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 |
|---|---|---|---|---|---|
| Simon Quick Advisors, LLC | 16,566 | $186.9K | 0.01% | +932+6.0% | Added |
| Milestone Asset Management, LLC | 16,521 | $186.4K | 0.04% | −393,818−96.0% | Reduced |
| AE Wealth Management LLC | 16,304 | $183.9K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 16,282 | $183.7K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 15,886 | $179.2K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 15,847 | $178.8K | 0.00% | +1,171+8.0% | Added |
| Apollon Wealth Management, LLC | 15,804 | $178.3K | 0.00% | +4,803+43.7% | Added |
| Kingswood Wealth Advisors, LLC | 15,777 | $178.0K | 0.01% | +15,777 | New |
| Ancora Advisors, LLC | 15,445 | $174.2K | 0.00% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 15,364 | $173.3K | 0.02% | +15,364 | New |
| Seelaus Asset Management LLC | 15,250 | $172.0K | 0.16% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 15,102 | $170.8K | 0.00% | +202+1.4% | Added |
| Sovereign Financial Group, Inc. | 15,064 | $169.9K | 0.04% | +528+3.6% | Added |
| Hilltop Holdings Inc. | 14,808 | $167.0K | 0.01% | 00.0% | Unchanged |
| Apeiron RIA LLC | 14,808 | $167.0K | 0.05% | 00.0% | Unchanged |
| First Foundation Advisors | 14,756 | $166.4K | 0.01% | +1,395+10.4% | Added |
| Vivaldi Capital Management, LLC | 14,697 | $165.9K | 0.03% | −1,200−7.5% | Reduced |
| Kuhn & Co Investment Counsel | 14,662 | $165.4K | 0.14% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 14,655 | $165.3K | 0.00% | +14,655 | New |
| LifeGoal Wealth Advisors | 14,522 | $163.8K | 0.18% | +14,522 | New |
| Seed Wealth Management, Inc. | 14,500 | $163.6K | 0.13% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 13,994 | $157.9K | 0.02% | −40−0.3% | Reduced |
| Uniting Wealth Partners, LLC | 13,629 | $153.7K | 0.07% | +13,629 | New |
| Permanent Capital Management, LP | 13,591 | $153.3K | 0.05% | +13,591 | New |
| Wealthspan Partners, LLC | 13,482 | $152.1K | 0.07% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 13,458 | $151.8K | 0.00% | −21,687−61.7% | Reduced |
| Belpointe Asset Management LLC | 13,000 | $150.8K | 0.01% | −3,500−21.2% | Reduced |
| Sunbelt Securities, Inc. | 13,343 | $148.9K | 0.01% | +208+1.6% | Added |
| Hollencrest Capital Management | 13,135 | $148.2K | 0.01% | −4,225−24.3% | Reduced |
| Nations Financial Group Inc, | 13,056 | $147.3K | 0.01% | −2,111−13.9% | Reduced |
| SFMG, LLC | 13,049 | $147.2K | 0.01% | 00.0% | Unchanged |
| PKS Advisory Services, LLC | 13,022 | $146.9K | 0.04% | +13,022 | New |
| J.W. Cole Advisors, Inc. | 12,906 | $145.6K | 0.01% | −313−2.4% | Reduced |
| Insight Wealth Strategies, LLC | 12,774 | $144.1K | 0.02% | +12,774 | New |
| Kestra Private Wealth Services, LLC | 12,654 | $142.7K | 0.00% | +1,722+15.8% | Added |
| Tradewinds, LLC. | 12,262 | $141.6K | 0.04% | +20.0% | Added |
| Camelot Portfolios, LLC | 12,381 | $139.7K | 0.15% | −195−1.6% | Reduced |
| North Star Investment Management Corp. | 12,164 | $137.2K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 11,993 | $136.4K | 0.05% | −6,467−35.0% | Reduced |
| Snowden Capital Advisors LLC | 12,038 | $135.8K | 0.00% | −1,955−14.0% | Reduced |
| Wealth Management Associates, Inc. | 11,950 | $134.8K | 0.06% | 00.0% | Unchanged |
| SMH Capital Advisors Inc | 11,919 | $134.4K | 0.32% | 00.0% | Unchanged |
| Apexium Financial, LP | 11,805 | $133.2K | 0.01% | +11,805 | New |
| Manske Wealth Management | 11,643 | $131.3K | 0.05% | +11,643 | New |
| Kovack Advisors, Inc. | 11,637 | $131.3K | 0.01% | +11,637 | New |
| Wedbush Securities Inc | 11,643 | $131.0K | 0.00% | −71−0.6% | Reduced |
| Uptown Financial Advisors LLC | 11,499 | $129.7K | 0.14% | +11,499 | New |
