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, Q3 2021
Institutional positions in Nuveen California Amt-Free Quality Municipal Income Fund as of Sep 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
- 60
- −6 vs. Q2 2021
- Shares held
- 6.43M
- −392.8K (−5.8%) vs. Q2 2021
- Total value
- $105.3M
- −$5.83M (−5.2%) vs. Q2 2021
- New holders
- 3
- 21 more added
- Sold out
- 9
- 14 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Nuveen California Amt-Free Quality Municipal Income Fund; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 1,458,914 | $23.9M | 0.01% | −187,287−11.4% | Reduced |
| Morgan Stanley | 999,221 | $16.4M | 0.00% | +30,628+3.2% | Added |
| Guggenheim Capital LLC | 706,229 | $11.6M | 0.07% | +23,966+3.5% | Added |
| Rivernorth Capital Management, LLC | 341,228 | $5.59M | 0.30% | −204,574−37.5% | Reduced |
| Wells Fargo & Company | 304,143 | $4.99M | 0.00% | +20,835+7.4% | Added |
| Pacific Wealth Strategies Group, Inc. | 245,776 | $4.03M | 1.49% | −260−0.1% | Reduced |
| Leisure Capital Management | 238,679 | $3.91M | 2.11% | +16,712+7.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 222,802 | $3.65M | 0.19% | +66,009+42.1% | Added |
| D.A. Davidson & Co. | 190,918 | $3.13M | 0.04% | +18,906+11.0% | Added |
| Advisors Asset Management, Inc. | 167,998 | $2.75M | 0.04% | +15,880+10.4% | Added |
| Evoke Wealth, LLC | 138,938 | $2.29M | 0.09% | +12,499+9.9% | Added |
| Advisor Group Holdings, Inc. | 122,073 | $2.00M | 0.00% | +2,926+2.5% | Added |
| Bank of America Corp | 92,276 | $1.51M | 0.00% | −26,627−22.4% | Reduced |
| LPL Financial LLC | 87,543 | $1.44M | 0.00% | +3,152+3.7% | Added |
| Camden Capital, LLC | 85,574 | $1.40M | 0.28% | 00.0% | Unchanged |
| Royal Bank of Canada | 82,087 | $1.34M | 0.00% | −1,582−1.9% | Reduced |
| Apriem Advisors | 74,139 | $1.22M | 0.17% | 00.0% | Unchanged |
| Wedbush Securities Inc | 68,326 | $1.12M | 0.05% | −1,095−1.6% | Reduced |
| First Foundation Advisors | 53,652 | $879.0K | 0.03% | −72,098−57.3% | Reduced |
| Claybrook Capital, LLC | 49,160 | $806.0K | 0.41% | +49,160 | New |
| Kestra Advisory Services, LLC | 45,400 | $744.0K | 0.01% | +207+0.5% | Added |
| Cetera Investment Advisers | 44,653 | $732.0K | 0.01% | −677−1.5% | Reduced |
| Invesco Ltd. | 40,037 | $656.0K | 0.00% | −14,224−26.2% | Reduced |
| Raymond James & Associates | 37,763 | $619.0K | 0.00% | +152+0.4% | Added |
| Whittier Trust Co | 34,582 | $566.0K | 0.01% | −37,792−52.2% | Reduced |
| Intersect Capital LLC | 30,701 | $503.0K | 0.09% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 26,895 | $442.0K | 0.10% | +5,970+28.5% | Added |
| Ameriprise Financial Inc | 26,653 | $440.0K | 0.00% | −818−3.0% | Reduced |
| Ridgewood Investments LLC | 26,659 | $437.0K | 0.30% | 00.0% | Unchanged |
| City of London Investment Management Co Ltd | 26,152 | $429.0K | 0.03% | 00.0% | Unchanged |
| Creative Planning | 25,818 | $423.0K | 0.00% | +189+0.7% | Added |
| Van Hulzen Asset Management, LLC | 25,308 | $415.0K | 0.06% | −90.0% | Reduced |
| Gamble Jones Investment Counsel | 22,046 | $361.0K | 0.02% | 00.0% | Unchanged |
| Diligent Investors, LLC | 20,609 | $336.0K | 0.11% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 20,518 | $336.0K | 0.01% | +9,000+78.1% | Added |
| Tarbox Family Office, Inc. | 20,160 | $330.0K | 0.06% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 20,000 | $328.0K | 0.02% | 00.0% | Unchanged |
| First American Trust, FSB | 19,535 | $320.0K | 0.05% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 18,964 | $311.0K | 0.00% | −3,334−15.0% | Reduced |
| Stifel Financial Corp | 15,436 | $253.0K | 0.00% | 00.0% | Unchanged |
| Garrison Point Capital, LLC | 15,000 | $246.0K | 0.08% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 14,049 | $230.0K | 0.01% | +20+0.1% | Added |
| Cetera Advisor Networks LLC | 13,090 | $215.0K | 0.00% | −7,791−37.3% | Reduced |
| Tortoise Investment Management, LLC | 13,091 | $215.0K | 0.04% | 00.0% | Unchanged |
| RB Capital Management, LLC | 12,867 | $211.0K | 0.08% | +98+0.8% | Added |
| Financial Network Wealth Management LLC | 12,177 | $200.0K | 0.11% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 11,741 | $192.0K | 0.02% | +94+0.8% | Added |
| Badgley Phelps Wealth Managers, LLC | 11,613 | $190.0K | 0.01% | +11,613 | New |
| Proequities, Inc. | 11,486 | $189.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 11,035 | $181.0K | 0.02% | 00.0% | Unchanged |
| Stonnington Group, LLC | 10,000 | $162.0K | 0.04% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 2,467 | $40.0K | 0.00% | +673+37.5% | Added |
| Liberty Wealth Management LLC | 2,072 | $34.0K | 0.01% | +21+1.0% | Added |
| Private Ocean, LLC | 1,700 | $28.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,375 | $23.0K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,200 | $20.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,000 | $16.0K | 0.01% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 1,000 | $16.0K | 0.00% | +1,000 | New |
| Parallel Advisors, LLC | 502 | $8.00K | 0.00% | +5+1.0% | Added |
| Citigroup Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 0 | $0 | 0.00% | −66,871−100.0% | Sold out |
| Castle Rock Wealth Management, LLC | 0 | $0 | 0.00% | −24,235−100.0% | Sold out |
| Ackerman Capital Advisors, LLC | 0 | $0 | 0.00% | −14,667−100.0% | Sold out |
| HBW Advisory Services LLC | 0 | $0 | 0.00% | −10,477−100.0% | Sold out |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −4,225−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,133−100.0% | Sold out |
| Optimum Investment Advisors | 0 | $0 | 0.00% | −1,025−100.0% | Sold out |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −691−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −12−100.0% | Sold out |