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 77 institutions that hold shares in the stock, with a total of 7.78 Million shares, which have been reported (via 13F filing form) to have a value of $93 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2,695,981
shares
|
$32.2 Million
0.0% of portfolio
|
Q2 2025
Added 10.58%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
821,309
shares
|
$9.82 Million
0.08% of portfolio
|
Q2 2025
Reduced 6.1%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
486,257
shares
|
$5.82 Million
0.0% of portfolio
|
Q2 2025
Added 5.47%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
389,784
shares
|
$4.66 Million
0.09% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
283,659
shares
|
$3.39 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
248,162
shares
|
$2.97 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
227,772
shares
|
$2.72 Million
0.0% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Jul 15, 2025 Q2 2025 |
212,592
shares
|
$2.54 Million
2.16% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
199,757
shares
|
$2.39 Million
0.1% of portfolio
|
Q3 2022
Reduced 8.03%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
187,118
shares
|
$2.24 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.75%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
152,815
shares
|
$1.83 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.94%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
152,002
shares
|
$1.82 Million
0.04% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
83,841
shares
|
$1 Million
0.0% of portfolio
|
Q2 2025
Added 23.03%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
83,221
shares
|
$995,323
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
82,000
shares
|
$980,720
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
71,643
shares
|
$856,850
0.34% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Jul 28, 2025 Q2 2025 |
70,100
shares
|
$838,396
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
68,879
shares
|
$823,792
0.0% of portfolio
|
Q3 2024
Reduced 5.6%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
66,146
shares
|
$791,106
0.21% of portfolio
|
Q2 2025
Reduced 5.73%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
58,810
shares
|
$703,367
0.35% of portfolio
|
Q2 2022
Added 19.63%
|
|
|
Rareview Capital LLC
Las Vegas, NV |
Aug 05, 2025 Q2 2025 |
58,648
shares
|
$701,430
0.44% of portfolio
|
Q2 2025
Reduced 7.75%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
57,286
shares
|
$685,140
0.02% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Napa Wealth Management
Napa, CA |
Aug 14, 2025 Q2 2025 |
55,029
shares
|
$658,146
0.31% of portfolio
|
Q2 2025
Reduced 19.15%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Aug 04, 2025 Q2 2025 |
52,479
shares
|
$627,648
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
45,993
shares
|
$550,076
0.0% of portfolio
|
Q2 2025
Added 2.3%
|