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 |
|---|---|---|---|---|---|
| Bank of New York Mellon Corp | 13,288 | $148.8K | 0.00% | +13,288 | New |
| First Foundation Advisors | 13,361 | $149.6K | 0.01% | −1,395−9.5% | Reduced |
| Wealthspan Partners, LLC | 13,482 | $151.0K | 0.07% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 13,458 | $151.7K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 13,563 | $151.9K | 0.01% | +220+1.6% | Added |
| Wealth Management Associates, Inc. | 13,576 | $152.0K | 0.07% | +1,626+13.6% | Added |
| CIBC Private Wealth Group, LLC | 14,900 | $153.3K | 0.00% | −202−1.3% | Reduced |
| RFG Advisory, LLC | 13,733 | $153.8K | 0.00% | +13,733 | New |
| RMB Capital Management, LLC | 14,062 | $158.5K | 0.00% | +14,062 | New |
| Camelot Portfolios, LLC | 14,279 | $159.9K | 0.10% | +1,898+15.3% | Added |
| Seed Wealth Management, Inc. | 14,500 | $162.4K | 0.13% | 00.0% | Unchanged |
| LifeGoal Wealth Advisors | 14,522 | $162.6K | 0.18% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 14,597 | $163.5K | 0.02% | +603+4.3% | Added |
| Vivaldi Capital Management, LLC | 14,697 | $164.6K | 0.03% | 00.0% | Unchanged |
| Apeiron RIA LLC | 14,808 | $165.8K | 0.05% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 14,886 | $166.7K | 0.00% | −1,000−6.3% | Reduced |
| Ancora Advisors, LLC | 14,960 | $167.6K | 0.00% | −485−3.1% | Reduced |
| Seelaus Asset Management LLC | 15,250 | $170.8K | 0.16% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 15,717 | $176.0K | 0.04% | +653+4.3% | Added |
| Apollon Wealth Management, LLC | 15,804 | $177.0K | 0.00% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 16,331 | $182.9K | 0.01% | +1,523+10.3% | Added |
| We Are One Seven, LLC | 16,561 | $185.5K | 0.01% | −1,010−5.7% | Reduced |
| Atria Wealth Solutions, Inc. | 16,679 | $187.3K | 0.00% | −38,804−69.9% | Reduced |
| Altfest L J & Co Inc | 16,747 | $187.6K | 0.02% | +24+0.1% | Added |
| Kuhn & Co Investment Counsel | 16,882 | $189.1K | 0.16% | +2,220+15.1% | Added |
| Simon Quick Advisors, LLC | 17,071 | $191.2K | 0.01% | +505+3.0% | Added |
| Ferguson Shapiro LLC | 17,199 | $192.6K | 0.07% | +216+1.3% | Added |
| PFG Advisors | 17,300 | $193.8K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 17,304 | $193.8K | 0.00% | +1,000+6.1% | Added |
| TownSquare Capital, LLC | 17,655 | $197.7K | 0.00% | +17,655 | New |
| Charter Trust Co | 17,711 | $198.4K | 0.01% | 00.0% | Unchanged |
| Novus Advisors, LLC | 18,163 | $203.4K | 0.21% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 18,229 | $204.2K | 0.01% | +1,500+9.0% | Added |
| Dumont & Blake Investment Advisors LLC | 18,328 | $205.3K | 0.06% | +18,328 | New |
| Sigma Planning Corp | 18,645 | $208.8K | 0.01% | −2,796−13.0% | Reduced |
| Mezzasalma Advisors, LLC | 18,700 | $209.4K | 0.07% | +222+1.2% | Added |
| Keybank National Association | 18,763 | $210.1K | 0.00% | −8,085−30.1% | Reduced |
| Melfa Wealth Management, LLC | 18,982 | $212.6K | 0.14% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 19,103 | $214.0K | 0.00% | −7,928−29.3% | Reduced |
| Investors Asset Management of Georgia Inc | 19,129 | $214.2K | 0.11% | +80.0% | Added |
| Shufro Rose & Co LLC | 19,500 | $218.4K | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 19,564 | $219.1K | 0.01% | +6,564+50.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 19,802 | $220.6K | 0.03% | −1,968−9.0% | Reduced |
| Toth Financial Advisory Corp | 19,742 | $221.1K | 0.03% | −2,113−9.7% | Reduced |
| MBA Advisors LLC | 20,000 | $224.0K | 0.11% | +1,600+8.7% | Added |
| WCG Wealth Advisors LLC | 20,379 | $228.2K | 0.02% | +20,379 | New |
| Summit Financial Wealth Advisors, LLC | 20,400 | $228.5K | 0.05% | −1,000−4.7% | Reduced |
| Pointe Capital Management LLC | 21,015 | $235.4K | 0.14% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 22,414 | $239.6K | 0.17% | +2,220+11.0% | Added |
