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 |
|---|---|---|---|---|---|
| Myecfo, LLC | 51,400 | $579.8K | 0.31% | −3,000−5.5% | Reduced |
| Sanctuary Advisors, LLC | 51,381 | $582.1K | 0.00% | −15,242−22.9% | Reduced |
| Sentinus, LLC | 52,096 | $587.6K | 0.17% | 00.0% | Unchanged |
| Independent Advisor Alliance | 53,393 | $602.3K | 0.01% | +53,393 | New |
| Silverlake Wealth Management LLC | 53,644 | $605.1K | 0.23% | +13,140+32.4% | Added |
| Altus Wealth Group LLC | 53,688 | $605.6K | 0.27% | −1,934−3.5% | Reduced |
| Atria Wealth Solutions, Inc. | 55,483 | $625.8K | 0.01% | −170,005−75.4% | Reduced |
| Redhawk Wealth Advisors, Inc. | 55,627 | $627.5K | 0.08% | +1,300+2.4% | Added |
| Oppenheimer & Co Inc | 56,377 | $635.9K | 0.01% | −31,096−35.5% | Reduced |
| FLC Capital Advisors | 64,796 | $730.9K | 0.17% | +29,220+82.1% | Added |
| Bard Financial Services, Inc. | 65,000 | $733.2K | 0.09% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 67,815 | $765.0K | 0.00% | +67,815 | New |
| Archetype Wealth Partners | 67,851 | $765.0K | 0.11% | −8,042−10.6% | Reduced |
| Whipplewood Advisors, LLC | 70,243 | $792.3K | 0.45% | +70,243 | New |
| GeoWealth Management, LLC | 71,230 | $803.5K | 0.03% | +8,913+14.3% | Added |
| Catalytic Wealth RIA, LLC | 71,230 | $803.5K | 0.14% | +8,913+14.3% | Added |
| Mercer Global Advisors Inc | 71,469 | $806.2K | 0.00% | −6,974−8.9% | Reduced |
| CF Capital LLC | 75,000 | $846.0K | 0.91% | +75,000 | New |
| RSM US Wealth Management LLC | 76,120 | $851.4K | 0.01% | −7,040−8.5% | Reduced |
| Accredited Investor Services, LLC | 77,963 | $879.4K | 0.70% | +77,963 | New |
| Davenport & Co LLC | 83,042 | $936.7K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 84,802 | $956.6K | 0.00% | −10,751−11.3% | Reduced |
| Naples Global Advisors, LLC | 87,971 | $992.3K | 0.09% | −1,812−2.0% | Reduced |
| Tortoise Investment Management, LLC | 91,065 | $1.03M | 0.11% | −68,013−42.8% | Reduced |
| Prospera Financial Services Inc | 91,274 | $1.03M | 0.02% | +58+0.1% | Added |
| Tectonic Advisors LLC | 92,787 | $1.05M | 0.07% | +2,280+2.5% | Added |
| NWF Advisory Services Inc. | 92,822 | $1.05M | 0.15% | +92,822 | New |
| Stratos Wealth Partners, LTD. | 95,558 | $1.08M | 0.02% | +2,256+2.4% | Added |
| Landscape Capital Management, L.L.C. | 97,184 | $1.10M | 0.12% | +97,184 | New |
| Breakwater Capital Group | 101,518 | $1.15M | 0.23% | +15,260+17.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 103,015 | $1.16M | 0.04% | +3,879+3.9% | Added |
| Childress Capital Advisors, LLC | 108,500 | $1.22M | 0.34% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 109,250 | $1.23M | 0.02% | +47,200+76.1% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 109,591 | $1.24M | 0.02% | −8,789−7.4% | Reduced |
| Creative Planning | 110,852 | $1.25M | 0.00% | +82,171+286.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 110,964 | $1.25M | 0.00% | +29,757+36.6% | Added |
| Capital & Planning, LLC | 112,010 | $1.26M | 0.92% | +112,010 | New |
| Wesbanco Bank Inc | 113,635 | $1.28M | 0.04% | −3,376−2.9% | Reduced |
| JFS Wealth Advisors, LLC | 122,448 | $1.38M | 0.09% | +107+0.1% | Added |
| Kercheville Advisors, LLC | 124,059 | $1.40M | 0.54% | +6,526+5.6% | Added |
| Mariner, LLC | 126,026 | $1.42M | 0.00% | +25,275+25.1% | Added |
| Envestnet Asset Management Inc | 127,062 | $1.43M | 0.00% | −230,845−64.5% | Reduced |
| Petra Financial Advisors Inc | 128,539 | $1.45M | 0.99% | 00.0% | Unchanged |
| IFC Advisors LLC | 132,597 | $1.50M | 0.33% | +132,597 | New |
| CI Private Wealth, LLC | 134,032 | $1.51M | 0.00% | +11,119+9.0% | Added |
| Westchester Capital Management, LLC | 135,601 | $1.53M | 0.09% | −71,491−34.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 140,385 | $1.58M | 0.05% | +11,015+8.5% | Added |
| Modern Wealth Management, LLC | 140,534 | $1.59M | 0.06% | +124,158+758.2% | Added |
| Marex Group plc | 141,394 | $1.59M | 0.03% | +88,394+166.8% | Added |
| Essential Planning, LLC. | 139,880 | $1.63M | 0.01% | +139,880 | New |
