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, Q1 2025
Institutional positions in Nuveen AMT-Free Quality Municipal Income Fund as of Mar 31, 2025. 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
- 319
- −2 vs. Q4 2024
- Shares held
- 74.2M
- −9.50M (−11.4%) vs. Q4 2024
- Total value
- $831.4M
- −$114.7M (−12.1%) vs. Q4 2024
- New holders
- 32
- 112 more added
- Sold out
- 34
- 92 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Nuveen AMT-Free Quality Municipal Income Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 10,098,961 | $113.1M | 0.01% | +644,248+6.8% | Added |
| Karpus Management, Inc. | 6,131,607 | $68.7M | 2.23% | −4,616,826−43.0% | Reduced |
| Bramshill Investments, LLC | 4,123,343 | $46.2M | 4.71% | −233,470−5.4% | Reduced |
| Mackay Shields LLC | 4,002,639 | $44.8M | 1.44% | −38,362−0.9% | Reduced |
| Rivernorth Capital Management, LLC | 3,908,812 | $43.8M | 2.32% | −1,586,819−28.9% | Reduced |
| Wells Fargo & Company | 3,602,157 | $40.3M | 0.01% | +604,783+20.2% | Added |
| Raymond James Financial Inc | 2,017,463 | $22.6M | 0.01% | −44,958−2.2% | Reduced |
| BlackRock, Inc. | 1,950,000 | $21.8M | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,806,186 | $20.2M | 0.00% | +91,754+5.4% | Added |
| Bank of America Corp | 1,802,355 | $20.2M | 0.00% | +250,580+16.1% | Added |
| Sit Investment Associates Inc | 1,786,278 | $20.0M | 0.47% | −714,432−28.6% | Reduced |
| HighTower Advisors, LLC | 1,434,868 | $16.1M | 0.02% | −126,415−8.1% | Reduced |
| Van Eck Associates Corp | 1,238,486 | $13.9M | 0.02% | −310,866−20.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 1,237,820 | $13.9M | 0.62% | −405,397−24.7% | Reduced |
| Royal Bank of Canada | 1,193,161 | $13.4M | 0.00% | +106,627+9.8% | Added |
| McGowan Group Asset Management, Inc. | 1,163,957 | $13.0M | 1.72% | +44,901+4.0% | Added |
| Congress Park Capital LLC | 1,160,000 | $13.0M | 4.92% | +88,500+8.3% | Added |
| Guggenheim Capital LLC | 1,136,984 | $12.7M | 0.12% | +28,638+2.6% | Added |
| Stifel Financial Corp | 1,028,662 | $11.5M | 0.01% | +67,488+7.0% | Added |
| LPL Financial LLC | 1,016,980 | $11.4M | 0.00% | +150,595+17.4% | Added |
| Allspring Global Investments Holdings, LLC | 962,852 | $10.8M | 0.02% | −101,441−9.5% | Reduced |
| Commonwealth Equity Services, LLC | 708,859 | $7.94M | 0.01% | +33,463+5.0% | Added |
| Byrne Financial Freedom, LLC | 686,074 | $7.68M | 4.37% | +41,640+6.5% | Added |
| Gill Capital Partners, LLC | 616,565 | $6.91M | 2.39% | −42,022−6.4% | Reduced |
| Advisors Asset Management, Inc. | 570,368 | $6.39M | 0.12% | +705+0.1% | Added |
| Stratos Wealth Advisors, LLC | 494,009 | $5.53M | 0.30% | −13,879−2.7% | Reduced |
| Fiera Capital Corp | 454,767 | $5.09M | 0.02% | −27,836−5.8% | Reduced |
| Barry Investment Advisors, LLC | 445,418 | $5.02M | 1.33% | −10,539−2.3% | Reduced |
| Rockefeller Capital Management L.P. | 425,439 | $4.76M | 0.01% | +29,428+7.4% | Added |
