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Nuveen California Amt-Free Quality Municipal Income Fund

NKX
Exchange
NYSE
SEC CIK
0001195738

No open-market purchases or sales by Nuveen California Amt-Free Quality Municipal Income Fund insiders were filed in the last 90 days; 85 institutions reported holding it in 13F filings for Q2 2026, worth $125.2M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Nuveen California Amt-Free Quality Municipal Income Fund as of Mar 31, 2021. 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
69
No complete 13F data for Q4 2020
Shares held
6.66M
No complete 13F data for Q4 2020
Total value
$102.9M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting NKX 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.

Institutional holdersQ1 2021: 69 institutions
Q1 2021: 69 institutionsQ2 2021: 66 institutionsQ3 2021: 60 institutionsQ4 2021: 64 institutionsQ1 2022: 68 institutionsQ2 2022: 59 institutionsQ3 2022: 56 institutionsQ4 2022: 63 institutionsQ1 2023: 69 institutionsQ2 2023: 64 institutionsQ3 2023: 61 institutionsQ4 2023: 67 institutionsQ1 2024: 68 institutionsQ2 2024: 64 institutionsQ3 2024: 67 institutionsQ4 2024: 65 institutionsQ1 2025: 66 institutionsQ2 2025: 68 institutionsQ3 2025: 65 institutionsQ4 2025: 66 institutionsQ1 2026: 80 institutionsQ2 2026: 85 institutions
Value heldQ1 2021: $102.9M
Q1 2021: $102.9MQ2 2021: $111.1MQ3 2021: $105.3MQ4 2021: $99.2MQ1 2022: $85.6MQ2 2022: $77.8MQ3 2022: $73.4MQ4 2022: $82.6MQ1 2023: $81.6MQ2 2023: $83.3MQ3 2023: $76.3MQ4 2023: $87.8MQ1 2024: $96.4MQ2 2024: $91.1MQ3 2024: $103.5MQ4 2024: $93.2MQ1 2025: $90.7MQ2 2025: $87.1MQ3 2025: $103.2MQ4 2025: $106.5MQ1 2026: $112.5MQ2 2026: $125.2M
Institutions holding NKX and their total value by quarter
QuarterHoldersValue
Q2 202685$125.2M
Q1 202680$112.5M
Q4 202566$106.5M
Q3 202565$103.2M
Q2 202568$87.1M
Q1 202566$90.7M
Q4 202465$93.2M
Q3 202467$103.5M
Q2 202464$91.1M
Q1 202468$96.4M
Q4 202367$87.8M
Q3 202361$76.3M
Q2 202364$83.3M
Q1 202369$81.6M
Q4 202263$82.6M
Q3 202256$73.4M
Q2 202259$77.8M
Q1 202268$85.6M
Q4 202164$99.2M
Q3 202160$105.3M
Q2 202166$111.1M
Q1 202169$102.9M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Nuveen California Amt-Free Quality Municipal Income Fund.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding NKX in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Citigroup Inc3$00.00%––
Parallel Advisors, LLC492$8.00K0.00%––
Wealthcare Advisory Partners LLC622$10.0K0.00%––
Orion Capital Management LLC1,000$15.0K0.01%––
Optimum Investment Advisors1,025$16.0K0.00%––
Blume Capital Management, Inc.1,200$19.0K0.01%––
Tradewinds Capital Management, LLC1,375$21.0K0.00%––
Sowell Financial Services LLC1,312$21.0K0.00%––
Private Ocean, LLC1,700$26.0K0.00%––
NEXT Financial Group, Inc1,794$28.0K0.00%––
Gemmer Asset Management LLC1,981$31.0K0.00%––
Liberty Wealth Management LLC2,022$31.0K0.02%––
Whittier Trust Co of Nevada Inc4,225$65.0K0.00%––
Ameritas Investment Partners, Inc.4,672$72.0K0.00%––
Stonnington Group, LLC10,368$162.0K0.04%––
HBW Advisory Services LLC10,477$162.0K0.04%––
BDO Wealth Advisors, LLC11,035$170.0K0.02%––
Buckingham Strategic Wealth, LLC11,067$171.0K0.01%––
Proequities, Inc.11,486$178.0K0.01%––
Stratos Wealth Partners, LTD.11,518$178.0K0.00%––
Financial Network Wealth Management LLC12,177$188.0K0.12%––
RB Capital Management, LLC12,774$197.0K0.09%––
Miracle Mile Advisors, LLC14,008$216.0K0.01%––
Garrison Point Capital, LLC15,000$232.0K0.10%––
Evergreen Capital Management LLC15,496$239.0K0.01%––
Wolverine Asset Management LLC16,038$247.0K0.00%––
Stifel Financial Corp16,801$260.0K0.00%––
Tortoise Investment Management, LLC19,091$295.0K0.06%––
First American Trust, FSB19,535$302.0K0.05%––
Wetherby Asset Management Inc20,000$309.0K0.02%––
Diligent Investors, LLC20,585$318.0K0.12%––
Cetera Advisor Networks LLC21,326$329.0K0.01%––
Pensionmark Financial Group, LLC20,925$329.0K0.08%––
Gamble Jones Investment Counsel22,046$341.0K0.02%––
Cambridge Investment Research Advisors, Inc.22,981$355.0K0.00%––
Castle Rock Wealth Management, LLC24,231$378.0K0.15%––
Van Hulzen Asset Management, LLC24,717$382.0K0.06%––
City of London Investment Management Co Ltd26,152$404.0K0.02%––
Ridgewood Investments LLC26,659$412.0K0.25%––
Ameriprise Financial Inc27,115$419.0K0.00%––
Creative Planning29,316$453.0K0.00%––
Wedbush Securities Inc30,040$464.0K0.03%––
Robinson Capital Management, LLC30,000$465.0K0.25%––
Intersect Capital LLC30,701$474.0K0.10%––
Ackerman Capital Advisors, LLC34,097$527.0K0.13%––
Raymond James & Associates37,522$580.0K0.00%––
Cetera Investment Advisers40,048$619.0K0.01%––
Kestra Advisory Services, LLC46,987$726.0K0.01%––
Claybrook Capital, LLC49,160$760.0K0.44%––
LPL Financial LLC49,549$766.0K0.00%––
Apriem Advisors74,139$1.15M0.18%––
Whittier Trust Co77,257$1.19M0.02%––
Royal Bank of Canada79,133$1.22M0.00%––
Invesco Ltd.82,105$1.27M0.00%––
Camden Capital, LLC85,574$1.32M0.36%––
Evoke Wealth, LLC96,249$1.49M0.07%––
Hennion & Walsh Asset Management, Inc.102,353$1.58M0.09%––
Bank of America Corp118,044$1.82M0.00%––
Advisor Group Holdings, Inc.120,232$1.86M0.00%––
Advisors Asset Management, Inc.140,026$2.16M0.03%––
First Foundation Advisors143,378$2.21M0.09%––
D.A. Davidson & Co.162,478$2.51M0.03%––
Leisure Capital Management219,351$3.39M2.05%––
Pacific Wealth Strategies Group, Inc.265,709$4.11M1.72%––
Wells Fargo & Company267,267$4.13M0.00%––
Rivernorth Capital Management, LLC493,719$7.63M0.46%––
Guggenheim Capital LLC696,192$10.8M0.07%––
Morgan Stanley884,553$13.7M0.00%––
UBS Group AG1,685,893$26.0M0.01%––