Latest Institutional Transactions on Nuveen California Amt Free Quality Municipal Income Fund (NKX)
This table provides information on the latest institutional transactions involving Nuveen California Amt Free Quality Municipal Income Fund (NKX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-54.5K- 78.42% |
$625K - $695K
|
15K
$176K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7K+ 47.78% |
$80.2K - $89.3K
|
21.7K
$255K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
61+ 0.32% |
$699 - $778
|
19.2K
$226K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
510New |
$5.84K - $6.5K
|
510
$6K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5+ 0.01% |
$62.7 - $65.3
|
34.8K
$409K
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1.3K+ 3.1% |
$16.3K - $17K
|
43.2K
$508K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.39K+ 22.59% |
$80K - $83.3K
|
34.7K
$408K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
75.7K+ 3.2% |
$948K - $987K
|
2.44M
$28.7M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.12K- 11.98% |
$76.7K - $79.9K
|
45K
$529K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.73K- 2.13% |
$46.7K - $48.7K
|
172K
$2.02M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
14K+ 3.75% |
$176K - $183K
|
388K
$4.57M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
55+ 0.26% |
$689 - $718
|
21.1K
$248K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
24.1KNew |
$302K - $314K
|
24.1K
$283K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
18+ 0.06% |
$226 - $235
|
28.5K
$336K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2+ 0.01% |
$25.1 - $26.1
|
17.6K
$207K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-5.09K- 6.96% |
$63.8K - $66.5K
|
68.1K
$800K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
74.9KNew |
$939K - $978K
|
74.9K
$881K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-103K- 10.49% |
$1.28M - $1.34M
|
875K
$10.3M
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-266- 49.63% |
$3.33K - $3.47K
|
270
$3.18K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-55.9K- 49.25% |
$701K - $730K
|
57.6K
$678K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
305+ 0.2% |
$3.82K - $3.98K
|
151K
$1.77M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
75.9K+ 19.69% |
$951K - $990K
|
461K
$5.42M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-21.9K- 24.31% |
$274K - $286K
|
68.1K
$801K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.8KNew |
$211K - $220K
|
16.8K
$198K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-14.6K- 6.58% |
$183K - $191K
|
207K
$2.44M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
40.6KNew |
$509K - $530K
|
40.6K
$478K
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-18.1K- 6.72% |
$227K - $236K
|
251K
$2.96M
|
|
|
May 07, 2025
Q1 2025
|
Rareview Capital LLC
Las Vegas, NV |
SELL
|
- |
-1.73K- 2.65% |
$21.7K - $22.6K
|
63.6K
$748K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.5K+ 8.22% |
$207K - $215K
|
217K
$2.55M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-128- 0.42% |
$1.6K - $1.67K
|
30.5K
$359K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-40.4K- 41.39% |
$506K - $527K
|
57.2K
$672K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
82KNew |
$1.03M - $1.07M
|
82K
$964K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-644- 2.3% |
$8.07K - $8.4K
|
27.4K
$322K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
2.14KNew |
$26.8K - $27.9K
|
2.14K
$25.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.06K- 50.0% |
$25.9K - $26.9K
|
2.06K
$24.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
900New |
$11.3K - $11.7K
|
900
$10.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.54K- 38.15% |
$81.9K - $85.3K
|
10.6K
$125K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.9K+ 185.41% |
$86.5K - $90.1K
|
10.6K
$125K
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-22.8K- 24.51% |
$285K - $297K
|
70.2K
$825K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
81+ 0.24% |
$1.01K - $1.06K
|
33.4K
$392K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
321+ 1.19% |
$4.02K - $4.19K
|
27.3K
$321K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-28.4K- 9.09% |
$356K - $371K
|
284K
$3.34M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.06K- 4.21% |
$13.3K - $13.9K
|
24.2K
$284K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.81K- 40.46% |
$96.1K - $108K
|
11.5K
$135K
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
41.8KNew |
$514K - $580K
|
41.8K
$491K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4.23K+ 19.92% |
$52K - $58.7K
|
25.4K
$299K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
10.1K+ 23.97% |
$124K - $140K
|
52.2K
$614K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
660+ 3.54% |
$8.12K - $9.16K
|
19.3K
$227K
|
|
|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
213KNew |
$2.61M - $2.95M
|
213K
$2.5M
|
|