Nuveen California Amt-Free Quality Municipal Income Fund
NKX- 交易所
- NYSE
- SEC CIK
- 0001195738
近 90 天，Nuveen California Amt-Free Quality Municipal Income Fund 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 85 家機構在 13F 申報持有，市值合計 $1.25 億；沒有大師持有。
2022 年第 3 季 13F 持有人
Nuveen California Amt-Free Quality Municipal Income Fund 在 2022/9/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 56
- 較 2022 年第 2 季 −3 家
- 持有股數
- 621.7 萬
- 較 2022 年第 2 季 +18.4 萬 (+3.1%)
- 總市值
- $7,340 萬
- 較 2022 年第 2 季 −$437.0 萬 (−5.6%)
- 新進機構
- 5
- 另有 19 家加碼
- 清倉機構
- 8
- 另有 13 家減碼
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 NKX 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 85 | $1.25 億 |
| 2026 年第 1 季 | 80 | $1.12 億 |
| 2025 年第 4 季 | 66 | $1.07 億 |
| 2025 年第 3 季 | 65 | $1.03 億 |
| 2025 年第 2 季 | 68 | $8,711 萬 |
| 2025 年第 1 季 | 66 | $9,074 萬 |
| 2024 年第 4 季 | 65 | $9,316 萬 |
| 2024 年第 3 季 | 67 | $1.03 億 |
| 2024 年第 2 季 | 64 | $9,111 萬 |
| 2024 年第 1 季 | 68 | $9,637 萬 |
| 2023 年第 4 季 | 67 | $8,776 萬 |
| 2023 年第 3 季 | 61 | $7,633 萬 |
| 2023 年第 2 季 | 64 | $8,328 萬 |
| 2023 年第 1 季 | 69 | $8,157 萬 |
| 2022 年第 4 季 | 63 | $8,264 萬 |
| 2022 年第 3 季 | 56 | $7,340 萬 |
| 2022 年第 2 季 | 59 | $7,777 萬 |
| 2022 年第 1 季 | 68 | $8,556 萬 |
| 2021 年第 4 季 | 64 | $9,920 萬 |
| 2021 年第 3 季 | 60 | $1.05 億 |
| 2021 年第 2 季 | 66 | $1.11 億 |
| 2021 年第 1 季 | 69 | $1.03 億 |
2022 年第 3 季持有機構
每家機構持有 Nuveen California Amt-Free Quality Municipal Income Fund 的股數、市值與佔組合比重；股數變化跟 2022 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 1,491,435 | $1,761 萬 | 0.00% | +217,185+17.0% | 加碼 |
| UBS Group AG | 751,920 | $888.0 萬 | 0.01% | +21,912+3.0% | 加碼 |
| Wells Fargo & Company | 721,901 | $852.6 萬 | 0.00% | +36,816+5.4% | 加碼 |
| Guggenheim Capital LLC | 508,104 | $600.1 萬 | 0.06% | −122,090−19.4% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 352,694 | $416.5 萬 | 0.27% | +32,329+10.1% | 加碼 |
| Advisors Asset Management, Inc. | 295,458 | $348.9 萬 | 0.07% | +38,543+15.0% | 加碼 |
| Leisure Capital Management | 202,886 | $239.6 萬 | 1.45% | −769−0.4% | 減碼 |
| Strategic Wealth Advisors Group, LLC | 199,757 | $235.9 萬 | 0.10% | −17,436−8.0% | 減碼 |
| Blue Zone Wealth Advisors, LLC | 182,700 | $215.8 萬 | 1.12% | −262−0.1% | 減碼 |
| Evoke Wealth, LLC | 146,859 | $174.2 萬 | 0.07% | 00.0% | 不變 |
| Royal Bank of Canada | 110,876 | $130.9 萬 | 0.00% | +30,057+37.2% | 加碼 |
| LPL Financial LLC | 106,983 | $126.3 萬 | 0.00% | +3,594+3.5% | 加碼 |
| Wedbush Securities Inc | 76,171 | $90.0 萬 | 0.05% | +1,556+2.1% | 加碼 |
| MKT Advisors LLC | 74,522 | $88.0 萬 | 0.76% | 00.0% | 不變 |
| Apriem Advisors | 68,439 | $80.8 萬 | 0.15% | −750−1.1% | 減碼 |
| Claybrook Capital, LLC | 58,810 | $69.5 萬 | 0.44% | 00.0% | 不變 |
| Raymond James & Associates | 52,788 | $62.3 萬 | 0.00% | −3,449−6.1% | 減碼 |
| Kestra Advisory Services, LLC | 51,336 | $60.6 萬 | 0.01% | +342+0.7% | 加碼 |
| Diligent Investors, LLC | 50,975 | $60.2 萬 | 0.21% | −2,999−5.6% | 減碼 |
| D.A. Davidson & Co. | 48,926 | $57.8 萬 | 0.01% | −27,482−36.0% | 減碼 |
| Ameriprise Financial Inc | 44,731 | $52.8 萬 | 0.00% | +11,622+35.1% | 加碼 |
