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