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, Q1 2023
Institutional positions in Nuveen California Amt-Free Quality Municipal Income Fund as of Mar 31, 2023. 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
- 69
- +7 vs. Q4 2022
- Shares held
- 6.99M
- +300.1K (+4.5%) vs. Q4 2022
- Total value
- $81.6M
- −$802.7K (−1.0%) vs. Q4 2022
- New holders
- 13
- 24 more added
- Sold out
- 6
- 21 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Nuveen California Amt-Free Quality Municipal Income Fund; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,696,325 | $19.7M | 0.00% | +89,469+5.6% | Added |
| Guggenheim Capital LLC | 661,368 | $7.70M | 0.07% | +85,906+14.9% | Added |
| Wells Fargo & Company | 568,126 | $6.61M | 0.00% | −105,334−15.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 564,499 | $6.57M | 0.40% | +17,251+3.2% | Added |
| UBS Group AG | 520,852 | $6.06M | 0.00% | −80,675−13.4% | Reduced |
| Advisors Asset Management, Inc. | 350,919 | $4.08M | 0.08% | +32,731+10.3% | Added |
| Regatta Capital Group, LLC | 215,872 | $2.66M | 0.95% | 00.0% | Unchanged |
| Mariner, LLC | 204,908 | $2.38M | 0.01% | −2,250−1.1% | Reduced |
| Blue Zone Wealth Advisors, LLC | 185,881 | $2.16M | 1.16% | +2,426+1.3% | Added |
| Leisure Capital Management | 180,425 | $2.10M | 1.20% | +86,895+92.9% | Added |
| Evoke Wealth, LLC | 171,653 | $2.01M | 0.07% | +1,396+0.8% | Added |
| Myecfo, LLC | 87,400 | $1.02M | 0.76% | −9,300−9.6% | Reduced |
| Wedbush Securities Inc | 81,945 | $954.0K | 0.05% | +1,055+1.3% | Added |
| Ameriprise Financial Inc | 79,329 | $923.4K | 0.00% | +13,279+20.1% | Added |
| LPL Financial LLC | 72,647 | $845.6K | 0.00% | +942+1.3% | Added |
| MKT Advisors LLC | 72,522 | $844.2K | 0.63% | −2,000−2.7% | Reduced |
| Snowden Capital Advisors LLC | 66,991 | $779.8K | 0.03% | −1,581−2.3% | Reduced |
| Apriem Advisors | 64,464 | $750.4K | 0.12% | +1,300+2.1% | Added |
| Raymond James & Associates | 59,229 | $689.4K | 0.00% | +5,558+10.4% | Added |
| Claybrook Capital, LLC | 58,810 | $684.5K | 0.38% | 00.0% | Unchanged |
| Pacific Wealth Strategies Group, Inc. | 58,698 | $683.2K | 0.78% | +384+0.7% | Added |
| Logan Stone Capital, LLC | 54,100 | $629.7K | 0.25% | +54,100 | New |
| Diligent Investors, LLC | 53,639 | $624.4K | 0.19% | +5,037+10.4% | Added |
| CNH Partners LLC | 52,765 | $614.2K | 0.02% | +13,327+33.8% | Added |
| Royal Bank of Canada | 50,631 | $589.0K | 0.00% | −3,846−7.1% | Reduced |
| Kestra Advisory Services, LLC | 40,561 | $472.1K | 0.01% | −9,975−19.7% | Reduced |
| D.A. Davidson & Co. | 39,350 | $458.0K | 0.01% | −11,809−23.1% | Reduced |
| Bank of America Corp | 38,928 | $453.1K | 0.00% | +15,800+68.3% | Added |
| Walleye Capital LLC | 37,476 | $436.2K | 0.01% | +37,476 | New |
| Advisor Group Holdings, Inc. | 33,839 | $393.9K | 0.00% | −4,997−12.9% | Reduced |
| Landscape Capital Management, L.L.C. | 33,446 | $389.3K | 0.05% | +21,304+175.5% | Added |
| Strait & Sound Wealth Management LLC | 30,938 | $360.1K | 0.36% | −500−1.6% | Reduced |
| Integrated Wealth Concepts LLC | 30,161 | $351.0K | 0.01% | +30,161 | New |
| Cetera Investment Advisers | 28,599 | $332.9K | 0.00% | +2,625+10.1% | Added |
| Rockefeller Capital Management L.P. | 26,732 | $311.0K | 0.00% | +25,393+1,896.4% | Added |
| Castle Rock Wealth Management, LLC | 25,213 | $295.4K | 0.11% | +50.0% | Added |
| Wolverine Asset Management LLC | 25,166 | $292.9K | 0.01% | +25,166 | New |
| Perigon Wealth Management, LLC | 24,753 | $288.1K | 0.02% | +24,753 | New |
| Ignite Planners, LLC | 24,463 | $282.8K | 0.12% | +60+0.2% | Added |
| Van Hulzen Asset Management, LLC | 23,685 | $276.0K | 0.03% | −3,600−13.2% | Reduced |
| Western Wealth Management, LLC | 22,175 | $258.1K | 0.02% | −3,685−14.2% | Reduced |
| Cerity Partners LLC | 22,046 | $256.6K | 0.00% | +22,046 | New |
| Creative Planning | 20,599 | $239.8K | 0.00% | −773−3.6% | Reduced |
| Stratos Wealth Partners, LTD. | 20,518 | $238.8K | 0.01% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 19,785 | $231.1K | 0.00% | −18,425−48.2% | Reduced |
| Core Wealth Partners LLC | 18,425 | $214.5K | 0.22% | +18,425 | New |
| Pure Financial Advisors, Inc. | 17,094 | $199.0K | 0.01% | −960−5.3% | Reduced |
| Susquehanna International Group, LLP | 15,704 | $182.8K | 0.00% | +15,704 | New |
| Gradient Capital Advisors, LLC | 14,354 | $167.1K | 0.07% | 00.0% | Unchanged |
| Virtu Financial LLC | 14,053 | $164.0K | 0.02% | −2,806−16.6% | Reduced |
| Kennicott Capital Management LLC | 13,526 | $157.4K | 0.10% | +13,526 | New |
| Pensionmark Financial Group, LLC | 12,755 | $149.0K | 0.03% | −400−3.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 11,957 | $139.2K | 0.00% | −8,043−40.2% | Reduced |
| RB Capital Management, LLC | 11,321 | $131.8K | 0.04% | +99+0.9% | Added |
| Miracle Mile Advisors, LLC | 11,265 | $131.1K | 0.00% | −2,904−20.5% | Reduced |
| Destination Wealth Management | 11,100 | $129.2K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 10,151 | $118.2K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 10,000 | $116.4K | 0.00% | +10,000 | New |
| BDO Wealth Advisors, LLC | 5,535 | $64.4K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 3,000 | $34.9K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,686 | $31.0K | 0.00% | +2,686 | New |
| Ameritas Advisory Services, LLC | 2,599 | $29.6K | 0.00% | +2,599 | New |
| Advisory Services Network, LLC | 2,309 | $26.9K | 0.00% | +25+1.1% | Added |
| Private Ocean, LLC | 1,700 | $19.8K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,200 | $14.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 900 | $10.0K | 0.01% | +900 | New |
| Silicon Valley Capital Partners | 390 | $4.54K | 0.00% | +3+0.8% | Added |
| Whittier Trust Co | 352 | $4.10K | 0.00% | −330−48.4% | Reduced |
| Citigroup Inc | 3 | $35 | 0.00% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 0 | $0 | 0.00% | −39,728−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −24,753−100.0% | Sold out |
| Vivaldi Capital Management, LLC | 0 | $0 | 0.00% | −20,421−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −13,721−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −6,391−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −532−100.0% | Sold out |
| Gamble Jones Investment Counsel | – | – | – | – | Not filed |