| Cohen & Steers, Inc. | 421,711 | $4.72M | 0.01% | +5,000+1.2% | Added |
| Ameriprise Financial Inc | 406,106 | $4.55M | 0.00% | +17,649+4.5% | Added |
| Merit Financial Group, LLC | 398,032 | $4.46M | 0.07% | +114,281+40.3% | Added |
| Eagle Bluffs Wealth Management LLC | 393,106 | $4.43M | 2.34% | −3,666−0.9% | Reduced |
| Capital Investment Advisors, LLC | 392,901 | $4.40M | 0.09% | +1,975+0.5% | Added |
| Citadel Advisors LLC | 355,344 | $3.98M | 0.00% | +355,344 | New |
| Horizon Kinetics Asset Management LLC | 343,632 | $3.85M | 0.04% | −10.0% | Reduced |
| Advisor Group Holdings, Inc. | 333,562 | $3.74M | 0.01% | +105,703+46.4% | Added |
| Cura Wealth Advisors, LLC | 307,000 | $3.44M | 1.39% | +6,392+2.1% | Added |
| Cetera Investment Advisers | 306,685 | $3.43M | 0.01% | −4,195−1.3% | Reduced |
| Robinson Capital Management, LLC | 293,968 | $3.29M | 1.34% | −569,411−66.0% | Reduced |
| Palogic Value Management, L.P. | 283,256 | $3.17M | 1.40% | +74,313+35.6% | Added |
| Northwestern Mutual Wealth Management Co | 264,299 | $2.96M | 0.00% | −3,483−1.3% | Reduced |
| Cresta Advisors, Ltd. | 256,647 | $2.87M | 1.49% | −67,139−20.7% | Reduced |
| Evoke Wealth, LLC | 247,089 | $2.79M | 0.07% | 00.0% | Unchanged |
| Kim, LLC | 243,700 | $2.73M | 0.43% | 00.0% | Unchanged |
| StoneX Group Inc. | 235,695 | $2.64M | 0.14% | +3,142+1.4% | Added |
| Broyhill Asset Management | 234,025 | $2.62M | 2.13% | +443+0.2% | Added |
| Melone Private Wealth, LLC | 229,371 | $2.57M | 1.34% | +11,873+5.5% | Added |
| Rareview Capital LLC | 226,187 | $2.53M | 1.60% | −5,578−2.4% | Reduced |
| Janney Montgomery Scott LLC | 221,242 | $2.48M | 0.01% | +1,209+0.5% | Added |
| Lido Advisors, LLC | 218,014 | $2.46M | 0.01% | +340.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 207,895 | $2.33M | 0.01% | −48,846−19.0% | Reduced |
| Dakota Wealth Management | 205,841 | $2.31M | 0.05% | −94,219−31.4% | Reduced |
| Truist Financial Corp | 203,062 | $2.27M | 0.00% | −48,059−19.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 201,488 | $2.26M | 0.01% | −2,919−1.4% | Reduced |
| Warren Averett Asset Management, LLC | 196,486 | $2.20M | 0.03% | +26,144+15.3% | Added |
| The PNC Financial Services Group, Inc. | 193,851 | $2.17M | 0.00% | −21,238−9.9% | Reduced |
| Invesco Ltd. | 188,190 | $2.11M | 0.00% | +2,915+1.6% | Added |
| Kestra Advisory Services, LLC | 173,245 | $1.94M | 0.01% | +4,418+2.6% | Added |
| Gridiron Partners, LLC | 169,878 | $1.90M | 1.22% | 00.0% | Unchanged |
| GWM Advisors LLC | 169,275 | $1.90M | 0.01% | +6,113+3.7% | Added |
| Baird Financial Group, Inc. | 165,150 | $1.85M | 0.00% | +7,539+4.8% | Added |
| Tyche Wealth Partners LLC | 164,880 | $1.85M | 0.40% | +1,666+1.0% | Added |
| Wakefield Asset Management LLLP | 161,425 | $1.81M | 0.55% | +1,315+0.8% | Added |
| Savant Capital, LLC | 160,548 | $1.80M | 0.02% | −1,467−0.9% | Reduced |
