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, Q2 2023
Institutional positions in Nuveen California Amt-Free Quality Municipal Income Fund as of Jun 30, 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
- 64
- −5 vs. Q1 2023
- Shares held
- 7.22M
- +222.1K (+3.2%) vs. Q1 2023
- Total value
- $83.3M
- +$1.71M (+2.1%) vs. Q1 2023
- New holders
- 5
- 23 more added
- Sold out
- 10
- 20 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Nuveen California Amt-Free Quality Municipal Income Fund; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,745,646 | $20.1M | 0.00% | +49,321+2.9% | Added |
| Guggenheim Capital LLC | 740,684 | $8.55M | 0.07% | +79,316+12.0% | Added |
| Wells Fargo & Company | 551,659 | $6.37M | 0.00% | −16,467−2.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 536,154 | $6.19M | 0.37% | −28,345−5.0% | Reduced |
| UBS Group AG | 482,402 | $5.57M | 0.00% | −38,450−7.4% | Reduced |
| Advisors Asset Management, Inc. | 344,781 | $3.98M | 0.08% | −6,138−1.7% | Reduced |
| Regatta Capital Group, LLC | 218,984 | $2.53M | 0.80% | +3,112+1.4% | Added |
| Leisure Capital Management | 203,310 | $2.35M | 1.29% | +22,885+12.7% | Added |
| Blue Zone Wealth Advisors, LLC | 195,030 | $2.25M | 1.04% | +9,149+4.9% | Added |
| Mariner, LLC | 186,615 | $2.15M | 0.01% | −18,293−8.9% | Reduced |
| Logan Stone Capital, LLC | 184,336 | $2.13M | 0.72% | +130,236+240.7% | Added |
| Evoke Wealth, LLC | 176,682 | $2.05M | 0.07% | +5,029+2.9% | Added |
| CNH Partners LLC | 142,190 | $1.64M | 0.07% | +89,425+169.5% | Added |
| Myecfo, LLC | 91,400 | $1.05M | 0.77% | +4,000+4.6% | Added |
| Wedbush Securities Inc | 82,574 | $953.0K | 0.05% | +629+0.8% | Added |
| Ameriprise Financial Inc | 72,725 | $839.2K | 0.00% | −6,604−8.3% | Reduced |
| MKT Advisors LLC | 72,522 | $834.7K | 0.59% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 65,412 | $754.9K | 0.03% | −1,579−2.4% | Reduced |
| LPL Financial LLC | 65,361 | $754.3K | 0.00% | −7,286−10.0% | Reduced |
| Apriem Advisors | 64,964 | $749.7K | 0.11% | +500+0.8% | Added |
| Raymond James & Associates | 60,138 | $694.0K | 0.00% | +909+1.5% | Added |
| Claybrook Capital, LLC | 58,810 | $678.7K | 0.36% | 00.0% | Unchanged |
| Pacific Wealth Strategies Group, Inc. | 58,698 | $677.4K | 0.69% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 55,052 | $635.3K | 0.01% | +29,886+118.8% | Added |
| Diligent Investors, LLC | 54,197 | $625.4K | 0.18% | +558+1.0% | Added |
| Landscape Capital Management, L.L.C. | 46,122 | $532.2K | 0.07% | +12,676+37.9% | Added |
| Royal Bank of Canada | 44,560 | $514.0K | 0.00% | −6,071−12.0% | Reduced |
| Kestra Advisory Services, LLC | 40,868 | $471.6K | 0.00% | +307+0.8% | Added |
| D.A. Davidson & Co. | 38,603 | $445.5K | 0.00% | −747−1.9% | Reduced |
| Bank of America Corp | 37,299 | $430.4K | 0.00% | −1,629−4.2% | Reduced |
| Integrated Wealth Concepts LLC | 35,811 | $413.3K | 0.01% | +5,650+18.7% | Added |
| Lazari Capital Management, Inc. | 28,761 | $331.9K | 0.19% | +28,761 | New |
| Cetera Investment Advisers | 27,479 | $317.1K | 0.00% | −1,120−3.9% | Reduced |
| Perigon Wealth Management, LLC | 24,753 | $285.6K | 0.01% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 24,438 | $282.0K | 0.28% | −6,500−21.0% | Reduced |
| Ignite Planners, LLC | 24,526 | $276.7K | 0.11% | +63+0.3% | Added |
| Advisor Group Holdings, Inc. | 23,878 | $275.6K | 0.00% | −9,961−29.4% | Reduced |
| Van Hulzen Asset Management, LLC | 23,642 | $273.0K | 0.02% | −43−0.2% | Reduced |
| Virtu Financial LLC | 23,422 | $270.0K | 0.02% | +9,369+66.7% | Added |
| Western Wealth Management, LLC | 22,194 | $256.1K | 0.02% | +19+0.1% | Added |
| Cerity Partners LLC | 22,046 | $254.4K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 20,644 | $238.2K | 0.00% | +45+0.2% | Added |
| Stratos Wealth Partners, LTD. | 20,518 | $236.8K | 0.01% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 19,290 | $216.7K | 0.07% | −5,923−23.5% | Reduced |
| Core Wealth Partners LLC | 18,425 | $212.6K | 0.20% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 17,094 | $197.3K | 0.01% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 16,004 | $185.5K | 0.00% | −3,781−19.1% | Reduced |
| Janney Montgomery Scott LLC | 15,006 | $173.0K | 0.00% | +15,006 | New |
| Saba Capital Management, L.P. | 14,902 | $172.0K | 0.01% | +14,902 | New |
| Gradient Capital Advisors, LLC | 14,354 | $165.6K | 0.07% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 13,984 | $161.4K | 0.01% | +13,984 | New |
| Pensionmark Financial Group, LLC | 12,755 | $147.7K | 0.03% | 00.0% | Unchanged |
| Nomura Holdings Inc | 12,200 | $140.8K | 0.00% | +2,200+22.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 10,151 | $117.1K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 5,535 | $63.9K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 3,000 | $34.6K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,382 | $15.9K | 0.00% | −25,350−94.8% | Reduced |
| Blume Capital Management, Inc. | 1,200 | $13.8K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 900 | $10.0K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 394 | $4.55K | 0.00% | +4+1.0% | Added |
| JPMorgan Chase & Co | 220 | $2.54K | 0.00% | −2,466−91.8% | Reduced |
| Whittier Trust Co | 200 | $2.31K | 0.00% | −152−43.2% | Reduced |
| Citigroup Inc | 3 | $35 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $12 | 0.00% | +1 | New |
| Walleye Capital LLC | 0 | $0 | 0.00% | −37,476−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −15,704−100.0% | Sold out |
| Kennicott Capital Management LLC | 0 | $0 | 0.00% | −13,526−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −11,957−100.0% | Sold out |
| RB Capital Management, LLC | 0 | $0 | 0.00% | −11,321−100.0% | Sold out |
| Miracle Mile Advisors, LLC | 0 | $0 | 0.00% | −11,265−100.0% | Sold out |
| Destination Wealth Management | 0 | $0 | 0.00% | −11,100−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −2,599−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,309−100.0% | Sold out |
| Private Ocean, LLC | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |