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