| Total Clarity Wealth Management, Inc. | 11,318 | $127.7K | 0.04% | −903−7.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 11,141 | $125.7K | 0.01% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 10,981 | $124.0K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 10,971 | $123.8K | 0.04% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 10,950 | $123.5K | 0.00% | +10,950 | New |
| Tiaa Trust, National Association | 10,924 | $123.2K | 0.00% | +511+4.9% | Added |
| Summit Financial, LLC | 10,838 | $122.3K | 0.00% | +10,838 | New |
| Brookstone Capital Management | 10,835 | $122.2K | 0.00% | −1,384−11.3% | Reduced |
| Maridea Wealth Management LLC | 10,585 | $119.4K | 0.04% | +10,585 | New |
| Acorn Wealth Advisors, LLC | 10,040 | $113.2K | 0.05% | −1,051−9.5% | Reduced |
| Compass Financial Group, INC | 10,001 | $112.8K | 0.02% | +10,001 | New |
| 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 |
| Icon Wealth Advisors, LLC | 9,109 | $102.7K | 0.01% | +80+0.9% | Added |
| Citizens National Bank Trust Department | 8,700 | $98.1K | 0.02% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 8,073 | $91.0K | 0.04% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 7,432 | $83.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 7,391 | $83.4K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 6,893 | $77.8K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 6,465 | $72.9K | 0.00% | −46−0.7% | Reduced |
| Motco | 5,657 | $63.8K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 5,638 | $63.6K | 0.00% | +5,638 | New |
| WPG Advisers, LLC | 5,562 | $62.7K | 0.06% | +5,562 | New |
| Washington Trust Co | 5,523 | $62.3K | 0.00% | +3,023+120.9% | Added |
| Blue Bell Private Wealth Management, LLC | 5,501 | $62.1K | 0.01% | −5,700−50.9% | Reduced |
| Founders Capital Management | 5,500 | $62.0K | 0.04% | 00.0% | Unchanged |
| Caldwell Trust Co | 4,878 | $55.0K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 4,628 | $52.2K | 0.04% | +4,628 | New |
| SJS Investment Consulting Inc. | 4,565 | $51.5K | 0.01% | +29+0.6% | Added |
| CWM, LLC | 4,528 | $51.0K | 0.00% | −7,959−63.7% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 4,144 | $46.7K | 0.01% | +4,144 | New |
| Cornerstone Planning Group LLC | 3,729 | $42.1K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 3,500 | $39.5K | 0.01% | +500+16.7% | Added |
| First Community Trust NA | 3,299 | $37.2K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3,189 | $36.0K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 3,000 | $33.8K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,950 | $33.3K | 0.00% | +2,950 | New |
| Main Management LLC | 2,541 | $29.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,507 | $28.3K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 2,378 | $26.8K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2,131 | $24.0K | 0.00% | +52+2.5% | Added |
| Montag A & Associates Inc | 2,120 | $23.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,100 | $23.7K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 2,030 | $22.9K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,910 | $21.5K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,630 | $18.4K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,550 | $17.5K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 1,549 | $17.5K | 0.00% | −502−24.5% | Reduced |
| Richards, Merrill & Peterson, Inc. | 1,533 | $17.3K | 0.01% | +1,533 | New |
| ORG Wealth Partners, LLC | 1,515 | $17.1K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,439 | $16.2K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,461 | $16.0K | 0.00% | +36+2.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,347 | $15.0K | 0.01% | 00.0% | Unchanged |