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