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, Q3 2024
Institutional positions in Nuveen California Amt-Free Quality Municipal Income Fund as of Sep 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
- 67
- +3 vs. Q2 2024
- Shares held
- 7.63M
- +346.4K (+4.8%) vs. Q2 2024
- Total value
- $103.5M
- +$12.4M (+13.6%) vs. Q2 2024
- New holders
- 5
- 24 more added
- Sold out
- 2
- 17 more reduced
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Nuveen California Amt-Free Quality Municipal Income Fund; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,226,626 | $30.3M | 0.00% | +143,138+6.9% | Added |
| Guggenheim Capital LLC | 1,141,235 | $15.5M | 0.11% | +55,665+5.1% | Added |
| Advisors Asset Management, Inc. | 483,505 | $6.57M | 0.12% | +27,585+6.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 454,347 | $6.17M | 0.29% | −15,799−3.4% | Reduced |
| Wells Fargo & Company | 352,151 | $4.79M | 0.00% | +11,653+3.4% | Added |
| Fiera Capital Corp | 267,529 | $3.64M | 0.01% | −12,914−4.6% | Reduced |
| Regatta Capital Group, LLC | 213,205 | $2.90M | 0.56% | −2,365−1.1% | Reduced |
| UBS Group AG | 211,045 | $2.87M | 0.00% | +37,815+21.8% | Added |
| Leisure Capital Management | 175,988 | $2.39M | 1.02% | −4,954−2.7% | Reduced |
| Mariner, LLC | 175,614 | $2.39M | 0.00% | +27,111+18.3% | Added |
| LPL Financial LLC | 164,036 | $2.23M | 0.00% | +25,651+18.5% | Added |
| Evoke Wealth, LLC | 149,869 | $2.05M | 0.06% | +128,557+603.2% | Added |
| Ameriprise Financial Inc | 102,541 | $1.39M | 0.00% | −3,943−3.7% | Reduced |
| Blue Zone Wealth Advisors, LLC | 99,907 | $1.36M | 0.42% | −46,489−31.8% | Reduced |
| Napa Wealth Management | 99,198 | $1.35M | 0.64% | +29,826+43.0% | Added |
| Wedbush Securities Inc | 91,063 | $1.24M | 0.05% | +7,865+9.5% | Added |
| CNH Partners LLC | 85,458 | $1.16M | 0.03% | −88,159−50.8% | Reduced |
| Myecfo, LLC | 73,438 | $998.0K | 0.54% | −3,400−4.4% | Reduced |
| MKT Advisors LLC | 71,643 | $979.0K | 0.46% | +37+0.1% | Added |
| Allianz Asset Management GmbH | 70,100 | $952.7K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 68,879 | $936.1K | 0.00% | −4,083−5.6% | Reduced |
| Rareview Capital LLC | 64,913 | $882.2K | 0.66% | 00.0% | Unchanged |
| Apriem Advisors | 55,639 | $756.1K | 0.09% | −800−1.4% | Reduced |
| Bridgewealth Advisory Group, LLC | 42,132 | $572.6K | 0.21% | +42,132 | New |
| Royal Bank of Canada | 39,588 | $538.0K | 0.00% | −422−1.1% | Reduced |
| Bank of America Corp | 38,267 | $520.0K | 0.00% | −516−1.3% | Reduced |
| Integrated Wealth Concepts LLC | 36,299 | $493.3K | 0.01% | −150.0% | Reduced |
| Cetera Investment Advisers | 33,975 | $461.7K | 0.00% | +1,456+4.5% | Added |
| Diligent Investors, LLC | 33,116 | $450.0K | 0.10% | +116+0.4% | Added |
| Pacific Wealth Strategies Group, Inc. | 30,149 | $409.7K | 0.30% | −2,649−8.1% | Reduced |
| Cerity Partners LLC | 29,344 | $398.8K | 0.00% | +7,298+33.1% | Added |
| Lazari Capital Management, Inc. | 28,761 | $390.9K | 0.17% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 25,994 | $353.0K | 0.03% | −102−0.4% | Reduced |
| Castle Rock Wealth Management, LLC | 25,240 | $341.2K | 0.08% | +70.0% | Added |
| Strait & Sound Wealth Management LLC | 21,968 | $298.5K | 0.15% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 21,220 | $288.4K | 0.02% | +21,220 | New |
| Creative Planning | 20,969 | $285.0K | 0.00% | +78+0.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 20,114 | $273.3K | 0.00% | +2,357+13.3% | Added |
| Bank of Montreal | 18,639 | $252.9K | 0.00% | +152+0.8% | Added |
| Ehrlich Financial Group | 18,579 | $252.5K | 0.18% | +46+0.2% | Added |
| Alpha Financial Partners, LLC | 18,579 | $252.5K | 0.18% | +18,579 | New |
| Core Wealth Partners LLC | 18,425 | $250.4K | 0.15% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 17,138 | $233.0K | 0.00% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 17,094 | $232.3K | 0.01% | −3,815−18.2% | Reduced |
| Perigon Wealth Management, LLC | 16,950 | $230.4K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 15,847 | $216.6K | 0.01% | +158+1.0% | Added |
| D.A. Davidson & Co. | 15,261 | $207.4K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 14,504 | $198.2K | 0.00% | 00.0% | Unchanged |
| Camelot Technology Advisors, Inc. | 14,501 | $197.1K | 0.17% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 13,984 | $187.4K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 13,650 | $185.5K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 10,688 | $145.0K | 0.00% | +174+1.7% | Added |
| Kestra Advisory Services, LLC | 10,512 | $142.9K | 0.00% | +129+1.2% | Added |
| FLC Capital Advisors | 10,000 | $135.9K | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 6,413 | $87.2K | 0.00% | −2,105−24.7% | Reduced |
| Farther Finance Advisors, LLC | 3,722 | $50.6K | 0.00% | +3,722 | New |
| Allworth Financial LP | 3,000 | $40.8K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 3,000 | $40.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,000 | $40.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,161 | $15.8K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 900 | $12.0K | 0.01% | +900 | New |
| CIBC Private Wealth Group, LLC | 823 | $11.2K | 0.00% | +615+295.7% | Added |
| 1620 Investment Advisors, Inc. | 536 | $7.28K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 334 | $4.54K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 200 | $2.72K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3 | $41 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 13,590 | – | – | +12,590+1,259.0% | Added |
| Nine Masts Capital Ltd | 0 | $0 | 0.00% | −53,810−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −13,878−100.0% | Sold out |