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 |
|---|---|---|---|---|---|
| Citigroup Inc | 3 | $38 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 200 | $2.53K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 230 | $2.91K | 0.00% | +230 | New |
| Westside Investment Management, Inc. | 334 | $4.22K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 536 | $6.78K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 615 | $7.81K | 0.00% | −208−25.3% | Reduced |
| Golden State Wealth Management, LLC | 2,064 | $26.1K | 0.00% | +2,064 | New |
| Allworth Financial LP | 3,000 | $37.8K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 3,000 | $37.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,722 | $47.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 9,000 | $113.8K | 0.01% | +9,000 | New |
| Commonwealth Equity Services, LLC | 10,844 | $137.0K | 0.00% | +156+1.5% | Added |
| Advisor Group Holdings, Inc. | 11,492 | $145.3K | 0.00% | +5,079+79.2% | Added |
| Mutual Advisors, LLC | 13,984 | $177.6K | 0.01% | 00.0% | Unchanged |
| Camelot Technology Advisors, Inc. | 14,501 | $183.3K | 0.17% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 14,504 | $183.3K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 14,650 | $185.2K | 0.00% | +1,000+7.3% | Added |
| D.A. Davidson & Co. | 15,891 | $200.9K | 0.00% | +630+4.1% | Added |
| LifeGoal Wealth Advisors | 16,140 | $204.0K | 0.22% | +16,140 | New |
| Perigon Wealth Management, LLC | 16,950 | $215.3K | 0.01% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 17,094 | $216.1K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 17,138 | $217.0K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 17,586 | $222.3K | 0.01% | +1,739+11.0% | Added |
| FLC Capital Advisors | 17,850 | $225.6K | 0.05% | +7,850+78.5% | Added |
| Core Wealth Partners LLC | 18,425 | $232.9K | 0.13% | 00.0% | Unchanged |
| Ehrlich Financial Group | 19,116 | $241.6K | 0.17% | +537+2.9% | Added |
| Bank of Montreal | 19,299 | $243.9K | 0.00% | +660+3.5% | Added |
| Creative Planning | 21,074 | $266.4K | 0.00% | +105+0.5% | Added |
| Strait & Sound Wealth Management LLC | 21,968 | $277.7K | 0.13% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 25,446 | $321.6K | 0.02% | +4,226+19.9% | Added |
| Castle Rock Wealth Management, LLC | 25,249 | $321.7K | 0.08% | +90.0% | Added |
| Cypress Wealth Services, LLC | 26,989 | $341.1K | 0.07% | +26,989 | New |
| Cerity Partners LLC | 28,022 | $354.2K | 0.00% | −1,322−4.5% | Reduced |
| Bank of America Corp | 28,267 | $357.3K | 0.00% | −10,000−26.1% | Reduced |
| Van Hulzen Asset Management, LLC | 28,521 | $360.5K | 0.03% | +2,527+9.7% | Added |
| Lazari Capital Management, Inc. | 28,761 | $363.5K | 0.14% | 00.0% | Unchanged |
| Pacific Wealth Strategies Group, Inc. | 30,149 | $381.1K | 0.26% | 00.0% | Unchanged |
| Cetera Investment Advisers | 30,644 | $387.3K | 0.00% | −3,331−9.8% | Reduced |
| Diligent Investors, LLC | 33,274 | $420.6K | 0.10% | +158+0.5% | Added |
| Integrated Wealth Concepts LLC | 34,747 | $439.2K | 0.01% | −1,552−4.3% | Reduced |
| NWF Advisory Services Inc. | 41,753 | $527.8K | 0.08% | +41,753 | New |
| Apriem Advisors | 41,907 | $529.7K | 0.06% | −13,732−24.7% | Reduced |
| Royal Bank of Canada | 51,078 | $646.0K | 0.00% | +11,490+29.0% | Added |
| Bridgewealth Advisory Group, LLC | 52,231 | $665.4K | 0.19% | +10,099+24.0% | Added |
| Allianz Asset Management GmbH | 70,100 | $886.1K | 0.00% | 00.0% | Unchanged |
| Rareview Capital LLC | 65,305 | $887.5K | 0.64% | +392+0.6% | Added |
| Myecfo, LLC | 71,638 | $905.5K | 0.49% | −1,800−2.5% | Reduced |
| MKT Advisors LLC | 71,643 | $907.0K | 0.40% | 00.0% | Unchanged |
| Napa Wealth Management | 73,155 | $924.7K | 0.40% | −26,043−26.3% | Reduced |
| Raymond James Financial Inc | 90,039 | $1.14M | 0.00% | +90,039 | New |
| Blue Zone Wealth Advisors, LLC | 92,943 | $1.17M | 0.34% | −6,964−7.0% | Reduced |
| Wedbush Securities Inc | 97,562 | $1.23M | 0.04% | +6,499+7.1% | Added |
| Ameriprise Financial Inc | 113,571 | $1.44M | 0.00% | +11,030+10.8% | Added |
| Leisure Capital Management | 148,157 | $1.87M | 0.73% | −27,831−15.8% | Reduced |
| Evoke Wealth, LLC | 150,458 | $1.90M | 0.05% | +589+0.4% | Added |
| Mariner, LLC | 175,310 | $2.22M | 0.00% | −304−0.2% | Reduced |
| LPL Financial LLC | 200,761 | $2.54M | 0.00% | +36,725+22.4% | Added |
| DKM Wealth Management, Inc. | 212,592 | $2.69M | 2.55% | +212,592 | New |
| UBS Group AG | 221,941 | $2.81M | 0.00% | +10,896+5.2% | Added |
| Fiera Capital Corp | 269,429 | $3.41M | 0.01% | +1,900+0.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 312,720 | $3.95M | 0.18% | −141,627−31.2% | Reduced |
| Advisors Asset Management, Inc. | 374,357 | $4.73M | 0.09% | −109,148−22.6% | Reduced |
| Wells Fargo & Company | 385,176 | $4.87M | 0.00% | +33,025+9.4% | Added |
| Guggenheim Capital LLC | 977,148 | $12.4M | 0.10% | −164,087−14.4% | Reduced |
| Morgan Stanley | 2,362,403 | $29.9M | 0.00% | +135,777+6.1% | Added |
| 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 |