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 |
|---|---|---|---|---|---|
| Citigroup Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 520 | $7.00K | 0.00% | +7+1.4% | Added |
| FNY Investment Advisers, LLC | 900 | $11.0K | 0.01% | 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 |
| Private Ocean, LLC | 1,700 | $21.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3,000 | $39.0K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 3,083 | $40.0K | 0.01% | +3,083 | New |
| BDO Wealth Advisors, LLC | 5,535 | $71.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 6,391 | $87.0K | 0.00% | +6,391 | New |
| Landscape Capital Management, L.L.C. | 10,379 | $134.0K | 0.02% | −9,053−46.6% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 11,613 | $150.0K | 0.01% | 00.0% | Unchanged |
| Kennicott Capital Management LLC | 12,038 | $155.0K | 0.12% | −23,499−66.1% | Reduced |
| Monograph Wealth Advisors, LLC | 12,050 | $156.0K | 0.05% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 12,177 | $157.0K | 0.09% | 00.0% | Unchanged |
| RB Capital Management, LLC | 12,599 | $162.0K | 0.06% | −485−3.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 13,446 | $173.0K | 0.00% | +7,978+145.9% | Added |
| Miracle Mile Advisors, LLC | 14,118 | $182.0K | 0.01% | +25+0.2% | Added |
| Garrison Point Capital, LLC | 15,000 | $193.0K | 2.69% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 18,659 | $240.0K | 0.19% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 19,915 | $257.0K | 0.04% | +19,915 | New |
| Tarbox Family Office, Inc. | 20,160 | $260.0K | 0.06% | +20,160 | New |
| Cambridge Investment Research Advisors, Inc. | 20,457 | $263.0K | 0.00% | +99+0.5% | Added |
| Stratos Wealth Partners, LTD. | 20,518 | $264.0K | 0.01% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 22,046 | $284.0K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 23,587 | $304.0K | 0.00% | +49+0.2% | Added |
| Snowden Capital Advisors LLC | 24,375 | $313.0K | 0.01% | +866+3.7% | Added |
| Lindbrook Capital, LLC | 24,753 | $319.0K | 0.05% | +24,753 | New |
| Vivaldi Capital Management, LLC | 24,851 | $320.0K | 0.08% | −1,040−4.0% | Reduced |
| Cetera Investment Advisers | 25,171 | $324.0K | 0.01% | −19,482−43.6% | Reduced |
| Castle Rock Wealth Management, LLC | 25,199 | $333.0K | 0.17% | +40.0% | Added |
| OTA Financial Group L.P. | 26,198 | $337.0K | 0.16% | +26,198 | New |
| Van Hulzen Asset Management, LLC | 27,318 | $352.0K | 0.04% | −30−0.1% | Reduced |
| Running Point Capital Advisors, LLC | 30,500 | $393.0K | 0.25% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 33,109 | $426.0K | 0.00% | +7,896+31.3% | Added |
| Bank of America Corp | 36,973 | $476.0K | 0.00% | −13,150−26.2% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 38,245 | $493.0K | 0.64% | −208,531−84.5% | Reduced |
| Advisor Group Holdings, Inc. | 40,905 | $528.0K | 0.00% | −8,727−17.6% | Reduced |
| Western Wealth Management, LLC | 46,449 | $607.0K | 0.03% | +4,000+9.4% | Added |
| Kestra Advisory Services, LLC | 50,994 | $657.0K | 0.01% | −4,610−8.3% | Reduced |
| Diligent Investors, LLC | 53,974 | $695.0K | 0.24% | +16,680+44.7% | Added |
| Raymond James & Associates | 56,237 | $724.0K | 0.00% | +2,926+5.5% | Added |
| Claybrook Capital, LLC | 58,810 | $757.0K | 0.45% | +9,650+19.6% | Added |
| Apriem Advisors | 69,189 | $891.0K | 0.15% | −50−0.1% | Reduced |
| Wedbush Securities Inc | 74,615 | $961.0K | 0.05% | +5,142+7.4% | Added |
| D.A. Davidson & Co. | 76,408 | $984.0K | 0.01% | −126,763−62.4% | Reduced |
| MKT Advisors LLC | 74,522 | $1.00M | 0.78% | 00.0% | Unchanged |
| Royal Bank of Canada | 80,819 | $1.04M | 0.00% | −17,095−17.5% | Reduced |
| LPL Financial LLC | 103,389 | $1.33M | 0.00% | +26,182+33.9% | Added |
| Evoke Wealth, LLC | 146,859 | $1.90M | 0.07% | +1,790+1.2% | Added |
| Blue Zone Wealth Advisors, LLC | 182,962 | $2.36M | 1.07% | +182,962 | New |
| Leisure Capital Management | 203,655 | $2.62M | 1.36% | −11,798−5.5% | Reduced |
| Strategic Wealth Advisors Group, LLC | 217,193 | $2.80M | 0.12% | +217,193 | New |
| Advisors Asset Management, Inc. | 256,915 | $3.31M | 0.06% | +256,915 | New |
| Hennion & Walsh Asset Management, Inc. | 320,365 | $4.13M | 0.26% | +30,574+10.6% | Added |
| Guggenheim Capital LLC | 630,194 | $8.12M | 0.06% | −58,679−8.5% | Reduced |
| Wells Fargo & Company | 685,085 | $8.82M | 0.00% | +344,145+100.9% | Added |
| UBS Group AG | 730,008 | $9.40M | 0.00% | −402,803−35.6% | Reduced |
| Morgan Stanley | 1,274,250 | $16.4M | 0.00% | +159,257+14.3% | Added |
| 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 |