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, Q4 2021
Institutional positions in Nuveen California Amt-Free Quality Municipal Income Fund as of Dec 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
- 64
- +4 vs. Q3 2021
- Shares held
- 6.28M
- −149.4K (−2.3%) vs. Q3 2021
- Total value
- $99.2M
- −$6.11M (−5.8%) vs. Q3 2021
- New holders
- 9
- 15 more added
- Sold out
- 5
- 20 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Nuveen California Amt-Free Quality Municipal Income Fund; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 1,387,705 | $22.0M | 0.01% | −71,209−4.9% | Reduced |
| Morgan Stanley | 1,058,986 | $16.8M | 0.00% | +59,765+6.0% | Added |
| Guggenheim Capital LLC | 678,905 | $10.7M | 0.06% | −27,324−3.9% | Reduced |
| Wells Fargo & Company | 307,932 | $4.88M | 0.00% | +3,789+1.2% | Added |
| Rivernorth Capital Management, LLC | 295,828 | $4.68M | 0.19% | −45,400−13.3% | Reduced |
| Leisure Capital Management | 265,079 | $4.20M | 1.93% | +26,400+11.1% | Added |
| Pacific Wealth Strategies Group, Inc. | 248,776 | $3.94M | 1.37% | +3,000+1.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 233,881 | $3.70M | 0.18% | +11,079+5.0% | Added |
| D.A. Davidson & Co. | 199,294 | $3.15M | 0.03% | +8,376+4.4% | Added |
| Advisors Asset Management, Inc. | 172,423 | $2.73M | 0.04% | +4,425+2.6% | Added |
| Evoke Wealth, LLC | 138,939 | $2.20M | 0.07% | +10.0% | Added |
| Royal Bank of Canada | 89,487 | $1.42M | 0.00% | +7,400+9.0% | Added |
| LPL Financial LLC | 86,838 | $1.38M | 0.00% | −705−0.8% | Reduced |
| Apriem Advisors | 72,139 | $1.14M | 0.16% | −2,000−2.7% | Reduced |
| MKT Advisors LLC | 74,219 | $1.08M | 0.85% | +74,219 | New |
| Wedbush Securities Inc | 67,326 | $1.07M | 0.05% | −1,000−1.5% | Reduced |
| Bank of America Corp | 62,542 | $990.0K | 0.00% | −29,734−32.2% | Reduced |
| Advisor Group Holdings, Inc. | 55,595 | $881.0K | 0.00% | −66,478−54.5% | Reduced |
| Raymond James & Associates | 55,046 | $871.0K | 0.00% | +17,283+45.8% | Added |
| Kestra Advisory Services, LLC | 54,946 | $870.0K | 0.01% | +9,546+21.0% | Added |
| Claybrook Capital, LLC | 49,160 | $778.0K | 0.37% | 00.0% | Unchanged |
| Cetera Investment Advisers | 44,653 | $707.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 34,332 | $543.0K | 0.01% | −250−0.7% | Reduced |
| Intersect Capital LLC | 30,701 | $486.0K | 0.09% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 27,863 | $441.0K | 0.03% | +27,863 | New |
| Ridgewood Investments LLC | 26,659 | $422.0K | 0.27% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 26,625 | $421.0K | 0.00% | −28−0.1% | Reduced |
| City of London Investment Management Co Ltd | 26,152 | $414.0K | 0.02% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 25,308 | $401.0K | 0.04% | 00.0% | Unchanged |
| Creative Planning | 24,518 | $388.0K | 0.00% | −1,300−5.0% | Reduced |
| Castle Rock Wealth Management, LLC | 25,191 | $372.0K | 0.15% | +25,191 | New |
| Gamble Jones Investment Counsel | 22,046 | $349.0K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 20,518 | $325.0K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 20,000 | $317.0K | 0.02% | 00.0% | Unchanged |
| First American Trust, FSB | 19,535 | $309.0K | 0.04% | 00.0% | Unchanged |
| Diligent Investors, LLC | 17,659 | $280.0K | 0.08% | −2,950−14.3% | Reduced |
| Pensionmark Financial Group, LLC | 19,345 | $279.0K | 0.06% | −7,550−28.1% | Reduced |
| Invesco Ltd. | 16,274 | $258.0K | 0.00% | −23,763−59.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 15,089 | $239.0K | 0.00% | −3,875−20.4% | Reduced |
| Garrison Point Capital, LLC | 15,000 | $237.0K | 0.09% | 00.0% | Unchanged |
| Stifel Financial Corp | 14,538 | $230.0K | 0.00% | −898−5.8% | Reduced |
| Miracle Mile Advisors, LLC | 14,070 | $223.0K | 0.01% | +21+0.1% | Added |
| RB Capital Management, LLC | 12,967 | $205.0K | 0.06% | +100+0.8% | Added |
| Financial Network Wealth Management LLC | 12,177 | $193.0K | 0.10% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 12,050 | $191.0K | 0.05% | +12,050 | New |
| First Foundation Advisors | 11,916 | $189.0K | 0.01% | −41,736−77.8% | Reduced |
| Wealthsource Partners, LLC | 11,872 | $188.0K | 0.02% | +131+1.1% | Added |
| Badgley Phelps Wealth Managers, LLC | 11,613 | $184.0K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 11,442 | $181.0K | 0.00% | +11,442 | New |
| Resources Investment Advisors, LLC. | 11,239 | $178.0K | 0.01% | +11,239 | New |
| Cetera Advisor Networks LLC | 10,840 | $172.0K | 0.00% | −2,250−17.2% | Reduced |
| HBW Advisory Services LLC | 10,779 | $171.0K | 0.04% | +10,779 | New |
| BDO Wealth Advisors, LLC | 5,535 | $88.0K | 0.01% | −5,500−49.8% | Reduced |
| NEXT Financial Group, Inc | 2,467 | $39.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,700 | $27.0K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 1,667 | $26.0K | 0.00% | +1,667 | New |
| Tradewinds Capital Management, LLC | 1,375 | $22.0K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,200 | $19.0K | 0.01% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 1,000 | $16.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,000 | $16.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 690 | $11.0K | 0.00% | −10,796−94.0% | Reduced |
| Parallel Advisors, LLC | 507 | $8.00K | 0.00% | +5+1.0% | Added |
| Tower Research Capital LLC (TRC) | 494 | $8.00K | 0.00% | +494 | New |
| Citigroup Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Camden Capital, LLC | 0 | $0 | 0.00% | −85,574−100.0% | Sold out |
| Tarbox Family Office, Inc. | 0 | $0 | 0.00% | −20,160−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −13,091−100.0% | Sold out |
| Stonnington Group, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −2,072−100.0% | Sold out |