Institutional Ownership Nuveen California Amt Free Quality Municipal Income Fund (NKX)
This table provides information about the institutional ownership of Nuveen California Amt Free Quality Municipal Income Fund (NKX). We have compiled data on the 71 institutions that hold shares in the stock, with a total of 7.59 Million shares, which have been reported (via 13F filing form) to have a value of $96.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,226,626
shares
|
$28.2 Million
0.0% of portfolio
|
Q3 2024
Added 6.87%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1,141,235
shares
|
$14.4 Million
0.11% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
483,505
shares
|
$6.12 Million
0.12% of portfolio
|
Q3 2024
Added 6.05%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
352,151
shares
|
$4.46 Million
0.0% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
312,720
shares
|
$3.96 Million
0.19% of portfolio
|
Q4 2024
Reduced 31.17%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 01, 2024 Q3 2024 |
267,529
shares
|
$3.39 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
211,045
shares
|
$2.67 Million
0.0% of portfolio
|
Q3 2024
Added 21.83%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
199,757
shares
|
$2.53 Million
0.1% of portfolio
|
Q3 2022
Reduced 8.03%
|
|
|
Leisure Capital Management
|
Oct 15, 2024 Q3 2024 |
175,988
shares
|
$2.23 Million
1.03% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
175,614
shares
|
$2.22 Million
0.0% of portfolio
|
Q3 2024
Added 18.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
164,036
shares
|
$2.08 Million
0.0% of portfolio
|
Q3 2024
Added 18.54%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
149,869
shares
|
$1.9 Million
0.06% of portfolio
|
Q3 2024
Added 603.21%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
102,541
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
99,907
shares
|
$1.26 Million
0.45% of portfolio
|
Q3 2024
Reduced 31.76%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
99,198
shares
|
$1.26 Million
0.64% of portfolio
|
Q3 2024
Added 42.99%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
91,063
shares
|
$1.15 Million
0.05% of portfolio
|
Q3 2024
Added 9.45%
|
|
|
Aqr Arbitrage LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
85,458
shares
|
$1.08 Million
0.06% of portfolio
|
Q3 2024
Reduced 50.78%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
71,643
shares
|
$907,000
0.4% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jan 13, 2025 Q4 2024 |
71,638
shares
|
$906,937
0.49% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 12, 2024 Q3 2024 |
70,100
shares
|
$887,466
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
68,879
shares
|
$872,008
0.0% of portfolio
|
Q3 2024
Reduced 5.6%
|
|
|
Rareview Capital LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
64,913
shares
|
$821,798
0.66% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
58,810
shares
|
$744,534
0.35% of portfolio
|
Q2 2022
Added 19.63%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 14, 2024 Q3 2024 |
55,639
shares
|
$704,389
0.09% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
42,132
shares
|
$533,391
0.21% of portfolio
|
Q3 2024
New holding
|