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