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 |
|---|---|---|---|---|---|
| Citigroup Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 502 | $8.00K | 0.00% | +5+1.0% | Added |
| 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 |
| Blume Capital Management, Inc. | 1,200 | $20.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,375 | $23.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,700 | $28.0K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 2,072 | $34.0K | 0.01% | +21+1.0% | Added |
| NEXT Financial Group, Inc | 2,467 | $40.0K | 0.00% | +673+37.5% | Added |
| Stonnington Group, LLC | 10,000 | $162.0K | 0.04% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 11,035 | $181.0K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 11,486 | $189.0K | 0.01% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 11,613 | $190.0K | 0.01% | +11,613 | New |
| Wealthsource Partners, LLC | 11,741 | $192.0K | 0.02% | +94+0.8% | Added |
| Financial Network Wealth Management LLC | 12,177 | $200.0K | 0.11% | 00.0% | Unchanged |
| RB Capital Management, LLC | 12,867 | $211.0K | 0.08% | +98+0.8% | 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 |
| Miracle Mile Advisors, LLC | 14,049 | $230.0K | 0.01% | +20+0.1% | Added |
| Garrison Point Capital, LLC | 15,000 | $246.0K | 0.08% | 00.0% | Unchanged |
| Stifel Financial Corp | 15,436 | $253.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 18,964 | $311.0K | 0.00% | −3,334−15.0% | Reduced |
| First American Trust, FSB | 19,535 | $320.0K | 0.05% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 20,000 | $328.0K | 0.02% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 20,160 | $330.0K | 0.06% | 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 |
| Gamble Jones Investment Counsel | 22,046 | $361.0K | 0.02% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 25,308 | $415.0K | 0.06% | −90.0% | Reduced |
| Creative Planning | 25,818 | $423.0K | 0.00% | +189+0.7% | Added |
| City of London Investment Management Co Ltd | 26,152 | $429.0K | 0.03% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 26,659 | $437.0K | 0.30% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 26,653 | $440.0K | 0.00% | −818−3.0% | Reduced |
| Pensionmark Financial Group, LLC | 26,895 | $442.0K | 0.10% | +5,970+28.5% | Added |
| Intersect Capital LLC | 30,701 | $503.0K | 0.09% | 00.0% | Unchanged |
| Whittier Trust Co | 34,582 | $566.0K | 0.01% | −37,792−52.2% | Reduced |
| Raymond James & Associates | 37,763 | $619.0K | 0.00% | +152+0.4% | Added |
| Invesco Ltd. | 40,037 | $656.0K | 0.00% | −14,224−26.2% | Reduced |
| Cetera Investment Advisers | 44,653 | $732.0K | 0.01% | −677−1.5% | Reduced |
| Kestra Advisory Services, LLC | 45,400 | $744.0K | 0.01% | +207+0.5% | Added |
| Claybrook Capital, LLC | 49,160 | $806.0K | 0.41% | +49,160 | New |
| First Foundation Advisors | 53,652 | $879.0K | 0.03% | −72,098−57.3% | Reduced |
| Wedbush Securities Inc | 68,326 | $1.12M | 0.05% | −1,095−1.6% | Reduced |
| Apriem Advisors | 74,139 | $1.22M | 0.17% | 00.0% | Unchanged |
| Royal Bank of Canada | 82,087 | $1.34M | 0.00% | −1,582−1.9% | Reduced |
| Camden Capital, LLC | 85,574 | $1.40M | 0.28% | 00.0% | Unchanged |
| LPL Financial LLC | 87,543 | $1.44M | 0.00% | +3,152+3.7% | Added |
| Bank of America Corp | 92,276 | $1.51M | 0.00% | −26,627−22.4% | Reduced |
| Advisor Group Holdings, Inc. | 122,073 | $2.00M | 0.00% | +2,926+2.5% | Added |
| Evoke Wealth, LLC | 138,938 | $2.29M | 0.09% | +12,499+9.9% | Added |
| Advisors Asset Management, Inc. | 167,998 | $2.75M | 0.04% | +15,880+10.4% | Added |
| D.A. Davidson & Co. | 190,918 | $3.13M | 0.04% | +18,906+11.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 222,802 | $3.65M | 0.19% | +66,009+42.1% | Added |
| Leisure Capital Management | 238,679 | $3.91M | 2.11% | +16,712+7.5% | Added |
| Pacific Wealth Strategies Group, Inc. | 245,776 | $4.03M | 1.49% | −260−0.1% | Reduced |
| Wells Fargo & Company | 304,143 | $4.99M | 0.00% | +20,835+7.4% | Added |
| Rivernorth Capital Management, LLC | 341,228 | $5.59M | 0.30% | −204,574−37.5% | Reduced |
| Guggenheim Capital LLC | 706,229 | $11.6M | 0.07% | +23,966+3.5% | Added |
| Morgan Stanley | 999,221 | $16.4M | 0.00% | +30,628+3.2% | Added |
| UBS Group AG | 1,458,914 | $23.9M | 0.01% | −187,287−11.4% | Reduced |
| 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 |