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 |
|---|---|---|---|---|---|
| Citigroup Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 513 | $7.00K | 0.00% | +6+1.2% | Added |
| FNY Investment Advisers, LLC | 900 | $12.0K | 0.01% | +900 | New |
| 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 |
| Blume Capital Management, Inc. | 1,200 | $16.0K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 1,298 | $18.0K | 0.00% | +1,298 | New |
| Tradewinds Capital Management, LLC | 1,375 | $19.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,700 | $23.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3,000 | $41.0K | 0.00% | +3,000 | 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 |
| Two Sigma Securities, LLC | 10,524 | $143.0K | 0.02% | +10,524 | New |
| Badgley Phelps Wealth Managers, LLC | 11,613 | $157.0K | 0.01% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 12,050 | $164.0K | 0.04% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 12,177 | $165.0K | 0.09% | 00.0% | Unchanged |
| Stifel Financial Corp | 12,382 | $168.0K | 0.00% | −2,156−14.8% | Reduced |
| RB Capital Management, LLC | 13,084 | $177.0K | 0.06% | +117+0.9% | Added |
| Miracle Mile Advisors, LLC | 14,093 | $191.0K | 0.01% | +23+0.2% | Added |
| Gerber Kawasaki Wealth & Investment Management | 21,357 | $198.0K | 0.02% | +21,357 | New |
| Garrison Point Capital, LLC | 15,000 | $203.0K | 2.38% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 16,004 | $218.0K | 0.00% | +16,004 | New |
| Commonwealth Equity Services, LLC | 16,462 | $223.0K | 0.00% | +5,020+43.9% | Added |
| Ridgewood Investments LLC | 18,659 | $253.0K | 0.17% | −8,000−30.0% | Reduced |
| Landscape Capital Management, L.L.C. | 19,432 | $263.0K | 0.03% | +19,432 | New |
| First American Trust, FSB | 19,535 | $265.0K | 0.04% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 20,000 | $271.0K | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 20,358 | $276.0K | 0.00% | +5,269+34.9% | Added |
| Stratos Wealth Partners, LTD. | 20,518 | $278.0K | 0.01% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 20,742 | $281.0K | 0.10% | +9,963+92.4% | Added |
| Virtu Financial LLC | 21,180 | $287.0K | 0.02% | +21,180 | New |
| Gamble Jones Investment Counsel | 22,046 | $299.0K | 0.02% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 23,509 | $318.0K | 0.01% | +21,842+1,310.3% | Added |
| Creative Planning | 23,538 | $319.0K | 0.00% | −980−4.0% | 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 |
| Intersect Capital LLC | 24,753 | $336.0K | 0.06% | −5,948−19.4% | Reduced |
| Ameriprise Financial Inc | 25,213 | $342.0K | 0.00% | −1,412−5.3% | Reduced |
| City of London Investment Management Co Ltd | 26,152 | $354.0K | 0.02% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 27,348 | $371.0K | 0.04% | +2,040+8.1% | Added |
| Running Point Capital Advisors, LLC | 30,500 | $414.0K | 0.24% | +30,500 | New |
| Whittier Trust Co | 34,332 | $466.0K | 0.01% | 00.0% | Unchanged |
| CNH Partners LLC | 34,616 | $469.0K | 0.01% | +34,616 | New |
| Logan Stone Capital, LLC | 35,059 | $475.0K | 0.34% | +35,059 | New |
| Kennicott Capital Management LLC | 35,537 | $482.0K | 0.28% | +35,537 | New |
| Diligent Investors, LLC | 37,294 | $506.0K | 0.15% | +19,635+111.2% | Added |
| Western Wealth Management, LLC | 42,449 | $576.0K | 0.03% | +42,449 | New |
| Cetera Investment Advisers | 44,653 | $605.0K | 0.01% | 00.0% | Unchanged |
| Claybrook Capital, LLC | 49,160 | $667.0K | 0.33% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 49,632 | $673.0K | 0.00% | −5,963−10.7% | Reduced |
| Bank of America Corp | 50,123 | $680.0K | 0.00% | −12,419−19.9% | Reduced |
| Raymond James & Associates | 53,311 | $723.0K | 0.00% | −1,735−3.2% | Reduced |
| Kestra Advisory Services, LLC | 55,604 | $754.0K | 0.01% | +658+1.2% | Added |
| Apriem Advisors | 69,239 | $939.0K | 0.14% | −2,900−4.0% | Reduced |
| Wedbush Securities Inc | 69,473 | $942.0K | 0.04% | +2,147+3.2% | Added |
| MKT Advisors LLC | 74,522 | $981.0K | 0.74% | +303+0.4% | Added |
| LPL Financial LLC | 77,207 | $1.05M | 0.00% | −9,631−11.1% | Reduced |
| Royal Bank of Canada | 97,914 | $1.33M | 0.00% | +8,427+9.4% | Added |
| Evoke Wealth, LLC | 145,069 | $1.98M | 0.06% | +6,130+4.4% | Added |
| D.A. Davidson & Co. | 203,171 | $2.75M | 0.03% | +3,877+1.9% | Added |
| Leisure Capital Management | 215,453 | $2.92M | 1.48% | −49,626−18.7% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 246,776 | $3.35M | 1.40% | −2,000−0.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 289,791 | $3.93M | 0.21% | +55,910+23.9% | Added |
| Wells Fargo & Company | 340,940 | $4.62M | 0.00% | +33,008+10.7% | Added |
| Rivernorth Capital Management, LLC | 439,628 | $5.96M | 0.22% | +143,800+48.6% | Added |
| Guggenheim Capital LLC | 688,873 | $9.34M | 0.06% | +9,968+1.5% | Added |
| Morgan Stanley | 1,114,993 | $15.1M | 0.00% | +56,007+5.3% | Added |
| UBS Group AG | 1,132,811 | $15.4M | 0.01% | −254,894−18.4% | Reduced |
| 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 |