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, Q4 2023
Institutional positions in Nuveen California Amt-Free Quality Municipal Income Fund as of Dec 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
- 67
- +7 vs. Q3 2023
- Shares held
- 7.60M
- +217.8K (+2.9%) vs. Q3 2023
- Total value
- $87.8M
- +$12.0M (+15.9%) vs. Q3 2023
- New holders
- 13
- 20 more added
- Sold out
- 6
- 21 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Nuveen California Amt-Free Quality Municipal Income Fund; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,004,286 | $23.1M | 0.00% | +119,952+6.4% | Added |
| Guggenheim Capital LLC | 883,681 | $10.2M | 0.08% | +70,813+8.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 543,578 | $6.27M | 0.36% | +10,761+2.0% | Added |
| Fiera Capital Corp | 519,035 | $5.99M | 0.02% | +519,035 | New |
| Advisors Asset Management, Inc. | 385,925 | $4.45M | 0.09% | +23,984+6.6% | Added |
| Wells Fargo & Company | 352,834 | $4.07M | 0.00% | −145,721−29.2% | Reduced |
| CNH Partners LLC | 304,924 | $3.52M | 0.14% | +14,852+5.1% | Added |
| Regatta Capital Group, LLC | 215,570 | $2.49M | 0.65% | −3,414−1.6% | Reduced |
| Blue Zone Wealth Advisors, LLC | 194,623 | $2.25M | 0.90% | −4,238−2.1% | Reduced |
| Mariner, LLC | 170,391 | $1.97M | 0.00% | +5,189+3.1% | Added |
| Logan Stone Capital, LLC | 157,925 | $1.82M | 0.37% | −95,867−37.8% | Reduced |
| UBS Group AG | 133,751 | $1.54M | 0.00% | −215,978−61.8% | Reduced |
| Leisure Capital Management | 124,723 | $1.44M | 0.78% | −74,045−37.3% | Reduced |
| Napa Wealth Management | 99,012 | $1.14M | 0.62% | +99,012 | New |
| Landscape Capital Management, L.L.C. | 92,384 | $1.07M | 0.10% | +69,200+298.5% | Added |
| Fisher Asset Management, LLC | 84,184 | $971.5K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 84,033 | $970.0K | 0.04% | +1,682+2.0% | Added |
| Myecfo, LLC | 80,100 | $924.4K | 0.58% | −8,300−9.4% | Reduced |
| Raymond James & Associates | 78,484 | $905.7K | 0.00% | −11,530−12.8% | Reduced |
| LPL Financial LLC | 78,205 | $902.5K | 0.00% | +5,634+7.8% | Added |
| MKT Advisors LLC | 70,834 | $818.1K | 0.54% | −1,688−2.3% | Reduced |
| Rareview Capital LLC | 64,841 | $748.3K | 0.69% | +64,841 | New |
| Ameriprise Financial Inc | 57,728 | $666.2K | 0.00% | −40,631−41.3% | Reduced |
| Diligent Investors, LLC | 54,838 | $632.8K | 0.17% | +77+0.1% | Added |
| Apriem Advisors | 51,439 | $593.6K | 0.08% | −10,825−17.4% | Reduced |
| Kestra Advisory Services, LLC | 41,580 | $479.8K | 0.00% | +414+1.0% | Added |
| Advisor Group Holdings, Inc. | 37,451 | $432.2K | 0.00% | +12,513+50.2% | Added |
| Integrated Wealth Concepts LLC | 35,846 | $413.7K | 0.01% | +18+0.1% | Added |
| Bank of America Corp | 34,502 | $398.2K | 0.00% | +2,796+8.8% | Added |
| Bank of Montreal | 28,975 | $388.6K | 0.00% | +28,975 | New |
| Pacific Wealth Strategies Group, Inc. | 33,500 | $386.6K | 0.37% | −8,803−20.8% | Reduced |
| Royal Bank of Canada | 30,088 | $347.0K | 0.00% | −11,085−26.9% | Reduced |
| Lazari Capital Management, Inc. | 28,761 | $331.9K | 0.19% | 00.0% | Unchanged |
| Cetera Investment Advisers | 26,328 | $303.8K | 0.00% | −960−3.5% | Reduced |
| Van Hulzen Asset Management, LLC | 25,753 | $297.0K | 0.02% | +2,120+9.0% | Added |
| Castle Rock Wealth Management, LLC | 25,224 | $290.6K | 0.09% | +50.0% | Added |
| Cerity Partners LLC | 22,046 | $254.4K | 0.00% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 21,968 | $249.3K | 0.16% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 21,012 | $242.5K | 0.00% | −11,403−35.2% | Reduced |
| Creative Planning | 20,783 | $239.8K | 0.00% | +1,333+6.9% | Added |
| Ehrlich Financial Group | 20,633 | $238.1K | 0.24% | +20,633 | New |
| Stratos Wealth Partners, LTD. | 19,500 | $225.0K | 0.00% | −1,018−5.0% | Reduced |
| Western Wealth Management, LLC | 19,458 | $224.5K | 0.02% | −2,754−12.4% | Reduced |
| Core Wealth Partners LLC | 18,425 | $212.6K | 0.17% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 18,265 | $210.8K | 0.01% | −6,488−26.2% | Reduced |
| Janney Montgomery Scott LLC | 17,138 | $198.0K | 0.00% | −831−4.6% | Reduced |
| Pure Financial Advisors, Inc. | 17,094 | $197.3K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 16,762 | $193.4K | 0.00% | +6,611+65.1% | Added |
| Atria Wealth Solutions, Inc. | 16,504 | $190.5K | 0.00% | +2,000+13.8% | Added |
| Camelot Technology Advisors, Inc. | 14,501 | $167.3K | 0.17% | +14,501 | New |
| Mutual Advisors, LLC | 13,984 | $161.4K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 13,650 | $157.5K | 0.00% | −4,897−26.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 12,286 | $142.0K | 0.00% | +126+1.0% | Added |
| Simon Quick Advisors, LLC | 11,252 | $129.8K | 0.01% | +11,252 | New |
| Summit Trail Advisors, LLC | 10,665 | $123.1K | 0.00% | +10,665 | New |
| Susquehanna International Group, LLP | 10,194 | $117.6K | 0.00% | +10,194 | New |
| Nomura Holdings Inc | 10,000 | $115.4K | 0.00% | +10,000 | New |
| Comerica Bank | 6,151 | $71.0K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 3,238 | $37.4K | 0.01% | +3,238 | New |
| Allworth Financial LP | 3,000 | $34.6K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 2,300 | $26.5K | 0.00% | +2,300 | New |
| Wolverine Asset Management LLC | 1,900 | $21.9K | 0.00% | −44,365−95.9% | Reduced |
| Blume Capital Management, Inc. | 1,200 | $13.8K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 668 | $7.71K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 311 | $3.59K | 0.00% | +311 | New |
| Whittier Trust Co | 200 | $2.31K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3 | $35 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 0 | $0 | 0.00% | −399−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −168,863−100.0% | Sold out |
| Ignite Planners, LLC | 0 | $0 | 0.00% | −24,594−100.0% | Sold out |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −14,902−100.0% | Sold out |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −12,755−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Claybrook Capital, LLC | – | – | – | – | Not filed |