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 74 institutions that hold shares in the stock, with a total of 7.54 Million shares, which have been reported (via 13F filing form) to have a value of $91.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 14, 2025 Q4 2024 |
2,362,403
shares
|
$28.7 Million
0.0% of portfolio
|
Q3 2024
Added 6.87%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
874,624
shares
|
$10.6 Million
0.1% of portfolio
|
Q1 2025
Reduced 10.49%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
461,034
shares
|
$5.61 Million
0.0% of portfolio
|
Q1 2025
Added 19.69%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
374,357
shares
|
$4.55 Million
0.09% of portfolio
|
Q4 2024
Reduced 22.57%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
284,283
shares
|
$3.46 Million
0.17% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
251,312
shares
|
$3.06 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
217,256
shares
|
$2.64 Million
0.0% of portfolio
|
Q1 2025
Added 8.22%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Apr 11, 2025 Q1 2025 |
212,592
shares
|
$2.59 Million
2.92% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
207,334
shares
|
$2.52 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.58%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
199,757
shares
|
$2.43 Million
0.1% of portfolio
|
Q3 2022
Reduced 8.03%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
175,310
shares
|
$2.13 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
150,763
shares
|
$1.83 Million
0.05% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
82,000
shares
|
$997,120
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
74,913
shares
|
$910,942
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 11, 2025 Q1 2025 |
71,643
shares
|
$871,178
0.4% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
70,167
shares
|
$853,230
0.27% of portfolio
|
Q1 2025
Reduced 24.51%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 05, 2025 Q1 2025 |
70,100
shares
|
$852,416
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Myecfo, LLC
La Jolla, CA |
Apr 08, 2025 Q1 2025 |
69,500
shares
|
$845,120
0.46% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
68,879
shares
|
$837,568
0.0% of portfolio
|
Q3 2024
Reduced 5.6%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
68,148
shares
|
$828,679
0.0% of portfolio
|
Q1 2025
Reduced 24.31%
|
|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
68,062
shares
|
$827,633
0.48% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
|
Rareview Capital LLC
Las Vegas, NV |
May 07, 2025 Q1 2025 |
63,573
shares
|
$773,047
0.51% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
58,810
shares
|
$715,129
0.35% of portfolio
|
Q2 2022
Added 19.63%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
57,637
shares
|
$700,865
0.0% of portfolio
|
Q1 2025
Reduced 49.25%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
57,184
shares
|
$695,357
0.03% of portfolio
|
Q1 2025
Reduced 41.39%
|