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 |
|---|---|---|---|---|---|
| Prospera Financial Services Inc | 91,274 | $1.03M | 0.02% | +58+0.1% | Added |
| Tortoise Investment Management, LLC | 91,065 | $1.03M | 0.11% | −68,013−42.8% | Reduced |
| Naples Global Advisors, LLC | 87,971 | $992.3K | 0.09% | −1,812−2.0% | Reduced |
| Captrust Financial Advisors | 84,802 | $956.6K | 0.00% | −10,751−11.3% | Reduced |
| Davenport & Co LLC | 83,042 | $936.7K | 0.01% | 00.0% | Unchanged |
| Accredited Investor Services, LLC | 77,963 | $879.4K | 0.70% | +77,963 | New |
| RSM US Wealth Management LLC | 76,120 | $851.4K | 0.01% | −7,040−8.5% | Reduced |
| CF Capital LLC | 75,000 | $846.0K | 0.91% | +75,000 | New |
| Mercer Global Advisors Inc | 71,469 | $806.2K | 0.00% | −6,974−8.9% | Reduced |
| 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 |
| Whipplewood Advisors, LLC | 70,243 | $792.3K | 0.45% | +70,243 | New |
| Archetype Wealth Partners | 67,851 | $765.0K | 0.11% | −8,042−10.6% | Reduced |
| Susquehanna International Group, LLP | 67,815 | $765.0K | 0.00% | +67,815 | New |
| Bard Financial Services, Inc. | 65,000 | $733.2K | 0.09% | 00.0% | Unchanged |
| FLC Capital Advisors | 64,796 | $730.9K | 0.17% | +29,220+82.1% | Added |
| Oppenheimer & Co Inc | 56,377 | $635.9K | 0.01% | −31,096−35.5% | Reduced |
| Redhawk Wealth Advisors, Inc. | 55,627 | $627.5K | 0.08% | +1,300+2.4% | Added |
| Atria Wealth Solutions, Inc. | 55,483 | $625.8K | 0.01% | −170,005−75.4% | Reduced |
| Altus Wealth Group LLC | 53,688 | $605.6K | 0.27% | −1,934−3.5% | Reduced |
| Silverlake Wealth Management LLC | 53,644 | $605.1K | 0.23% | +13,140+32.4% | Added |
| Independent Advisor Alliance | 53,393 | $602.3K | 0.01% | +53,393 | New |
| Sentinus, LLC | 52,096 | $587.6K | 0.17% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 51,381 | $582.1K | 0.00% | −15,242−22.9% | Reduced |
| Myecfo, LLC | 51,400 | $579.8K | 0.31% | −3,000−5.5% | Reduced |
| Spire Wealth Management | 46,524 | $524.8K | 0.02% | +4,531+10.8% | Added |
| Private Advisor Group, LLC | 45,217 | $510.0K | 0.00% | −41,151−47.6% | Reduced |
| US Bancorp | 44,536 | $502.4K | 0.00% | +1,850+4.3% | Added |
| bLong Financial, LLC | 44,344 | $500.2K | 0.41% | +44,344 | New |
| Peddock Capital Advisors, LLC | 43,634 | $492.2K | 0.12% | +4,211+10.7% | Added |
| Riverbridge Partners LLC | 42,072 | $474.6K | 0.01% | −86,002−67.2% | Reduced |
| Northern Trust Corp | 41,747 | $470.9K | 0.00% | +5,333+14.6% | Added |
| Benjamin Edwards Inc | 41,425 | $467.3K | 0.01% | +16,991+69.5% | Added |
| TrinityPoint Wealth, LLC | 40,602 | $458.0K | 0.06% | +54+0.1% | Added |
| Sowell Financial Services LLC | 40,099 | $452.3K | 0.02% | +40,099 | New |
| Rock Point Advisors, LLC | 39,930 | $450.4K | 0.13% | −190−0.5% | Reduced |
| Wealthspire Advisors, LLC | 37,035 | $417.8K | 0.00% | +15,144+69.2% | Added |
| Noble Wealth Management PBC | 34,600 | $390.3K | 0.27% | +34,600 | New |
| Coastal Investment Advisors, Inc. | 33,779 | $386.8K | 0.16% | 00.0% | Unchanged |
| Comerica Bank | 33,747 | $380.7K | 0.00% | −4,788−12.4% | Reduced |
| Glen Eagle Advisors, LLC | 33,270 | $375.3K | 0.06% | +490+1.5% | Added |
| Bank of Montreal | 32,955 | $371.7K | 0.00% | +1,085+3.4% | Added |
| Mayflower Financial Advisors, LLC | 32,689 | $368.7K | 0.06% | 00.0% | Unchanged |
| Harmony Asset Management LLC | 31,213 | $352.1K | 0.14% | +16,300+109.3% | Added |
| Park Avenue Securities LLC | 30,744 | $347.0K | 0.00% | −192,337−86.2% | Reduced |
| Moloney Securities Asset Management, LLC | 29,934 | $337.7K | 0.05% | +3,684+14.0% | Added |
| Venture Visionary Partners LLC | 29,876 | $337.0K | 0.01% | 00.0% | Unchanged |
| Paul Damon & Associates, Inc. | 29,407 | $331.7K | 0.20% | 00.0% | Unchanged |
| Successful Portfolios LLC | 29,059 | $327.8K | 0.22% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 28,833 | $325.2K | 0.00% | +7,983+38.3% | Added |
