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, Q1 2022
Institutional positions in Nuveen California Amt-Free Quality Municipal Income Fund as of Mar 31, 2022. 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
- 68
- +5 vs. Q4 2021
- Shares held
- 6.32M
- +46.7K (+0.7%) vs. Q4 2021
- Total value
- $85.6M
- −$13.6M (−13.7%) vs. Q4 2021
- New holders
- 15
- 21 more added
- Sold out
- 10
- 13 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Nuveen California Amt-Free Quality Municipal Income Fund; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 1,132,811 | $15.4M | 0.01% | −254,894−18.4% | Reduced |
| Morgan Stanley | 1,114,993 | $15.1M | 0.00% | +56,007+5.3% | Added |
| Guggenheim Capital LLC | 688,873 | $9.34M | 0.06% | +9,968+1.5% | Added |
| Rivernorth Capital Management, LLC | 439,628 | $5.96M | 0.22% | +143,800+48.6% | Added |
| Wells Fargo & Company | 340,940 | $4.62M | 0.00% | +33,008+10.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 289,791 | $3.93M | 0.21% | +55,910+23.9% | Added |
| Pacific Wealth Strategies Group, Inc. | 246,776 | $3.35M | 1.40% | −2,000−0.8% | Reduced |
| Leisure Capital Management | 215,453 | $2.92M | 1.48% | −49,626−18.7% | Reduced |
| D.A. Davidson & Co. | 203,171 | $2.75M | 0.03% | +3,877+1.9% | Added |
| Evoke Wealth, LLC | 145,069 | $1.98M | 0.06% | +6,130+4.4% | Added |
| Royal Bank of Canada | 97,914 | $1.33M | 0.00% | +8,427+9.4% | Added |
| LPL Financial LLC | 77,207 | $1.05M | 0.00% | −9,631−11.1% | Reduced |
| MKT Advisors LLC | 74,522 | $981.0K | 0.74% | +303+0.4% | Added |
| Wedbush Securities Inc | 69,473 | $942.0K | 0.04% | +2,147+3.2% | Added |
| Apriem Advisors | 69,239 | $939.0K | 0.14% | −2,900−4.0% | Reduced |
| Kestra Advisory Services, LLC | 55,604 | $754.0K | 0.01% | +658+1.2% | Added |
| Raymond James & Associates | 53,311 | $723.0K | 0.00% | −1,735−3.2% | Reduced |
| Bank of America Corp | 50,123 | $680.0K | 0.00% | −12,419−19.9% | Reduced |
| Advisor Group Holdings, Inc. | 49,632 | $673.0K | 0.00% | −5,963−10.7% | Reduced |
| Claybrook Capital, LLC | 49,160 | $667.0K | 0.33% | 00.0% | Unchanged |
| Cetera Investment Advisers | 44,653 | $605.0K | 0.01% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 42,449 | $576.0K | 0.03% | +42,449 | New |
| Diligent Investors, LLC | 37,294 | $506.0K | 0.15% | +19,635+111.2% | Added |
| Kennicott Capital Management LLC | 35,537 | $482.0K | 0.28% | +35,537 | New |
| Logan Stone Capital, LLC | 35,059 | $475.0K | 0.34% | +35,059 | New |
| CNH Partners LLC | 34,616 | $469.0K | 0.01% | +34,616 | New |
| Whittier Trust Co | 34,332 | $466.0K | 0.01% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 30,500 | $414.0K | 0.24% | +30,500 | New |
| Van Hulzen Asset Management, LLC | 27,348 | $371.0K | 0.04% | +2,040+8.1% | Added |
| City of London Investment Management Co Ltd | 26,152 | $354.0K | 0.02% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 25,213 | $342.0K | 0.00% | −1,412−5.3% | Reduced |
| Intersect Capital LLC | 24,753 | $336.0K | 0.06% | −5,948−19.4% | Reduced |
| Castle Rock Wealth Management, LLC | 25,195 | $330.0K | 0.15% | +40.0% | Added |
| Vivaldi Capital Management, LLC | 25,891 | $330.0K | 0.09% | +25,891 | New |
| Creative Planning | 23,538 | $319.0K | 0.00% | −980−4.0% | Reduced |
| Snowden Capital Advisors LLC | 23,509 | $318.0K | 0.01% | +21,842+1,310.3% | Added |
| Gamble Jones Investment Counsel | 22,046 | $299.0K | 0.02% | 00.0% | Unchanged |
| Virtu Financial LLC | 21,180 | $287.0K | 0.02% | +21,180 | New |
| HBW Advisory Services LLC | 20,742 | $281.0K | 0.10% | +9,963+92.4% | Added |
| Stratos Wealth Partners, LTD. | 20,518 | $278.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 20,358 | $276.0K | 0.00% | +5,269+34.9% | Added |
| Wetherby Asset Management Inc | 20,000 | $271.0K | 0.02% | 00.0% | Unchanged |
| First American Trust, FSB | 19,535 | $265.0K | 0.04% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 19,432 | $263.0K | 0.03% | +19,432 | New |
| Ridgewood Investments LLC | 18,659 | $253.0K | 0.17% | −8,000−30.0% | Reduced |
| Commonwealth Equity Services, LLC | 16,462 | $223.0K | 0.00% | +5,020+43.9% | Added |
| Atria Wealth Solutions, Inc. | 16,004 | $218.0K | 0.00% | +16,004 | New |
| Garrison Point Capital, LLC | 15,000 | $203.0K | 2.38% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 21,357 | $198.0K | 0.02% | +21,357 | New |
| Miracle Mile Advisors, LLC | 14,093 | $191.0K | 0.01% | +23+0.2% | Added |
| RB Capital Management, LLC | 13,084 | $177.0K | 0.06% | +117+0.9% | Added |
| Stifel Financial Corp | 12,382 | $168.0K | 0.00% | −2,156−14.8% | Reduced |
| Financial Network Wealth Management LLC | 12,177 | $165.0K | 0.09% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 12,050 | $164.0K | 0.04% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 11,613 | $157.0K | 0.01% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 10,524 | $143.0K | 0.02% | +10,524 | New |
| BDO Wealth Advisors, LLC | 5,535 | $75.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,468 | $75.0K | 0.00% | +5,468 | New |
| Allworth Financial LP | 3,000 | $41.0K | 0.00% | +3,000 | New |
| Private Ocean, LLC | 1,700 | $23.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,375 | $19.0K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 1,298 | $18.0K | 0.00% | +1,298 | New |
| Blume Capital Management, Inc. | 1,200 | $16.0K | 0.01% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 1,000 | $14.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,000 | $14.0K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 900 | $12.0K | 0.01% | +900 | New |
| Parallel Advisors, LLC | 513 | $7.00K | 0.00% | +6+1.2% | Added |
| Citigroup Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −690−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −172,423−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −27,863−100.0% | Sold out |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −19,345−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −16,274−100.0% | Sold out |
| First Foundation Advisors | 0 | $0 | 0.00% | −11,916−100.0% | Sold out |
| Wealthsource Partners, LLC | 0 | $0 | 0.00% | −11,872−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −11,239−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −10,840−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −494−100.0% | Sold out |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |