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 |
|---|---|---|---|---|---|
| Citigroup Inc | 3 | $31 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 200 | $2.05K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 399 | $4.09K | 0.00% | +5+1.3% | Added |
| Westside Investment Management, Inc. | 668 | $6.85K | 0.00% | +668 | New |
| FNY Investment Advisers, LLC | 900 | $9.00K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,200 | $12.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3,000 | $30.8K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 6,151 | $63.1K | 0.00% | +6,151 | New |
| Raymond James Financial Services Advisors, Inc. | 10,151 | $104.1K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 12,160 | $125.0K | 0.00% | +12,160 | New |
| Pensionmark Financial Group, LLC | 12,755 | $131.4K | 0.03% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 13,984 | $143.5K | 0.01% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 14,504 | $149.4K | 0.00% | −1,500−9.4% | Reduced |
| Saba Capital Management, L.P. | 14,902 | $152.9K | 0.00% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 17,094 | $175.4K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 17,969 | $184.0K | 0.00% | +2,963+19.7% | Added |
| Core Wealth Partners LLC | 18,425 | $189.0K | 0.17% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 18,547 | $190.3K | 0.00% | +18,547 | New |
| Creative Planning | 19,450 | $199.6K | 0.00% | −1,194−5.8% | Reduced |
| Stratos Wealth Partners, LTD. | 20,518 | $210.5K | 0.00% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 21,968 | $225.4K | 0.19% | −2,470−10.1% | Reduced |
| Cerity Partners LLC | 22,046 | $226.2K | 0.00% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 22,212 | $227.9K | 0.02% | +18+0.1% | Added |
| Landscape Capital Management, L.L.C. | 23,184 | $237.9K | 0.03% | −22,938−49.7% | Reduced |
| Van Hulzen Asset Management, LLC | 23,633 | $242.0K | 0.02% | −90.0% | Reduced |
| Ignite Planners, LLC | 24,594 | $245.7K | 0.08% | +68+0.3% | Added |
| Castle Rock Wealth Management, LLC | 25,219 | $252.8K | 0.08% | +5,929+30.7% | Added |
| Perigon Wealth Management, LLC | 24,753 | $254.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 24,938 | $255.9K | 0.00% | +1,060+4.4% | Added |
| Cetera Investment Advisers | 27,288 | $280.0K | 0.00% | −191−0.7% | Reduced |
| Lazari Capital Management, Inc. | 28,761 | $295.1K | 0.18% | 00.0% | Unchanged |
| Bank of America Corp | 31,706 | $325.3K | 0.00% | −5,593−15.0% | Reduced |
| D.A. Davidson & Co. | 32,415 | $332.6K | 0.00% | −6,188−16.0% | Reduced |
| Integrated Wealth Concepts LLC | 35,828 | $367.6K | 0.01% | +170.0% | Added |
| Royal Bank of Canada | 41,173 | $422.0K | 0.00% | −3,387−7.6% | Reduced |
| Kestra Advisory Services, LLC | 41,166 | $422.4K | 0.00% | +298+0.7% | Added |
| Pacific Wealth Strategies Group, Inc. | 42,303 | $434.0K | 0.46% | −16,395−27.9% | Reduced |
| Wolverine Asset Management LLC | 46,265 | $474.7K | 0.01% | −8,787−16.0% | Reduced |
| Diligent Investors, LLC | 54,761 | $561.8K | 0.17% | +564+1.0% | Added |
| Claybrook Capital, LLC | 58,810 | $603.4K | 0.35% | 00.0% | Unchanged |
| Apriem Advisors | 62,264 | $638.8K | 0.09% | −2,700−4.2% | Reduced |
| MKT Advisors LLC | 72,522 | $730.3K | 0.55% | 00.0% | Unchanged |
| LPL Financial LLC | 72,571 | $744.6K | 0.00% | +7,210+11.0% | Added |
| Wedbush Securities Inc | 82,351 | $845.0K | 0.04% | −223−0.3% | Reduced |
| Fisher Asset Management, LLC | 84,184 | $863.7K | 0.00% | +84,184 | New |
| Myecfo, LLC | 88,400 | $907.0K | 0.63% | −3,000−3.3% | Reduced |
| Raymond James & Associates | 90,014 | $923.5K | 0.00% | +29,876+49.7% | Added |
| Ameriprise Financial Inc | 98,359 | $1.01M | 0.00% | +25,634+35.2% | Added |
| Mariner, LLC | 165,202 | $1.70M | 0.00% | −21,413−11.5% | Reduced |
| Evoke Wealth, LLC | 168,863 | $1.74M | 0.06% | −7,819−4.4% | Reduced |
| Leisure Capital Management | 198,768 | $2.04M | 1.17% | −4,542−2.2% | Reduced |
| Blue Zone Wealth Advisors, LLC | 198,861 | $2.04M | 0.90% | +3,831+2.0% | Added |
| Regatta Capital Group, LLC | 218,984 | $2.25M | 0.71% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 253,792 | $2.60M | 0.71% | +69,456+37.7% | Added |
| CNH Partners LLC | 290,072 | $2.98M | 0.13% | +147,882+104.0% | Added |
| UBS Group AG | 349,729 | $3.59M | 0.00% | −132,673−27.5% | Reduced |
| Advisors Asset Management, Inc. | 361,941 | $3.71M | 0.08% | +17,160+5.0% | Added |
| Wells Fargo & Company | 498,555 | $5.12M | 0.00% | −53,104−9.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 532,817 | $5.47M | 0.35% | −3,337−0.6% | Reduced |
| Guggenheim Capital LLC | 812,868 | $8.34M | 0.07% | +72,184+9.7% | Added |
| Morgan Stanley | 1,884,334 | $19.3M | 0.00% | +138,688+7.9% | Added |
| 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 |