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, Q2 2021
Institutional positions in Nuveen California Amt-Free Quality Municipal Income Fund as of Jun 30, 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
- 66
- −3 vs. Q1 2021
- Shares held
- 6.82M
- +159.7K (+2.4%) vs. Q1 2021
- Total value
- $111.1M
- +$8.26M (+8.0%) vs. Q1 2021
- New holders
- 4
- 22 more added
- Sold out
- 7
- 17 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 85 | $125.2M |
| Q1 2026 | 80 | $112.5M |
| Q4 2025 | 66 | $106.5M |
| Q3 2025 | 65 | $103.2M |
| Q2 2025 | 68 | $87.1M |
| Q1 2025 | 66 | $90.7M |
| Q4 2024 | 65 | $93.2M |
| Q3 2024 | 67 | $103.5M |
| Q2 2024 | 64 | $91.1M |
| Q1 2024 | 68 | $96.4M |
| Q4 2023 | 67 | $87.8M |
| Q3 2023 | 61 | $76.3M |
| Q2 2023 | 64 | $83.3M |
| Q1 2023 | 69 | $81.6M |
| Q4 2022 | 63 | $82.6M |
| Q3 2022 | 56 | $73.4M |
| Q2 2022 | 59 | $77.8M |
| Q1 2022 | 68 | $85.6M |
| Q4 2021 | 64 | $99.2M |
| Q3 2021 | 60 | $105.3M |
| Q2 2021 | 66 | $111.1M |
| Q1 2021 | 69 | $102.9M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Nuveen California Amt-Free Quality Municipal Income Fund; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 1,646,201 | $26.8M | 0.01% | −39,692−2.4% | Reduced |
| Morgan Stanley | 968,593 | $15.8M | 0.00% | +84,040+9.5% | Added |
| Guggenheim Capital LLC | 682,263 | $11.1M | 0.07% | −13,929−2.0% | Reduced |
| Rivernorth Capital Management, LLC | 545,802 | $8.90M | 0.51% | +52,083+10.5% | Added |
| Wells Fargo & Company | 283,308 | $4.62M | 0.00% | +16,041+6.0% | Added |
| Pacific Wealth Strategies Group, Inc. | 246,036 | $4.01M | 1.53% | −19,673−7.4% | Reduced |
| Leisure Capital Management | 221,967 | $3.62M | 2.02% | +2,616+1.2% | Added |
| D.A. Davidson & Co. | 172,012 | $2.80M | 0.03% | +9,534+5.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 156,793 | $2.56M | 0.14% | +54,440+53.2% | Added |
| Advisors Asset Management, Inc. | 152,118 | $2.48M | 0.04% | +12,092+8.6% | Added |
| Evoke Wealth, LLC | 126,439 | $2.07M | 0.08% | +30,190+31.4% | Added |
| First Foundation Advisors | 125,750 | $2.05M | 0.08% | −17,628−12.3% | Reduced |
| Advisor Group Holdings, Inc. | 119,147 | $1.94M | 0.00% | −1,085−0.9% | Reduced |
| Bank of America Corp | 118,903 | $1.94M | 0.00% | +859+0.7% | Added |
| Camden Capital, LLC | 85,574 | $1.40M | 0.32% | 00.0% | Unchanged |
| LPL Financial LLC | 84,391 | $1.38M | 0.00% | +34,842+70.3% | Added |
| Royal Bank of Canada | 83,669 | $1.36M | 0.00% | +4,536+5.7% | Added |
| Apriem Advisors | 74,139 | $1.21M | 0.18% | 00.0% | Unchanged |
| Whittier Trust Co | 72,374 | $1.18M | 0.02% | −4,883−6.3% | Reduced |
| Wedbush Securities Inc | 69,421 | $1.13M | 0.05% | +39,381+131.1% | Added |
| Robinson Capital Management, LLC | 66,871 | $1.09M | 0.59% | +36,871+122.9% | Added |
| Invesco Ltd. | 54,261 | $884.0K | 0.00% | −27,844−33.9% | Reduced |
| Cetera Investment Advisers | 45,330 | $739.0K | 0.01% | +5,282+13.2% | Added |
| Kestra Advisory Services, LLC | 45,193 | $737.0K | 0.01% | −1,794−3.8% | Reduced |
| Raymond James & Associates | 37,611 | $613.0K | 0.00% | +89+0.2% | Added |
| Intersect Capital LLC | 30,701 | $500.0K | 0.09% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 27,471 | $448.0K | 0.00% | +356+1.3% | Added |
| Ridgewood Investments LLC | 26,659 | $435.0K | 0.28% | 00.0% | Unchanged |
