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 |
|---|---|---|---|---|---|
| Citigroup Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 12 | $0 | 0.00% | +12 | New |
| Parallel Advisors, LLC | 497 | $8.00K | 0.00% | +5+1.0% | Added |
| Gemmer Asset Management LLC | 691 | $11.0K | 0.00% | −1,290−65.1% | Reduced |
| Orion Capital Management LLC | 1,000 | $16.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,025 | $17.0K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,200 | $20.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,375 | $22.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,700 | $28.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 1,794 | $29.0K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 2,051 | $33.0K | 0.01% | +29+1.4% | Added |
| Advisory Services Network, LLC | 2,133 | $35.0K | 0.00% | +2,133 | New |
| Whittier Trust Co of Nevada Inc | 4,225 | $69.0K | 0.00% | 00.0% | Unchanged |
| Stonnington Group, LLC | 10,000 | $165.0K | 0.04% | −368−3.5% | Reduced |
| HBW Advisory Services LLC | 10,477 | $171.0K | 0.05% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 11,035 | $180.0K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 11,486 | $188.0K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 11,518 | $188.0K | 0.00% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 11,647 | $190.0K | 0.02% | +11,647 | New |
| Financial Network Wealth Management LLC | 12,177 | $198.0K | 0.12% | 00.0% | Unchanged |
| RB Capital Management, LLC | 12,769 | $208.0K | 0.08% | −50.0% | Reduced |
| Tortoise Investment Management, LLC | 13,091 | $213.0K | 0.04% | −6,000−31.4% | Reduced |
| Miracle Mile Advisors, LLC | 14,029 | $229.0K | 0.01% | +21+0.1% | Added |
| Ackerman Capital Advisors, LLC | 14,667 | $239.0K | 0.06% | −19,430−57.0% | Reduced |
| Garrison Point Capital, LLC | 15,000 | $245.0K | 0.08% | 00.0% | Unchanged |
| Stifel Financial Corp | 15,436 | $252.0K | 0.00% | −1,365−8.1% | Reduced |
| First American Trust, FSB | 19,535 | $318.0K | 0.05% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 20,000 | $326.0K | 0.02% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 20,160 | $329.0K | 0.06% | +20,160 | New |
| Diligent Investors, LLC | 20,609 | $336.0K | 0.11% | +24+0.1% | Added |
| Cetera Advisor Networks LLC | 20,881 | $340.0K | 0.00% | −445−2.1% | Reduced |
| Pensionmark Financial Group, LLC | 20,925 | $342.0K | 0.08% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 22,046 | $359.0K | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 22,298 | $363.0K | 0.00% | −683−3.0% | Reduced |
| Castle Rock Wealth Management, LLC | 24,235 | $401.0K | 0.15% | +40.0% | Added |
| Van Hulzen Asset Management, LLC | 25,317 | $413.0K | 0.06% | +600+2.4% | Added |
| Creative Planning | 25,629 | $418.0K | 0.00% | −3,687−12.6% | Reduced |
| City of London Investment Management Co Ltd | 26,152 | $426.0K | 0.02% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 26,659 | $435.0K | 0.28% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 27,471 | $448.0K | 0.00% | +356+1.3% | Added |
| Intersect Capital LLC | 30,701 | $500.0K | 0.09% | 00.0% | Unchanged |
| Raymond James & Associates | 37,611 | $613.0K | 0.00% | +89+0.2% | Added |
| Kestra Advisory Services, LLC | 45,193 | $737.0K | 0.01% | −1,794−3.8% | Reduced |
| Cetera Investment Advisers | 45,330 | $739.0K | 0.01% | +5,282+13.2% | Added |
| Invesco Ltd. | 54,261 | $884.0K | 0.00% | −27,844−33.9% | Reduced |
| Robinson Capital Management, LLC | 66,871 | $1.09M | 0.59% | +36,871+122.9% | Added |
| Wedbush Securities Inc | 69,421 | $1.13M | 0.05% | +39,381+131.1% | Added |
| Whittier Trust Co | 72,374 | $1.18M | 0.02% | −4,883−6.3% | Reduced |
| Apriem Advisors | 74,139 | $1.21M | 0.18% | 00.0% | Unchanged |
| Royal Bank of Canada | 83,669 | $1.36M | 0.00% | +4,536+5.7% | Added |
| LPL Financial LLC | 84,391 | $1.38M | 0.00% | +34,842+70.3% | Added |
| Camden Capital, LLC | 85,574 | $1.40M | 0.32% | 00.0% | Unchanged |
| Bank of America Corp | 118,903 | $1.94M | 0.00% | +859+0.7% | Added |
| Advisor Group Holdings, Inc. | 119,147 | $1.94M | 0.00% | −1,085−0.9% | Reduced |
| First Foundation Advisors | 125,750 | $2.05M | 0.08% | −17,628−12.3% | Reduced |
| Evoke Wealth, LLC | 126,439 | $2.07M | 0.08% | +30,190+31.4% | Added |
| Advisors Asset Management, Inc. | 152,118 | $2.48M | 0.04% | +12,092+8.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 156,793 | $2.56M | 0.14% | +54,440+53.2% | Added |
| D.A. Davidson & Co. | 172,012 | $2.80M | 0.03% | +9,534+5.9% | Added |
| Leisure Capital Management | 221,967 | $3.62M | 2.02% | +2,616+1.2% | Added |
| Pacific Wealth Strategies Group, Inc. | 246,036 | $4.01M | 1.53% | −19,673−7.4% | Reduced |
| Wells Fargo & Company | 283,308 | $4.62M | 0.00% | +16,041+6.0% | Added |
| Rivernorth Capital Management, LLC | 545,802 | $8.90M | 0.51% | +52,083+10.5% | Added |
| Guggenheim Capital LLC | 682,263 | $11.1M | 0.07% | −13,929−2.0% | Reduced |
| Morgan Stanley | 968,593 | $15.8M | 0.00% | +84,040+9.5% | Added |
| UBS Group AG | 1,646,201 | $26.8M | 0.01% | −39,692−2.4% | Reduced |
| 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 |