| Colony Group, LLC | 21,628 | $242.2K | 0.00% | −1,306−5.7% | Reduced |
| Stephens Inc | 22,005 | $246.5K | 0.00% | +150+0.7% | Added |
| Jane Street Group, LLC | 22,276 | $249.5K | 0.00% | +22,276 | New |
| Pathstone Holdings, LLC | 21,325 | $250.0K | 0.00% | −1,375,369−98.5% | Reduced |
| Leisure Capital Management | 22,418 | $251.1K | 0.10% | −98−0.4% | Reduced |
| Good Life Advisors, LLC | 22,499 | $252.0K | 0.02% | +100+0.4% | Added |
| Private Trust Co NA | 22,832 | $255.7K | 0.03% | +3,625+18.9% | Added |
| MML Investors Services, LLC | 23,145 | $259.0K | 0.00% | +1,069+4.8% | Added |
| Aberdeen Wealth Management LLC | 23,554 | $263.8K | 0.18% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 23,585 | $264.0K | 0.02% | −421−1.8% | Reduced |
| King Luther Capital Management Corp | – | $264.3K | 0.00% | – | – |
| Hudson Valley Investment Advisors Inc | 23,870 | $267.3K | 0.03% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 24,000 | $268.8K | 0.03% | +5,000+26.3% | Added |
| Concurrent Investment Advisors, LLC | 24,348 | $272.7K | 0.01% | +2,078+9.3% | Added |
| Gries Financial LLC | 24,852 | $278.3K | 0.05% | +24,852 | New |
| Founders Financial Alliance, LLC | 25,319 | $283.6K | 0.07% | +3,163+14.3% | Added |
| Element Wealth, LLC | 25,369 | $284.1K | 0.15% | 00.0% | Unchanged |
| First Trust Advisors LP | 26,216 | $293.6K | 0.00% | +1,572+6.4% | Added |
| Alliancebernstein L.P. | 27,399 | $306.9K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 27,600 | $309.1K | 0.21% | −7,000−20.2% | Reduced |
| Independent Financial Group, LLC | 28,103 | $314.8K | 0.01% | +1,144+4.2% | Added |
| Goldman Sachs Group Inc | 28,492 | $319.1K | 0.00% | +28,492 | New |
| Geneos Wealth Management Inc. | 28,645 | $320.8K | 0.01% | +22,180+343.1% | Added |
| Financial Engines Advisors L.L.C. | 28,833 | $323.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 28,940 | $324.1K | 0.00% | −15,596−35.0% | Reduced |
| Successful Portfolios LLC | 29,059 | $325.5K | 0.22% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 29,259 | $325.9K | 0.00% | +4,566+18.5% | Added |
| Avantax Advisory Services, Inc. | 29,116 | $326.1K | 0.00% | +2,602+9.8% | Added |
| Venture Visionary Partners LLC | 29,876 | $334.6K | 0.01% | 00.0% | Unchanged |
| Marex Group plc | 30,801 | $345.0K | 0.01% | −110,593−78.2% | Reduced |
| Harbour Investments, Inc. | 31,566 | $353.5K | 0.01% | +10,539+50.1% | Added |
| Mystic Asset Management, Inc. | 31,666 | $354.7K | 0.09% | +7,000+28.4% | Added |
| Kingsview Wealth Management, LLC | 32,236 | $361.0K | 0.01% | +32,236 | New |
| Sanctuary Advisors, LLC | 32,453 | $363.5K | 0.00% | −18,928−36.8% | Reduced |
| Mayflower Financial Advisors, LLC | 32,689 | $366.1K | 0.06% | 00.0% | Unchanged |
| Bank of Montreal | 32,955 | $369.1K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 33,300 | $373.0K | 0.06% | +30+0.1% | Added |
| AlphaCore Capital LLC | 33,122 | $373.4K | 0.03% | +33,122 | New |
| Moloney Securities Asset Management, LLC | 33,384 | $373.9K | 0.05% | +3,450+11.5% | Added |
| Coastal Investment Advisors, Inc. | 33,779 | $378.3K | 0.17% | 00.0% | Unchanged |
| HRT Financial LP | 34,928 | $391.0K | 0.00% | +34,928 | New |
| Comerica Bank | 35,365 | $396.1K | 0.00% | +1,618+4.8% | Added |
| Harmony Asset Management LLC | 35,713 | $400.0K | 0.17% | +4,500+14.4% | Added |
| Northern Trust Corp | 36,723 | $411.3K | 0.00% | −5,024−12.0% | Reduced |
| Cerity Partners LLC | 36,837 | $412.6K | 0.00% | +12,058+48.7% | Added |
| Rock Point Advisors, LLC | 39,930 | $447.2K | 0.14% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 41,425 | $464.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 41,804 | $468.2K | 0.02% | +13,917+49.9% | Added |
| Peddock Capital Advisors, LLC | 43,634 | $488.7K | 0.12% | 00.0% | Unchanged |
| CF Capital LLC | 45,885 | $496.9K | 0.51% | −29,115−38.8% | Reduced |
| Sowell Financial Services LLC | 45,129 | $505.4K | 0.02% | +5,030+12.5% | Added |