| Ibex Wealth Advisors | 146,539 | $1.65M | 0.19% | +146,539 | New |
| Baird Financial Group, Inc. | 157,611 | $1.78M | 0.00% | −42,149−21.1% | Reduced |
| Wakefield Asset Management LLLP | 160,110 | $1.81M | 0.61% | +892+0.6% | Added |
| Steward Partners Investment Advisory, LLC | 161,577 | $1.82M | 0.02% | +30,563+23.3% | Added |
| Savant Capital, LLC | 162,015 | $1.83M | 0.01% | −173−0.1% | Reduced |
| GWM Advisors LLC | 163,162 | $1.84M | 0.01% | −8,391−4.9% | Reduced |
| Tyche Wealth Partners LLC | 163,214 | $1.84M | 0.39% | +584+0.4% | Added |
| Kestra Advisory Services, LLC | 168,827 | $1.90M | 0.01% | −56,580−25.1% | Reduced |
| Gridiron Partners, LLC | 169,878 | $1.92M | 1.21% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 170,342 | $1.92M | 0.03% | +15,790+10.2% | Added |
| Rothschild Investment LLC | 177,512 | $2.00M | 0.13% | +1,340+0.8% | Added |
| Bayshore Asset Management, LLC | 177,865 | $2.01M | 0.92% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 179,969 | $2.03M | 0.03% | +179,969 | New |
| Invesco Ltd. | 185,275 | $2.09M | 0.00% | +20,348+12.3% | Added |
| Leo Wealth, LLC | 198,072 | $2.23M | 0.20% | +4,042+2.1% | Added |
| Kovitz Investment Group Partners, LLC | 204,407 | $2.31M | 0.01% | −102,813−33.5% | Reduced |
| Palogic Value Management, L.P. | 208,943 | $2.36M | 0.94% | +54,750+35.5% | Added |
| Indiana Trust & Investment Management CO | 213,000 | $2.40M | 0.82% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 215,089 | $2.43M | 0.00% | −161,761−42.9% | Reduced |
| Melone Private Wealth, LLC | 217,498 | $2.45M | 1.27% | +3,565+1.7% | Added |
| Lido Advisors, LLC | 217,980 | $2.46M | 0.02% | +670.0% | Added |
| Janney Montgomery Scott LLC | 220,033 | $2.48M | 0.01% | +46,620+26.9% | Added |
| Advisor Group Holdings, Inc. | 227,859 | $2.57M | 0.01% | −32,576−12.5% | Reduced |
| StoneX Group Inc. | 232,553 | $2.62M | 0.14% | +232,553 | New |
| Broyhill Asset Management | 233,582 | $2.63M | 2.32% | +233,582 | New |
| Kim, LLC | 243,700 | $2.75M | 0.39% | 00.0% | Unchanged |
| Rareview Capital LLC | 231,765 | $2.77M | 2.01% | +9,639+4.3% | Added |
| City of London Investment Management Co Ltd | 246,467 | $2.78M | 0.28% | −45,000−15.4% | Reduced |
| Evoke Wealth, LLC | 247,089 | $2.79M | 0.08% | +37,000+17.6% | Added |
| Truist Financial Corp | 251,121 | $2.83M | 0.00% | −109,134−30.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 256,741 | $2.90M | 0.01% | −265,292−50.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 267,782 | $3.02M | 0.00% | −9,777−3.5% | Reduced |
| Merit Financial Group, LLC | 283,751 | $3.20M | 0.06% | +155,012+120.4% | Added |
| Dakota Wealth Management | 300,060 | $3.38M | 0.08% | −142,373−32.2% | Reduced |
| Cura Wealth Advisors, LLC | 300,608 | $3.39M | 1.50% | +300,608 | New |
| Cetera Investment Advisers | 310,880 | $3.51M | 0.01% | +40,474+15.0% | Added |
| Cresta Advisors, Ltd. | 323,786 | $3.88M | 2.03% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 343,633 | $3.88M | 0.05% | −35,904−9.5% | Reduced |
| PenderFund Capital Management Ltd. | 265,000 | $4.30M | 0.92% | −250,000−48.5% | Reduced |
| Mesirow Financial Investment Management, Inc. | 386,400 | $4.36M | 0.09% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 388,457 | $4.38M | 0.00% | −30,595−7.3% | Reduced |
| Capital Investment Advisors, LLC | 390,926 | $4.41M | 0.09% | −4,374−1.1% | Reduced |
| Rockefeller Capital Management L.P. | 396,011 | $4.47M | 0.01% | −25,480−6.0% | Reduced |
| Eagle Bluffs Wealth Management LLC | 396,772 | $4.48M | 2.40% | +19,045+5.0% | Added |
| Cohen & Steers, Inc. | 416,711 | $4.70M | 0.01% | +5,000+1.2% | Added |
| Barry Investment Advisors, LLC | 455,957 | $5.14M | 1.65% | −5,326−1.2% | Reduced |
| Fiera Capital Corp | 482,603 | $5.44M | 0.02% | +8,515+1.8% | Added |
| Stratos Wealth Advisors, LLC | 507,888 | $5.73M | 0.27% | +10,880+2.2% | Added |
| Advisors Asset Management, Inc. | 569,663 | $6.43M | 0.12% | +10,966+2.0% | Added |
| Byrne Financial Freedom, LLC | 644,434 | $7.27M | 3.23% | +644,434 | New |