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, Q1 2024
Institutional positions in Nuveen California Amt-Free Quality Municipal Income Fund as of Mar 31, 2024. 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
- 68
- +1 vs. Q4 2023
- Shares held
- 7.93M
- +331.8K (+4.4%) vs. Q4 2023
- Total value
- $96.4M
- +$8.61M (+9.8%) vs. Q4 2023
- New holders
- 8
- 21 more added
- Sold out
- 7
- 24 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Nuveen California Amt-Free Quality Municipal Income Fund; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,092,612 | $25.4M | 0.00% | +88,326+4.4% | Added |
| Guggenheim Capital LLC | 974,833 | $11.8M | 0.08% | +91,152+10.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 497,914 | $6.05M | 0.32% | −45,664−8.4% | Reduced |
| Advisors Asset Management, Inc. | 432,757 | $5.26M | 0.10% | +46,832+12.1% | Added |
| Fiera Capital Corp | 415,197 | $5.04M | 0.01% | −103,838−20.0% | Reduced |
| CNH Partners LLC | 295,115 | $3.59M | 0.13% | −9,809−3.2% | Reduced |
| Wells Fargo & Company | 286,533 | $3.48M | 0.00% | −66,301−18.8% | Reduced |
| Regatta Capital Group, LLC | 215,570 | $2.62M | 0.59% | 00.0% | Unchanged |
| Blue Zone Wealth Advisors, LLC | 193,099 | $2.35M | 0.81% | −1,524−0.8% | Reduced |
| Leisure Capital Management | 173,174 | $2.10M | 1.06% | +48,451+38.8% | Added |
| Mariner, LLC | 153,016 | $1.86M | 0.00% | −17,375−10.2% | Reduced |
| Evoke Wealth, LLC | 151,104 | $1.84M | 0.05% | +151,104 | New |
| UBS Group AG | 143,190 | $1.74M | 0.00% | +9,439+7.1% | Added |
| LPL Financial LLC | 136,085 | $1.65M | 0.00% | +57,880+74.0% | Added |
| Logan Stone Capital, LLC | 113,231 | $1.38M | 0.30% | −44,694−28.3% | Reduced |
| Ameriprise Financial Inc | 104,469 | $1.27M | 0.00% | +46,741+81.0% | Added |
| Napa Wealth Management | 98,977 | $1.20M | 0.63% | −350.0% | Reduced |
| Wedbush Securities Inc | 83,150 | $1.01M | 0.04% | −883−1.1% | Reduced |
| Landscape Capital Management, L.L.C. | 81,125 | $985.7K | 0.09% | −11,259−12.2% | Reduced |
| Nine Masts Capital Ltd | 78,893 | $958.5K | 0.25% | +78,893 | New |
| Myecfo, LLC | 77,600 | $942.8K | 0.55% | −2,500−3.1% | Reduced |
| Raymond James & Associates | 70,239 | $853.4K | 0.00% | −8,245−10.5% | Reduced |
| Allianz Asset Management GmbH | 70,100 | $851.7K | 0.00% | +70,100 | New |
| MKT Advisors LLC | 71,313 | $850.8K | 0.47% | +479+0.7% | Added |
| Rareview Capital LLC | 64,875 | $788.2K | 0.78% | +34+0.1% | Added |
| Diligent Investors, LLC | 54,915 | $667.2K | 0.17% | +77+0.1% | Added |
| Apriem Advisors | 51,439 | $625.0K | 0.08% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 44,717 | $543.3K | 0.00% | +44,717 | New |
| Cetera Investment Advisers | 41,252 | $501.2K | 0.00% | +14,924+56.7% | Added |
| Advisor Group Holdings, Inc. | 38,692 | $470.1K | 0.00% | +1,241+3.3% | Added |
| Royal Bank of Canada | 37,698 | $458.0K | 0.00% | +7,610+25.3% | Added |
| Bank of America Corp | 37,537 | $456.1K | 0.00% | +3,035+8.8% | Added |
| Integrated Wealth Concepts LLC | 35,865 | $435.8K | 0.01% | +19+0.1% | Added |
| Pacific Wealth Strategies Group, Inc. | 33,095 | $402.1K | 0.34% | −405−1.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 32,757 | $398.0K | 0.00% | +15,995+95.4% | Added |
| Bank of Montreal | 28,162 | $374.0K | 0.00% | −813−2.8% | Reduced |
| Lazari Capital Management, Inc. | 28,761 | $349.4K | 0.19% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 25,230 | $295.9K | 0.08% | +60.0% | Added |
| Van Hulzen Asset Management, LLC | 23,696 | $288.0K | 0.02% | −2,057−8.0% | Reduced |
| Strait & Sound Wealth Management LLC | 21,968 | $262.5K | 0.15% | 00.0% | Unchanged |
| Cerity Partners LLC | 22,046 | $256.6K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 20,834 | $253.1K | 0.00% | +51+0.2% | Added |
| D.A. Davidson & Co. | 20,673 | $251.2K | 0.00% | −339−1.6% | Reduced |
| Stratos Wealth Partners, LTD. | 19,500 | $236.9K | 0.00% | 00.0% | Unchanged |
| Ehrlich Financial Group | 18,510 | $224.9K | 0.19% | −2,123−10.3% | Reduced |
| Core Wealth Partners LLC | 18,425 | $223.9K | 0.17% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 18,039 | $220.1K | 0.01% | +18,039 | New |
| Janney Montgomery Scott LLC | 17,138 | $208.0K | 0.00% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 17,094 | $207.7K | 0.01% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 16,950 | $205.9K | 0.01% | −1,315−7.2% | Reduced |
| Atria Wealth Solutions, Inc. | 14,504 | $177.0K | 0.00% | −2,000−12.1% | Reduced |
| Camelot Technology Advisors, Inc. | 14,501 | $176.2K | 0.16% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 13,984 | $169.9K | 0.01% | 00.0% | Unchanged |
| Nomura Holdings Inc | 13,878 | $168.6K | 0.00% | +3,878+38.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 13,650 | $165.8K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 13,126 | $159.5K | 0.01% | +1,874+16.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,109 | $147.0K | 0.00% | −177−1.4% | Reduced |
| Kestra Advisory Services, LLC | 10,327 | $125.5K | 0.00% | −31,253−75.2% | Reduced |
| FLC Capital Advisors | 10,000 | $121.5K | 0.03% | +10,000 | New |
| JPMorgan Chase & Co | 4,699 | $57.1K | 0.00% | +4,699 | New |
| Comerica Bank | 3,000 | $36.5K | 0.00% | −3,151−51.2% | Reduced |
| Allworth Financial LP | 3,000 | $36.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,000 | $36.5K | 0.00% | +2,689+864.6% | Added |
| Umb Bank N A | 1,810 | $22.0K | 0.00% | −490−21.3% | Reduced |
| FNY Investment Advisers, LLC | 900 | $10.0K | 0.01% | +900 | New |
| Westside Investment Management, Inc. | 334 | $4.06K | 0.00% | −334−50.0% | Reduced |
| Whittier Trust Co | 200 | $2.43K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3 | $36 | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −84,184−100.0% | Sold out |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −19,458−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −10,665−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −10,194−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −3,238−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Blume Capital Management, Inc. | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |