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