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 |
|---|---|---|---|---|---|
|
Garrison Point Capital, LLC
Walnut Creek, CA |
Oct 24, 2022 Q3 2022 |
15,000
shares
|
$193,500
2.59% of portfolio
|
Q2 2020
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
14,504
shares
|
$187,101
0.0% of portfolio
|
Q1 2024
Reduced 12.12%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Oct 07, 2024 Q3 2024 |
14,501
shares
|
$187,062
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
13,984
shares
|
$180,393
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
13,650
shares
|
$176,085
0.0% of portfolio
|
Q4 2023
Reduced 26.4%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
13,590
shares
|
$175,311
0.0% of portfolio
|
Q3 2024
Added 1259.0%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
10,688
shares
|
$137,875
0.0% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
10,512
shares
|
$135,604
0.0% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Flc Capital Advisors
|
Oct 16, 2024 Q3 2024 |
10,000
shares
|
$129,000
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
6,413
shares
|
$82,727
0.0% of portfolio
|
Q3 2024
Reduced 24.71%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
5,535
shares
|
$71,401
0.01% of portfolio
|
Q4 2021
Reduced 49.84%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
3,722
shares
|
$48,013
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
3,000
shares
|
$38,700
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
3,000
shares
|
$38,700
0.0% of portfolio
|
Q1 2024
Added 864.63%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
3,000
shares
|
$38,700
0.0% of portfolio
|
Q1 2024
Reduced 51.23%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
1,161
shares
|
$14,976
0.0% of portfolio
|
Q2 2024
Reduced 35.86%
|
|
|
Fny Investment Advisers, LLC
|
Oct 18, 2024 Q3 2024 |
900
shares
|
$11,610
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
823
shares
|
$10,616
0.0% of portfolio
|
Q3 2024
Added 295.67%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
536
shares
|
$6,914
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
334
shares
|
$4,308
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
200
shares
|
$2,580
0.0% of portfolio
|
Q2 2023
Reduced 43.18%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
3
shares
|
$38
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|