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 7.93 Million shares, which have been reported (via 13F filing form) to have a value of $102 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
42,132
shares
|
$543,502
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
39,588
shares
|
$510,685
0.0% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
38,267
shares
|
$493,644
0.0% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
36,299
shares
|
$468,257
0.01% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
33,975
shares
|
$438,277
0.0% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
33,116
shares
|
$427,196
0.12% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Oct 28, 2024 Q3 2024 |
30,149
shares
|
$388,922
0.31% of portfolio
|
Q3 2024
Reduced 8.08%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
29,344
shares
|
$378,537
0.0% of portfolio
|
Q3 2024
Added 33.1%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 22, 2024 Q3 2024 |
28,761
shares
|
$371,016
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
25,994
shares
|
$335,322
0.03% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
25,240
shares
|
$325,596
0.09% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
22,046
shares
|
$284,393
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
21,968
shares
|
$283,387
0.15% of portfolio
|
Q3 2023
Reduced 10.11%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
21,220
shares
|
$273,738
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
20,969
shares
|
$270,500
0.0% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,114
shares
|
$259,470
0.0% of portfolio
|
Q3 2024
Added 13.27%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
18,639
shares
|
$240,443
0.0% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
18,579
shares
|
$239,669
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
18,579
shares
|
$239,669
0.18% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
18,425
shares
|
$237,682
0.15% of portfolio
|
Q1 2023
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
17,138
shares
|
$221,080
0.0% of portfolio
|
Q4 2023
Reduced 4.62%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
17,094
shares
|
$220,512
0.01% of portfolio
|
Q3 2024
Reduced 18.25%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
16,950
shares
|
$218,655
0.01% of portfolio
|
Q1 2024
Reduced 7.2%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
15,847
shares
|
$204,426
0.01% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
15,261
shares
|
$196,866
0.0% of portfolio
|
Q2 2024
Reduced 26.18%
|