208.4K0.07%+18,478New
Adviser Investments LLC18,694$210.9K0.00%00.0%Unchanged
Melfa Wealth Management, LLC18,982$214.1K0.14%00.0%Unchanged
Nomura Holdings Inc19,000$214.3K0.00%+19,000New
Verus Capital Partners, LLC19,000$214.3K0.02%+19,000New
Investors Asset Management of Georgia Inc19,121$215.7K0.11%+16+0.1%Added
Private Trust Co NA19,207$216.7K0.02%−3,966−17.1%Reduced
Shufro Rose & Co LLC19,500$220.0K0.02%00.0%Unchanged
IHT Wealth Management, LLC19,626$221.4K0.01%−1,644−7.7%Reduced
Fortitude Advisory Group L.L.C.20,194$227.8K0.14%00.0%Unchanged
Pointe Capital Management LLC21,015$237.0K0.14%−1,010−4.6%Reduced
Harbour Investments, Inc.21,027$237.2K0.01%+8,009+61.5%Added
Sigma Planning Corp21,441$241.8K0.01%+120+0.6%Added
Bokf, NA21,500$242.1K0.00%00.0%Unchanged
Summit Financial Wealth Advisors, LLC21,400$244.4K0.05%−2,000−8.5%Reduced
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors21,770$245.6K0.04%−13,617−38.5%Reduced
Stephens Inc21,855$246.5K0.00%−13,831−38.8%Reduced
Toth Financial Advisory Corp21,855$246.5K0.03%+370+1.7%Added
MML Investors Services, LLC22,076$249.0K0.00%−3,450−13.5%Reduced
Founders Financial Alliance, LLC22,156$249.9K0.07%+6,317+39.9%Added
Concurrent Investment Advisors, LLC22,270$251.2K0.01%+93+0.4%Added
Good Life Advisors, LLC22,399$252.7K0.02%−403−1.8%Reduced
Leisure Capital Management22,516$254.0K0.10%00.0%Unchanged
Colony Group, LLC22,934$258.7K0.00%+7,470+48.3%Added
Schechter Investment Advisors, LLC23,236$262.1K0.02%−148−0.6%Reduced
Aberdeen Wealth Management LLC23,554$265.7K0.18%+23,554New
King Luther Capital Management Corp–$266.2K0.00%––
Hudson Valley Investment Advisors Inc23,870$269.3K0.03%00.0%Unchanged
Arete Wealth Advisors, LLC24,006$271.0K0.02%−6,766−22.0%Reduced
First Trust Advisors LP24,644$278.0K0.00%−2,481−9.1%Reduced
Mystic Asset Management, Inc.24,666$278.2K0.07%+24,666New
Cerity Partners LLC24,779$279.5K0.00%+10,538+74.0%Added
Journey Strategic Wealth LLC24,823$280.0K0.01%+24,823New
Wiley Bros.-Aintree Capital, LLC24,693$282.7K0.00%+11,972+94.1%Added
Element Wealth, LLC25,369$286.2K0.15%−9,373−27.0%Reduced
Avantax Advisory Services, Inc.26,514$299.1K0.00%−9,268−25.9%Reduced
Keybank National Association26,848$302.8K0.00%00.0%Unchanged
Independent Financial Group, LLC26,959$304.1K0.01%+508+1.9%Added
Advisory Services Network, LLC27,031$304.9K0.01%+7,534+38.6%Added
Alliancebernstein L.P.27,399$309.1K0.00%00.0%Unchanged
CoreCap Advisors, LLC27,887$314.6K0.01%−1,765−6.0%Reduced
Concorde Asset Management, LLC27,906$314.8K0.16%+27,906New
Financial Engines Advisors L.L.C.28,833$325.2K0.00%+7,983+38.3%Added
Successful Portfolios LLC29,059$327.8K0.22%00.0%Unchanged
Paul Damon & Associates, Inc.29,407$331.7K0.20%00.0%Unchanged
Venture Visionary Partners LLC29,876$337.0K0.01%00.0%Unchanged
Moloney Securities Asset Management, LLC29,934$337.7K0.05%+3,684+14.0%Added
Park Avenue Securities LLC30,744$347.0K0.00%−192,337−86.2%Reduced
Harmony Asset Management LLC31,213$352.1K0.14%+16,300+109.3%Added
Mayflower Financial Advisors, LLC32,689$368.7K0.06%00.0%Unchanged
Bank of Montreal32,955$371.7K0.00%+1,085+3.4%Added
Glen Eagle Advisors, LLC33,270$375.3K0.06%+490+1.5%Added
Comerica Bank33,747$380.7K0.00%−4,788−12.4%Reduced
Coastal Investment Advisors, Inc.33,779$386.8K0.16%00.0%Unchanged
Noble Wealth Management PBC34,600$390.3K0.27%+34,600New
Wealthspire Advisors, LLC37,035$417.8K0.00%+15,144+69.2%Added
Rock Point Advisors, LLC39,930$450.4K0.13%−190−0.5%Reduced
Sowell Financial Services LLC40,099$452.3K0.02%+40,099New
TrinityPoint Wealth, LLC40,602$458.0K0.06%+54+0.1%Added
Benjamin Edwards Inc41,425$467.3K0.01%+16,991+69.5%Added
Northern Trust Corp41,747$470.9K0.00%+5,333+14.6%Added
Riverbridge Partners LLC42,072$474.6K0.01%−86,002−67.2%Reduced
Peddock Capital Advisors, LLC43,634$492.2K0.12%+4,211+10.7%Added
bLong Financial, LLC44,344$500.2K0.41%+44,344New
US Bancorp44,536$502.4K0.00%+1,850+4.3%Added
Private Advisor Group, LLC45,217$510.0K0.00%−41,151−47.6%Reduced
Spire Wealth Management46,524$524.8K0.02%+4,531+10.8%Added