| Concorde Asset Management, LLC | 27,906 | $314.8K | 0.16% | +27,906 | New |
| CoreCap Advisors, LLC | 27,887 | $314.6K | 0.01% | −1,765−6.0% | Reduced |
| Alliancebernstein L.P. | 27,399 | $309.1K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 27,031 | $304.9K | 0.01% | +7,534+38.6% | Added |
| Independent Financial Group, LLC | 26,959 | $304.1K | 0.01% | +508+1.9% | Added |
| Keybank National Association | 26,848 | $302.8K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 26,514 | $299.1K | 0.00% | −9,268−25.9% | Reduced |
| Element Wealth, LLC | 25,369 | $286.2K | 0.15% | −9,373−27.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 24,693 | $282.7K | 0.00% | +11,972+94.1% | Added |
| Journey Strategic Wealth LLC | 24,823 | $280.0K | 0.01% | +24,823 | New |
| Cerity Partners LLC | 24,779 | $279.5K | 0.00% | +10,538+74.0% | Added |
| Mystic Asset Management, Inc. | 24,666 | $278.2K | 0.07% | +24,666 | New |
| First Trust Advisors LP | 24,644 | $278.0K | 0.00% | −2,481−9.1% | Reduced |
| Arete Wealth Advisors, LLC | 24,006 | $271.0K | 0.02% | −6,766−22.0% | Reduced |
| Hudson Valley Investment Advisors Inc | 23,870 | $269.3K | 0.03% | 00.0% | Unchanged |
| King Luther Capital Management Corp | – | $266.2K | 0.00% | – | – |
| Aberdeen Wealth Management LLC | 23,554 | $265.7K | 0.18% | +23,554 | New |
| Schechter Investment Advisors, LLC | 23,236 | $262.1K | 0.02% | −148−0.6% | Reduced |
| Colony Group, LLC | 22,934 | $258.7K | 0.00% | +7,470+48.3% | Added |
| Leisure Capital Management | 22,516 | $254.0K | 0.10% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 22,399 | $252.7K | 0.02% | −403−1.8% | Reduced |
| Concurrent Investment Advisors, LLC | 22,270 | $251.2K | 0.01% | +93+0.4% | Added |
| Founders Financial Alliance, LLC | 22,156 | $249.9K | 0.07% | +6,317+39.9% | Added |
| MML Investors Services, LLC | 22,076 | $249.0K | 0.00% | −3,450−13.5% | Reduced |
| Toth Financial Advisory Corp | 21,855 | $246.5K | 0.03% | +370+1.7% | Added |
| Stephens Inc | 21,855 | $246.5K | 0.00% | −13,831−38.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 21,770 | $245.6K | 0.04% | −13,617−38.5% | Reduced |
| Summit Financial Wealth Advisors, LLC | 21,400 | $244.4K | 0.05% | −2,000−8.5% | Reduced |
| Bokf, NA | 21,500 | $242.1K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 21,441 | $241.8K | 0.01% | +120+0.6% | Added |
| Harbour Investments, Inc. | 21,027 | $237.2K | 0.01% | +8,009+61.5% | Added |
| Pointe Capital Management LLC | 21,015 | $237.0K | 0.14% | −1,010−4.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 20,194 | $227.8K | 0.14% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 19,626 | $221.4K | 0.01% | −1,644−7.7% | Reduced |
| Shufro Rose & Co LLC | 19,500 | $220.0K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 19,207 | $216.7K | 0.02% | −3,966−17.1% | Reduced |
| Investors Asset Management of Georgia Inc | 19,121 | $215.7K | 0.11% | +16+0.1% | Added |
| Nomura Holdings Inc | 19,000 | $214.3K | 0.00% | +19,000 | New |
| Verus Capital Partners, LLC | 19,000 | $214.3K | 0.02% | +19,000 | New |
| Melfa Wealth Management, LLC | 18,982 | $214.1K | 0.14% | 00.0% | Unchanged |
| Adviser Investments LLC | 18,694 | $210.9K | 0.00% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 18,478 | $208.4K | 0.07% | +18,478 | New |
| MBA Advisors LLC | 18,400 | $207.6K | 0.11% | 00.0% | Unchanged |
| Novus Advisors, LLC | 18,163 | $204.9K | 0.20% | +18,163 | New |
| Charter Trust Co | 17,711 | $199.8K | 0.01% | 00.0% | Unchanged |
| We Are One Seven, LLC | 17,571 | $198.2K | 0.01% | −795−4.3% | Reduced |
| PFG Advisors | 17,300 | $195.1K | 0.01% | −3,700−17.6% | Reduced |
| Ferguson Shapiro LLC | 16,983 | $191.6K | 0.07% | +417+2.5% | Added |
| Moors & Cabot, Inc. | 16,729 | $188.7K | 0.01% | −349−2.0% | Reduced |
| Altfest L J & Co Inc | 16,723 | $188.6K | 0.02% | −16,561−49.8% | Reduced |