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, Q2 2022
Institutional positions in Nuveen California Amt-Free Quality Municipal Income Fund as of Jun 30, 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
- 59
- −9 vs. Q1 2022
- Shares held
- 6.03M
- −287.2K (−4.5%) vs. Q1 2022
- Total value
- $77.8M
- −$7.78M (−9.1%) vs. Q1 2022
- New holders
- 9
- 18 more added
- Sold out
- 18
- 17 more reduced
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Nuveen California Amt-Free Quality Municipal Income Fund; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,274,250 | $16.4M | 0.00% | +159,257+14.3% | Added |
| UBS Group AG | 730,008 | $9.40M | 0.00% | −402,803−35.6% | Reduced |
| Wells Fargo & Company | 685,085 | $8.82M | 0.00% | +344,145+100.9% | Added |
| Guggenheim Capital LLC | 630,194 | $8.12M | 0.06% | −58,679−8.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 320,365 | $4.13M | 0.26% | +30,574+10.6% | Added |
| Advisors Asset Management, Inc. | 256,915 | $3.31M | 0.06% | +256,915 | New |
| Strategic Wealth Advisors Group, LLC | 217,193 | $2.80M | 0.12% | +217,193 | New |
| Leisure Capital Management | 203,655 | $2.62M | 1.36% | −11,798−5.5% | Reduced |
| Blue Zone Wealth Advisors, LLC | 182,962 | $2.36M | 1.07% | +182,962 | New |
| Evoke Wealth, LLC | 146,859 | $1.90M | 0.07% | +1,790+1.2% | Added |
| LPL Financial LLC | 103,389 | $1.33M | 0.00% | +26,182+33.9% | Added |
| Royal Bank of Canada | 80,819 | $1.04M | 0.00% | −17,095−17.5% | Reduced |
| MKT Advisors LLC | 74,522 | $1.00M | 0.78% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 76,408 | $984.0K | 0.01% | −126,763−62.4% | Reduced |
| Wedbush Securities Inc | 74,615 | $961.0K | 0.05% | +5,142+7.4% | Added |
| Apriem Advisors | 69,189 | $891.0K | 0.15% | −50−0.1% | Reduced |
| Claybrook Capital, LLC | 58,810 | $757.0K | 0.45% | +9,650+19.6% | Added |
| Raymond James & Associates | 56,237 | $724.0K | 0.00% | +2,926+5.5% | Added |
| Diligent Investors, LLC | 53,974 | $695.0K | 0.24% | +16,680+44.7% | Added |
| Kestra Advisory Services, LLC | 50,994 | $657.0K | 0.01% | −4,610−8.3% | Reduced |
| Western Wealth Management, LLC | 46,449 | $607.0K | 0.03% | +4,000+9.4% | Added |
| Advisor Group Holdings, Inc. | 40,905 | $528.0K | 0.00% | −8,727−17.6% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 38,245 | $493.0K | 0.64% | −208,531−84.5% | Reduced |
| Bank of America Corp | 36,973 | $476.0K | 0.00% | −13,150−26.2% | Reduced |
| Ameriprise Financial Inc | 33,109 | $426.0K | 0.00% | +7,896+31.3% | Added |
| Running Point Capital Advisors, LLC | 30,500 | $393.0K | 0.25% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 27,318 | $352.0K | 0.04% | −30−0.1% | Reduced |
| OTA Financial Group L.P. | 26,198 | $337.0K | 0.16% | +26,198 | New |
| Castle Rock Wealth Management, LLC | 25,199 | $333.0K | 0.17% | +40.0% | Added |
| Cetera Investment Advisers | 25,171 | $324.0K | 0.01% | −19,482−43.6% | Reduced |
| Vivaldi Capital Management, LLC | 24,851 | $320.0K | 0.08% | −1,040−4.0% | Reduced |
| Lindbrook Capital, LLC | 24,753 | $319.0K | 0.05% | +24,753 | New |
| Snowden Capital Advisors LLC | 24,375 | $313.0K | 0.01% | +866+3.7% | Added |
| Creative Planning | 23,587 | $304.0K | 0.00% | +49+0.2% | Added |
| Gamble Jones Investment Counsel | 22,046 | $284.0K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 20,518 | $264.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 20,457 | $263.0K | 0.00% | +99+0.5% | Added |
| Tarbox Family Office, Inc. | 20,160 | $260.0K | 0.06% | +20,160 | New |
| Kore Private Wealth LLC | 19,915 | $257.0K | 0.04% | +19,915 | New |
| Ridgewood Investments LLC | 18,659 | $240.0K | 0.19% | 00.0% | Unchanged |
| Garrison Point Capital, LLC | 15,000 | $193.0K | 2.69% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 14,118 | $182.0K | 0.01% | +25+0.2% | Added |
| Northwestern Mutual Wealth Management Co | 13,446 | $173.0K | 0.00% | +7,978+145.9% | Added |
| RB Capital Management, LLC | 12,599 | $162.0K | 0.06% | −485−3.7% | Reduced |
| Financial Network Wealth Management LLC | 12,177 | $157.0K | 0.09% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 12,050 | $156.0K | 0.05% | 00.0% | Unchanged |
| Kennicott Capital Management LLC | 12,038 | $155.0K | 0.12% | −23,499−66.1% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 11,613 | $150.0K | 0.01% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 10,379 | $134.0K | 0.02% | −9,053−46.6% | Reduced |
| Ronald Blue Trust, Inc. | 6,391 | $87.0K | 0.00% | +6,391 | New |
| BDO Wealth Advisors, LLC | 5,535 | $71.0K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 3,083 | $40.0K | 0.01% | +3,083 | New |
| Allworth Financial LP | 3,000 | $39.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,700 | $21.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,132 | $15.0K | 0.00% | −33,200−96.7% | Reduced |
| Blume Capital Management, Inc. | 1,200 | $15.0K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 900 | $11.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 520 | $7.00K | 0.00% | +7+1.4% | Added |
| Citigroup Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −439,628−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −35,059−100.0% | Sold out |
| CNH Partners LLC | 0 | $0 | 0.00% | −34,616−100.0% | Sold out |
| City of London Investment Management Co Ltd | 0 | $0 | 0.00% | −26,152−100.0% | Sold out |
| Intersect Capital LLC | 0 | $0 | 0.00% | −24,753−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −21,180−100.0% | Sold out |
| HBW Advisory Services LLC | 0 | $0 | 0.00% | −20,742−100.0% | Sold out |
| Wetherby Asset Management Inc | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| First American Trust, FSB | 0 | $0 | 0.00% | −19,535−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −16,462−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −16,004−100.0% | Sold out |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −21,357−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −12,382−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −10,524−100.0% | Sold out |
| Tradewinds Capital Management, LLC | 0 | $0 | 0.00% | −1,375−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −1,298−100.0% | Sold out |
| Sargent Bickham Lagudis LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |