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 |
|---|---|---|---|---|---|
| Citigroup Inc | 3 | $35 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 352 | $4.10K | 0.00% | −330−48.4% | Reduced |
| Silicon Valley Capital Partners | 390 | $4.54K | 0.00% | +3+0.8% | Added |
| FNY Investment Advisers, LLC | 900 | $10.0K | 0.01% | +900 | New |
| Blume Capital Management, Inc. | 1,200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,700 | $19.8K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,309 | $26.9K | 0.00% | +25+1.1% | Added |
| Ameritas Advisory Services, LLC | 2,599 | $29.6K | 0.00% | +2,599 | New |
| JPMorgan Chase & Co | 2,686 | $31.0K | 0.00% | +2,686 | New |
| Allworth Financial LP | 3,000 | $34.9K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 5,535 | $64.4K | 0.01% | 00.0% | Unchanged |
| Nomura Holdings Inc | 10,000 | $116.4K | 0.00% | +10,000 | New |
| Raymond James Financial Services Advisors, Inc. | 10,151 | $118.2K | 0.00% | 00.0% | Unchanged |
| Destination Wealth Management | 11,100 | $129.2K | 0.00% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 11,265 | $131.1K | 0.00% | −2,904−20.5% | Reduced |
| RB Capital Management, LLC | 11,321 | $131.8K | 0.04% | +99+0.9% | Added |
| Northwestern Mutual Wealth Management Co | 11,957 | $139.2K | 0.00% | −8,043−40.2% | Reduced |
| Pensionmark Financial Group, LLC | 12,755 | $149.0K | 0.03% | −400−3.0% | Reduced |
| Kennicott Capital Management LLC | 13,526 | $157.4K | 0.10% | +13,526 | New |
| Virtu Financial LLC | 14,053 | $164.0K | 0.02% | −2,806−16.6% | Reduced |
| Gradient Capital Advisors, LLC | 14,354 | $167.1K | 0.07% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 15,704 | $182.8K | 0.00% | +15,704 | New |
| Pure Financial Advisors, Inc. | 17,094 | $199.0K | 0.01% | −960−5.3% | Reduced |
| Core Wealth Partners LLC | 18,425 | $214.5K | 0.22% | +18,425 | New |
| Atria Wealth Solutions, Inc. | 19,785 | $231.1K | 0.00% | −18,425−48.2% | Reduced |
| Stratos Wealth Partners, LTD. | 20,518 | $238.8K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 20,599 | $239.8K | 0.00% | −773−3.6% | Reduced |
| Cerity Partners LLC | 22,046 | $256.6K | 0.00% | +22,046 | New |
| Western Wealth Management, LLC | 22,175 | $258.1K | 0.02% | −3,685−14.2% | Reduced |
| Van Hulzen Asset Management, LLC | 23,685 | $276.0K | 0.03% | −3,600−13.2% | Reduced |
| Ignite Planners, LLC | 24,463 | $282.8K | 0.12% | +60+0.2% | Added |
| Perigon Wealth Management, LLC | 24,753 | $288.1K | 0.02% | +24,753 | New |
| Wolverine Asset Management LLC | 25,166 | $292.9K | 0.01% | +25,166 | New |
| Castle Rock Wealth Management, LLC | 25,213 | $295.4K | 0.11% | +50.0% | Added |
| Rockefeller Capital Management L.P. | 26,732 | $311.0K | 0.00% | +25,393+1,896.4% | Added |
| Cetera Investment Advisers | 28,599 | $332.9K | 0.00% | +2,625+10.1% | Added |
| Integrated Wealth Concepts LLC | 30,161 | $351.0K | 0.01% | +30,161 | New |
| Strait & Sound Wealth Management LLC | 30,938 | $360.1K | 0.36% | −500−1.6% | Reduced |
| Landscape Capital Management, L.L.C. | 33,446 | $389.3K | 0.05% | +21,304+175.5% | Added |
| Advisor Group Holdings, Inc. | 33,839 | $393.9K | 0.00% | −4,997−12.9% | Reduced |
| Walleye Capital LLC | 37,476 | $436.2K | 0.01% | +37,476 | New |
| Bank of America Corp | 38,928 | $453.1K | 0.00% | +15,800+68.3% | Added |
| D.A. Davidson & Co. | 39,350 | $458.0K | 0.01% | −11,809−23.1% | Reduced |
| Kestra Advisory Services, LLC | 40,561 | $472.1K | 0.01% | −9,975−19.7% | Reduced |
| Royal Bank of Canada | 50,631 | $589.0K | 0.00% | −3,846−7.1% | Reduced |
| CNH Partners LLC | 52,765 | $614.2K | 0.02% | +13,327+33.8% | Added |
| Diligent Investors, LLC | 53,639 | $624.4K | 0.19% | +5,037+10.4% | Added |
| Logan Stone Capital, LLC | 54,100 | $629.7K | 0.25% | +54,100 | New |
| Pacific Wealth Strategies Group, Inc. | 58,698 | $683.2K | 0.78% | +384+0.7% | Added |
| Claybrook Capital, LLC | 58,810 | $684.5K | 0.38% | 00.0% | Unchanged |
| Raymond James & Associates | 59,229 | $689.4K | 0.00% | +5,558+10.4% | Added |
| Apriem Advisors | 64,464 | $750.4K | 0.12% | +1,300+2.1% | Added |
| Snowden Capital Advisors LLC | 66,991 | $779.8K | 0.03% | −1,581−2.3% | Reduced |
| MKT Advisors LLC | 72,522 | $844.2K | 0.63% | −2,000−2.7% | Reduced |
| LPL Financial LLC | 72,647 | $845.6K | 0.00% | +942+1.3% | Added |
| Ameriprise Financial Inc | 79,329 | $923.4K | 0.00% | +13,279+20.1% | Added |
| Wedbush Securities Inc | 81,945 | $954.0K | 0.05% | +1,055+1.3% | Added |
| Myecfo, LLC | 87,400 | $1.02M | 0.76% | −9,300−9.6% | Reduced |
| Evoke Wealth, LLC | 171,653 | $2.01M | 0.07% | +1,396+0.8% | Added |
| Leisure Capital Management | 180,425 | $2.10M | 1.20% | +86,895+92.9% | Added |
| Blue Zone Wealth Advisors, LLC | 185,881 | $2.16M | 1.16% | +2,426+1.3% | Added |
| Mariner, LLC | 204,908 | $2.38M | 0.01% | −2,250−1.1% | Reduced |
| Regatta Capital Group, LLC | 215,872 | $2.66M | 0.95% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 350,919 | $4.08M | 0.08% | +32,731+10.3% | Added |
| UBS Group AG | 520,852 | $6.06M | 0.00% | −80,675−13.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 564,499 | $6.57M | 0.40% | +17,251+3.2% | Added |
| Wells Fargo & Company | 568,126 | $6.61M | 0.00% | −105,334−15.6% | Reduced |
| Guggenheim Capital LLC | 661,368 | $7.70M | 0.07% | +85,906+14.9% | Added |
| Morgan Stanley | 1,696,325 | $19.7M | 0.00% | +89,469+5.6% | Added |
| 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 |