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