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, Q2 2024
Institutional positions in Nuveen California Amt-Free Quality Municipal Income Fund as of Jun 30, 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
- 64
- −4 vs. Q1 2024
- Shares held
- 7.28M
- −652.5K (−8.2%) vs. Q1 2024
- Total value
- $91.1M
- −$5.26M (−5.5%) vs. Q1 2024
- New holders
- 4
- 21 more added
- Sold out
- 8
- 19 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Nuveen California Amt-Free Quality Municipal Income Fund; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,083,488 | $26.1M | 0.00% | −9,124−0.4% | Reduced |
| Guggenheim Capital LLC | 1,085,570 | $13.6M | 0.10% | +110,737+11.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 470,146 | $5.88M | 0.30% | −27,768−5.6% | Reduced |
| Advisors Asset Management, Inc. | 455,920 | $5.70M | 0.11% | +23,163+5.4% | Added |
| Wells Fargo & Company | 340,498 | $4.26M | 0.00% | +53,965+18.8% | Added |
| Fiera Capital Corp | 280,443 | $3.51M | 0.01% | −134,754−32.5% | Reduced |
| Regatta Capital Group, LLC | 215,570 | $2.70M | 0.58% | 00.0% | Unchanged |
| Leisure Capital Management | 180,942 | $2.26M | 1.05% | +7,768+4.5% | Added |
| CNH Partners LLC | 173,617 | $2.17M | 0.06% | −121,498−41.2% | Reduced |
| UBS Group AG | 173,230 | $2.17M | 0.00% | +30,040+21.0% | Added |
| Mariner, LLC | 148,503 | $1.86M | 0.00% | −4,513−2.9% | Reduced |
| Blue Zone Wealth Advisors, LLC | 146,396 | $1.83M | 0.63% | −46,703−24.2% | Reduced |
| LPL Financial LLC | 138,385 | $1.73M | 0.00% | +2,300+1.7% | Added |
| Ameriprise Financial Inc | 106,484 | $1.33M | 0.00% | +2,015+1.9% | Added |
| Wedbush Securities Inc | 83,198 | $1.04M | 0.04% | +48+0.1% | Added |
| Myecfo, LLC | 76,838 | $961.2K | 0.55% | −762−1.0% | Reduced |
| MKT Advisors LLC | 71,606 | $914.4K | 0.45% | +293+0.4% | Added |
| Raymond James & Associates | 72,962 | $912.8K | 0.00% | +2,723+3.9% | Added |
| Allianz Asset Management GmbH | 70,100 | $877.0K | 0.00% | 00.0% | Unchanged |
| Napa Wealth Management | 69,372 | $867.8K | 0.59% | −29,605−29.9% | Reduced |
| Rareview Capital LLC | 64,913 | $812.1K | 0.78% | +38+0.1% | Added |
| Apriem Advisors | 56,439 | $706.1K | 0.09% | +5,000+9.7% | Added |
| Nine Masts Capital Ltd | 53,810 | $673.2K | 0.21% | −25,083−31.8% | Reduced |
| Royal Bank of Canada | 40,010 | $501.0K | 0.00% | +2,312+6.1% | Added |
| Bank of America Corp | 38,783 | $485.2K | 0.00% | +1,246+3.3% | Added |
| Integrated Wealth Concepts LLC | 36,314 | $454.3K | 0.01% | +449+1.3% | Added |
| Diligent Investors, LLC | 33,000 | $412.8K | 0.10% | −21,915−39.9% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 32,798 | $410.3K | 0.34% | −297−0.9% | Reduced |
| Cetera Investment Advisers | 32,519 | $406.8K | 0.00% | −8,733−21.2% | Reduced |
| Lazari Capital Management, Inc. | 28,761 | $359.8K | 0.16% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 26,096 | $326.0K | 0.02% | +2,400+10.1% | Added |
| Castle Rock Wealth Management, LLC | 25,233 | $319.2K | 0.08% | +30.0% | Added |
| Cerity Partners LLC | 22,046 | $275.8K | 0.00% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 21,968 | $274.8K | 0.14% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 21,312 | $268.2K | 0.39% | −129,792−85.9% | Reduced |
| Pure Financial Advisors, Inc. | 20,909 | $261.6K | 0.01% | +3,815+22.3% | Added |
| Creative Planning | 20,891 | $261.3K | 0.00% | +57+0.3% | Added |
| Bank of Montreal | 18,487 | $242.9K | 0.00% | −9,675−34.4% | Reduced |
| Ehrlich Financial Group | 18,533 | $231.8K | 0.18% | +23+0.1% | Added |
| Core Wealth Partners LLC | 18,425 | $230.5K | 0.16% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 17,757 | $222.1K | 0.00% | −15,000−45.8% | Reduced |
| Janney Montgomery Scott LLC | 17,138 | $214.0K | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 16,950 | $212.0K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 15,689 | $197.7K | 0.01% | −2,350−13.0% | Reduced |
| D.A. Davidson & Co. | 15,261 | $190.9K | 0.00% | −5,412−26.2% | Reduced |
| Atria Wealth Solutions, Inc. | 14,504 | $182.5K | 0.00% | 00.0% | Unchanged |
| Camelot Technology Advisors, Inc. | 14,501 | $181.4K | 0.17% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 13,984 | $177.2K | 0.01% | 00.0% | Unchanged |
| Nomura Holdings Inc | 13,878 | $173.6K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 13,650 | $170.8K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 10,514 | $132.0K | 0.00% | +10,514 | New |
| Kestra Advisory Services, LLC | 10,383 | $129.9K | 0.00% | +56+0.5% | Added |
| FLC Capital Advisors | 10,000 | $125.1K | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 8,518 | $106.6K | 0.00% | −30,174−78.0% | Reduced |
| Allworth Financial LP | 3,000 | $38.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 3,000 | $37.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,000 | $37.5K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,161 | $14.5K | 0.00% | −649−35.9% | Reduced |
| International Assets Investment Management, LLC | 1,000 | $12.5K | 0.00% | +1,000 | New |
| 1620 Investment Advisors, Inc. | 536 | $6.71K | 0.01% | +536 | New |
| Westside Investment Management, Inc. | 334 | $4.18K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 208 | $2.66K | 0.00% | +208 | New |
| Whittier Trust Co | 200 | $2.50K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3 | $38 | 0.00% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −113,231−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −81,125−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −44,717−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −19,500−100.0% | Sold out |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −13,126−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −12,109−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −4,699−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |