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 |
|---|---|---|---|---|---|
| Citigroup Inc | 3 | $35 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 200 | $2.31K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 311 | $3.59K | 0.00% | +311 | New |
| Westside Investment Management, Inc. | 668 | $7.71K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,200 | $13.8K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 1,900 | $21.9K | 0.00% | −44,365−95.9% | Reduced |
| Umb Bank N A | 2,300 | $26.5K | 0.00% | +2,300 | New |
| Allworth Financial LP | 3,000 | $34.6K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 3,238 | $37.4K | 0.01% | +3,238 | New |
| Comerica Bank | 6,151 | $71.0K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 10,000 | $115.4K | 0.00% | +10,000 | New |
| Susquehanna International Group, LLP | 10,194 | $117.6K | 0.00% | +10,194 | New |
| Summit Trail Advisors, LLC | 10,665 | $123.1K | 0.00% | +10,665 | New |
| Simon Quick Advisors, LLC | 11,252 | $129.8K | 0.01% | +11,252 | New |
| Cambridge Investment Research Advisors, Inc. | 12,286 | $142.0K | 0.00% | +126+1.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 13,650 | $157.5K | 0.00% | −4,897−26.4% | Reduced |
| Mutual Advisors, LLC | 13,984 | $161.4K | 0.01% | 00.0% | Unchanged |
| Camelot Technology Advisors, Inc. | 14,501 | $167.3K | 0.17% | +14,501 | New |
| Atria Wealth Solutions, Inc. | 16,504 | $190.5K | 0.00% | +2,000+13.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 16,762 | $193.4K | 0.00% | +6,611+65.1% | Added |
| Pure Financial Advisors, Inc. | 17,094 | $197.3K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 17,138 | $198.0K | 0.00% | −831−4.6% | Reduced |
| Perigon Wealth Management, LLC | 18,265 | $210.8K | 0.01% | −6,488−26.2% | Reduced |
| Core Wealth Partners LLC | 18,425 | $212.6K | 0.17% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 19,458 | $224.5K | 0.02% | −2,754−12.4% | Reduced |
| Stratos Wealth Partners, LTD. | 19,500 | $225.0K | 0.00% | −1,018−5.0% | Reduced |
| Ehrlich Financial Group | 20,633 | $238.1K | 0.24% | +20,633 | New |
| Creative Planning | 20,783 | $239.8K | 0.00% | +1,333+6.9% | Added |
| D.A. Davidson & Co. | 21,012 | $242.5K | 0.00% | −11,403−35.2% | Reduced |
| Strait & Sound Wealth Management LLC | 21,968 | $249.3K | 0.16% | 00.0% | Unchanged |
| Cerity Partners LLC | 22,046 | $254.4K | 0.00% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 25,224 | $290.6K | 0.09% | +50.0% | Added |
| Van Hulzen Asset Management, LLC | 25,753 | $297.0K | 0.02% | +2,120+9.0% | Added |
| Cetera Investment Advisers | 26,328 | $303.8K | 0.00% | −960−3.5% | Reduced |
| Lazari Capital Management, Inc. | 28,761 | $331.9K | 0.19% | 00.0% | Unchanged |
| Royal Bank of Canada | 30,088 | $347.0K | 0.00% | −11,085−26.9% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 33,500 | $386.6K | 0.37% | −8,803−20.8% | Reduced |
| Bank of Montreal | 28,975 | $388.6K | 0.00% | +28,975 | New |
| Bank of America Corp | 34,502 | $398.2K | 0.00% | +2,796+8.8% | Added |
| Integrated Wealth Concepts LLC | 35,846 | $413.7K | 0.01% | +18+0.1% | Added |
| Advisor Group Holdings, Inc. | 37,451 | $432.2K | 0.00% | +12,513+50.2% | Added |
| Kestra Advisory Services, LLC | 41,580 | $479.8K | 0.00% | +414+1.0% | Added |
| Apriem Advisors | 51,439 | $593.6K | 0.08% | −10,825−17.4% | Reduced |
| Diligent Investors, LLC | 54,838 | $632.8K | 0.17% | +77+0.1% | Added |
| Ameriprise Financial Inc | 57,728 | $666.2K | 0.00% | −40,631−41.3% | Reduced |
| Rareview Capital LLC | 64,841 | $748.3K | 0.69% | +64,841 | New |
| MKT Advisors LLC | 70,834 | $818.1K | 0.54% | −1,688−2.3% | Reduced |
| LPL Financial LLC | 78,205 | $902.5K | 0.00% | +5,634+7.8% | Added |
| Raymond James & Associates | 78,484 | $905.7K | 0.00% | −11,530−12.8% | Reduced |
| Myecfo, LLC | 80,100 | $924.4K | 0.58% | −8,300−9.4% | Reduced |
| Wedbush Securities Inc | 84,033 | $970.0K | 0.04% | +1,682+2.0% | Added |
| Fisher Asset Management, LLC | 84,184 | $971.5K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 92,384 | $1.07M | 0.10% | +69,200+298.5% | Added |
| Napa Wealth Management | 99,012 | $1.14M | 0.62% | +99,012 | New |
| Leisure Capital Management | 124,723 | $1.44M | 0.78% | −74,045−37.3% | Reduced |
| UBS Group AG | 133,751 | $1.54M | 0.00% | −215,978−61.8% | Reduced |
| Logan Stone Capital, LLC | 157,925 | $1.82M | 0.37% | −95,867−37.8% | Reduced |
| Mariner, LLC | 170,391 | $1.97M | 0.00% | +5,189+3.1% | Added |
| Blue Zone Wealth Advisors, LLC | 194,623 | $2.25M | 0.90% | −4,238−2.1% | Reduced |
| Regatta Capital Group, LLC | 215,570 | $2.49M | 0.65% | −3,414−1.6% | Reduced |
| CNH Partners LLC | 304,924 | $3.52M | 0.14% | +14,852+5.1% | Added |
| Wells Fargo & Company | 352,834 | $4.07M | 0.00% | −145,721−29.2% | Reduced |
| Advisors Asset Management, Inc. | 385,925 | $4.45M | 0.09% | +23,984+6.6% | Added |
| Fiera Capital Corp | 519,035 | $5.99M | 0.02% | +519,035 | New |
| Hennion & Walsh Asset Management, Inc. | 543,578 | $6.27M | 0.36% | +10,761+2.0% | Added |
| Guggenheim Capital LLC | 883,681 | $10.2M | 0.08% | +70,813+8.7% | Added |
| Morgan Stanley | 2,004,286 | $23.1M | 0.00% | +119,952+6.4% | Added |
| 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 |