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 73 institutions that hold shares in the stock, with a total of 7.64 Million shares, which have been reported (via 13F filing form) to have a value of $97.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,362,403
shares
|
$30.1 Million
0.0% of portfolio
|
Q4 2024
Added 6.1%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
977,148
shares
|
$12.4 Million
0.1% of portfolio
|
Q4 2024
Reduced 14.38%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
385,176
shares
|
$4.91 Million
0.0% of portfolio
|
Q4 2024
Added 9.38%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
374,357
shares
|
$4.77 Million
0.09% of portfolio
|
Q4 2024
Reduced 22.57%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
312,720
shares
|
$3.98 Million
0.19% of portfolio
|
Q4 2024
Reduced 31.17%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Jan 29, 2025 Q4 2024 |
269,429
shares
|
$3.43 Million
0.01% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
221,941
shares
|
$2.83 Million
0.0% of portfolio
|
Q4 2024
Added 5.16%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Feb 12, 2025 Q4 2024 |
212,592
shares
|
$2.71 Million
2.55% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
200,761
shares
|
$2.56 Million
0.0% of portfolio
|
Q4 2024
Added 22.39%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
199,757
shares
|
$2.54 Million
0.1% of portfolio
|
Q3 2022
Reduced 8.03%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
175,310
shares
|
$2.23 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
150,458
shares
|
$1.92 Million
0.05% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Leisure Capital Management
|
Jan 24, 2025 Q4 2024 |
148,157
shares
|
$1.89 Million
0.74% of portfolio
|
Q4 2024
Reduced 15.81%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
113,571
shares
|
$1.45 Million
0.0% of portfolio
|
Q4 2024
Added 10.76%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
97,562
shares
|
$1.24 Million
0.04% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
92,943
shares
|
$1.18 Million
0.37% of portfolio
|
Q4 2024
Reduced 6.97%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
90,039
shares
|
$1.15 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
73,155
shares
|
$931,994
0.4% of portfolio
|
Q4 2024
Reduced 26.25%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
71,643
shares
|
$912,731
0.4% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Myecfo, LLC
La Jolla, CA |
Jan 13, 2025 Q4 2024 |
71,638
shares
|
$912,668
0.49% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Feb 03, 2025 Q4 2024 |
70,100
shares
|
$893,074
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
68,879
shares
|
$877,518
0.0% of portfolio
|
Q3 2024
Reduced 5.6%
|
|
|
Rareview Capital LLC
Las Vegas, NV |
Feb 10, 2025 Q4 2024 |
65,305
shares
|
$831,985
0.64% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
58,810
shares
|
$749,239
0.35% of portfolio
|
Q2 2022
Added 19.63%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Feb 14, 2025 Q4 2024 |
52,231
shares
|
$665,422
0.19% of portfolio
|
Q4 2024
Added 23.97%
|