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, Q4 2022
Institutional positions in Nuveen California Amt-Free Quality Municipal Income Fund as of Dec 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
- 63
- +9 vs. Q3 2022
- Shares held
- 6.72M
- +714.7K (+11.9%) vs. Q3 2022
- Total value
- $82.6M
- +$11.8M (+16.6%) vs. Q3 2022
- New holders
- 15
- 19 more added
- Sold out
- 6
- 15 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Nuveen California Amt-Free Quality Municipal Income Fund; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,606,856 | $19.8M | 0.00% | +115,421+7.7% | Added |
| Wells Fargo & Company | 673,460 | $8.28M | 0.00% | −48,441−6.7% | Reduced |
| UBS Group AG | 601,527 | $7.40M | 0.00% | −150,393−20.0% | Reduced |
| Guggenheim Capital LLC | 575,462 | $7.08M | 0.06% | +67,358+13.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 547,248 | $6.73M | 0.42% | +194,554+55.2% | Added |
| Advisors Asset Management, Inc. | 318,188 | $3.91M | 0.08% | +22,730+7.7% | Added |
| Regatta Capital Group, LLC | 215,872 | $2.66M | 0.95% | +215,872 | New |
| Mariner, LLC | 207,158 | $2.55M | 0.01% | +207,158 | New |
| Blue Zone Wealth Advisors, LLC | 183,455 | $2.26M | 1.20% | +755+0.4% | Added |
| Evoke Wealth, LLC | 170,257 | $2.09M | 0.08% | +23,398+15.9% | Added |
| Myecfo, LLC | 96,700 | $1.19M | 0.98% | +96,700 | New |
| Leisure Capital Management | 93,530 | $1.15M | 0.59% | −109,356−53.9% | Reduced |
| Wedbush Securities Inc | 80,890 | $995.0K | 0.05% | +4,719+6.2% | Added |
| MKT Advisors LLC | 74,522 | $936.0K | 0.71% | 00.0% | Unchanged |
| LPL Financial LLC | 71,705 | $882.0K | 0.00% | −35,278−33.0% | Reduced |
| Snowden Capital Advisors LLC | 68,572 | $843.4K | 0.04% | +43,932+178.3% | Added |
| Ameriprise Financial Inc | 66,050 | $812.0K | 0.00% | +21,319+47.7% | Added |
| Apriem Advisors | 63,164 | $776.9K | 0.13% | −5,275−7.7% | Reduced |
| Claybrook Capital, LLC | 58,810 | $723.4K | 0.44% | 00.0% | Unchanged |
| Pacific Wealth Strategies Group, Inc. | 58,314 | $717.3K | 0.96% | +21,669+59.1% | Added |
| Royal Bank of Canada | 54,477 | $670.0K | 0.00% | −56,399−50.9% | Reduced |
| Raymond James & Associates | 53,671 | $660.1K | 0.00% | +883+1.7% | Added |
| D.A. Davidson & Co. | 51,159 | $629.3K | 0.01% | +2,233+4.6% | Added |
| Kestra Advisory Services, LLC | 50,536 | $621.6K | 0.01% | −800−1.6% | Reduced |
| Diligent Investors, LLC | 48,602 | $597.8K | 0.20% | −2,373−4.7% | Reduced |
| Running Point Capital Advisors, LLC | 39,728 | $488.7K | 0.30% | +9,228+30.3% | Added |
| CNH Partners LLC | 39,438 | $485.1K | 0.01% | +39,438 | New |
| Advisor Group Holdings, Inc. | 38,836 | $478.0K | 0.00% | −2,436−5.9% | Reduced |
| Atria Wealth Solutions, Inc. | 38,210 | $463.9K | 0.01% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 31,438 | $385.1K | 0.42% | +31,438 | New |
| Van Hulzen Asset Management, LLC | 27,285 | $336.0K | 0.04% | −33−0.1% | Reduced |
| Cetera Investment Advisers | 25,974 | $319.5K | 0.00% | +2,019+8.4% | Added |
| Western Wealth Management, LLC | 25,860 | $318.1K | 0.03% | −20,589−44.3% | Reduced |
| Castle Rock Wealth Management, LLC | 25,208 | $314.8K | 0.14% | +50.0% | Added |
| Lindbrook Capital, LLC | 24,753 | $304.5K | 0.04% | 00.0% | Unchanged |
| Ignite Planners, LLC | 24,403 | $303.8K | 0.13% | +24,403 | New |
| Bank of America Corp | 23,128 | $284.5K | 0.00% | −4,549−16.4% | Reduced |
| Gamble Jones Investment Counsel | 22,046 | $271.2K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 21,372 | $262.9K | 0.00% | −2,517−10.5% | Reduced |
| Vivaldi Capital Management, LLC | 20,421 | $262.2K | 0.07% | +60.0% | Added |
| Stratos Wealth Partners, LTD. | 20,518 | $252.4K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 20,000 | $246.0K | 0.00% | +5,127+34.5% | Added |
| Pure Financial Advisors, Inc. | 18,054 | $222.1K | 0.01% | +18,054 | New |
| Virtu Financial LLC | 16,859 | $207.0K | 0.03% | +16,859 | New |
| Gradient Capital Advisors, LLC | 14,354 | $176.6K | 0.08% | +14,354 | New |
| Miracle Mile Advisors, LLC | 14,169 | $174.3K | 0.01% | +26+0.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 13,721 | $169.0K | 0.00% | −6,834−33.2% | Reduced |
| Pensionmark Financial Group, LLC | 13,155 | $161.8K | 0.04% | +13,155 | New |
| Landscape Capital Management, L.L.C. | 12,142 | $149.3K | 0.02% | +12,142 | New |
| RB Capital Management, LLC | 11,222 | $138.0K | 0.05% | −1,489−11.7% | Reduced |
| Destination Wealth Management | 11,100 | $136.5K | 0.01% | +11,100 | New |
| Raymond James Financial Services Advisors, Inc. | 10,151 | $124.9K | 0.00% | +10,151 | New |
| Ronald Blue Trust, Inc. | 6,391 | $75.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 5,535 | $68.1K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 3,000 | $36.9K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,284 | $28.1K | 0.00% | +2,284 | New |
| Private Ocean, LLC | 1,700 | $20.9K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,339 | $16.0K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,200 | $14.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 682 | $8.39K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 532 | $6.55K | 0.00% | +6+1.1% | Added |
| Silicon Valley Capital Partners | 387 | $4.76K | 0.00% | +387 | New |
| Citigroup Inc | 3 | $37 | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −34,699−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −14,525−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −13,069−100.0% | Sold out |
| Financial Network Wealth Management LLC | 0 | $0 | 0.00% | −12,177−100.0% | Sold out |
| Kennicott Capital Management LLC | 0 | $0 | 0.00% | −12,038−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Strategic Wealth Advisors Group, LLC | – | – | – | – | Not filed |
| Garrison Point Capital, LLC | – | – | – | – | Not filed |