| City of London Investment Management Co Ltd | 26,152 | $426.0K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 25,629 | $418.0K | 0.00% | −3,687−12.6% | Reduced |
| Van Hulzen Asset Management, LLC | 25,317 | $413.0K | 0.06% | +600+2.4% | Added |
| Castle Rock Wealth Management, LLC | 24,235 | $401.0K | 0.15% | +40.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 22,298 | $363.0K | 0.00% | −683−3.0% | Reduced |
| Gamble Jones Investment Counsel | 22,046 | $359.0K | 0.02% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 20,925 | $342.0K | 0.08% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 20,881 | $340.0K | 0.00% | −445−2.1% | Reduced |
| Diligent Investors, LLC | 20,609 | $336.0K | 0.11% | +24+0.1% | Added |
| Tarbox Family Office, Inc. | 20,160 | $329.0K | 0.06% | +20,160 | New |
| Wetherby Asset Management Inc | 20,000 | $326.0K | 0.02% | 00.0% | Unchanged |
| First American Trust, FSB | 19,535 | $318.0K | 0.05% | 00.0% | Unchanged |
| Stifel Financial Corp | 15,436 | $252.0K | 0.00% | −1,365−8.1% | Reduced |
| Garrison Point Capital, LLC | 15,000 | $245.0K | 0.08% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 14,667 | $239.0K | 0.06% | −19,430−57.0% | Reduced |
| Miracle Mile Advisors, LLC | 14,029 | $229.0K | 0.01% | +21+0.1% | Added |
| Tortoise Investment Management, LLC | 13,091 | $213.0K | 0.04% | −6,000−31.4% | Reduced |
| RB Capital Management, LLC | 12,769 | $208.0K | 0.08% | −50.0% | Reduced |
| Financial Network Wealth Management LLC | 12,177 | $198.0K | 0.12% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 11,647 | $190.0K | 0.02% | +11,647 | New |
| Proequities, Inc. | 11,486 | $188.0K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 11,518 | $188.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 11,035 | $180.0K | 0.02% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 10,477 | $171.0K | 0.05% | 00.0% | Unchanged |
| Stonnington Group, LLC | 10,000 | $165.0K | 0.04% | −368−3.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 4,225 | $69.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,133 | $35.0K | 0.00% | +2,133 | New |
| Liberty Wealth Management LLC | 2,051 | $33.0K | 0.01% | +29+1.4% | Added |
| NEXT Financial Group, Inc | 1,794 | $29.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,700 | $28.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,375 | $22.0K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,200 | $20.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,025 | $17.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,000 | $16.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 691 | $11.0K | 0.00% | −1,290−65.1% | Reduced |
| Parallel Advisors, LLC | 497 | $8.00K | 0.00% | +5+1.0% | Added |
| Citigroup Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 12 | $0 | 0.00% | +12 | New |
| Claybrook Capital, LLC | 0 | $0 | 0.00% | −49,160−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −16,038−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −15,496−100.0% | Sold out |
| Buckingham Strategic Wealth, LLC | 0 | $0 | 0.00% | −11,067−100.0% | Sold out |
| Ameritas Investment Partners, Inc. | 0 | $0 | 0.00% | −4,672−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −1,312−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −622−100.0% | Sold out |