Nuveen New York Amt-Free Quality Municipal Income Fund
NRK- Exchange
- NYSE
- SEC CIK
- 0001195739
No open-market purchases or sales by Nuveen New York Amt-Free Quality Municipal Income Fund insiders were filed in the last 90 days; 109 institutions reported holding it in 13F filings for Q2 2026, worth $119.3M in total; no superinvestor holds it.
13F holders, Q4 2024
Institutional positions in Nuveen New York 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
- 94
- +3 vs. Q3 2024
- Shares held
- 30.8M
- −477.1K (−1.5%) vs. Q3 2024
- Total value
- $322.3M
- −$28.3M (−8.1%) vs. Q3 2024
- New holders
- 17
- 21 more added
- Sold out
- 14
- 24 more reduced
4 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 NRK 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 | 109 | $119.3M |
| Q1 2026 | 99 | $123.0M |
| Q4 2025 | 108 | $167.0M |
| Q3 2025 | 95 | $195.4M |
| Q2 2025 | 91 | $236.7M |
| Q1 2025 | 88 | $285.2M |
| Q4 2024 | 94 | $322.3M |
| Q3 2024 | 95 | $351.4M |
| Q2 2024 | 92 | $353.4M |
| Q1 2024 | 90 | $344.9M |
| Q4 2023 | 95 | $320.3M |
| Q3 2023 | 99 | $263.9M |
| Q2 2023 | 97 | $264.7M |
| Q1 2023 | 96 | $266.0M |
| Q4 2022 | 102 | $244.6M |
| Q3 2022 | 108 | $229.2M |
| Q2 2022 | 110 | $265.1M |
| Q1 2022 | 107 | $298.9M |
| Q4 2021 | 102 | $332.6M |
| Q3 2021 | 98 | $329.5M |
| Q2 2021 | 93 | $326.6M |
| Q1 2021 | 92 | $325.4M |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Nuveen New York Amt-Free Quality Municipal Income Fund; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 19,253,006 | $201.4M | 5.96% | −792,525−4.0% | Reduced |
| Transcend Wealth Collective, LLC | 1,028,022 | $10.8M | 0.78% | +144,619+16.4% | Added |
| Sit Investment Associates Inc | 910,254 | $9.52M | 0.22% | −184,145−16.8% | Reduced |
| Guggenheim Capital LLC | 822,409 | $8.60M | 0.07% | +65,944+8.7% | Added |
| Mackay Shields LLC | 797,635 | $8.34M | 0.25% | 00.0% | Unchanged |
| Morgan Stanley | 680,920 | $7.12M | 0.00% | −121,386−15.1% | Reduced |
| Deutsche Bank AG | 598,900 | $6.26M | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 558,618 | $5.84M | 0.00% | +350,417+168.3% | Added |
| Dakota Wealth Management | 457,701 | $4.79M | 0.11% | +41,370+9.9% | Added |
| HighTower Advisors, LLC | 437,176 | $4.57M | 0.01% | −222,714−33.8% | Reduced |
| Robinson Capital Management, LLC | 432,967 | $4.53M | 1.83% | +231,963+115.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 424,186 | $4.44M | 0.20% | −240,765−36.2% | Reduced |
| Bank of America Corp | 410,878 | $4.30M | 0.00% | +26,888+7.0% | Added |
| Lido Advisors, LLC | 400,576 | $4.19M | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 385,440 | $4.03M | 0.00% | 00.0% | Unchanged |
| CF Capital LLC | 330,000 | $3.45M | 3.72% | +330,000 | New |
| Royal Bank of Canada | 246,786 | $2.58M | 0.00% | +8,170+3.4% | Added |
| UBS Group AG | 233,057 | $2.44M | 0.00% | +106,459+84.1% | Added |
| PFG Investments, LLC | 175,381 | $1.83M | 0.11% | +35,587+25.5% | Added |
| Rivernorth Capital Management, LLC | 174,922 | $1.83M | 0.09% | −9,607−5.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 146,886 | $1.54M | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 118,039 | $1.23M | 0.00% | −9,287−7.3% | Reduced |
| Lionshead Wealth Management, LLC | 87,428 | $914.5K | 0.66% | +87,428 | New |
| Marex Group plc | 74,215 | $776.3K | 0.01% | +55,813+303.3% | Added |
| Horizon Kinetics Asset Management LLC | 71,483 | $747.7K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 69,298 | $724.9K | 0.00% | −49,034−41.4% | Reduced |
| Commonwealth Equity Services, LLC | 69,022 | $722.0K | 0.00% | −9,300−11.9% | Reduced |
| RMR Wealth Builders | 63,983 | $669.3K | 0.07% | −600−0.9% | Reduced |
| Raymond James Financial Inc | 61,152 | $639.6K | 0.00% | +61,152 | New |
| Mariner, LLC | 60,960 | $637.6K | 0.00% | +31,456+106.6% | Added |
| Susquehanna International Group, LLP | 57,505 | $601.5K | 0.00% | +45,486+378.5% | Added |
| Ascent Wealth Partners, LLC | 52,247 | $546.5K | 0.07% | 00.0% | Unchanged |
| Breakwater Capital Group | 50,943 | $532.9K | 0.11% | +1,979+4.0% | Added |
| Cohen & Steers, Inc. | 50,000 | $523.0K | 0.00% | −20,000−28.6% | Reduced |
| MML Investors Services, LLC | 46,089 | $482.0K | 0.00% | −7,167−13.5% | Reduced |
| LPL Financial LLC | 43,865 | $458.8K | 0.00% | +21,109+92.8% | Added |
| Advisor Group Holdings, Inc. | 43,145 | $451.0K | 0.00% | +4,375+11.3% | Added |
| Wellspring Financial Advisors, LLC | 42,596 | $445.6K | 0.05% | −13,000−23.4% | Reduced |
| Oppenheimer & Co Inc | 39,679 | $415.0K | 0.01% | +2,289+6.1% | Added |
