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, Q3 2022
Institutional positions in Nuveen California Amt-Free Quality Municipal Income Fund as of Sep 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
- 56
- −3 vs. Q2 2022
- Shares held
- 6.22M
- +184.1K (+3.1%) vs. Q2 2022
- Total value
- $73.4M
- −$4.37M (−5.6%) vs. Q2 2022
- New holders
- 5
- 19 more added
- Sold out
- 8
- 13 more reduced
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Nuveen California Amt-Free Quality Municipal Income Fund; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,491,435 | $17.6M | 0.00% | +217,185+17.0% | Added |
| UBS Group AG | 751,920 | $8.88M | 0.01% | +21,912+3.0% | Added |
| Wells Fargo & Company | 721,901 | $8.53M | 0.00% | +36,816+5.4% | Added |
| Guggenheim Capital LLC | 508,104 | $6.00M | 0.06% | −122,090−19.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 352,694 | $4.17M | 0.27% | +32,329+10.1% | Added |
| Advisors Asset Management, Inc. | 295,458 | $3.49M | 0.07% | +38,543+15.0% | Added |
| Leisure Capital Management | 202,886 | $2.40M | 1.45% | −769−0.4% | Reduced |
| Strategic Wealth Advisors Group, LLC | 199,757 | $2.36M | 0.10% | −17,436−8.0% | Reduced |
| Blue Zone Wealth Advisors, LLC | 182,700 | $2.16M | 1.12% | −262−0.1% | Reduced |
| Evoke Wealth, LLC | 146,859 | $1.74M | 0.07% | 00.0% | Unchanged |
| Royal Bank of Canada | 110,876 | $1.31M | 0.00% | +30,057+37.2% | Added |
| LPL Financial LLC | 106,983 | $1.26M | 0.00% | +3,594+3.5% | Added |
| Wedbush Securities Inc | 76,171 | $900.0K | 0.05% | +1,556+2.1% | Added |
| MKT Advisors LLC | 74,522 | $880.0K | 0.76% | 00.0% | Unchanged |
| Apriem Advisors | 68,439 | $808.0K | 0.15% | −750−1.1% | Reduced |
| Claybrook Capital, LLC | 58,810 | $695.0K | 0.44% | 00.0% | Unchanged |
| Raymond James & Associates | 52,788 | $623.0K | 0.00% | −3,449−6.1% | Reduced |
| Kestra Advisory Services, LLC | 51,336 | $606.0K | 0.01% | +342+0.7% | Added |
| Diligent Investors, LLC | 50,975 | $602.0K | 0.21% | −2,999−5.6% | Reduced |
| D.A. Davidson & Co. | 48,926 | $578.0K | 0.01% | −27,482−36.0% | Reduced |
| Ameriprise Financial Inc | 44,731 | $528.0K | 0.00% | +11,622+35.1% | Added |
| Western Wealth Management, LLC | 46,449 | $524.0K | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 41,272 | $488.0K | 0.00% | +367+0.9% | Added |
| Atria Wealth Solutions, Inc. | 38,210 | $453.2K | 0.01% | +38,210 | New |
| Pacific Wealth Strategies Group, Inc. | 36,645 | $433.0K | 0.60% | −1,600−4.2% | Reduced |
| Envestnet Asset Management Inc | 34,699 | $410.0K | 0.00% | +34,699 | New |
| Running Point Capital Advisors, LLC | 30,500 | $360.0K | 0.24% | 00.0% | Unchanged |
| Bank of America Corp | 27,677 | $327.0K | 0.00% | −9,296−25.1% | Reduced |
| Van Hulzen Asset Management, LLC | 27,318 | $323.0K | 0.04% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 25,203 | $295.0K | 0.15% | +40.0% | Added |
| Lindbrook Capital, LLC | 24,753 | $292.0K | 0.05% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 24,640 | $291.0K | 0.01% | +265+1.1% | Added |
| Cetera Investment Advisers | 23,955 | $283.0K | 0.01% | −1,216−4.8% | Reduced |
| Creative Planning | 23,889 | $282.0K | 0.00% | +302+1.3% | Added |
| Gamble Jones Investment Counsel | 22,046 | $260.0K | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 20,555 | $243.0K | 0.00% | +98+0.5% | Added |
| Stratos Wealth Partners, LTD. | 20,518 | $242.0K | 0.01% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 20,415 | $236.0K | 0.06% | −4,436−17.9% | Reduced |
| Garrison Point Capital, LLC | 15,000 | $177.0K | 2.59% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 14,873 | $176.0K | 0.00% | +1,427+10.6% | Added |
| Mercer Global Advisors Inc | 14,525 | $172.0K | 0.00% | +14,525 | New |
| Miracle Mile Advisors, LLC | 14,143 | $167.0K | 0.01% | +25+0.2% | Added |
| Captrust Financial Advisors | 13,069 | $154.0K | 0.00% | +13,069 | New |
| RB Capital Management, LLC | 12,711 | $150.0K | 0.06% | +112+0.9% | Added |
| Financial Network Wealth Management LLC | 12,177 | $144.0K | 0.09% | 00.0% | Unchanged |
| Kennicott Capital Management LLC | 12,038 | $142.0K | 0.11% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 6,391 | $82.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 5,535 | $65.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 3,000 | $35.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,700 | $20.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,339 | $15.0K | 0.00% | +1,339 | New |
| Blume Capital Management, Inc. | 1,200 | $14.0K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 900 | $10.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 682 | $8.00K | 0.00% | −450−39.8% | Reduced |
| Parallel Advisors, LLC | 526 | $6.00K | 0.00% | +6+1.2% | Added |
| Citigroup Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| OTA Financial Group L.P. | 0 | $0 | 0.00% | −26,198−100.0% | Sold out |
| Tarbox Family Office, Inc. | 0 | $0 | 0.00% | −20,160−100.0% | Sold out |
| Kore Private Wealth LLC | 0 | $0 | 0.00% | −19,915−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −18,659−100.0% | Sold out |
| Monograph Wealth Advisors, LLC | 0 | $0 | 0.00% | −12,050−100.0% | Sold out |
| Badgley Phelps Wealth Managers, LLC | 0 | $0 | 0.00% | −11,613−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −10,379−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −3,083−100.0% | Sold out |