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 |
|---|---|---|---|---|---|
| Creekmur Asset Management LLC | 1 | $6 | 0.00% | −559−99.8% | Reduced |
| Huntington National Bank | – | $11 | 0.00% | – | – |
| Legacy Advisors, LLC | 15,364 | $161 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 34 | $381 | 0.00% | +16+88.9% | Added |
| Whittier Trust Co of Nevada Inc | 50 | $560 | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 67 | $750 | 0.00% | −271−80.2% | Reduced |
| JPMorgan Chase & Co | 72 | $806 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 108 | $1.21K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 240 | $2.69K | 0.00% | −958−80.0% | Reduced |
| Stephens Consulting, LLC | 263 | $2.95K | 0.00% | +263 | New |
| Costello Asset Management, INC | 428 | $4.80K | 0.00% | +428 | New |
| First Horizon Advisors, Inc. | 500 | $5.60K | 0.00% | +500 | New |
| Larson Financial Group LLC | 519 | $5.81K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 583 | $6.53K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 645 | $7.22K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 756 | $8.47K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 971 | $10.9K | 0.00% | +971 | New |
| Kohmann Bosshard Financial Services, LLC | 1,000 | $11.2K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 1,015 | $11.4K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1,131 | $12.7K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,237 | $13.0K | 0.00% | +1,236+123,600.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,347 | $15.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,500 | $16.8K | 0.00% | −1,007−40.2% | Reduced |
| Main Management LLC | 1,541 | $17.0K | 0.00% | −1,000−39.4% | Reduced |
| Capital Analysts, LLC | 1,480 | $17.0K | 0.00% | +19+1.3% | Added |
| ORG Wealth Partners, LLC | 1,515 | $17.0K | 0.01% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 1,533 | $17.2K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,575 | $17.6K | 0.00% | +25+1.6% | Added |
| Centerpoint Advisors, LLC | 1,614 | $18.0K | 0.01% | +1,614 | New |
| Mascoma Wealth Management LLC | 1,630 | $18.3K | 0.00% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 1,825 | $20.4K | 0.01% | +1,825 | New |
| Coldstream Capital Management Inc | 1,889 | $21.2K | 0.00% | +1,889 | New |
| Salomon & Ludwin, LLC | 1,910 | $21.4K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 2,030 | $22.7K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,120 | $23.9K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2,159 | $24.2K | 0.00% | +28+1.3% | Added |
| Tortoise Investment Management, LLC | 2,250 | $25.2K | 0.00% | −88,815−97.5% | Reduced |
| Farther Finance Advisors, LLC | 2,457 | $27.6K | 0.00% | +2,457 | New |
| Blue Bell Private Wealth Management, LLC | 2,501 | $28.0K | 0.01% | −3,000−54.5% | Reduced |
| Eastern Bank | 2,859 | $32.0K | 0.00% | +481+20.2% | Added |
| FSA Wealth Management LLC | 3,000 | $33.6K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3,189 | $35.7K | 0.00% | 00.0% | Unchanged |
| American National Bank | 3,375 | $37.8K | 0.00% | +3,375 | New |
| Carolinas Wealth Consulting LLC | 3,437 | $38.5K | 0.01% | +3,437 | New |
| WPG Advisers, LLC | 3,495 | $39.1K | 0.04% | −2,067−37.2% | Reduced |
| Pinnacle Bancorp, Inc. | 3,500 | $39.2K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 3,729 | $39.6K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 3,628 | $40.6K | 0.03% | −1,000−21.6% | Reduced |
| CWM, LLC | 4,201 | $47.0K | 0.00% | −327−7.2% | Reduced |
| FNY Investment Advisers, LLC | 4,400 | $49.0K | 0.03% | +4,400 | New |
| SJS Investment Consulting Inc. | 4,624 | $51.8K | 0.01% | +59+1.3% | Added |
| MAI Capital Management | 4,662 | $52.2K | 0.00% | −976−17.3% | Reduced |
| Caldwell Trust Co | 4,878 | $54.6K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 5,500 | $61.6K | 0.04% | 00.0% | Unchanged |
| Motco | 5,657 | $63.4K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 6,765 | $76.0K | 0.00% | +6,765 | New |
| Allworth Financial LP | 7,082 | $76.1K | 0.00% | −309−4.2% | Reduced |
| Webster Bank, N. A. | 6,893 | $77.2K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 7,000 | $78.4K | 0.00% | −14,500−67.4% | Reduced |
| Briaud Financial Planning, Inc | 8,073 | $90.0K | 0.04% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 8,513 | $95.3K | 0.00% | +1,081+14.5% | Added |
| Citizens National Bank Trust Department | 8,700 | $97.4K | 0.02% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 9,150 | $102.5K | 0.01% | +41+0.5% | Added |
| Dorsey & Whitney Trust CO LLC | 10,000 | $112.0K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 10,000 | $112.0K | 0.08% | 00.0% | Unchanged |
| New England Private Wealth Advisors LLC | 10,000 | $112.0K | 0.02% | +10,000 | New |
| Acorn Wealth Advisors, LLC | 10,040 | $112.4K | 0.05% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 10,429 | $116.8K | 0.00% | −4,226−28.8% | Reduced |
| Maridea Wealth Management LLC | 10,631 | $119.1K | 0.04% | +46+0.4% | Added |
| Kingswood Wealth Advisors, LLC | 10,655 | $119.4K | 0.01% | −5,122−32.5% | Reduced |
| Brookstone Capital Management | 10,835 | $121.4K | 0.00% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 10,950 | $122.6K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 10,971 | $122.9K | 0.04% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 10,981 | $123.0K | 0.01% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 11,141 | $124.8K | 0.01% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 11,318 | $127.7K | 0.04% | 00.0% | Unchanged |
| Uptown Financial Advisors LLC | 11,499 | $128.8K | 0.13% | 00.0% | Unchanged |
| Manske Wealth Management | 11,643 | $130.4K | 0.05% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 11,681 | $130.8K | 0.01% | +44+0.4% | Added |
| Wedbush Securities Inc | 11,719 | $131.0K | 0.00% | +76+0.7% | Added |
| Capital Investment Advisory Services, LLC | 11,724 | $131.3K | 0.01% | +11,724 | New |
| Virtu Financial LLC | 11,865 | $133.0K | 0.01% | +11,865 | New |
| SMH Capital Advisors Inc | 11,919 | $133.5K | 0.31% | 00.0% | Unchanged |
| Adviser Investments LLC | 11,974 | $134.1K | 0.00% | −6,720−35.9% | Reduced |
| Snowden Capital Advisors LLC | 12,038 | $135.7K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 12,130 | $135.9K | 0.00% | −3,717−23.5% | Reduced |
| VisionPoint Advisory Group, LLC | 12,132 | $135.9K | 0.05% | +139+1.2% | Added |
| North Star Investment Management Corp. | 12,164 | $136.2K | 0.01% | 00.0% | Unchanged |
| Permanent Capital Management, LP | 12,409 | $139.9K | 0.04% | −1,182−8.7% | Reduced |
| Kestra Private Wealth Services, LLC | 12,676 | $142.0K | 0.00% | +22+0.2% | Added |
| Capital Management Associates, Inc | 12,802 | $143.4K | 0.03% | +12,802 | New |
| Insight Wealth Strategies, LLC | 12,937 | $144.9K | 0.02% | +163+1.3% | Added |
| PKS Advisory Services, LLC | 13,022 | $145.8K | 0.04% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 13,026 | $145.9K | 0.01% | −11,797−47.5% | Reduced |
| SFMG, LLC | 13,049 | $146.1K | 0.01% | 00.0% | Unchanged |
| Advisor Resource Council | 13,079 | $146.5K | 0.01% | +13,079 | New |
| Hollencrest Capital Management | 13,135 | $147.1K | 0.01% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 13,145 | $147.2K | 0.01% | +89+0.7% | Added |
| L.M. Kohn & Company | 13,170 | $147.5K | 0.04% | +13,170 | New |