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 |
|---|---|---|---|---|---|
| Citigroup Inc | 3 | $37 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 387 | $4.76K | 0.00% | +387 | New |
| Parallel Advisors, LLC | 532 | $6.55K | 0.00% | +6+1.1% | Added |
| Whittier Trust Co | 682 | $8.39K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,200 | $14.8K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,339 | $16.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,700 | $20.9K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,284 | $28.1K | 0.00% | +2,284 | New |
| Allworth Financial LP | 3,000 | $36.9K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 5,535 | $68.1K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 6,391 | $75.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 10,151 | $124.9K | 0.00% | +10,151 | New |
| Destination Wealth Management | 11,100 | $136.5K | 0.01% | +11,100 | New |
| RB Capital Management, LLC | 11,222 | $138.0K | 0.05% | −1,489−11.7% | Reduced |
| Landscape Capital Management, L.L.C. | 12,142 | $149.3K | 0.02% | +12,142 | New |
| Pensionmark Financial Group, LLC | 13,155 | $161.8K | 0.04% | +13,155 | New |
| Cambridge Investment Research Advisors, Inc. | 13,721 | $169.0K | 0.00% | −6,834−33.2% | Reduced |
| Miracle Mile Advisors, LLC | 14,169 | $174.3K | 0.01% | +26+0.2% | Added |
| Gradient Capital Advisors, LLC | 14,354 | $176.6K | 0.08% | +14,354 | New |
| Virtu Financial LLC | 16,859 | $207.0K | 0.03% | +16,859 | New |
| Pure Financial Advisors, Inc. | 18,054 | $222.1K | 0.01% | +18,054 | New |
| Northwestern Mutual Wealth Management Co | 20,000 | $246.0K | 0.00% | +5,127+34.5% | Added |
| Stratos Wealth Partners, LTD. | 20,518 | $252.4K | 0.01% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 20,421 | $262.2K | 0.07% | +60.0% | Added |
| Creative Planning | 21,372 | $262.9K | 0.00% | −2,517−10.5% | Reduced |
| Gamble Jones Investment Counsel | 22,046 | $271.2K | 0.02% | 00.0% | Unchanged |
| Bank of America Corp | 23,128 | $284.5K | 0.00% | −4,549−16.4% | Reduced |
| Ignite Planners, LLC | 24,403 | $303.8K | 0.13% | +24,403 | New |
| Lindbrook Capital, LLC | 24,753 | $304.5K | 0.04% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 25,208 | $314.8K | 0.14% | +50.0% | Added |
| Western Wealth Management, LLC | 25,860 | $318.1K | 0.03% | −20,589−44.3% | Reduced |
| Cetera Investment Advisers | 25,974 | $319.5K | 0.00% | +2,019+8.4% | Added |
| Van Hulzen Asset Management, LLC | 27,285 | $336.0K | 0.04% | −33−0.1% | Reduced |
| Strait & Sound Wealth Management LLC | 31,438 | $385.1K | 0.42% | +31,438 | New |
| Atria Wealth Solutions, Inc. | 38,210 | $463.9K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 38,836 | $478.0K | 0.00% | −2,436−5.9% | Reduced |
| CNH Partners LLC | 39,438 | $485.1K | 0.01% | +39,438 | New |
| Running Point Capital Advisors, LLC | 39,728 | $488.7K | 0.30% | +9,228+30.3% | Added |
| Diligent Investors, LLC | 48,602 | $597.8K | 0.20% | −2,373−4.7% | Reduced |
| Kestra Advisory Services, LLC | 50,536 | $621.6K | 0.01% | −800−1.6% | Reduced |
| D.A. Davidson & Co. | 51,159 | $629.3K | 0.01% | +2,233+4.6% | Added |
| Raymond James & Associates | 53,671 | $660.1K | 0.00% | +883+1.7% | Added |
| Royal Bank of Canada | 54,477 | $670.0K | 0.00% | −56,399−50.9% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 58,314 | $717.3K | 0.96% | +21,669+59.1% | Added |
| Claybrook Capital, LLC | 58,810 | $723.4K | 0.44% | 00.0% | Unchanged |
| Apriem Advisors | 63,164 | $776.9K | 0.13% | −5,275−7.7% | Reduced |
| Ameriprise Financial Inc | 66,050 | $812.0K | 0.00% | +21,319+47.7% | Added |
| Snowden Capital Advisors LLC | 68,572 | $843.4K | 0.04% | +43,932+178.3% | Added |
| LPL Financial LLC | 71,705 | $882.0K | 0.00% | −35,278−33.0% | Reduced |
| MKT Advisors LLC | 74,522 | $936.0K | 0.71% | 00.0% | Unchanged |
| Wedbush Securities Inc | 80,890 | $995.0K | 0.05% | +4,719+6.2% | Added |
| Leisure Capital Management | 93,530 | $1.15M | 0.59% | −109,356−53.9% | Reduced |
| Myecfo, LLC | 96,700 | $1.19M | 0.98% | +96,700 | New |
| Evoke Wealth, LLC | 170,257 | $2.09M | 0.08% | +23,398+15.9% | Added |
| Blue Zone Wealth Advisors, LLC | 183,455 | $2.26M | 1.20% | +755+0.4% | Added |
| Mariner, LLC | 207,158 | $2.55M | 0.01% | +207,158 | New |
| Regatta Capital Group, LLC | 215,872 | $2.66M | 0.95% | +215,872 | New |
| Advisors Asset Management, Inc. | 318,188 | $3.91M | 0.08% | +22,730+7.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 547,248 | $6.73M | 0.42% | +194,554+55.2% | Added |
| Guggenheim Capital LLC | 575,462 | $7.08M | 0.06% | +67,358+13.3% | Added |
| UBS Group AG | 601,527 | $7.40M | 0.00% | −150,393−20.0% | Reduced |
| Wells Fargo & Company | 673,460 | $8.28M | 0.00% | −48,441−6.7% | Reduced |
| Morgan Stanley | 1,606,856 | $19.8M | 0.00% | +115,421+7.7% | Added |
| 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 |