| Herold Advisors, Inc. | 38,734 | $405.2K | 0.09% | +54+0.1% | Added |
| David J Yvars Group | 37,050 | $387.5K | 0.24% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 34,594 | $361.9K | 0.37% | +34,594 | New |
| Landscape Capital Management, L.L.C. | 33,030 | $345.5K | 0.04% | +33,030 | New |
| NewEdge Wealth, LLC | 31,210 | $326.5K | 0.01% | +5,700+22.3% | Added |
| Leisure Capital Management | 30,153 | $315.4K | 0.12% | +17,570+139.6% | Added |
| Williams Jones Wealth Management, LLC. | 27,966 | $292.5K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 27,500 | $287.7K | 0.08% | −29,038−51.4% | Reduced |
| Janney Montgomery Scott LLC | 27,040 | $283.0K | 0.00% | +27,040 | New |
| Opal Wealth Advisors, LLC | 26,130 | $273.3K | 0.08% | 00.0% | Unchanged |
| Westchester Capital Management, LLC | 26,125 | $273.3K | 0.02% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 26,000 | $272.0K | 0.01% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 23,636 | $247.2K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 23,368 | $244.0K | 0.01% | 00.0% | Unchanged |
| Mathes Company, Inc. | 22,000 | $230.0K | 0.08% | −32,500−59.6% | Reduced |
| Cetera Investment Advisers | 20,576 | $215.2K | 0.00% | +1,781+9.5% | Added |
| Frisch Financial Group, Inc. | 19,274 | $202.0K | 0.06% | −18,136−48.5% | Reduced |
| Readystate Asset Management LP | 18,939 | $198.1K | 0.01% | +18,939 | New |
| Envestnet Asset Management Inc | 18,702 | $195.6K | 0.00% | +2,903+18.4% | Added |
| Avantax Advisory Services, Inc. | 17,153 | $179.4K | 0.00% | −601−3.4% | Reduced |
| Clear Creek Financial Management, LLC | 16,800 | $175.7K | 0.02% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 15,800 | $165.3K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 15,206 | $159.1K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 15,000 | $156.9K | 0.04% | 00.0% | Unchanged |
| HRT Financial LP | 14,672 | $153.0K | 0.00% | +14,672 | New |
| Everstar Asset Management, LLC | 12,710 | $132.9K | 0.09% | −11,490−47.5% | Reduced |
| Nomura Holdings Inc | 12,500 | $130.8K | 0.00% | +12,500 | New |
| Tiaa Trust, National Association | 12,343 | $129.1K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 12,329 | $129.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 12,130 | $126.9K | 0.00% | −3,550−22.6% | Reduced |
| Mill Creek Capital Advisors, LLC | 12,123 | $126.8K | 0.00% | −1,377−10.2% | Reduced |
| GWM Advisors LLC | 12,100 | $126.6K | 0.00% | +12,100 | New |
| Atria Wealth Solutions, Inc. | 12,000 | $125.5K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | – | $123.0K | 0.00% | – | – |
| Ibex Wealth Advisors | 11,375 | $119.0K | 0.01% | +11,375 | New |
| Seelaus Asset Management LLC | 11,106 | $116.2K | 0.11% | +11,106 | New |
| Avestar Capital, LLC | 10,568 | $110.5K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 6,400 | $66.9K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 6,290 | $65.8K | 0.01% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 5,238 | $54.8K | 0.04% | +5,238 | New |
| Brown, Lisle/Cummings, Inc. | 5,036 | $52.7K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,448 | $46.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,243 | $44.4K | 0.00% | −750−15.0% | Reduced |
| SOA Wealth Advisors, LLC. | 4,010 | $41.9K | 0.01% | −3,882−49.2% | Reduced |
| Elequin Capital LP | 3,792 | $39.7K | 0.00% | +3,792 | New |
| Wolverine Asset Management LLC | 3,623 | $37.9K | 0.00% | −2,135−37.1% | Reduced |
| Concord Wealth Partners | 2,492 | $26.1K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 2,400 | $25.1K | 0.00% | +2,400 | New |
| Brown Brothers Harriman & Co | 2,100 | $22.0K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 15,000 | $15.0K | 0.00% | +15,000 | New |
| NBT Bank N A | 1,306 | $13.7K | 0.00% | −9,700−88.1% | Reduced |
| WealthTrak Capital Management LLC | 1,208 | $12.6K | 0.01% | +1,208 | New |
| Webster Bank, N. A. | 879 | $9.19K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 489 | $5.12K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 290 | $3.00K | 0.00% | 00.0% | Unchanged |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −230,000−100.0% | Sold out |
| Next Capital Management LLC | 0 | $0 | 0.00% | −66,704−100.0% | Sold out |
| CNH Partners LLC | 0 | $0 | 0.00% | −51,165−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −42,700−100.0% | Sold out |
| Stockman Wealth Management, Inc. | 0 | $0 | 0.00% | −40,862−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −26,891−100.0% | Sold out |