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 |
|---|---|---|---|---|---|
| Concorde Asset Management, LLC | 47,376 | $518.3K | 0.28% | +19,470+69.8% | Added |
| bLong Financial, LLC | 47,417 | $531.1K | 0.47% | +3,073+6.9% | Added |
| Private Advisor Group, LLC | 48,112 | $538.9K | 0.00% | +2,895+6.4% | Added |
| J.W. Cole Advisors, Inc. | 51,265 | $574.2K | 0.02% | +38,359+297.2% | Added |
| Sentinus, LLC | 52,096 | $583.5K | 0.16% | 00.0% | Unchanged |
| Myecfo, LLC | 52,500 | $588.0K | 0.31% | +1,100+2.1% | Added |
| Susquehanna International Group, LLP | 52,670 | $589.9K | 0.00% | −15,145−22.3% | Reduced |
| Altus Wealth Group LLC | 53,685 | $601.3K | 0.28% | −30.0% | Reduced |
| Redhawk Wealth Advisors, Inc. | 56,300 | $630.6K | 0.08% | +673+1.2% | Added |
| Oppenheimer & Co Inc | 56,998 | $638.4K | 0.01% | +621+1.1% | Added |
| Archetype Wealth Partners | 58,724 | $658.0K | 0.10% | −9,127−13.5% | Reduced |
| GeoWealth Management, LLC | 60,788 | $680.8K | 0.03% | −10,442−14.7% | Reduced |
| Catalytic Wealth RIA, LLC | 60,788 | $680.8K | 0.12% | −10,442−14.7% | Reduced |
| Silverlake Wealth Management LLC | 64,797 | $725.7K | 0.28% | +11,153+20.8% | Added |
| Bard Financial Services, Inc. | 65,000 | $728.0K | 0.09% | 00.0% | Unchanged |
| Captrust Financial Advisors | 66,585 | $745.8K | 0.00% | −18,217−21.5% | Reduced |
| Whipplewood Advisors, LLC | 42,400 | $776.1K | 0.46% | −27,843−39.6% | Reduced |
| Uniting Wealth Partners, LLC | 70,195 | $786.2K | 0.39% | +56,566+415.0% | Added |
| FLC Capital Advisors | 70,446 | $789.0K | 0.18% | +5,650+8.7% | Added |
| Naples Global Advisors, LLC | 70,896 | $799.3K | 0.08% | −17,075−19.4% | Reduced |
| Mercer Global Advisors Inc | 71,997 | $806.4K | 0.00% | +528+0.7% | Added |
| Mariner, LLC | 76,844 | $860.6K | 0.00% | −49,182−39.0% | Reduced |
| RSM US Wealth Management LLC | 77,101 | $869.2K | 0.01% | +981+1.3% | Added |
| City of London Investment Management Co Ltd | 81,446 | $912.2K | 0.10% | −165,021−67.0% | Reduced |
| Davenport & Co LLC | 83,042 | $930.1K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 87,407 | $979.0K | 0.03% | +40,883+87.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 89,777 | $1.01M | 0.04% | −13,238−12.9% | Reduced |
| Prospera Financial Services Inc | 91,293 | $1.02M | 0.02% | +190.0% | Added |
| Stratos Wealth Partners, LTD. | 91,464 | $1.02M | 0.02% | −4,094−4.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 92,761 | $1.04M | 0.00% | −18,203−16.4% | Reduced |
| Tectonic Advisors LLC | 93,967 | $1.05M | 0.07% | +1,180+1.3% | Added |
| Creative Planning | 94,739 | $1.06M | 0.00% | −16,113−14.5% | Reduced |
| Accredited Investor Services, LLC | 100,115 | $1.12M | 0.94% | +22,152+28.4% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 102,098 | $1.14M | 0.02% | −7,493−6.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 104,218 | $1.17M | 0.01% | −57,359−35.5% | Reduced |
| Westchester Capital Management, LLC | 107,111 | $1.20M | 0.07% | −28,490−21.0% | Reduced |
| Childress Capital Advisors, LLC | 108,500 | $1.22M | 0.35% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 111,977 | $1.25M | 0.04% | −1,658−1.5% | Reduced |
| Capital & Planning, LLC | 120,335 | $1.35M | 1.00% | +8,325+7.4% | Added |
| JFS Wealth Advisors, LLC | 122,503 | $1.37M | 0.09% | +550.0% | Added |
| Wealthspire Advisors, LLC | 124,888 | $1.40M | 0.01% | +87,853+237.2% | Added |
| Envestnet Asset Management Inc | 129,709 | $1.45M | 0.00% | +2,647+2.1% | Added |
| Petra Financial Advisors Inc | 130,320 | $1.46M | 1.20% | +1,781+1.4% | Added |
| CI Private Wealth, LLC | 130,473 | $1.46M | 0.00% | −3,559−2.7% | Reduced |
| Kercheville Advisors, LLC | 131,097 | $1.47M | 0.60% | +7,038+5.7% | Added |
| Modern Wealth Management, LLC | 132,166 | $1.48M | 0.05% | −8,368−6.0% | Reduced |
| Breakwater Capital Group | 133,450 | $1.49M | 0.27% | +31,932+31.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 137,370 | $1.54M | 0.05% | −3,015−2.1% | Reduced |
| Indiana Trust & Investment Management CO | 139,000 | $1.56M | 0.56% | −74,000−34.7% | Reduced |
| Rothschild Investment LLC | 151,273 | $1.69M | 0.11% | −26,239−14.8% | Reduced |
| NewEdge Wealth, LLC | 155,170 | $1.74M | 0.03% | +45,920+42.0% | Added |
| Leo Wealth, LLC | 156,705 | $1.76M | 0.25% | −41,367−20.9% | Reduced |
| Ibex Wealth Advisors | 159,548 | $1.79M | 0.24% | +13,009+8.9% | Added |
| Savant Capital, LLC | 160,548 | $1.80M | 0.02% | −1,467−0.9% | Reduced |
| Wakefield Asset Management LLLP | 161,425 | $1.81M | 0.55% | +1,315+0.8% | Added |
| Tyche Wealth Partners LLC | 164,880 | $1.85M | 0.40% | +1,666+1.0% | Added |
| Baird Financial Group, Inc. | 165,150 | $1.85M | 0.00% | +7,539+4.8% | Added |
| GWM Advisors LLC | 169,275 | $1.90M | 0.01% | +6,113+3.7% | Added |
| Gridiron Partners, LLC | 169,878 | $1.90M | 1.22% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 173,245 | $1.94M | 0.01% | +4,418+2.6% | Added |
| Invesco Ltd. | 188,190 | $2.11M | 0.00% | +2,915+1.6% | Added |
| The PNC Financial Services Group, Inc. | 193,851 | $2.17M | 0.00% | −21,238−9.9% | Reduced |
| Warren Averett Asset Management, LLC | 196,486 | $2.20M | 0.03% | +26,144+15.3% | Added |
| Kovitz Investment Group Partners, LLC | 201,488 | $2.26M | 0.01% | −2,919−1.4% | Reduced |
| Truist Financial Corp | 203,062 | $2.27M | 0.00% | −48,059−19.1% | Reduced |
| Dakota Wealth Management | 205,841 | $2.31M | 0.05% | −94,219−31.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 207,895 | $2.33M | 0.01% | −48,846−19.0% | Reduced |
| Lido Advisors, LLC | 218,014 | $2.46M | 0.01% | +340.0% | Added |
| Janney Montgomery Scott LLC | 221,242 | $2.48M | 0.01% | +1,209+0.5% | Added |
| Rareview Capital LLC | 226,187 | $2.53M | 1.60% | −5,578−2.4% | Reduced |
| Melone Private Wealth, LLC | 229,371 | $2.57M | 1.34% | +11,873+5.5% | Added |
| Broyhill Asset Management | 234,025 | $2.62M | 2.13% | +443+0.2% | Added |
| StoneX Group Inc. | 235,695 | $2.64M | 0.14% | +3,142+1.4% | Added |
| Kim, LLC | 243,700 | $2.73M | 0.43% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 247,089 | $2.79M | 0.07% | 00.0% | Unchanged |
| Cresta Advisors, Ltd. | 256,647 | $2.87M | 1.49% | −67,139−20.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 264,299 | $2.96M | 0.00% | −3,483−1.3% | Reduced |
| Palogic Value Management, L.P. | 283,256 | $3.17M | 1.40% | +74,313+35.6% | Added |
| Robinson Capital Management, LLC | 293,968 | $3.29M | 1.34% | −569,411−66.0% | Reduced |
| Cetera Investment Advisers | 306,685 | $3.43M | 0.01% | −4,195−1.3% | Reduced |
| Cura Wealth Advisors, LLC | 307,000 | $3.44M | 1.39% | +6,392+2.1% | Added |
| Advisor Group Holdings, Inc. | 333,562 | $3.74M | 0.01% | +105,703+46.4% | Added |
| Horizon Kinetics Asset Management LLC | 343,632 | $3.85M | 0.04% | −10.0% | Reduced |
| Citadel Advisors LLC | 355,344 | $3.98M | 0.00% | +355,344 | New |
| Capital Investment Advisors, LLC | 392,901 | $4.40M | 0.09% | +1,975+0.5% | Added |
| Eagle Bluffs Wealth Management LLC | 393,106 | $4.43M | 2.34% | −3,666−0.9% | Reduced |
| Merit Financial Group, LLC | 398,032 | $4.46M | 0.07% | +114,281+40.3% | Added |
| Ameriprise Financial Inc | 406,106 | $4.55M | 0.00% | +17,649+4.5% | Added |
| Cohen & Steers, Inc. | 421,711 | $4.72M | 0.01% | +5,000+1.2% | Added |
| Rockefeller Capital Management L.P. | 425,439 | $4.76M | 0.01% | +29,428+7.4% | Added |
| Barry Investment Advisors, LLC | 445,418 | $5.02M | 1.33% | −10,539−2.3% | Reduced |
| Fiera Capital Corp | 454,767 | $5.09M | 0.02% | −27,836−5.8% | Reduced |
| Stratos Wealth Advisors, LLC | 494,009 | $5.53M | 0.30% | −13,879−2.7% | Reduced |
| Advisors Asset Management, Inc. | 570,368 | $6.39M | 0.12% | +705+0.1% | Added |
| Gill Capital Partners, LLC | 616,565 | $6.91M | 2.39% | −42,022−6.4% | Reduced |
| Byrne Financial Freedom, LLC | 686,074 | $7.68M | 4.37% | +41,640+6.5% | Added |
| Commonwealth Equity Services, LLC | 708,859 | $7.94M | 0.01% | +33,463+5.0% | Added |
| Allspring Global Investments Holdings, LLC | 962,852 | $10.8M | 0.02% | −101,441−9.5% | Reduced |
| LPL Financial LLC | 1,016,980 | $11.4M | 0.00% | +150,595+17.4% | Added |
| Stifel Financial Corp | 1,028,662 | $11.5M | 0.01% | +67,488+7.0% | Added |