| Western Wealth Management, LLC | 46,449 | $52.4 萬 | 0.03% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 41,272 | $48.8 萬 | 0.00% | +367+0.9% | 加碼 |
| Atria Wealth Solutions, Inc. | 38,210 | $45.3 萬 | 0.01% | +38,210 | 新進 |
| Pacific Wealth Strategies Group, Inc. | 36,645 | $43.3 萬 | 0.60% | −1,600−4.2% | 減碼 |
| Envestnet Asset Management Inc | 34,699 | $41.0 萬 | 0.00% | +34,699 | 新進 |
| Running Point Capital Advisors, LLC | 30,500 | $36.0 萬 | 0.24% | 00.0% | 不變 |
| Bank of America Corp | 27,677 | $32.7 萬 | 0.00% | −9,296−25.1% | 減碼 |
| Van Hulzen Asset Management, LLC | 27,318 | $32.3 萬 | 0.04% | 00.0% | 不變 |
| Castle Rock Wealth Management, LLC | 25,203 | $29.5 萬 | 0.15% | +40.0% | 加碼 |
| Lindbrook Capital, LLC | 24,753 | $29.2 萬 | 0.05% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 24,640 | $29.1 萬 | 0.01% | +265+1.1% | 加碼 |
| Cetera Investment Advisers | 23,955 | $28.3 萬 | 0.01% | −1,216−4.8% | 減碼 |
| Creative Planning | 23,889 | $28.2 萬 | 0.00% | +302+1.3% | 加碼 |
| Gamble Jones Investment Counsel | 22,046 | $26.0 萬 | 0.02% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 20,555 | $24.3 萬 | 0.00% | +98+0.5% | 加碼 |
| Stratos Wealth Partners, LTD. | 20,518 | $24.2 萬 | 0.01% | 00.0% | 不變 |
| Vivaldi Capital Management, LLC | 20,415 | $23.6 萬 | 0.06% | −4,436−17.9% | 減碼 |
| Garrison Point Capital, LLC | 15,000 | $17.7 萬 | 2.59% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 14,873 | $17.6 萬 | 0.00% | +1,427+10.6% | 加碼 |
| Mercer Global Advisors Inc | 14,525 | $17.2 萬 | 0.00% | +14,525 | 新進 |
| Miracle Mile Advisors, LLC | 14,143 | $16.7 萬 | 0.01% | +25+0.2% | 加碼 |
| Captrust Financial Advisors | 13,069 | $15.4 萬 | 0.00% | +13,069 | 新進 |
| RB Capital Management, LLC | 12,711 | $15.0 萬 | 0.06% | +112+0.9% | 加碼 |
| Financial Network Wealth Management LLC | 12,177 | $14.4 萬 | 0.09% | 00.0% | 不變 |
| Kennicott Capital Management LLC | 12,038 | $14.2 萬 | 0.11% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 6,391 | $8.20 萬 | 0.00% | 00.0% | 不變 |
| BDO Wealth Advisors, LLC | 5,535 | $6.50 萬 | 0.01% | 00.0% | 不變 |
| Allworth Financial LP | 3,000 | $3.50 萬 | 0.00% | 00.0% | 不變 |
| Private Ocean, LLC | 1,700 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 1,339 | $1.50 萬 | 0.00% | +1,339 | 新進 |
| Blume Capital Management, Inc. | 1,200 | $1.40 萬 | 0.01% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 900 | $1.00 萬 | 0.01% | 00.0% | 不變 |
| Whittier Trust Co | 682 | $8,000 | 0.00% | −450−39.8% | 減碼 |
| Parallel Advisors, LLC | 526 | $6,000 | 0.00% | +6+1.2% | 加碼 |
| Citigroup Inc | 3 | $0 | 0.00% | 00.0% | 不變 |
| OTA Financial Group L.P. | 0 | $0 | 0.00% | −26,198−100.0% | 清倉 |
| Tarbox Family Office, Inc. | 0 | $0 | 0.00% | −20,160−100.0% | 清倉 |
| Kore Private Wealth LLC | 0 | $0 | 0.00% | −19,915−100.0% | 清倉 |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −18,659−100.0% | 清倉 |
| Monograph Wealth Advisors, LLC | 0 | $0 | 0.00% | −12,050−100.0% | 清倉 |
| Badgley Phelps Wealth Managers, LLC | 0 | $0 | 0.00% | −11,613−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −10,379−100.0% | 清倉 |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −3,083−100.0% | 清倉 |