| Ibex Wealth Advisors | 159,548 | $1.79M | 0.24% | +13,009+8.9% | Added |
| Leo Wealth, LLC | 156,705 | $1.76M | 0.25% | −41,367−20.9% | Reduced |
| NewEdge Wealth, LLC | 155,170 | $1.74M | 0.03% | +45,920+42.0% | Added |
| Rothschild Investment LLC | 151,273 | $1.69M | 0.11% | −26,239−14.8% | Reduced |
| Indiana Trust & Investment Management CO | 139,000 | $1.56M | 0.56% | −74,000−34.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 137,370 | $1.54M | 0.05% | −3,015−2.1% | Reduced |
| Breakwater Capital Group | 133,450 | $1.49M | 0.27% | +31,932+31.5% | Added |
| Modern Wealth Management, LLC | 132,166 | $1.48M | 0.05% | −8,368−6.0% | Reduced |
| Kercheville Advisors, LLC | 131,097 | $1.47M | 0.60% | +7,038+5.7% | Added |
| CI Private Wealth, LLC | 130,473 | $1.46M | 0.00% | −3,559−2.7% | Reduced |
| Petra Financial Advisors Inc | 130,320 | $1.46M | 1.20% | +1,781+1.4% | Added |
| Envestnet Asset Management Inc | 129,709 | $1.45M | 0.00% | +2,647+2.1% | Added |
| Wealthspire Advisors, LLC | 124,888 | $1.40M | 0.01% | +87,853+237.2% | Added |
| JFS Wealth Advisors, LLC | 122,503 | $1.37M | 0.09% | +550.0% | Added |
| Capital & Planning, LLC | 120,335 | $1.35M | 1.00% | +8,325+7.4% | Added |
| Wesbanco Bank Inc | 111,977 | $1.25M | 0.04% | −1,658−1.5% | Reduced |
| Childress Capital Advisors, LLC | 108,500 | $1.22M | 0.35% | 00.0% | Unchanged |
| Westchester Capital Management, LLC | 107,111 | $1.20M | 0.07% | −28,490−21.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 104,218 | $1.17M | 0.01% | −57,359−35.5% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 102,098 | $1.14M | 0.02% | −7,493−6.8% | Reduced |
| Accredited Investor Services, LLC | 100,115 | $1.12M | 0.94% | +22,152+28.4% | Added |
| Creative Planning | 94,739 | $1.06M | 0.00% | −16,113−14.5% | Reduced |
| Tectonic Advisors LLC | 93,967 | $1.05M | 0.07% | +1,180+1.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 92,761 | $1.04M | 0.00% | −18,203−16.4% | Reduced |
| Stratos Wealth Partners, LTD. | 91,464 | $1.02M | 0.02% | −4,094−4.3% | Reduced |
| Prospera Financial Services Inc | 91,293 | $1.02M | 0.02% | +190.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 89,777 | $1.01M | 0.04% | −13,238−12.9% | Reduced |
| Spire Wealth Management | 87,407 | $979.0K | 0.03% | +40,883+87.9% | Added |
| Davenport & Co LLC | 83,042 | $930.1K | 0.01% | 00.0% | Unchanged |
| City of London Investment Management Co Ltd | 81,446 | $912.2K | 0.10% | −165,021−67.0% | Reduced |
| RSM US Wealth Management LLC | 77,101 | $869.2K | 0.01% | +981+1.3% | Added |
| Mariner, LLC | 76,844 | $860.6K | 0.00% | −49,182−39.0% | Reduced |
| Mercer Global Advisors Inc | 71,997 | $806.4K | 0.00% | +528+0.7% | Added |
| Naples Global Advisors, LLC | 70,896 | $799.3K | 0.08% | −17,075−19.4% | Reduced |
| FLC Capital Advisors | 70,446 | $789.0K | 0.18% | +5,650+8.7% | Added |