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, Q4 2024
Institutional positions in Nuveen California Amt-Free Quality Municipal Income Fund as of Dec 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
- 65
- 0 vs. Q3 2024
- Shares held
- 7.36M
- −172.4K (−2.3%) vs. Q3 2024
- Total value
- $93.2M
- −$9.10M (−8.9%) vs. Q3 2024
- New holders
- 8
- 24 more added
- Sold out
- 8
- 14 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Nuveen California Amt-Free Quality Municipal Income Fund; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,362,403 | $29.9M | 0.00% | +135,777+6.1% | Added |
| Guggenheim Capital LLC | 977,148 | $12.4M | 0.10% | −164,087−14.4% | Reduced |
| Wells Fargo & Company | 385,176 | $4.87M | 0.00% | +33,025+9.4% | Added |
| Advisors Asset Management, Inc. | 374,357 | $4.73M | 0.09% | −109,148−22.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 312,720 | $3.95M | 0.18% | −141,627−31.2% | Reduced |
| Fiera Capital Corp | 269,429 | $3.41M | 0.01% | +1,900+0.7% | Added |
| UBS Group AG | 221,941 | $2.81M | 0.00% | +10,896+5.2% | Added |
| DKM Wealth Management, Inc. | 212,592 | $2.69M | 2.55% | +212,592 | New |
| LPL Financial LLC | 200,761 | $2.54M | 0.00% | +36,725+22.4% | Added |
| Mariner, LLC | 175,310 | $2.22M | 0.00% | −304−0.2% | Reduced |
| Evoke Wealth, LLC | 150,458 | $1.90M | 0.05% | +589+0.4% | Added |
| Leisure Capital Management | 148,157 | $1.87M | 0.73% | −27,831−15.8% | Reduced |
| Ameriprise Financial Inc | 113,571 | $1.44M | 0.00% | +11,030+10.8% | Added |
| Wedbush Securities Inc | 97,562 | $1.23M | 0.04% | +6,499+7.1% | Added |
| Blue Zone Wealth Advisors, LLC | 92,943 | $1.17M | 0.34% | −6,964−7.0% | Reduced |
| Raymond James Financial Inc | 90,039 | $1.14M | 0.00% | +90,039 | New |
| Napa Wealth Management | 73,155 | $924.7K | 0.40% | −26,043−26.3% | Reduced |
| MKT Advisors LLC | 71,643 | $907.0K | 0.40% | 00.0% | Unchanged |
| Myecfo, LLC | 71,638 | $905.5K | 0.49% | −1,800−2.5% | Reduced |
| Rareview Capital LLC | 65,305 | $887.5K | 0.64% | +392+0.6% | Added |
| Allianz Asset Management GmbH | 70,100 | $886.1K | 0.00% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 52,231 | $665.4K | 0.19% | +10,099+24.0% | Added |
| Royal Bank of Canada | 51,078 | $646.0K | 0.00% | +11,490+29.0% | Added |
| Apriem Advisors | 41,907 | $529.7K | 0.06% | −13,732−24.7% | Reduced |
| NWF Advisory Services Inc. | 41,753 | $527.8K | 0.08% | +41,753 | New |
| Integrated Wealth Concepts LLC | 34,747 | $439.2K | 0.01% | −1,552−4.3% | Reduced |
| Diligent Investors, LLC | 33,274 | $420.6K | 0.10% | +158+0.5% | Added |
| Cetera Investment Advisers | 30,644 | $387.3K | 0.00% | −3,331−9.8% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 30,149 | $381.1K | 0.26% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 28,761 | $363.5K | 0.14% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 28,521 | $360.5K | 0.03% | +2,527+9.7% | Added |
| Bank of America Corp | 28,267 | $357.3K | 0.00% | −10,000−26.1% | Reduced |
| Cerity Partners LLC | 28,022 | $354.2K | 0.00% | −1,322−4.5% | Reduced |
| Cypress Wealth Services, LLC | 26,989 | $341.1K | 0.07% | +26,989 | New |
| Castle Rock Wealth Management, LLC | 25,249 | $321.7K | 0.08% | +90.0% | Added |
| Western Wealth Management, LLC | 25,446 | $321.6K | 0.02% | +4,226+19.9% | Added |
| Strait & Sound Wealth Management LLC | 21,968 | $277.7K | 0.13% | 00.0% | Unchanged |
| Creative Planning | 21,074 | $266.4K | 0.00% | +105+0.5% | Added |
| Bank of Montreal | 19,299 | $243.9K | 0.00% | +660+3.5% | Added |
| Ehrlich Financial Group | 19,116 | $241.6K | 0.17% | +537+2.9% | Added |
| Core Wealth Partners LLC | 18,425 | $232.9K | 0.13% | 00.0% | Unchanged |
| FLC Capital Advisors | 17,850 | $225.6K | 0.05% | +7,850+78.5% | Added |
| Snowden Capital Advisors LLC | 17,586 | $222.3K | 0.01% | +1,739+11.0% | Added |
| Janney Montgomery Scott LLC | 17,138 | $217.0K | 0.00% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 17,094 | $216.1K | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 16,950 | $215.3K | 0.01% | 00.0% | Unchanged |
| LifeGoal Wealth Advisors | 16,140 | $204.0K | 0.22% | +16,140 | New |
| D.A. Davidson & Co. | 15,891 | $200.9K | 0.00% | +630+4.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 14,650 | $185.2K | 0.00% | +1,000+7.3% | Added |
| Atria Wealth Solutions, Inc. | 14,504 | $183.3K | 0.00% | 00.0% | Unchanged |
| Camelot Technology Advisors, Inc. | 14,501 | $183.3K | 0.17% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 13,984 | $177.6K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 11,492 | $145.3K | 0.00% | +5,079+79.2% | Added |
| Commonwealth Equity Services, LLC | 10,844 | $137.0K | 0.00% | +156+1.5% | Added |
| Private Trust Co NA | 9,000 | $113.8K | 0.01% | +9,000 | New |
| Farther Finance Advisors, LLC | 3,722 | $47.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 3,000 | $37.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3,000 | $37.8K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 2,064 | $26.1K | 0.00% | +2,064 | New |
| CIBC Private Wealth Group, LLC | 615 | $7.81K | 0.00% | −208−25.3% | Reduced |
| 1620 Investment Advisors, Inc. | 536 | $6.78K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 334 | $4.22K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 230 | $2.91K | 0.00% | +230 | New |
| Whittier Trust Co | 200 | $2.53K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3 | $38 | 0.00% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 0 | $0 | 0.00% | −213,205−100.0% | Sold out |
| CNH Partners LLC | 0 | $0 | 0.00% | −85,458−100.0% | Sold out |
| Alpha Financial Partners, LLC | 0 | $0 | 0.00% | −18,579−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −10,512−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −1,161−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −13,590−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |