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, Q3 2023
Institutional positions in Nuveen California Amt-Free Quality Municipal Income Fund as of Sep 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
- 61
- −2 vs. Q2 2023
- Shares held
- 7.44M
- +230.1K (+3.2%) vs. Q2 2023
- Total value
- $76.3M
- −$6.88M (−8.3%) vs. Q2 2023
- New holders
- 5
- 18 more added
- Sold out
- 7
- 20 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Nuveen California Amt-Free Quality Municipal Income Fund; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,884,334 | $19.3M | 0.00% | +138,688+7.9% | Added |
| Guggenheim Capital LLC | 812,868 | $8.34M | 0.07% | +72,184+9.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 532,817 | $5.47M | 0.35% | −3,337−0.6% | Reduced |
| Wells Fargo & Company | 498,555 | $5.12M | 0.00% | −53,104−9.6% | Reduced |
| Advisors Asset Management, Inc. | 361,941 | $3.71M | 0.08% | +17,160+5.0% | Added |
| UBS Group AG | 349,729 | $3.59M | 0.00% | −132,673−27.5% | Reduced |
| CNH Partners LLC | 290,072 | $2.98M | 0.13% | +147,882+104.0% | Added |
| Logan Stone Capital, LLC | 253,792 | $2.60M | 0.71% | +69,456+37.7% | Added |
| Regatta Capital Group, LLC | 218,984 | $2.25M | 0.71% | 00.0% | Unchanged |
| Blue Zone Wealth Advisors, LLC | 198,861 | $2.04M | 0.90% | +3,831+2.0% | Added |
| Leisure Capital Management | 198,768 | $2.04M | 1.17% | −4,542−2.2% | Reduced |
| Evoke Wealth, LLC | 168,863 | $1.74M | 0.06% | −7,819−4.4% | Reduced |
| Mariner, LLC | 165,202 | $1.70M | 0.00% | −21,413−11.5% | Reduced |
| Ameriprise Financial Inc | 98,359 | $1.01M | 0.00% | +25,634+35.2% | Added |
| Raymond James & Associates | 90,014 | $923.5K | 0.00% | +29,876+49.7% | Added |
| Myecfo, LLC | 88,400 | $907.0K | 0.63% | −3,000−3.3% | Reduced |
| Fisher Asset Management, LLC | 84,184 | $863.7K | 0.00% | +84,184 | New |
| Wedbush Securities Inc | 82,351 | $845.0K | 0.04% | −223−0.3% | Reduced |
| LPL Financial LLC | 72,571 | $744.6K | 0.00% | +7,210+11.0% | Added |
| MKT Advisors LLC | 72,522 | $730.3K | 0.55% | 00.0% | Unchanged |
| Apriem Advisors | 62,264 | $638.8K | 0.09% | −2,700−4.2% | Reduced |
| Claybrook Capital, LLC | 58,810 | $603.4K | 0.35% | 00.0% | Unchanged |
| Diligent Investors, LLC | 54,761 | $561.8K | 0.17% | +564+1.0% | Added |
| Wolverine Asset Management LLC | 46,265 | $474.7K | 0.01% | −8,787−16.0% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 42,303 | $434.0K | 0.46% | −16,395−27.9% | Reduced |
| Kestra Advisory Services, LLC | 41,166 | $422.4K | 0.00% | +298+0.7% | Added |
| Royal Bank of Canada | 41,173 | $422.0K | 0.00% | −3,387−7.6% | Reduced |
| Integrated Wealth Concepts LLC | 35,828 | $367.6K | 0.01% | +170.0% | Added |
| D.A. Davidson & Co. | 32,415 | $332.6K | 0.00% | −6,188−16.0% | Reduced |
| Bank of America Corp | 31,706 | $325.3K | 0.00% | −5,593−15.0% | Reduced |
| Lazari Capital Management, Inc. | 28,761 | $295.1K | 0.18% | 00.0% | Unchanged |
| Cetera Investment Advisers | 27,288 | $280.0K | 0.00% | −191−0.7% | Reduced |
| Advisor Group Holdings, Inc. | 24,938 | $255.9K | 0.00% | +1,060+4.4% | Added |
| Perigon Wealth Management, LLC | 24,753 | $254.0K | 0.01% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 25,219 | $252.8K | 0.08% | +5,929+30.7% | Added |
| Ignite Planners, LLC | 24,594 | $245.7K | 0.08% | +68+0.3% | Added |
| Van Hulzen Asset Management, LLC | 23,633 | $242.0K | 0.02% | −90.0% | Reduced |
| Landscape Capital Management, L.L.C. | 23,184 | $237.9K | 0.03% | −22,938−49.7% | Reduced |
| Western Wealth Management, LLC | 22,212 | $227.9K | 0.02% | +18+0.1% | Added |
| Cerity Partners LLC | 22,046 | $226.2K | 0.00% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 21,968 | $225.4K | 0.19% | −2,470−10.1% | Reduced |
| Stratos Wealth Partners, LTD. | 20,518 | $210.5K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 19,450 | $199.6K | 0.00% | −1,194−5.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 18,547 | $190.3K | 0.00% | +18,547 | New |
| Core Wealth Partners LLC | 18,425 | $189.0K | 0.17% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 17,969 | $184.0K | 0.00% | +2,963+19.7% | Added |
| Pure Financial Advisors, Inc. | 17,094 | $175.4K | 0.01% | 00.0% | Unchanged |
| Saba Capital Management, L.P. | 14,902 | $152.9K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 14,504 | $149.4K | 0.00% | −1,500−9.4% | Reduced |
| Mutual Advisors, LLC | 13,984 | $143.5K | 0.01% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 12,755 | $131.4K | 0.03% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 12,160 | $125.0K | 0.00% | +12,160 | New |
| Raymond James Financial Services Advisors, Inc. | 10,151 | $104.1K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 6,151 | $63.1K | 0.00% | +6,151 | New |
| Allworth Financial LP | 3,000 | $30.8K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,200 | $12.3K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 900 | $9.00K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 668 | $6.85K | 0.00% | +668 | New |
| Silicon Valley Capital Partners | 399 | $4.09K | 0.00% | +5+1.3% | Added |
| Whittier Trust Co | 200 | $2.05K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3 | $31 | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −65,412−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −23,422−100.0% | Sold out |
| Gradient Capital Advisors, LLC | 0 | $0 | 0.00% | −14,354−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −12,200−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −1,382−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| BDO Wealth Advisors, LLC | – | – | – | – | Not filed |